TecArt. Feature Overview. TecArt Business Software. Excellent and certified with:

Size: px

Start display at page:

Download "TecArt. Feature Overview. TecArt Business Software. Excellent and certified with:"

Judith Davidson
6 years ago
Views:

1 TecArt Feature Overview TecArt Business Software Excellent and certified with:

E-Mails / E-Mail client for a comfortable digital communication Group E-Mail accounts Set up

E-Mail templates in HTML & Textform Individual selection of adjustable E-Mail templates in

2 s / client for a comfortable digital communication Group accounts Set up group accounts for simultaneous access for authorized employees. templates in HTML & Textform Individual selection of adjustable templates in HTML and text format. Spam filters Self-learning spam filter that classifies and sorts out harmful messages

Personalized Designation Personal designation in E-Mail messages with self-learning function based on identified first-names of chosen E- Mail addresses.

E-Mail Forwarding Fast and convenient forwarding of E-Mails to internal employees in addition to the usual forwarding function.

Personal Address Book Administration of private contacts in a personal address book (independent of the global company contacts), including synchronization options with mobile terminals.

3 Personalized Designation Personal designation in messages with self-learning function based on identified first-names of chosen E- Mail addresses. Conversion of s Direct conversation of an through the context menu, for example, to an appointment or train ticket, including the transfer of respective content. Forwarding Fast and convenient forwarding of s to internal employees in addition to the usual forwarding function. POP3 and IMAP Set up unlimited accounts via POP3 and IMAP Protocol through fully integrated client. Personal Address Book Administration of private contacts in a personal address book (independent of the global company contacts), including synchronization options with mobile terminals. Search Function Search for and filter specific s, specifying specific properties, and entering defined search terms by subject, sender, recipient, message text. Copying attachments Attached files can be copied from an to any modules and into a new message. Absence notes Automatic dispatch of absence notes with individually adjustable texts and other useful functions (e.g., information or forwarding to selected employees once a day) Accounts Administrate any number of accounts in an client as a central collecting service for various mailboxes (like Gmail, BMX or Web.de) Text templates and text modules Insert personal and global text templates and modules for faster compilation of s. Filter function Optional functionalities for an automatized filing of all incoming and outgoing s by contact, project, or ticket. Tracing Trace messages as well as their contents and attachments as lines of information (for example: forwarded to, replied to). Encrypted s Send and receive encrypted mail with the S/MIME Standard (Class 1 & 2) Test the management directly in our live demo and experience the diversity of this module!

appointments, notes) projects, contracts, etc.

4 Contacts / Complete overview of all contact specific information Contact Information Bank Comprehensive database with much information about each individual contact, such as people, documents, activities (tasks, calls, appointments, notes) projects, contracts, etc. Individual fields Set up individual fields for additional information to any possible operation WebDAV Usage Use of all documents assigned to a contact via WebDAV also on the local PC.

Classification of contacts Duplicate check Individual flexible fields Allocate and classify specific clients and contact persons into custom categories (Line of business, for example).

Relation management Presentation of relationships through connections between the business and people in both sides of the relationship (e.g., parent and subsidiary) Custom adjustable duplicate check for multiple existing entries when creating and importing contact data.

with a contact in chronological order. Auto-completion Auto-completion of connecting fields during input (e.g. contacts, projects, tickets etc.

5 Classification of contacts Duplicate check Individual flexible fields Allocate and classify specific clients and contact persons into custom categories (Line of business, for example). Personalized Contact Templates Individual design of multiple views by your own templates in the contact view (e.g., business contact, private person). Relation management Presentation of relationships through connections between the business and people in both sides of the relationship (e.g., parent and subsidiary) Custom adjustable duplicate check for multiple existing entries when creating and importing contact data. All activities at a glance Overview of all existing activities (assignments, appointments, phone calls, notes also optional under an index card), projects, contracts, etc. with a contact in chronological order. Auto-completion Auto-completion of connecting fields during input (e.g. contacts, projects, tickets etc.) Create freely and individually adjustable fields in the input interface across multiple tabs Search for contacts Targeted contact search in the contact management, taking into account all the fields indicated. CardDAV synchronization Automatic synchronization of contact data with other applications via CardDAV. Formula Management Calculation of data from all fields by creating simple formulas. Custom tabs User-specific adjustment of the tabs via filters Read/write authorizations Adaptation of access rights to fields through differentiated read/write authorizations. Test the contact management directly in our live demo and experience the diversity of this module!

