It is a significant update from the old way of doing it. In Point 6.0, the marketing templates and mailing labels take about 4 or 5 clicks to batch your loans into Word for email, mailings and labels.
----- Original Message ----
From: grand489 <grand489@...>
To: customforms@yahoogroups.com
Sent: Friday, October 12, 2007 12:08:45 PM
Subject: [customforms] New "Marketing" area in Point
From: grand489 <grand489@...>
To: customforms@yahoogroups.com
Sent: Friday, October 12, 2007 12:08:45 PM
Subject: [customforms] New "Marketing" area in Point
Hi everyone,
Has anyone loaded up PDS 6.0 (or Point 6.0) and seen the
new "Marketing" section?
What are your impressions of it?
On the Calyx support page, Calyx makes it sound like it has the
ability to produce Marketing Literature, like mail merge of customer
information into mail outs. It is supposed to be show up like Reports
and Tasks and Templates in the Navigation Panel.
We are waiting to install 6.0, so let me know about your experiences
with this new section.
Thanks,
John