Configuration

Administration-MainMenu
  • Company Profile
    1. Main company attributes
    2. Address list
    3. Contact list
    4. Department list
    5. Region list
    6. Image & File List
  • Branch Management
    1. Branch list
    2. Branch Editor
  • User/Employee Management
    1. Usrer/Employee list
    2. User/Employee Editor
      1. main employee attributes
      2. Access rights
      3. Login profile

CRM

  • Customer List with shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view customer related attributes:
    1. Access to Company Editor to manage customer business profile.
    2. Notes
    3. login profiles
    4. Address list
    5. Contact list
    6. Sales order list
  • Supplier List with shortcut commands. As part of "In Place Actions" these commands are executed on the same page to add/edit/view customer related attributes:
    1. Access to Company Editor to manage supplier business profile.
    2. Notes
    3. login profiles
    4. Address list
    5. Contact list
    6. Purchase order list
  • Issue Attribute Management.
    1. Issue List
    2. Issue Editor
  • Workflow-Based Issue/CRM Management.
  • Issue/CRM Performance Reports.