Accepting and Rejecting Appointments Person specific accepting and rejecting of assigned dates d epending on

6 Appointment / Central appointment managment with availity check Overview of all appointments Insight into all appointments of each individual employee via the appointment overview, by means of specific rights possible. Accepting and Rejecting Appointments Person specific accepting and rejecting of assigned dates d epending on availability Establishing Responsibility Comfortable selection for people responsible for an appointment by groups or departments

Allocating resources Importing and exporting Suspension by parallel editing Direct documents Book resources (like vehicles, laptops, rooms, etc.

Existing appointments in other software solutions (like ical, for example) can be conveniently imported into the appointment management, as well as exported via ICS-Datei.

Attach documents simply via drag and drop and a direct display of the last 5 documents. Appointment Linking Assignment of appointments to projects, tickets, and contacts incl.

7 Allocating resources Importing and exporting Suspension by parallel editing Direct documents Book resources (like vehicles, laptops, rooms, etc.) for an appointment (resource planning module required). Existing appointments in other software solutions (like ical, for example) can be conveniently imported into the appointment management, as well as exported via ICS-Datei. Automatic notifications by a simultaneous editing of an appointment and temporary blocks any further access requests. Attach documents simply via drag and drop and a direct display of the last 5 documents. Appointment Linking Assignment of appointments to projects, tickets, and contacts incl. a link to the corresponding objects. Availability and Conflict Analysis Prior examination of availability of responsible persons and resources when creating or changing appointments. Attaching Documents Any number of additional documents can be attached to the individual appointment Custom time zones User specific adjustment of time zones (ideal for business trips out of country). CalDAV synchronization Automatic synchronization of appointment data with other implementations via CalDAV. Series of appointments Notifications Automatically notify the responsible persons of changes of an appointment. Color marking Color marking of appointments for custom labeling and better recognizability (for example: commercial, private, important, etc.). Access Rights Adjust differentiated access rights for other users for the insight, the allocation, the changing, as well as deleting appointments. Adjustment of re-occurring appointments with custom regularity. Test the appointment management directly in our live demo and experience the diversity of this module!

better overview Task Link Link task to projects, tickets and kontakten including links to r

8 Tasks / Clearly arranged task management with prioritization capabilities Overview of all Tasks Manage your own, assigned, completed, private, or delegated tasks, as well as team tasks for a better overview Task Link Link task to projects, tickets and kontakten including links to r elevant objects. Employee Assignment Assign relevant employees freely to departments or definable groups.

Time Keeping Search function Access Rights Direct documents Integrated task timer for accurate and automatic time keeping during the task (control over the start, stop, and pause functions) Targeted

and drop and a direct display of the last 5 documents.

Recurring Tasks Targeted filtering of tasks through the global task list based on person responsible, category or user, as well as specific terms Time planning Definition of scheduled times for each

9 Time Keeping Search function Access Rights Direct documents Integrated task timer for accurate and automatic time keeping during the task (control over the start, stop, and pause functions) Targeted search for tasks, categories or users or the search for a specific term Filter function Differentiate access rights for the task summary and assignment Status Display Attach documents simply via drag and drop and a direct display of the last 5 documents. Task Conversion Direct conversion of a task through the context menu into, for example, an appointment or a call, inkluding taking over the contens. Recurring Tasks Targeted filtering of tasks through the global task list based on person responsible, category or user, as well as specific terms Time planning Definition of scheduled times for each task(ideal for projects and limited budgets) Individual and adjustable task status displays with current completion status of the responsible employee. Auto-completion Auto-completion of connecting fields during input (for example: in contacts, projects, tickets, etc.). Recurring tasks according to self defined time intervals made possible by the serial function Logging Accurate and revision-proof logging of all changes to a task ( available only with the protocolling function) Suspension by parallel editing Automatic notifications by a simultaneous editing of a task and temporary blocks any further access requests. Description Text Notifications Capture all of the important content of a task in the description field (also optional for some privat information) Automatically notify the responsible persons of changes or expiration of a task. Test the task management directly in our live demo and experience the diversity of this module!

