New and Enhanced in FTD Mercury X3 & X3 Fall
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| - | ' | + | ==FTD Mercury X3 Fall== |
| - | + | FTD Mercury X3 Fall's centerpiece feature is the [[Event Planner]]. In addition, there are several other [[Additional FTD Mercury X3 Fall Enhancements|minor features and enhancements]]. | |
| + | ==FTD Mercury X3== | ||
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 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. | *[[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 [[Funeral Log]]. | + | *[[Ticket Search]] has been enhanced to allow you to search using a date range. You can also now search for refunded orders, as well as by recipient address. |
| + | *[[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]]. | ||
*The missing [[Reciprocity Report]] has been added back to FTD Mercury X3! | *The missing [[Reciprocity Report]] has been added back to FTD Mercury X3! | ||
*[[Address Verification]] is now Web-based. | *[[Address Verification]] is now Web-based. | ||
*[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]]. | *[[Mercury Administration: Audit Trail Screen|Audit trail]] security has been added for negative value sales, refunds, and updating Prevent House Charges check box in the [[Customer Detail Information Window - House Account Tab|House Account tab]] of the [[Customer Detail Information Window|Customer Detail Information window]]. | ||
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| + | <hr> | ||
| + | [[FTD Mercury Documentation|Back to FTD Mercury Documentation]] | ||
Current revision
FTD Mercury X3 Fall
FTD Mercury X3 Fall's centerpiece feature is the Event Planner. In addition, there are several other minor features and enhancements.
FTD Mercury X3
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.
- Ticket Search has been enhanced to allow you to search using a date range. You can also now search for refunded orders, as well as by recipient 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.
