Mail Merge
Anyone who's ever gone through the mail merge process using two or more applications (think Excel and Word) knows just what a painful process it can be. TrackVia makes it easy and lets you do it all through one easy-to-use application. Just upload your form letter templates into TrackVia, then select the database view that you want to mail merge into the document, and you're done! Similarly, you can easily create print labels using our slick drag & drop interface. Integrating mail merge inside of TrackVia is just another way that we try to give you all of the features you need to not only manage your information, but to do all of the important things you need with it - like sending mail merged form letters to your contacts!
Edit Multiple Records
When you look at your database overview page, you've probably noticed that there are checkboxes next to all the records that appear. But have you also noticed that the checkboxes appear in the results of any search you do, and even in the results of any "Find Duplicates" results? These checkboxes enable to you select multiple records and change all of them at once, and by including the checkboxes in all of the features you use to search or categorize your records, TrackVia offers a powerful and quick way to manage lots of information at once.
Weekly Webinars
What is a webinar? It's a live demo that you can participate in via your computer screen and a conference call - in other words, it's the closest we can get to meeting with you in person to show you how to do a couple of important tasks in TrackVia. Whether you're a power-user or completely new to TrackVia, we're confident that you can learn something new by joining one of our live webinars. We plan to keep the webinars brief and useful, and the format is a 5-10 minute live demo followed by any Q&A, on any topic. So, please join us as often as you'd like - details are on our website.
Highlights