Personal Customers Data, Suppliers, Potential, Dealers, Individuals
Attribution of a commercial assessment/administrative support for the names with any setting credit limits and consequent blocks and alerts
Address Book contacts
Activities Management
Attachments (any windows file is accepted) can be stored on any activity or detail of the same on each attachment can be included a short description that appears when the mouse cursor pass over the related button.
Schedule and task reminders
General view of the separate activities by Open / Suspended / Closed / Assign with automatic updating of the window that can be set
Quick Search filter directly on the list of Activities
Possibility to group information on the list of activities
Direct recall of all activities for an individual contact on its registry
Notification of the expiry of an activity of the owner even if assigned to another operator
Reopening of activities Suspended at the end date of suspension
Assigning multiple operators to the same type of activity
Grouping of multiple activities based on the information entered
Today window where are summarized current activity of the operator divided into expired, present, future, of the group, urgent and important
To Do List by operator (list of tasks in order of priority for operator without timing)
Management reports of problems that customers have found about the products of suppliers with the creation of the related resolution activities
Relational Database with management research on all fields
Send E-Mail with a double click on the E-mail
Sending SMS via Internet (requires the purchase of WL – SMS Module)
Send a call with click on phone number (Skype or VOIP protocol)
Interfacing with VOIP (see the list of certified switchboards)
Opening the Web page address of the site from registry contact
Export master data from the search results (Excel, RTF, PDF, Htm, as picture)
Export data from the registry to use the search function Mail Merge of Microsoft Office with the use of pre-stored templates in the program
Customization of field titles on personal contact data
Display the geographical location of the address of a contact by clicking on the button on the data sheet
Notes Management with contextual search and association of attachments (up to 5 per note) to any format recognized by Windows
Each note can be equipped with a deadline and an automatic mechanism that allows the display to request the inclusion of a quote or an activity for the same master data that is associated with the note.
Code field management for any synchronization with external management (requires Workland – Data Import Module)
Client/Server Architecture
Inserting of more local unit for contact
Management of sales visits with the creation of related activities and related reminders
Statistics of evasion processing times of activities
Cataloging of the origins of contact for statistical
Managing relationships between contacts
Managing business representative
Personal data Agents
Calendar by daily, monthly, weekly and by comparative resources view
Tracing route by car from the base, to do the office of the customer using the appropriate button on the date sheet
Up to 5 attachments (any file windows is accepted) can be stored on each calendar entry, or details of the same on each attachment can be inserted a short description that is displayed on mouse over the relative button
Private Dates
Direct recall of all the appointments of a single contact on his Identifyng
Appointment reminders and activities via SMS (requires WL – SMS module)
Customization of alerts per user (system alerts when certain events happen)
Personalization Display Settings window (on Activities / Calendar / Today)
Data sharing in multi-user network or out of the office via VPN
Structured research activities carried out with the possibility of extraction based on portions of the text in the chronology of events of the same
All prints are exportable to the most common office formats and PDF
Recording activities related to an activity with tracking of the user who performed the action and the date and time in which it was accomplished
Managing groups and user tasks
Easy send of Email, SMS or call Skype users belonging to the same workgroup
Viewing the status of the other operators connected (Present, Away, Busy) with customizable graphics.
ability to attach the e-mail in Outlook Format with a simple drag & drop to the notes of an Identifyng or as an attachment to the activities (requires Workland CRM Mail Module)
Summary dashboard of appointments and urgent activities