New and Enhanced in FTD Mercury X3 & X3 Fall
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*[[FTD Mercury Mobile]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go. | *[[FTD Mercury Mobile]] - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go. | ||
*[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received. | *[[Order Confirmations]] - enables you to provide excellent customer service by confirming orders when they're received. | ||
| - | *[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. | + | *[[Email Management]] - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even [[Emails and Confirmations Window#Sending a Personal Email Message|send personal email messages]] to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address. |
*[[Add Recipient Window|Multiple sympathy cards]] are now available from the [[Handling Funerals with the Funeral Log|Funeral Log]]. | *[[Add Recipient Window|Multiple sympathy cards]] are now available from the [[Handling Funerals with the Funeral Log|Funeral Log]]. | ||
*Updates have been made to the [[Business Snapshot Report]], [[Tax Exempt Customer Report]], [[Product Comparison Report]], [[Ticket Report]], and [[Product Sales Reports]]. | *Updates have been made to the [[Business Snapshot Report]], [[Tax Exempt Customer Report]], [[Product Comparison Report]], [[Ticket Report]], and [[Product Sales Reports]]. | ||
Revision as of 15:58, 29 March 2011
IMPORTANT: This information is about beta software and is subject to change.
FTD Mercury X3 has several new and enhanced features, all designed to help you streamline and grow your business. Following are some of these new and updated features:
- FTD Mercury Mobile - allows you to keep up with your business from selected smartphones. You can get access to your Dashboard, as well as confirm deliveries on the go.
- Order Confirmations - enables you to provide excellent customer service by confirming orders when they're received.
- Email Management - You now have access to additional email management tools, including the ability to have different email addresses for invoices, delivery confirmations, order confirmations, and statements. You can even send personal email messages to customers. If you keep multiple contacts for customers, you can enter email addresses for those contacts and that email address will automatically override the customer's email address.
- Multiple sympathy cards are now available from the Funeral Log.
- Updates have been made to the Business Snapshot Report, Tax Exempt Customer Report, Product Comparison Report, Ticket Report, and Product Sales Reports.
- The missing Reciprocity Report has been added back to FTD Mercury X3!
- Address Verification is now Web-based.
- Audit trail security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the House Account tab of the Customer Detail Information window.