Document filter and Search Individual and customizable search filter for documents with a save function Personal

10 Documents / Document management with versioning and full text search Version Management Revision control for all changes and r ecoveries of previous versions of document files i ntegrated in the version management. Document filter and Search Individual and customizable search filter for documents with a save function Personal Documents Separate protected section(area) for personal documents, messages, and document templates without open access to other employees.

Document Subscription Image Display Suspension by parallel editing Access and Rights Files and Folder can be specifically subscibed, including automated notification to selected employees, by every

Document templates Intigrate document templates (created with Microsoft Office) and generate documents within the system, including data takeover from fields with the help of field variablen.

11 Document Subscription Image Display Suspension by parallel editing Access and Rights Files and Folder can be specifically subscibed, including automated notification to selected employees, by every change or all changes as a daily summary. Document templates Intigrate document templates (created with Microsoft Office) and generate documents within the system, including data takeover from fields with the help of field variablen. Viewing of graphics and photos in the system already possible via integrated picture display Full text search Automatic generate document index for quick wearch within the documents properties as well as the documents. Linking Documents Linking of files within document management including automatic updating when moving, renaming, or deleting the original file OCR text recognition Automatic notifications by a simultaneous editing of a document and temporary blocks any further access requests. Also displays all other blocked documents. WebDAV Intergrat folder structures on the local hard drive of the PC, using WebDEV to open and edit documents and saving the neu version in the system. Direct File Processing Direct processing in all CRM systems via TecArt Starter 4.1 or editing HTML and text documents within the system using an integrated editor Complex access and Rights to read, editing and deleting individual documents or files. Document View All documents as a list, symbol, and thumbnail view (preview) Zip Funktion Unpack ZIP files as well as directly storing documents as a packed ZIP file using a system-internal ZIP function Integration of OCR text recognition software(license required) for reading faxes, scanned PDF files or images withtext content Test the document management directly in our live demo and experience the diversity of this module!

self-selected criteria (date, time) Note Links Safe notes directly in

12 Notes / Chronological filing with a direct linkage Note reminders Integrated reminder function for corresponding notes by means of self-selected criteria (date, time) Note Links Safe notes directly in contacts, tickets, or projects including links to the corresponding objects.

Private Notes Mark notes as private are only visible or accessable for authorized employees.

E-Mail notification Suspension by parallel processing Automatic notifications by a simultaneous editing of a notes and temporary blocks any further access

(to prevent overwriting and data loss) Auto-completion Auto-completion of connecting fields during input (for example: in contacts, projects, tickets, etc).

13 Private Notes Mark notes as private are only visible or accessable for authorized employees. Employee Assignment Direct assignment of notes to selected persons (such as employees) or groups (such as entire departments) as well as subsequent internal notification Suspension by parallel processing Automatic notifications by a simultaneous editing of a notes and temporary blocks any further access requests. (to prevent overwriting and data loss) Auto-completion Auto-completion of connecting fields during input (for example: in contacts, projects, tickets, etc). Logging Detailed logging of all changes of a note. ( available only with the protocolling function ) Direct documents Attach documents simply via drag and drop and a direct display of the last 5 documents. Note-Editing Copy and re-arrange existing notes by personal preference Test the notes management directly in our live demo and experience the diversity of this module!

additional software to set up the call directly from the w ebsite) Time-Capture Automatic recording of the call

14 Calls / Individual call management with a direct allocation CTC, Click-to-Dial, CTI or CallTo Generate calls d irectly from the system by dialing a phone number at the click of a mouse (requires a special phone system or additional software to set up the call directly from the w ebsite) Time-Capture Automatic recording of the call time by an integrated timer upon opening of a call window Ticket Attachment Creation of a Trouble- Ticket from an existing call

Call Conversion Types of calls Generating of calls Call Linking Direct conversion of a call in to, for example, a task or an appointment, inkluding taking over the contens.

