Emails are the vital lifeblood of businesses, but they create filing problems. Overloaded inboxes become unwieldy and require searching. Organising them can take ages. Which is why automating the filing of emails makes sense, but few do it, because they don't have the software. Inboxes are geared to individuals so in larger organisations there's no easy way to track communication. It's left to individuals to do it. They won't. Logical Office CRM auto-file emails. Yes this is a blatant advertisement. Why would qualified accountants waste time filing/searching for emails, when there's a good solution?
Regards
Rod Voyce
Hi Kevin,
Good article. You're right about using the inbox as the action list. The other problem you didn't mention is the filing chaos caused by emails. Users don't have time to copy them to client files, so the client file is always out-of-date. Security is non-existent because users can delete emails and maybe not even know they've done it. If users are expected to manually file emails they won't do it because it's a pain and they're too busy. If they do it then time is wasted. All these problems are solved if you have the right technology e.g. Logical Office CRM does the email filing for you, providing a single view of client communications, and saving a ton of wasted time. Removing the filing of emails does make life a whole lot easier for harassed accountants, who didn't qualify to waste time filing and searching overloaded inboxes.
Rod Voyce
Using software to chase clients automatically would have escalated the problem sooner, and provided a concrete audit trail of reminders which would have removed any doubts about who was at fault. Logical Office provides a standard bookkeeping workflow for this, as well as annual accounts, payrolls, conf stats, P11Ds etc. Systematically processing deadlines can avoid lost customers and spread workloads sensibly. Better than losing clients/stressing out about deadlines.
Rod Voyce MD Logical Office Ltd
My answers
Emails are the vital lifeblood of businesses, but they create filing problems. Overloaded inboxes become unwieldy and require searching. Organising them can take ages. Which is why automating the filing of emails makes sense, but few do it, because they don't have the software. Inboxes are geared to individuals so in larger organisations there's no easy way to track communication. It's left to individuals to do it. They won't. Logical Office CRM auto-file emails. Yes this is a blatant advertisement. Why would qualified accountants waste time filing/searching for emails, when there's a good solution?
Regards
Rod Voyce
Hi Kevin,
Good article. You're right about using the inbox as the action list. The other problem you didn't mention is the filing chaos caused by emails. Users don't have time to copy them to client files, so the client file is always out-of-date. Security is non-existent because users can delete emails and maybe not even know they've done it. If users are expected to manually file emails they won't do it because it's a pain and they're too busy. If they do it then time is wasted. All these problems are solved if you have the right technology e.g. Logical Office CRM does the email filing for you, providing a single view of client communications, and saving a ton of wasted time. Removing the filing of emails does make life a whole lot easier for harassed accountants, who didn't qualify to waste time filing and searching overloaded inboxes.
Rod Voyce
Using software to chase clients automatically would have escalated the problem sooner, and provided a concrete audit trail of reminders which would have removed any doubts about who was at fault. Logical Office provides a standard bookkeeping workflow for this, as well as annual accounts, payrolls, conf stats, P11Ds etc. Systematically processing deadlines can avoid lost customers and spread workloads sensibly. Better than losing clients/stressing out about deadlines.
Rod Voyce MD Logical Office Ltd