| Module | Features |
| Contacts | - user configurable 'contact view', 'people view', 'company view' or custom queries
- custom fields can be set up by an administrator
- configurable contact hierarchy handles company / employee / accounts
- linked companies and people
- contact view frame with expandable lists for complete view of contact history including all tasks, appointments, email,
- opportunities, notes, documents etc
- fully configurable permissions to achieve read-only, per department or private contacts
- de-duplication tools
- integrate with your website signup form
- user configurable data filters
- roll out bulk data modifications easily with new bulk edit and multi edit functionality
|
| User Interface | - new configurable 'dashboard' feature for quicker access to your most used features
- user configurable bookmarks
- user history for quicker access to recently used functions
- improved contact view with expandable event lists
|
| Tasks | - set tasks with due date or priority
- alert reminders at a specified time in advance
- link tasks to contacts
- assign tasks to other users
- manage tasks assigned to other users
- assign tasks to multiple users
- adjusts for users in different time zones
|
| Calendar | - slot based appointments
- configure day begin, end and slot interval
- links appointments to contacts
- alert reminders at a specified time in advance
- share calendars between users with independent read or write access
- create appointments to multiple users
- adjusts for users in different time zones
- create appointments fast with a seperate appointment module
|
| Import | - import contact data from any text file
- run time mapping of text file fields
- import to custom fields
- set system fields per batch; eg 'Visible To'
- save templates for future imports
|
Export
| - export to multiple file formats including csv, txt, html
|
| Mail | - integrated email in and out
- add attachments from the Intranet or your local computer
- email in and out is linked to the contact record
- optional administrator control for all email signatures
- configure default addressing, CC, BCC, subject, greeting
- integrated multi-lingual spellcheck
- shared email functionality to enhance co-operative and team based projects
|
| MailMerge (coming soon) | - send to mailing list created from contacts
- pre-defined documents to send to a single address or a list
- insert data fields into documents
- new public unsubscribe form
- export to screen for hard copy printing
|
| Documents | - internal document repository for all file types
- group based read/write access
- attach documents to emails
- link documents to contacts
- record document versions
|
| Memos | - send internal messages between system users
- alerts for new memos
- tracking shows when a message has been read
|
| Opportunities | - track and evaluate sales opportunites
- filter opportunities easily
|
| Knowledge Base | - article repository
- optional publish for external use - eg website integration
- group based read / write permissions
|
| Cashbook (coming soon) | - import bank files
- add banks/branches
- generate profit and loss reports
- handles split transactions
|
| Invoicing (coming soon) | - add products and prices
- generate invoices
- add payments
- view customer invoices, payments and balances
|
| Admin (per user) | - set User Preferences for over 100 system options including language and time zone
- change password
- choose skin
- database level custom fields and code-free module customization added
- better user and group management for large installations
|
| User Admin | - set Company Preferences for all users for over 100 system options including language
- and time zone
- set User Preferences per user
- add / delete users
- add / delete groups
- set group permissions for unlimited flexibility with Read / Write / Admin access to every
- module
- reset user passwords
- view user log
|
