At Priava we are committed to continuously improving and enhancing our cloud-based software. We listen to feedback from our users and work with our developers to find new and innovative ways of helping our users to manage their venue bookings and events more effectively, by empowering them with software that helps them to work quicker and smarter.
With this in mind, this month we are extremely excited to announce the release of our latest feature, Email Reports. This is a new feature that allows you the ability to send reports via email directly to your colleagues and clients from within Priava. The best part is that Email Reports is a free inclusion as part of the Core Software & CRM, so, provided you have an active subscription, you can begin using it straight away.
Before you begin sending emails from Priava, you can customise your own email preferences and create a personalised email signature. This means that all of the emails you send from Priava will appear as if they have been sent from you personally – this is particularly useful if you are going to send booking contracts, quotes or invoices to customers.
Once you have generated your report, you can choose how your report will appear in your email e.g. pdf, excel, word etc. Furthermore, customise your subject line, tailor the body of your email and add as many recipients as required. This means that you can send emails for both internal and external communication purposes.
Once you have sent an email using Priava, it will automatically be stored within the system and linked to the relevant contact, organisation, opportunity and/or event record so you can view all correspondence at a glance. Furthermore, the report that you emailed will be saved in Files ready for you to download as often as required.