Employee assignment Direct assignment of calls to selected persons (such as employees) or groups (such as departments), followed by internal E-Mail notification Sorting of calls to their respective

Conversion Notes Note and resume of follow-up and calls for documentation and provision for additional employees Call Overview List of all incoming and outgoing calls in order of time-received

15 Call Conversion Types of calls Generating of calls Call Linking Direct conversion of a call in to, for example, a task or an appointment, inkluding taking over the contens. Incomming call assigning Automated incoming call assigning by means of comparing the telephone number with those stored in cantacts in the system. Employee assignment Direct assignment of calls to selected persons (such as employees) or groups (such as departments), followed by internal notification Sorting of calls to their respective category (incoming, outgoing, unfinished calls) by automatic filter functions Private Calls Mark calls as private are only visible or accessable for authorized employees. Conversion Notes Note and resume of follow-up and calls for documentation and provision for additional employees Call Overview List of all incoming and outgoing calls in order of time-received (conditions are the connection to a telephone system as well as the option to call up web interfaces for incoming calls) Automatically open a call window for all incoming and outgoing calls (requires CTI client) Call reminders Integrated reminder-function for corresponding calls based on self-selected criterias (date, time) Auto-completion Auto-completion of connecting fields during input (for example: in contacts, projects, tickets, etc.). Call initiation Direct initiation of a call within the system by clicking on the telephone number (e.g. via the list view for incoming calls or an notification) Allocating calls to projects, tickets, and contacts including links to relevant objects Direct documents Attach documents simply via drag and drop and a direct display of the last 5 documents. Logging Detailed logging of all changes of a calls. ( available only with the protocolling function), Test the calls management directly in our live demo and experience the diversity of this module!

offers, contracts, activities) as well as a clear overview of all projects, project types such as current or completed activities in the project

16 Projects / A wide ranging project management with a budget supervision All project contents at a glance Access different elements of a project (e.g. members, documents, offers, contracts, activities) as well as a clear overview of all projects, project types such as current or completed activities in the project list Notifications Automatic notification when changing the delegated responsibilities of a particular project (optionally to all responsible persons) Filing Automatic filing of an when created with the corresponding project without additional use of filters

Budgeting Individual Fields and Register Personal Project Templates Color-coded Lists Calculating the actual cost of a project based on the costs incurred from its associated tasks, calls and

Create multiple tabs with individual and flexible fields within a project view Trouble Ticket Assignment Direct creation or assigning of a trouble ticket in a project.

17 Budgeting Individual Fields and Register Personal Project Templates Color-coded Lists Calculating the actual cost of a project based on the costs incurred from its associated tasks, calls and appointments in comparison with the originally planned or registered budget. Statement of Activities Use activities (task, appointments, calls) within a project to calculate costs. Create multiple tabs with individual and flexible fields within a project view Trouble Ticket Assignment Direct creation or assigning of a trouble ticket in a project. WebDAV Usage Use of all documents assigned to a project via WebDAV, as well as on a local PC Individual layouts of multiple views through your own templates in the project view (e.g. customer projects, trade fairs, or marketing) Reading/Writing Rights Different reading and writing rights for project fields, as well as limited access for employees to individual or all projects depending on their authorization Color code project lines in the list view, depending on the status (current, completed, overdue project) Auto-completion Auto-completion of connecting fields during input (for example: in projects, tickets, offers, contracts, etc.). External Access Grant direct, or individual access through cost-free external users to a specific project and its data Flexible Costing Assignment of internal and external members or employees to a project, including setting different cost rates for different projects User-defined tabs Individual customization of the tabs in the respective project through filters (e.g. for data, activities, or documents) as well as integration of external web-based data sources Formula Calculation Create simple formulas over any, preconfigured or self- created fields for data calculation Test the project management directly in our live demo and experience the diversity of this module!

