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Free 14 day trial. 30 day money back guarantee with purchase.
Try it, we are confident you will never go back to managing it manually. Our Guarantee
Certificate of Insurance Tracking
and Document/Contract Software
iFastrack Features & Enhancements - Winter 2022
New Email Feature
Validate Recipient Email
Recipient Email Address Validation:
Validates recipient email addresses for misspellings or bad addresses prior to sending. Addresses that do not meet will prevent the email from being sent. If this occurs in the non-compliance letters, the letter will be printed (no email sent for that contact).
Popup Email Validation Status Dialogue:
(currently available for cloud edition users only)
View status information for email addresses to determine possible issues so they can be remedied.
Recipient Email Address Reliability and Sender Reputation
Email correspondence is a major source of communication for many businesses.
The ability to reliably and safely send emails have quickly become a science with all the many new security protocols and precautions. A part of email security checks is your sender reputation which is becoming more important and protecting that reputation is vital to successful email communications.
iFastrack has incorporated provisions to assist with address validation and your sender reputation (see more detail below).
New Email Subject and Body Merge Fields
Additional Email Merge Fields Added
Email Subject and Body Merge Fields Added:
Lets you display additional pertinent information in your email, to better clarify who it is from and what it is about.
This assists the recipient with better identifying the purpose of the email, increasing their confidence level with ultimately opening your email.
Non-Compliance [Status] Mail-Merge Field
Email correspondence is a major source of communication for many businesses.
The ability to reliably and safely send emails have quickly become a science with all the many new security protocols and precautions. A part of email security is developing trust with your recipients.
The more information regarding who you are and what the purpose of your email is, the better chances you have of your email not getting forwarded to their spam folder.
Providing additional information on your subject line and body text will help your recipient determine who and what the email is about.
New Email Feature
Send Adhoc Email
Send adhoc (general communication) emails to a vendor/contact, associated to the vendor:
Send Adhoc (general purpose) emails (with attachments) from the vendor or certificate list screens or vendor edit screen whenever needed for quick communications. A snapshot of the email is saved on the Vendor Email tab within the vendor edit screen, including attachments.
Send General Purpose Emails
Last year GG-One implemented an advanced emailing engine into iFastrack that supports the changing security and validation protocols and gave us additional internal email processing functionality. This year we have incorporated the latest security, authentication practices and added the ability to send a single email when needed.
New Default Email Body Text
Reset to the New Default Email Body Text
New Email Text Added:
Our new default email body text has been implemented to make it easy to update your existing text to better communicate with your email recipients regarding the content and it's importance and to better relay who it is from.
This assists the recipient with better identifying the purpose of the email, increasing their confidence level to ultimately opening your email.
Email Body Text
Email correspondence is a major source of communication for many businesses.
The ability to reliably and safely send emails have quickly become a science with all the many new security protocols and precautions. A part of email security is developing trust with your recipients.
The more information regarding who you are and what the purpose of your email is, the better chances you have of your email not getting forwarded to their spam folder.
Providing additional information in your body text will help your recipient determine who sent the email and what the email is about.
Time Stamped Notes
Quickly Add Vendor/Certificate Notes
Quick Add Vendor and Certificate Notes Button:
Time is important. Communication notes aide with vendor logistics and timely follow-up.
Quickly adding and viewing notes can save time in the long run.
View a Summary of your notes at a glance:
Vendor and certificate notes are quickly viewable in summary format with newest to oldest order displayed on their main edit screen. The summary is derived from the entries shown on the Notes tab.
Vendor/Certificate Notes
Enhanced notes features have been added to both vendor and certificate edit screens.
Notes can be added from either the New Quick Add Button or the notes list tab for both vendors and certificates.
A summary is updated in their summary text box on the main portion of their edit screen.
Each entry is listed on the notes tab and can be deleted as needed.
New! Controls for Posting Non-Compliance Letters
Skip Select COI's from Posting Some or All Non-Compliance Letters
Quick Select -COI Letters Generation Radio Buttons:
Select a method for how you want to handle generating Non-Compliance letters for a vendor's COI.
This lets you keep a vendor's COI active, which enables the software to continue to maintain the COI's status for audits and reporting while controlling if non-compliance letters should be generated or not.
Generating Non-Compliance Letters
Have you ever needed to continue monitoring COI's for a vendor but didn't want to send non-compliance letters to them?
Monitoring active vendor insurance is important for managing risk and maintaining your vendor pool.
Setting a vendor/COI as Inactive is great for keeping your vendor history but this also disables all monitoring and removes it's data from active reporting.