Productivity Tools
- Group Calendaring
- Import/Export of Records
- Anytime/anywhere Web Access
- Key Progress Indicators
- Custom Records
- Customizable Reporting
- File Cabinet
- Reminders
- Task Delegation
- Multi-Matrix Navigation
- Call directly from CRM
- Email / Letter from anywhere
- History record created on the fly
|
Customization
- Click Not Code
- Configuration
- User Privileges
- Custom Records/Tables
- Terminology
- Custom Code
- Custom Fields
- Drop Down List
- Forms & Templates
- Customizable Roles
- Report Publishing & Audience
- Analytic Variables Import
- Screen Designer
- Presentation Grid Management Designer
- Dynamic Business Progress Designer
|