Artivle Management Use of single or m ultiple articles in different transaction types (Invoice, credit

18 Billing / An all-encompassing accounting with intergrated article management Outgoing Invoices Creating and managing all outgoing invoice with the payment management system. Artivle Management Use of single or m ultiple articles in different transaction types (Invoice, credit voucher, delivery notes, etc.) Invoice or Accounting Documents Automatic creation of ODT and / or PDF documents from individual, Customizable ODT templates

Dunnings Booking Multi-Mandate Capability Credit Voucher Automatically created dunnings on open items for individual bills or customer balances Invoices via E-Mail Automatic transfers of invoice

) Creat booking transactions records from the the varios processes (invoice, dunning, etc.) as preparatory handover to an accountant, auditor or tax advisor.

Checking Mechanism Simultaneously manage several company or branch offices with one module Automation Time-controlled and automated generating of outgoing invoices from contracts as well as possible

19 Dunnings Booking Multi-Mandate Capability Credit Voucher Automatically created dunnings on open items for individual bills or customer balances Invoices via Automatic transfers of invoice number through the invoice recipient, up to the invoice amount within an individual template (available for outgoing invoices, credit notes, and dunnings.) Creat booking transactions records from the the varios processes (invoice, dunning, etc.) as preparatory handover to an accountant, auditor or tax advisor. Tax Rates Automatic transferring of Tax rates by the means of the countries mapping. Checking Mechanism Simultaneously manage several company or branch offices with one module Automation Time-controlled and automated generating of outgoing invoices from contracts as well as possible dunnings from outgoing invoices Individual fields A quick overview of all vouchers, as well as their status. If still open and what sum has already been paid. Different rights for creating, checking and sending invoices, allowing to integrate the 2 to 6 eyes principles. Set up other individual fields for additional information to any possible operation Incoming Invoices Recording of all incoming invoices with payment monitoring. Delivery Notes Create delivery notes from a created outgoing invoice. Account Books Maintain one or more cash accounts, including log documentation Test the billing management directly in our live demo and experience the diversity of this module!

(Agent assignment) Notifications Automatically notify when the responsible

20 Tickets / A customer-oriented trouble ticket software. Responsibilities Distribution of ticket responsibilities to any e mployee (Agent assignment) Notifications Automatically notify when the responsible editor changes. Time Tracking Automatic time tracking for the different actions within a ticket.

Assigning activities Direct Ticket Attachment Text Templates Automatic Filling Save activities (like aktions(responses), tasks, appointments, call and notes) within a trouble tickets.

Or manually link these infirmation subsequently. The attaching of a trouble ticket directly through a contact, for example through a person or through an incomming E-Mail including data transfer.

Suspension by parallel processing Automatic notifications by a simultaneous editing of a notes and temporary blocks any further access requests.

to view the contacts aktivities on file.

21 Assigning activities Direct Ticket Attachment Text Templates Automatic Filling Save activities (like aktions(responses), tasks, appointments, call and notes) within a trouble tickets. HTML- and Text- s Send HTML or text s from the templates with automatic integration of the actions (Reponses) Linking Automatic linking of a ticket and its corresponding contact or project. Or manually link these infirmation subsequently. The attaching of a trouble ticket directly through a contact, for example through a person or through an incomming including data transfer. Web Connection Providing a customizable web interface for the client (Freeware and only in connection with the web interface). Suspension by parallel processing Automatic notifications by a simultaneous editing of a notes and temporary blocks any further access requests. (to prevent overwriting and data loss) Use of personal and global text templates for standardized responses and procedures Logging Automated protocolling of a tickets progress, including the option to view the contacts aktivities on file. Formula Calculation Create simple formulas over any, preconfigured or self- created fields for data calculation Highlighted Status Colorful highlighted markings of a ticket in the list view, depending on its status (open, closed, or other status) Automatically fill a requester, telephone number, and address by selecting or changing the contact. Individual Tabs Multiple tabs with Individually adjustable and available fields Test the ticket management directly in our live demo and experience the diversity of this module!

