Smart fields are placeholder fields (variables) that allow BQE CORE to auto-fill them with actual IDs or real values when emailing your invoices, statements, reports, purchase orders, or payment receipts. These s
You can add multiple smart fields to the subject field, file name and default message of your emails. For example,
- Smart fields are a huge time-saver, especially when sending out year-end emails. They automatically fill in specific data such as {ClientID}, {ProjectID}, and {Invoice_Number} when composing emails, which reduces manual data entry.
- By inserting relevant names and IDs directly into your email correspondence, smart fields enable personalized communication with clients. This can improve overall client engagement and satisfaction.
- The automation provided by smart fields saves significant time, especially when dealing with a large volume of emails. You can focus on more critical tasks rather than spending time on repetitive data entry.
- Using smart fields ensures that the information conveyed in emails is consistent across different communications and by different people in the company. This helps in maintaining a professional image and clarity in communication.
- You have the flexibility to add multiple smart fields to the subject, file name, and default message of emails. This allows for customization according to the specific needs of each business or project.
- Since the data is auto-filled by CORE, the likelihood of errors due to manual entry is significantly reduced. This leads to more accurate communication and record-keeping.