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CRM features
| Contacts – managing the contacts persons and the institutions where they are linked to (add new, delete, update), creating new Visits, Activities, Orders direct linked to the specified contact (the most common used way), preparing Mailings to the selected contacts, visualizing reports concerning Visits, Activities, Orders. |
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| Accounts – managing the institutions and their departments where the contacts are linked (add new, update, delete), visualizing the contacts and updating the City of the selected institution |
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| Visits – managing the visits (add new, delete, update), visualizing the visits details into the browser or edit form but also into the report designed to see all the details of the selected visit on one page (Visit report), fast recording of the next actions which follow the created visit. |
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| Daily Activities – managing the Daily Activities (add new, delete, update), analyzing the daily activities into the browser on a nice daily view split into the four parts of the day or edit form. |
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| Activities – managing the activities (add new, delete, update), visualizing the activities details into the browser or edit form but also into the report designed to see all the details of the selected activity on one page (Activity Report). |
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| Appointments – managing the appointments: easy way of creating new by dragging and dropping the contact from the list into the calendar area, modifying the appointment hour also by drag and drop, updating the created visit behind the appointment. |
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| Orders – managing the Company Orders: easy way of creating new orders, editing and viewing the details of them, visualizing the order history and also a detailed report of the selected order (Order report). |
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| Complaints – managing the customers complains by creating new ones linked to the specified Institution and contact, changing their status and describing the solutions found during the time, deleting the unnecessary ones. |
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| Open Actions – fast viewing of the open actions defined into the visits in order to have a clear picture of the next steps which fallow the created visits. |
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