Fact Sheet: Adding Emails

Adding emails

SQLWorks integrates with your email inbox to let you view, send and use emails to complete other tasks: here’s how.

To add your email account to SQLWorks, click ‘User Prefs’ under Preferences (1) in the main navbar. Select your User ID, and under the ‘Employee Info’ Tab put your email settings into email settings fields, including your account ID and password. This will give SQLWorks permission to see the contents of your email inbox.

In the main Companies List (1) by clicking the ‘Emails’ Tab (2) under a selected company’s record you can view the contents of your inbox on the left hand panel, and emails saved within SQLWorks on the right hand panel.

Dragging an email from the left panel to the right panel saves a copy to the system and makes the email visible to other SQLWorks users, whilst selecting an email makes the message content visible in the yellow viewing box below.

This is most useful for adding emails which are to valuable to just sit in your inbox – emails which your team will need to be able to share or recover details from in your absence.

You can also use this tool to place important emails within the system, linking important correspondence to projects, sales leads, quotations and more.

 

SQLWorks can even be configured to recognise significant emails and automatically add them to projects and other areas – for additional information, ask the SQLWorks team today.

Fact Sheet: Projects

Project management is a powerful function of SQLWorks CRM, which allows users to collaborate on bigger projects and coordinate work from different areas of your business.

With careful planning, you can use SQLWorks’ Projects tool to more easily collate your team’s efforts towards an overarching goal onto a single dashboard, saving time and money.

‘Projects’ can be accessed under the SQLWorks CRM dropdown in the main navbar (1) and displays your live projects within the list panel (2). Key information and editing buttons for the selected project is displayed at the top of the main window (3).

SQLWorks Projects acts as a collection point for entries from across SQLWorks (including financial elements, tasks, documents and much more) relating to a chosen project, in one place under the correct tab (4). You can create new linked items (of any type) direct from projects by right clicking the correct window from within the project screen, which will also added in the relevant section elsewhere in SQLWorks. For example, a new phone log created inside “projects” will also display in SQLWorks phone logs.

This becomes most powerful in reverse however – when creating new entries elsewhere in SQLWorks, users can tag this as part of a specific project. This is the case for almost any SQLWorks item (including individual lines from quotes, orders or invoices for project costings) which can all be linked to an open Project.

SQLWorks can have multiple project types for managing different sorts of projects at once, each with their own data capture or layout – for example, financial projects may require access to financial entries from SQLWorks Accounts. The SQLWorks team can add new project types for your business on request.

For staged projects, a SQLWorks project can be segmented into saved ‘Stages’ which prompt automatic action when reached, for example emailing a contact or completing a task.

Security groups prevent unauthorised users from accessing restricted projects, or sections within a certain project (for example: confidential data) and this can also be configured on request by the SQLWorks team.

SQLWorks Projects can help you easily gather information and organise stages of a more complex set of related jobs, or pool the work of a larger team in a coordinated way.

 

For more information on SQLWorks CRM tools, contact our team today: http://www.sqlworks.co.uk/contact-us/