If you’ve pulled up a job profile in the past couple days you may have noticed something new in the conversation module…
Each job now has a dedicated email address that lets you send emails directly to the profile from any email client by adding the email address as a BCC to an email to your client or simply forwarding an email that your client sent you.
Once you send an email to the BCC address, you should be able to pull it up again directly inside your email application based on the job name.
You can also go to settings and click on the “vCard Job BCC Addresses” link (or the combined export) in the yellow box on the right. As with all vCard imports, we suggest importing the contacts into their own folder/group to make it easier to manage them later. Once imported, you’ll be able to pull up the BCC address directly from your email client without visiting Táve first.
Other Email Features
The email bcc feature is meant as a convenience and is not what we’ve been referring to as “Email Integration”. Full email integration (with templates, themes, reply and bounce handling, auto replies, parsing, etc) is still coming in a future release.
This feature was created outside of our normal development process so we could get it out there quickly (since we’ve had many requests for it) without having to wait for the next big release…
Our Next Releases are Game Changers
We’ve mentioned that Questionnaires (our top requested feature) is very close to rolling out, but we’re going to hold back for a bit and merge it into the next release.
Two main reasons. First, we don’t want to change Client Access that much in the middle of what is a busy holiday season for many of our studios, and second, our Questionnaires go so far beyond anything available today that we expect a huge surge in new users, and that’s not something we want just yet.
We’re doing some amazing things right now. Some of the upgrades are so impressive and so massive, that many won’t even recognize the application when they stop by our booth at WPPI in March, that’s how huge the next few months are going to be for us. We’re improving the way you work, the way things are organized, and the speed at which you can work. More emphasis is being put on jobs; from the way client access is set up and managed to the way you create and propose quotes. We’re making the whole application more intuitive, the workflow faster and far more flexible, and a whole lot easier to start using from the get go. Not to mention, we’re adding the most requested features from our users like Questionnaires, Email Integration, and more.
So even though it’ll remain fairly quiet on the Táve front for a bit longer, know that it’s because of some truly revolutionary improvements coming up.