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New arrivals

What’s new in the software

For more than 20 years, we have been developing new functions and modules in addition to specific reports to meet the needs of our customers.

This section presents all the new features of Collabox available now for all users.

You will find new functions that will simplify your daily business life depending on the modules to which you are subscribed.

Questions? Contact us now.

Followmail

By Followmail, New arrivals

The Followmail is the ideal communication tool with your contacts, customers and prospects! It is a system that works like a newsletter, but the distribution lists can be customized by your company.

The Followmail – News

For subscribers already registered to the Collabox Contacts module(CRM), the Followmail has been revamped!

  • A powerful and feature-rich editor
  • A mailing system that allows you to schedule your mailings at different dates and times
  • A system for making targeted and specific distribution lists
  • Fields that allow you to personalize your message
  • The ability to include links to other websites
  • Statistical reports on the sending and performance of your messages
  • Drag & Drop” method to edit your message
  • Responsive mode for mobile devices

Distribution list

The Followmail works in close collaboration with the Collabox CRM module. Each contact in your module has the option, or not, to be part of a distribution list. It is up to you to select the option as needed directly in the contact’s record. To do this, go to the Contact tab and directly to the individual’s file. At the bottom of the page, check the “subscribe to distribution lists” box

Then, go to the “Distribution List” tab in the left-hand menu.

Add a new list or select one already made. Give it a name.

Enter the names of all the contacts that will be in your list.

Your distribution list is done. You can create many for different customers, suppliers, prospects or for all your contacts.

Messages

Select the “Messages” tab in the left menu.

Then add a new message.

Give it a name, an object and edit it.

The editing of the message is done with a multitude of tools. Personalize your message easily!

Sending a message

Go back to the left menu and click on “Shipments”.

Add a shipment. Fill in the requested fields, add the message and check the desired boxes. For example, the box “Request confirmation of receipt of email” is shown.

Finally, check the distribution list that your message is intended for. Several lists can be checked simultaneously.

Followmail statistics

Collabox keeps track of your messages and offers the possibility to see the statistics related to the opening of your messages. To check your statistics, go back to a sent message and select the “Contacts” tab.

A list of all the contacts who have received the message is displayed, with a column entitled “Number of consultations” and another entitled “Date of first consultation”. So you see who opened and read your message!

If you have any questions, please contact us and we will be happy to answer them.

info@collabox.com (418) 907-9274

Configuring your Collabox: Custom fields and drop-down menus

By Configuration, Configure your Collabox, New arrivals

Already well known to Collabox users, custom fields are now even more specific thanks to the addition of drop-down menus.


Adding custom fields and drop-down menus

First go to the main menu “Configuration”.

In the left menu, choose the “Custom fields” function.

Add a new field or modify an existing custom field.

Fill in the boxes and select the field you want. There are several options available to you, so simple boxes. The choice we are interested in here is the “Multiple choice (drop down) field”. Choose where you want it to be presented in the form, then select the type of drop-down menu you want. The options are a list: of products, employees, resources or contacts. Combine your drop-down menu with a simple field or image to help you find your way around!

Indicate the values that will be part of your drop-down menu.

Don’t forget to choose the form where your custom fields will appear!

Here is the result of a custom field containing a drop-down menu.

Watch several video tutorials on our Youtube channel and visit our Tips and Tricks section in the Blog to continue your Collabox configuration!

If you have any questions, please contact us and we will be happy to answer you.

info@collabox.com (418) 907-9274

Version 4.6 – Collabox offers 14 new features

By About the Collabox, New arrivals

1. To find quickly

You are looking for information on a client, but you do not remember where you saved it. In your timesheet, in a client file or in a project file. The advanced search now allows you to search all of the notes at the same time. Timesheets , in your client lists , of projects and of suppliers , in your contacts , in the notes of invoices and in your agenda . Here is a good helping hand to help you find the essential information which you mislaid!

example of an advanced search result
(searched keyword: collabox)

2. An accelerated display of pages

The tabs have been changed to allow faster viewing.

 tabs are faster to display

For even more speed and greater reliability,
choose to browse with Firefox. Plus, it’s free!

3. A new theme named Vampire

A brand new theme has been added to the lists of available themes:

4.17 new variables for Followmail mergers
To allow you to better personalize your Followmail messages, we have added 17  new variables that you can use at will. (Your name, phone number, address of your organization, etc.).

5. Improved mailing lists
Know what is happening in your absence

Your Collabox now allows you to view in one page all the activities and modifications made to a distribution list. The history will show the date of creation from the list, the unsubscribes and the subscriptions as well as imports in batch.

6. Sending invoices by email
You can now send your invoices by email immediately after having produced them. With the press of a button, the Collabox displays your customer’s email address and you’re ready to go!

Other modifications

  1. Tasks preferences: Show only the 10 highest priority tasks
  2. Followmail : Create your messages from html files
  3. Followmail : Sales managers can now see all of the company’s messages, mailings and distribution lists.
  4. Followmail : Addition of the sender’s name in the FROM field: messages
  5. Followmail : Modifications of email headers and Mail Delivery Error redirection
  6. Dashboards : Online beta version of a new Dashboard module
  7. Accounting : Possibility of creating recurring disbursements
  8. Calendar : Changing the calendar display