Did you know? Sending casework e-mails on letterhead!

In the past few weeks I’ve had the privilege of speaking with CRM users from around the country getting feedback about their experiences using the iConstituent CRM to communicate with agencies through the application. One request that I heard over and over was the desire to be able to send an e-mail from a case to an agency on official letterhead.

I am happy to report we heard you and that we now have the ability to create a custom header and footer that will make your e-mails look so much like they were printed on letterhead it’s almost possible to smell the ink. We provide two standard versions.  The first is mobile friendly and is our recommended template. Check out an example below!

But you can also opt for a more traditional 3 column approach.

If this looks and sounds like it might be useful then I have good news! We can get this set up for you and all you have to do is reach out to the team at support@iconstituent.com. Just send us an example of your existing e-mail template or any images you would like to include and our resident experts will quickly whip up the requisite custom header and footer.

Once they are in place all you need to do is select them when creating a new form letter. Just navigate to the “letters” section and then select the new Header and Footer option labeled “Letterhead” and you are off and running.

Want to use the new letterhead for your blank e-mails as well?  That’s also easy to change, just navigate to your preferences

and then change the defaults.

Finally don’t forget to send a test message in order to make sure the final product is perfect!  If you have any issues with these steps please do not hesitate to contact our support team at 202-355-9355 or e-mail us at support@iconstituent.com.

P.S. If you would like to learn more about adding images to letters, check out this Help center article: https://helpdesk.iconstituent.com/hc/en-us/articles/115006884687.

Services Under One Roof

ServicesIf you happen to be a Caseworker or an individual that primarily works with Tour and Flag Requests in iConstituent’s CRM, then boy do we have a treat for you this week! As part of iConstituent’s continuous effort to bring the user the best experience possible, we are happy to announce a dedicated Services Inbox.

What does this mean for you?

Our developers have listened to your feedback about messages sent to your services email address. Previously, these messages went to the Mail module with an interest code of “Unassociated_CW_Mail” along with legislative correspondence that someone would then need to sort through. With the new update, these messages will now automatically be sorted out of Mail and directed to Services for you!

How can this update save me clicks?

Time is extremely valuable, especially for our dedicated caseworkers. With the Services Inbox however, your day just got tremendously easier!

This new feature will:

  • Capture all unassociated casework mail and bypass the Mail module completely.
  • Allow users to quickly convert messages into new or existing service records.
  • Allow users to send messages unrelated to Service to the Mail module.

Check out our Help Center Article that will give you the complete breakdown and some nifty screenshots of what to expect from the update!