Smart Tasks...great idea, terrible execution...

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Smart Tasks...great idea, terrible execution...

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by - edited

There is no reason why we are now not able to automate sending an email personally addressed (basic mail merge) to a client and being able to edit that letter prior to it being sent. This is a huge deficiency to many of us in industries where we are in ongoing telephone and face to face contact with our clients. I know Act! would like us to use Swiftpage and it is a great add-on but it's not efficient for email.

Many of us would never think of sending out an email to a client that at the very minimum didn't include their name.

I am surprised that Act! has not fixed this and that there aren't a barrage of complaint emails on this forum. Note that as far as I know Act! has no intention of including ST mail merge in the 2013 release. I am bracing myself for a slow and painful wait as fixes and improvements are released at a snails pace.

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