Many organizations have installed Microsoft Exchange server and Microsoft Outlook and this has led to a greater efficiency in working together. However one of the shortcomings of the Microsoft platform is that you’re not able to share information stored on this platform. By sharing, meaning that the platform doesn’t have any views which will provide you with “grouped” information. Views, which will gather and combine data, across mailboxes from the Microsoft Exchange server, and present these data in on or several group/team views.
This product helps you link companies, contacts, e-mails and documents together. You start by creating a new company. You can do this manually or by importing it from Outlook. The product supports a number of ways to do so. Then you add a contact and ensure that the “journalization tag” is marked for journalization on the company form. Now you are all set and ready to journalize the emails from this company and the contact person. Every time an e-mail is sent or received from that company it is automatically journalized and added to this company. When you have created the companies you want to journalize emails and documents from, then it might be the time to journalize all the old emails and documents you have for these companies. This can be done on documents by manually by using the “Add” functionality on the company form. For emails then you can locate them in Outlook and use the “Journalize” icon on the product toolbar.
When you open a company form, you get all emails and documents for a company. When you select a contact then it’s only the emails associated with that contact that is shown provided that you’ve created an email address for the contact. This way it is easy to locate the email you are looking for. Furthermore, you have a possibility to search for items too.
End to end business software solution designed for Activity Agencies/ Vendor Operators. This product is for Vendors to help them streamline processes, from front line distribution/sales channels, to Activity/Event operations, and to back office accounting, and vendor business management.