Note function and Advanced Mail Merge Templates

The latest updates to Buildlogic Project Management Software have bought with it two useful functions regarding documents. This relates to enhancements in notes and advanced mail merge templates.

Over the years we have seen users utilise the notes function more than it was originally designed for. For that reason we have made changes which allow you to put reference codes against notes, which as a result allows lists to be used as registers.

Our latest change brings something more, by allowing you to drag and drop multiple files or emails into one note. Files can be added to these notes by dragging and dropping them into the Documents box or any Notes grid.

To make life easier, if you click the “Create email” button all attachments will be added to the email.

We have created a short video to show you how this all works.

The new advanced mail merge templates are something we are excited about, with tests reporting a 10+ fold speed increase. This is a massive change from previous experiences where clients were waiting a significant amount of time for templates to be generated.
Larger templates which require significant information to be produced will benefit most from the upgrade. We urge all clients to take the time to review your forms to identify any templates that would benefit from this increase in speed. Upgrading for your old template to the new advanced merge will cost $70 plus gst per template.
This fee covers the development of the existing form using the new Advanced Mail Merge and configuration to your business look and feel including preferred layout, fonts and colours.

Below is a sample of the new advanced mail merge templates

If you have identified a template that you would like to have upgraded, please send an email to support@buildlogic.com.au with the template out of the BuildlogicSQL\Template attached and we will review and advise if possible.

To view a short movie on the new notes function, please click here, for the Advance merge, please click here.

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