Company Relation Management
This module provides you with a total overview of each company you work with, not only customers.
That is why this module is called Company Relation instead of Customer Relation. You will find addresses, phone numbers, fax numbers, email-addresses, web-addresses, contact-persons, visits, company comments, user documents (mail, letter, fax, images, video etc.), system documents (Policy, Cover note, Bordereau etc.) and key-figures per company.
The module is integrated with Microsoft Office. When you want to send a mail you need only to click on the mail-icon on the company and a new mail is opened in Outlook automatically with the correct mail-address. When you send it, the mail will be automatically saved electronically on the company. Same possibilities with faxes, letters, travel-reports etc. Not only user-created documents but also system generated documents are electronically saved for each company. This gives you complete control of all correspondence with any company. There is a flexible search for all Companies and Contacts. You can search for documents by wording, by document type, by user and by date. You can print out address labels for any company or contact.