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Overview
Contact Management
Template Management
Group Communication Management
Greeting
Management
 The
best thing I have found in this software is e-mail function &
quick retrieval of contacts. We are using eSecretary to send &
track our correspondence. The correspondence are mainly
Quotations which can be easily tracked with the simplicity
provided by eSecretary.
We are using the simplified merge facility to send mails to send
emails to various identified user groups, we are generally
sending company profiles and product related details. During
daily dispatch, the Label printing of Contact information is
made very, very easy by eSecretary, it takes only few clicks.
Rajendra Jhaveri,
Managing Director,
Bhavana Lighting Pvt. Ltd.,
Mumbai
Its
very beneficial for me, its really good software.
As we are a chartered accounting firm segregation of various
softcopy documents are very important. eSecretary provides a
very good feature for classification of softcopy documents /
files / correspondence. Mostly we prefer to manage Balance
Sheets in Microsoft Excel against a Contact in eSecretary, it
makes retrieval very easy.
Also various other official documents related to clientele is
stored and tracked in eSecretary.
Shabnam, Admin Executive, Jajoo Gopal Mangilalji, Mumbai
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Correspondence Automation & Management |
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Automates Correspondence
Generation (Letter, email & other documents)
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Build letters quickly with Microsoft Word.
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Assign Unique
Reference number
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Auto
insertion of the address
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Always
prompts to select a template?
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Put signature
at the bottom
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Automates
naming & saving of the documents.
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Your letter
is ready with or without minor editing.
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Auto profiling of each letter/document for quick retrieval in
future. |
Generates
emails with Microsoft Outlook
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Assign unique
number to each mail. |
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Facilitates to
select email templates for standardized emails. |
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Auto pick up of
email ID of the selected contact. |
Recording
Incoming Letters
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Facilitates to
store by scanning incoming letters. |
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Facilitates to
assign status and remarks for action. |
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Assign unique ID
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Status Tracking
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Assign & track
status and remarks for each incoming & outgoing letters, emails &
other documents.. |
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Retrieve
correspondence for a particular status or remarks. |
Quick Retrieval
of Past Correspondence
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Lists
correspondence of a particular contact instantly
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Retrieval of the
desired document by Ref. No. , to use as an effective communication
reference point. |
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Lists Today’s
Correspondence & Documents to have an overview of what documents and
letters has been generated by different users in the organization.
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Retrieval of
Correspondence & Documents between specific dates.
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Look for
specific letter/Document/email
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Provides look for
specific documents facility based on any correspondence properties*.
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Beginning
text for any property value of the documents where you may be
interested to get very specific documents.
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Text Search in
any property filed of documents/correspondence where you may be
looking for one or multiple documents belonging to a particular
value of a particular property. |
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Sorting of
correspondence/documents is possible on click of the header of the
column means any field of your correspondence register.(A-Z or Z-A)
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Advance Search
of Correspondence & Documents:
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Filtration of
correspondence based on the value of any properties of documents.*.
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Further Look for
specific correspondence / documents facility is available in
filtered correspondence/documents |
Correspondence/
Document Properties are:
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Subject
Matter |
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Category
of Letters |
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Name of
Company |
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Name of
Contact Person |
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Contact
Type |
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Contact
Category |
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City
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State
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Country
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Dispatch
Date |
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Dispatch
Mode |
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Letter
Author |
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Letter
Status |
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Information in Remarks filed etc.
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