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KEY2ACT Signature - Email and Fax Solutions

KEY2ACT Signature Ready! Batch fax and batch email Invoices, Call Summary Reports, Statements, Quotes, Orders, PO's, EFT Remittances, and Direct Deposit Notices from KEY2ACT Signature powered by Microsoft Dynamics GP.

KEY2ACT provides field service, construction management and IoT asset intelligence solutions. We empower specialty trades businesses to deliver proactive service, increase profitability and improve building performance. We believe businesses that embrace data analytics and use the information to their advantage in their day-to-day operations will outpace their competition. Our field service solution includes work order and contract management, quoting and a mobile application for field resources, while our construction solution manages jobs, projects, retention, forecasting and change orders. Our asset intelligence solutions help businesses turn data into actionable information. To learn more, visit www.KEY2ACT.com or call 1-866-KEY2ACT (1-866-539-2228).

Liaison Messenger EDD integrates seamlessly into your KEY2ACT, Field Service Solution. Whether you are still  using the GP Report Writer with Dexterity, Crystal Reports, the Microsoft Word templates, or even the new SSRS forms and reports, let Liaison Messenger transition your field service company from pulp to pixel for a true digital workflow experience. Liaison Messenger EDD is so simple to use because everything is driven using our Liaison Messenger virtual printer driver feeding the most advanced Workflow Automation Server available.

Simply print your forms and reports to the Liaison Messenger EDD printer driver. The output is captured, routed and processed by the Messenger EDD Server. Email, fax, print, archive, FTP, attach, distribute forms, reports, files automatically using the email addresses, fax numbers, and addressing information for the respective customers, vendors, and employees found in your KEY2ACT Signature/Dynamics GP's card system.

If you can print it, you can EDD it...

Powerful and scalable; Liaison Messenger EDD runs on every Microsoft Windows Server including 2012. It can be run as an easily accessible server console application or as a Windows Service using our built-in Extended SMTP Server

Workflow Automation Features: Faxing, Emailing, File Attachments, and Print Routing from KEY2ACT Signature/Dynamics GP

Faxing: Messenger EDD can fax invoices, purchase orders, quotes, international custom's documents or any other form grouped by the customer or vendor's fax number for single-dialing Fax Transmittal.

Emailing: Let's say you process multiple invoices for the same customers, Liaison Messenger EDD can combine them into a single PDF and email it, or combine the invoices into a single email but attached as individual invoices, or simply send one invoice per email. You set the rules and Liaison Messenger delivers.

Simple Attachments: One of the strongest features you will only find in Liaison Messenger EDD are rules-driven file attachments.  Let's use the Dynamics GP Customer Statements as an example. Liaison Messenger EDD automatically attaches all current and outstanding invoices listed on the AR statement and includes them for the customer. Just print your Account Statements to the Liaison Messenger EDD printer driver and the Messenger EDD server bursts, attaches, and emails, faxes, and/or prints and then delivers assembled the account statements.

Variable Attachments: Liaison Messenger EDD also allows you to create unique attachment rules for any document. Imagine being able to finally attach and email Call Summary Reports with outbound documents, automatically and without user intervention.

Print Routing: Simultaneously print to multiple printers, batch email, batch fax and automatically archive every business form and report from KEY2ACT Signature/Dynamics. You can set a rules-based policy for every type of document, for each recipient, to any location. The system users just print, Liaison Messenger EDD remembers the settings and distributes every document quickly, flawlessly, and securely.




Call us today for a quick test-drive of Liaison Messenger EDD
 
(800) 811-4618 or (714) 543-9877



Liaison Messenger EDD features vs comparable feature found in Microsoft Dynamics platforms. Liaison Messenger Dynamics
AX
Dynamics GP
KEY2ACT
Dynamics NAV Dynamics
SL
Uses your existing Dexterity, SSRS or Crystal Report Templates P P P P P
Print, Email, Fax, Archive, Ftp from Dynamics Print Procedures P
Automated Document Attachments: i.e.; Call Summary Reports to Invoices, 401K Forms to Direct Deposit Stubs, Product Install Sheets to Orders, etc P        
Intelligent AR Statements: Auto-attach Past Due Invoices P        
Individual Emailing of Business Forms, Checks & Reports P P P P P
Batch Emailing of Business Business Forms, Checks & Reports P   P    
128-bit Password Protection on any Emailed or Archived Document P        
Password Management for all Internal and External Recipients P        
Individual Faxing of Business Forms, Checks & Reports P P P P P
Batch Faxing of Business Forms, Checks & Reports P   P    
Print to Multiple Printers Simultaneously P     P
Print from specific Paper-Trays for unique collation/bursting P      
Archiving of all Business Forms, Checks, and Reports  P      
Archive File Formats/Conversions: PDF, XLS,DOC,TIF,RTF,SDF P      
User-Definable Archived File Naming Conventions P        
Data-Driven Conditional User-Defined Routing P        
Auto-update employee Outlook Calendars; i.e.  Quotation Follow-ups for Salespeople, Collection Calls for A/R Dept, etc P        
Custom Marginal Words by Copy without Template Modification P      
On-the-fly document Format Conversion by Recipient P        
Publish Files, Business Forms, Reports to FTP sites P        
Unattended Crystal Report Scheduler for System & Custom Reports P        
Insert SQL Procedures into standard Print Procedures P        
Execute external or 3rd Party programs or routines from standard Print Procedures P P   P  


 
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