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Personalise main client screen |
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User defined data views |
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Favourite items window for "in your face
info" |
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User definable |
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Favourite clients window for easy access |
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User definable |
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Client related notes |
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Public & private |
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Client related reminders |
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Public & private |
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View all notes & reminders |
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Optional Filter |
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Internal text message facility |
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Alternative to Email |
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Office diary |
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Personnel & Client Centric |
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Alarm clock feature in diary |
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Personal reminders |
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Database search including user defined items |
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Save template for repeated use |
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Multiple level search |
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Unlimited |
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Save generated search list for mail merge
follow up |
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As many "Lists" as required |
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Add/delete from maintained list for targeted
mailer |
►
Make a specific list from a general search |
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Client export facility of data & documents |
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Select clients required |
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Tracking of Jobs & Events |
►
User definable item sets with Auto update |
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Data synchronisation of exported database |
►
Data & documents |
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Document archive & restore |
►
By client/date |
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Standard Reports |
►
User defined report templates |
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User defined reports - without the need for a
programmer |
►
Easy to use in-built report generator |
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Export report to Excel |
►
One click transfer of any report |
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Auto save of document(s) to client file |
►
User defined document description |
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Document scanning into client record |
►
Simply select the client & Scan |
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Document scanning into temporary folder |
►
User definable folders |
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Documen scanning into person(s) In Box |
►
Scan document to any person's in-box |
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Support for personal & network scanners |
► TIF & PDF |
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"Allocation" of scanned docs to people |
►
Via Internal Messaging |
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Recording of telephone conversations as mp3
files |
►
Save to Client File |
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Easy creation of document templates |
►
Create in seconds |
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Document template categories |
►
User defined folders & sub-folders |
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User definable document folders |
►
Can be private, public & editable |
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Quick letter generation |
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User defined |
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Mail merge with selected template |
►
Merges selected List & selected Template |
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Auto save of document(s) to client file |
►
With User defined description |
|
Forwarding of documents with comments |
►
Attach comments to documents |
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Auto save of Excel spreadsheet to client file |
►
Set up Excel templates in Rapport |
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Document view in read only mode |
►
User Access rights & document time-out |
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Document search facility |
►
Multi-level search including MDI indexed |
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Launch an email from Client record |
►
Select any document as an attachment |
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Telephone dialling via TAPI |
►
With specific equipment |
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Email logged in client file |
►
Semi-automatic importing of Email to client folder |
|
Direct Response Marketing & campaign
management |
►
Mail Merge - Documents & Email |
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Tracking of marketing activities |
►
Auto data field updating & Report templates |
|
Calculation of Profit/Loss On Sale & Cost of
Customer Acquisition |
►
Optional Sales Analysis module & Excel integration |
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Calculation of Customer Life Time Value |
►
Calculated Value data item for auto calculation of CLTV |
|
Standard Sales Process Procedures |
►
User definable Order Processing Item Set & Template |
|
Integrated Sales Ledger |
►
Optional module shares Rapport database |
|
Integrated Financial ledgers |
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Optional module shares Rapport database |
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Integrated Time Costing for time based
billing |
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Optional module shares Rapport database |
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Document history & tracking |
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Auto logging of every document activity |
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Individual document import/export |
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Browse, select & store in the Client's record |
|
Data Audit trails |
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Full event logging |
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Document Audit Trails |
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Automatic to meet "Admissibility" requirements |
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Integration |
►
Ever expanding list of Third Party applications |
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HTML Help |
►
Comprehensive On Line Help |
|
On line manual |
►
Full documentation |
|
On line User Support |
►
Via Email, Web, Telephone & Fax |
|
Email database for ease of replication |
►
Replication at Branch Office |
|
Audio/video help movies |
►
For specific functions |
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Open System for User Control of Data |
►
Microsoft compliant with "Open" database |
|
Ability to Export Data from Database |
►
Select clients for data & documents export |