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  • 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