Key Benefits

Automatically create notifications when printing sales and purchase documents. Automatically send out reminder notifications on overdue invoices.

Automatically save contact, custom-er and vendor notification replies on the relevant cards.

Automatically have Dynamic NAV reports attached as PDF’s to tem-plate based notifications.

Use PayPal payment links in sales invoice notifications.

Use template based mass mail to target contacts, customers, and vendors.

Backup company e-mails when you backup your Dynamics NAV data-base.

Matriks Mail will automate your business with e-mail notifications.

Have Matriks Mail automatically send out sales and purchase e-mails and attach the relevant Microsoft Dynamics NAV report as a PDF.

Have Matriks Mail automatically send out invoice e-mails with an embedded link to PayPal that will allow the customer to pay the invoice online.

Have Matriks Mail automatically send out template based e-mail reminders when an invoice has become overdue.

Every notification that Matriks Mail send out is tracked so that whenever a reply arrives, it can be stored on the same dialog and in the same context.

Replies are simultaneously sent to the inbox of the team member to whom the dialog belongs.

All of this happens automatically and behind the scene. No user discipline or training is required.

Microsoft Dynamics NAV E-mail Management

Overview

Matriks Mail

Matriks Mail is a trademark of Matriks A/S, www.matriks.com

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Matriks Mail notifications are e-mail templates that relate to the most commonly used sales/purchase documents such as quotes, orders, and invoices.

Matriks Mail bulk mail simplifies the otherwise time-consuming job of sending out identical e-mails to multiple recipients. E-mail templates ensures uniform and con-sistent correspondence.

All communication takes place on regular e-mail clients like Microsoft Outlook or Gmail. Company related e-mails are suitably saved in Dynamics NAV, precisely where team mem-bers will expect them to be located.

• Microsoft Dynamics NAV 5.0/4.0SP3

• Common e-mail client, like Outlook or Gmail.

Notifications

Bulk Mails

Requirements

Fact Sheet, 03.06.2008, Matriks Mail 1.20

Familiarity

Matriks Mail does not replace any mail server or any mail infrastructure. All that is required is a list of POP3 accounts that Matriks Mail can periodically check for relevant e-mails.

Matriks Mail stores e-mails in the NAV data-base. Company e-mails are simultaneously backed up when Dynamics NAV is backed up.

Conveniently, users can continue working with the same logical routines they have become familiar with in Microsoft Outlook and Dynam-ics NAV.

Simple and robust

Matriks Mail teams can be made up of in-dividuals who have expertise in a particular area and share similar daily responsibilities or professional relations with external part-ners.

Teams

Use a standard Windows tool like Outlook Express to create new notification templates.