Copia Rescues OmniRush Users

COPIAFACTS has long supported Goldmine CRM and its related databases. An interface refresh now supports fully automated email and faxing using all Goldmine SQL versions, including Goldmine Premium Version 9.

OmniRush legacy support
With Z-Firm’s OmniRush dropping GoldMine support, COPIAFACTS offers a great transition option for Goldmine customers. Just like OmniRush, a fax or email can be scheduled to selected contacts through the schedule menu or as part of an automated process.

Users are presented the familiar schedule screen and allowed to enter in document(s) and reference notes. The integration allows the user to the assign the activity to a “track”. If your company was using legacy OmniRush track names you may re-use them. Optionally you may create new track names that take advantage of all the other great features of your COPIAFACTS system. This allow you to create a custom solution that meets your business needs.

All your standard scheduling and alert options are still configurable. You can immediately send your message or choose a date and/or time for the fax or email to be sent. After the message is sent a history record is created along with a filed message containing the results and the users notes. If something went wrong and the message failed a history record is created and by default all the result messages are filed by month.'



Open Document Support
Users can create “F2 lookup” lists to provide easy access to your standard documents. Web-based
documents or documents stored on your intranet are also supported via fully-qualified path names.
The system supports searching for documents by name in the Goldmine templates directory, the
existing OmniRush users import path, and the default import path, often referred to as the “outfax
directory”.

When attaching Microsoft Word documents, they will be pre-processed to link to Goldmine macros.
RTF and HTML documents will be pre-processed to evaluate OmniRush merge codes, Goldmine
macros, and COPIAFACTS macros. In fact, most of your OmniRush merge codes are already
supported!

COPIAFACTS has other features in its scripting language and merge operations that provide far
more capability and flexibility than OmniRush users previously had access to.

Expanded Support
COPIAFACTS supports a wide range of both hardware and virtual options for fax and voice
connectivity. This allows for traditional or VoIP/FoIP system to be configured along side your
Goldmine installation.

Software pricing is based on the line capacity of your system not the number of users. This allows
you to configure to your expected capacity. An affordable annual maintenance fee includes all
updates, product enhancements and support.

October 2008 Lately Newsletter

Look what you can do using the Copia Fax Server!

When ALLDATA, the leading provider of manufacturers’ service and repair information, shop management software and customer relations tools for the automotive repair and collision industries, needed a 24x365 application to solve a critical business problem, they interviewed several companies before deciding on Copia.

“Customer service, reliability, turnaround time, cost benefit, and robustness were all factors which influenced our decision to choose Copia”, says George Cusack, VP of Production for ALLDATA. “Copia’s applications provide ALLDATA with the ability to offer improved service to our customers with reduced costs.”

The ALLDATA application has the unique ability to provide information by email or fax and to interact with the customer to choose delivery options or transfer to customer service if a person answers the fax line. All delivery attempts are logged to a database for reference by ALLDATA customer service and customer service is notified of any failures by email. Copia’s intelligent retry feature allows ALLDATA to fine tune the information delivery process without the need for human intervention, freeing people for other tasks and boosting productivity.


FROM THE SUPPORT DESK:
Separate Retry Delay Parameters for E-Mail

You can now specify a separate set of outcome classes and corresponding retry counts and delays for e-mail transmissions, and also set the maximum number of retries separately. The default outcome categories have been revised so that there is no longer a need to place e-mail outcomes into classes with names such as 'no answer' or 'fax error'.

E-Mail retry parameters can be specified at present in the configuration, user or transaction file. Both the fax/phone and e-mail outcome classes can be customized in the SMR file in the usual way.

Tip: SQL support for logging data

With the latest changes to the CopiaFacts Engine, we now support writing log data of your choice to any SQL database. You can also suppress the writing of the current DBF file. Please contact Copia Technical support for exactly how to move the logging data to SQL.