Features
   

 

 
client-Assyst - overview client-Assyst - database content client-Assyst - searching and extracting client-Assyst - exporting and mailshots client-Assyst - reporting client-Assyst - case and commissions tracking client-Assyst - investment management client-Assyst - networks and remote working client-Assyst - data load and database conversion
client-Assyst - Diary client-Assyst - documents

Mailshots / Letter Writing

To simplify customer contact and facilitate mail-shots and label printing, client-Assyst allows you to link exported name and address information to Microsoft Word* for letter writing and mail-merges.

  • Simply click one button and select your letter template to create a personalised letter for one or any number of clients
  • client-Assyst automatically interfaces to MS-Word and populates your letter(s) ready for printing
  • Used in combination with extract lists to target all clients or specific groups
  • Store any number of letter templates to suit your particular requirements
  • Pre-defined exports supplied for letters and labels
  • 'Memorise' regularly used exports for easy future use

*   You need MS-Word 2000 or better for this feature to work.