Letters and replies

What happens

Apex goes through today's incoming letters, separates the important ones from the noise, and based on their content tells you if any of them show interest.

Where it shows

In the chat, and in full on the Incoming letters screen.

What happens

Apex drafts the reply, puts the editable card up for approval, and logs the call-back as a task.

Where it shows

In the chat, on the editable letter card; the call-back appears on the record's Summary tab.

What happens

Apex suggests who the letter might belong to, you choose from the options, Apex assigns it, and offers to add the contact found in the signature.

Where it shows

On the record's Summary tab, under Contacts.

What happens

Apex reads the incoming reply and, depending on its content, either closes the case as lost with the reason, or drafts a reply for approval.

Where it shows

On the record's Summary tab, and on the letter card.

What happens

Apex goes through the incoming letters and picks out the important ones from the noise. For the letters sorted as noise, it also tells you why they ended up there.

Where it shows

In the chat, and in full on the Incoming letters screen.

What happens

Apex looks through this week's important incoming letters, and based on their content names the companies that are showing interest or have put off the decision until later.

Where it shows

In the chat, with the companies' names.

What happens

Apex finds the letter and tells you which category it put it in. A bounce, an automatic out-of-office reply or a system notification is left out of the main view, because it doesn't need a human reply.

Where it shows

In the chat; the letter can be found under the Noise filter on the Incoming letters screen.

What happens

Apex reads the letter and tells you what it says. Only bounces, automatic replies and system notifications go into the noise; every genuine human reply stays with the important ones.

Where it shows

In the chat.

What happens

Apex searches the company's entire correspondence and shows the matches with their date, direction and subject.

Where it shows

In the chat, and with the full set of results on the letter search screen.

What happens

Apex narrows the search to the sender's address and the given month, and gives you the matches it finds.

Where it shows

In the chat.

What happens

Apex narrows the same search further, to the requested direction and period, and replaces the earlier results with it.

Where it shows

On the letter search screen; it always shows the most recent search's results.

The screen has no filter button of its own; always ask Apex for a narrower search with a new request.

What happens

Apex opens the full text of the letter and summarises what it finds in it.

Where it shows

In the chat.

What happens

Apex gives a short, chronological summary of the correspondence and the logged touches (call, meeting, earlier letter).

Where it shows

In the chat; you can read the full text of the letters on the record's Touches tab.

What happens

Apex reads the letter in its own language, and tells you the content in its reply, in English.

Where it shows

In the chat.

The letter stays in its original language on the record. There you can translate it yourself with a button, and switch between the original and the translated text.

What happens

The summary is always written in your own language, even if the correspondence was in another one.

Where it shows

In the chat.

What happens

Apex drafts the reply in the letter's own language, and puts the editable card up for approval.

Where it shows

In the chat, on the editable letter card.

What happens

Apex asks whether it should write a completely new letter or a continuation of our earlier one, then puts the reply up for approval.

Where it shows

On the letter card.

The letter only goes out after approval, and even then on schedule, during working hours, from your company's dedicated sending address.

What happens

Apex attaches the named file from the ones already uploaded to the reply.

Where it shows

On the letter card.

Only a file already on the record can be attached; you upload a new file there yourself.

What happens

Apex suggests a few companies the letter might belong to, along with the reason for each match; you choose from among them, or name the company.

Where it shows

In the chat.

What happens

Apex assigns the letter to the named record, then offers to add the contact it read from the signature.

Where it shows

On the record's Summary tab, under Contacts.

What happens

Apex finds the bounce and quotes the exact reason from it: the invalid address and the delivery server's message.

Where it shows

In the chat.

After a bounce, that address is automatically excluded from further sending.

What happens

Apex pulls the bounces out of the letters classified as noise, and names the companies involved.

Where it shows

In the chat.

What happens

Apex logs the touch (call, letter or meeting) on the company's record, in your own words.

Where it shows

On the record's Touches tab.

What happens

Apex adds a task with the given deadline, on the company's record.

Where it shows

On the record's Summary tab.

What happens

Apex explains that the approved letter goes out on schedule, during working hours, from your company's sending address, not immediately after approval. It also checks the outgoing letters to see whether it has gone out yet.

Where it shows

In the chat.

You can also check the exact outgoing status on the Outgoing letters screen.

What happens

Yes, Apex makes this available too, without you having to ask.

Where it shows

In the Incoming letters and Outgoing letters menu items.