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Bulk Merge & Step-Through

Rex uses a combination of templates and tracks to make best practice follow-up a breeze.

Touch base with one – or one thousand – clients in just a few clicks.

Individual tasks within tracks can be attached to SMS, email, and letter templates
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Template attachment means rapid-fire follow up for unbelievable efficiency gains:

1. For individual follow up tasks, the launcher button reduces the time it takes to send a follow-up email from 5 minutes to 5 seconds.

2. The bulk merge allows you to complete potentially hundreds of individual email / SMS / letter follow-ups in a matter of minutes. The bulk merge allows you to use an unlimited number of merge templates in one merge transaction, and to further tailor the content to each of your contacts (if required).

Complete tasks using the 'step-through' for deeper context
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Rex’s ‘reminder step-through’ creates a special mode that allows users to power through their activity reminders in an incredibly efficient way.

When activated, the step-through creates a reminder overlay at the bottom of your screen, while triggering related records to appear in the background.

From there, users can interact with the related record in the standard record view.  This allows quick review of contact history and rich profile information and the ability add or edit data.  Once a reminder is completed, they simply click the next button and the next task related record appears.

The step-through can be minimised when you need to carry out other work in Rex and reopened later with a single click, helping keep users on track.

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