Marketplace & Add-Ons / All-in-One solution through customized extensions Administration The administration of TecArt business software organizes the fundamental structures and access rights of the

22 Marketplace & Add-Ons / All-in-One solution through customized extensions Administration The administration of TecArt business software organizes the fundamental structures and access rights of the software modules, departments, and employees of your company. Dashboard The Dashboard offers daily a central overview of all of the new and actual events within your company and the individual workplace. Graphic Evaluations With this extra resolution you can generate meaningful charts (like ex. bar graphs) for company specific turnover ratios, Forecasts, Top producing employees, u.v.m.

Web Service and Interfaces In addition to our software products we provide you with various interfaces (web services) for connecting additional systems and applications.

Get information quickly and have continuous access through the message history.

23 Web Service and Interfaces In addition to our software products we provide you with various interfaces (web services) for connecting additional systems and applications. Some of those you can find under additional solutions Chat & Messenger Via the integrated chat or messenger, you remain effectively in contact with your employees. Get information quickly and have continuous access through the message history. Additional Solutions Additional Features Services Additional Solutions are custom enhancements for your TecArt system and establish interfaces with other software products. Additional features are internal functions of the TecArt System, which are already included or can be unlocked if required. Our custom services will put you, the customer, at the core of our service. We offer various training courses, interactive learning opportunities along with professional analysis and system adjustments. 33Connectors for Outlook and TC systems 33Synchronization tools for Calendar and Contact data 33Ticket-Web interface for Customer inquiry management 33Logs 33Web services 33Chat / Messenger 33Workshops and Analysis 33Backup 33Interactive Webinar 33Language Editor 33User training 33And much more 33Administration schools 33Tools for analyzing and examining 33Security Software and much more Mobile Services Our mobile services for modern smartphones and tablets allow you to access your data in real time, any where and any time. 33Data Synchronization via TecArt-Push 33Data Retrieval via Web-App 33Calling-App for Android 33Mobile Leader Composure Discover the diversity of extensions for your personal TecArt Business Software on out TecArt marketplace. 33Individual Customizing

Can be extended at any time by the following modules: More mobility for greater accessibility With the help of the mobile synchronization and data retrieval, you can access all of your data in real

TecArt Offers Contracts Articles Orders Vacation Planning Mobile data synchronization via TecArt-push With TecArt-push device-independent technology you can synchronize your corporate data between

24 Can be extended at any time by the following modules: More mobility for greater accessibility With the help of the mobile synchronization and data retrieval, you can access all of your data in real time, anywhere, with your smartphone. TecArt Offers Contracts Articles Orders Vacation Planning Mobile data synchronization via TecArt-push With TecArt-push device-independent technology you can synchronize your corporate data between TecArt business software and any mobile device, which supports the ActiveSync interface technology. Sync your , tasks, contacts, and appointments with the mobile application- Have your data available anywhere! Duties Resources Evaluations Forum Mobile data retrieval with the TecArt Web app This mobile service gives you the control over all activities and latest data and history of contact. From a smartphone or tablet, you control your appointments, calls, tickets etc. for easy, reliable on-the-go access; all while maintaining steady access to files and documents - for even more mobility! Accounts The TecArt Business Cloud is based on the latest cluster technologies for highly available cloud computing. Read more about the Additional modules! TecArt GmbH Fischmarkt 5, Erfurt vertrieb@tecart.de

Functional Overview Mobile - Company - Enterprise

TecArt be clever Functional Overview Mobile - Company - Enterprise The most popular cloud solution in Germany and has been used for several thousand times. www.t ecart. de 4. Platz 2012 MADE IN GERMANY