Groupware & Documents
Document Management
The integrated document management
allows you to link documents of any kind (PDF, Word, Excel, CAD,
photos, etc.) to any object. Thus you can assign emails directly to
customers, suppliers or prospects, attach orders as PDF directly to
your order confirmations or attach user instructions to your
articles. Automatic import of files from specific directories or
email accounts can also be done easily. OCR then provides indexing
of all files.
Emails
Emails can be used seamlessly
throughout the entire application. Whether you want to send order
confirmations, invoices, reminders, or lists of any kind - the
integrated email client makes the handling of documents, contacts
and signatures particularly easy. There is no longer the need to
create cumbersome folder structures in your email application, as
the information is already inside the system. Search in the DMS for
any documents with the help of the full-text search and allocate
additional contact persons, employees or local files to the email.
Calendar and To-dos
Easily manage appointments, tasks
(to-dos) and documents for all employees or entire departments
within the fully-integrated calendar. Daily, weekly and monthly
views provide you with an immediate overview of capacities and help
you in scheduling. A recurring appointment/deadline wizard and the
task management make sure you don't miss a single deadline. To-dos
can be scheduled in the calendar with a simple drag & drop, provided
with a target deadline and then reported back. Thus you can generate
delivery notes or invoices directly from calendar entries concerning
the rental of objects or the performance of employees.
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Phone Interface (TAPI)
With our phone interface, you can
immediately assign incoming calls to the appropriate business
partner. With just one click, you can accept the call and end it.
With the shortcut, you reach the contact person immediately and are
able to record activities, appointments or notes concerning the
conversation. Within the software, double-clicking on a phone number
field suffices to call the desired contact directly. The annoying
entry of phone numbers is therefore completely dispensed with.