We’re very excited to be releasing the new version of Tractivity (v5.4) to help you kick-start 2019! We have highlighted five features we think you should know about.
With new search functionality combined with the option to copy in your team members. The email module has been re-designed to save you hours of painful admin time. You can now also blind copy yourself into any emails, with the click of a button.
You can now create and save common email responses, so you do not have to write the same emails over and over. Have the flexibility to create new, amend existing and delete unwanted templates from within your Tractivity email module.
To allow Tractivity to send from your preferred “from address”, you will require your IT team to set up an SPF record. This will reduce your chance of hitting spam filters, meaning you’ll reach more of your stakeholders. Don’t worry, If you don’t have an SPF record setup, you’ll see an orange warning symbol, and all emails will be sent from firstname.lastname@example.org, marked on behalf of your chosen email address. Not sure how to set up an SPF record? Contact your Tractivity Account Manager.
We now have an alternative to our Outlook Integration, a brand-new email feature, Drag & Drop Email. Simply Drag & drop your emails into a folder on your desktop and then into your Tractivity system. Don’t worry, all attachments included in your emails will automatically save to your Tractiviy system too.
With each new release, you will notice extra information you can record inside your Tractivity system. Furthermore, you will see a new left-hand menu titled ‘email configuration’, giving you the flexibility to change the email addresses you use, when sending and replying to your stakeholders.
Release Notes for Tractivity v5.4
These release notes provide further information on the features and improvements made within the version 5.4 of Tractivity.
Revamped Email Page
Email Address Configuration (Superuser)
Drag and Drop Emails
Page Load Time Improvements
New Data Fields
Email Enquiry Functionality
++General Hot Fixes and Customisations