FirstClass helps shape national legacy benchmarking programme

'Emailing!' we hear you cry. 'How is that a feature?'. Email is as prevalent as pen and paper – if not more so. Everyone uses email, but it's crucial to understand how it can be used within the FirstClass platform. Email is critical in helping charities build an online presence. Here are four reasons we believe email deserves a FirstClass feature showcase. 1. Hit send If you rely on an external platform to send and receive emails, then you’re operating outside FirstClass’s secure environment. And it’s one more platform to manage, too. With FirstClass, you can email anyone and everyone related to a specific case. The software works seamlessly with all versions of Outlook, making integration easy. Additionally, you can eliminate email-related admin, which is inevitable when using a third-party email provider. Any email addresses that aren’t on the system can easily be imported. Oh, and everything’s ringfenced, so that only those with admin rights can send emails. 2. Log it When it comes to incoming emails, all attachments, notes, and tags can quickly be logged into the system. So, users can easily track specific items if they've attributed a keyword or search term to them when they go into the legator's records. If, for example, you've previously logged a copy of the will, you can locate and recall that specific document by searching 'copy of the will'. 3. Flexible templates With FirstClass, users can easily create letter templates. While they look exactly like standard printed letters, they can be emailed to anyone in seconds, saving charities time and money in postage fees. Additionally, users can incorporate their own branding, such as logos and fonts, so that all digital communication can be on brand and consistent with other assets. 4. Scans well With FirstClass’s email import attachment wizard, users can log critical documents – such as estate sales brochures, Smee & Ford notifications and sensitive information relating to a case – almost instantly with the scan-to-email functionality. Once an item has been scanned and emailed to the user, they can use the importing attachment tool to select which attachments they would like copied from the email to the FirstClass directory. Ready to go paperless and futureproof your organisation? Contact the FirstClass team on 01257 272730 or email info@firstclass-software.com .