Functional Overview Mobile - Company - Enterprise

Transcription

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

2

3 ecart. de Dashboard Overview of all important information Standard screen displaying the latest information Display of the latest s Display of appointments for up to 10 days before and after the current date Reminder of birthdays of contacts for up to 10 days before and after the event Option for each department to create its own dashboard Individual alignment of the dashboard to the enterprise design Integration of individual texts using a small CMS Display of own tasks for a fortnight ahead Display of the latest calls Individual settings for activities Individual dashboard up to own intranet Option to set up several group-related dashboards Integration of various activities into the individual dashboard Display of various news, also group-related

4

5 ecart. de Management Convenient communication via Convenient client via POP3/ SMTP/ IMAP Internal personal address book Tracing of s as well as their contents and attachments as lines of information Filter and search functionality Integrated spell check, depending on your browser Filter functionality is also possible for projects and contacts. Self-learning spam-filter Option to receive facsimiles via Internal forwarding of s saves resources and time Possibility to use to use templates for HTML and text Automatic notification of new Out-of-office notification, automatic receipt, sending and signature may be adjusted individually Sending of addresses from the distribution list is blocked in case they are mentioned in 'To ' or 'Cc ' Colour code for system s, standard s, internal, and important s Administration of multiple addresses and service to receive s from Accounts like Google Mail, GMX, Web.de Direct access from a system to the respective call, appointment or task Distribution lists from contacts of various kinds including automatic updates in case of changes of contact data Receiving appointment files and contacts, with entry option Use of public files via module projects Creation of tickets from , including automatic extract of information Changing s directly into tasks or dates Sending s once only, even if the address is contained in several lists Shifting or copying as a document into any place inside CRM Subscription of project or contact files, and easy shifting of All functionalities can be found online on our product website

6

7 ecart. de Contact Management Overview of all information specific to contacts Extensive database with addresses, names, documents and all activities such as projects, calls, offers, contracts etc. Display and input fields adjustable individually for users and groups Differentiated reading and writing rights for fields depending on access rights Duplicate check when contacts are set up Summary of activities on one tab only, in chronological order Filtering is possible individually as well as enterprise-wide Visiting cards can be dispatched by means of VCF-databases Search function and individual filter for all fields Actions are retrievable directly from the contact, e. g. new s, dispatch documents by , setting up contracts or documents Phone numbers can be called from the system via VoIP or callto Classification of customers and contact partners, e. g. line of business or category Shifting or copying staff members of an enterprise into another enterprise Classification of customers and contact partners, e.g. line of business or category Shifting or copying staff members of an enterprise into another enterprise Several tab pages with freely available fields Import and export of contact data Automatic notification after changing crucial contact constituents Generation of button fields for arbitrary functions including delivery of data (e. g. Google-Maps) Relationship management between bilateral enterprises (e.g. parent corporation and subsidiary companies) Assigning a person to several companies at the same time means changing the contact data for all companies accordingly Setting up simple formulas concerning arbitrary fields and calculation of data from any field Setting up sub files and subscribing to contacts in the module Subscribing to contacts or names into the personal directory

8

9 ecart. de Contact Management (opened) Overview of all information specific to contacts Tab Persons Assigning contacts to the respective enterprise Automatic birthday reminder Photo fields for contacts and persons Tab Activities Summary of activities in chronological order Outline of all activities (tasks and appointments) Filtering of activities by each person of the contact Tab Offers / Contracts Display of offers and contracts regarding this contact Tab Relation Clear structure through display of relationships between contacts Tab Documents Drawing up documents like letters or invoices from contacts Safety by individual assignment of rights for files and for documents Tab addresses regarding this contact Tab Projects Projects in which the contact is involved Direct change to related projects by mouse click

10

11 ecart. de Calendar Management Making appointments including availability check Clearly structured calendar with various views Direct storage of appointments within activities of contacts or projects Availability and conflict check while creating appointments Automatic notification in case of alteration Differentiated access rights for schedule views and allocation of appointments Display of public holidays on request Optional billing and planning of resources by means of appointments Use of appointments for project billing Summary of appointments of selected team members, ideal for a complete overview Convenient choice of responsibilities by groups or departments Automatic recording of absences, due to vacation or illness in connection with vacation planning Sending external notification by and ICF-data file to customers, compatible to other calendars Appointments can be linked to projects, tickets, and contacts Follow-up of assigned and forwarded appointments Copying existing data and assigning it to contacts and projects Avoiding conflicting dates using integrated vacation planner View of the calendars of other team members Creating appointment series and private dates Automatic integration of vacation requests, schooldays and other absences Individual adjustment of the view of appointments, and adding new appointments Accepting or refusing new appointments Flagging fixed appointments as free, booked and with reservations Colour code for appointments for a better overview Calendar overview for each day, week and month of all users Attachment of documents is possible

12

13 ecart. de Task / Activity Management Personal tasks by priorities Administration of own tasks in general or in a clear project view Optional automatic notification in case of changes or due dates Possibility of account billing and planning of resources via tasks Settings concerning processing status and prioritization of tasks On request tasks can be linked with projects, contacts, and tickets Sorting of tasks by projects Supervising allocated or transferred tasks Differentiated rights of access for overview and assignment of tasks Creating serial tasks Status indication concerning the current status of each staff member in every task Timer functionality for automatic time recording for hours worked; optional start-stop-functionality Pre-reservation of times planned, especially for projects and limited budgets Assigning tasks to team members Copying and re-allocating any existing task Easy choice of responsibilities by groups or departments Using tasks for project billing Daily registration of working hours for long-term tasks Option to enable own notes in tasks Option of recording each and every change; complete audit trail, valid for reviews Creating a task from an appointment or a call including transfer of data

14

15 ecart. de File and document administration Filing any kind of document with a fully integrated text search Storing / filing any possible file format own documents space that can be used individually per user Highly definable user right administration allowing or denying access to folders and documents Integrated image viewer / picture viewer Archiving mass data and import of documents Automatic generation of a document index in order to speed up the search/ whole text search of documents OCR-text-recognition can be integrated - even read-out of faxes and PDF-documents Personal waste basket for documents Document generation via templates that are filled with system data such as user, contacts etc. Several views of documents, as lists, details or preview Administration of versions and restoration of documents Classification of documents, e.g. according to offer, report, presentation/ model/ pattern Internal copying and relocating of documents, also via drag and drop Allowance or denial for editing documents Relocating / shifting documents by keeping previously defined user / editing rights Integration of a web-based office solution for creating or editing any MS Office file Internal ZIP-function, to pack and unpack documents in the system Direct access to documents attachments of activities or objects such as contacts, projects etc Optional automatically running virus scan Virus infected files are put under quarantine Integrated editor for text and HTML documents

16

17 ecart. de Call Management Assigning notes to phone calls Measuring call time (for inbound and outbound calls) Assigning calls to team members or informing them about calls and the taken minutes Calls can be assigned to contacts, tickets or projects click to call button (via VoIP) Tracking and maintaining information of the phone calls Filtering and sorting calls by status, such as inbound, outbound or undone Simply choosing team members or groups (e.g. departments) to be responsible for a call Call reminders and alerts Call time can be measured automatically and added to projects actual time and costs including taken notes Hiding confidential call notes by marking them as private Call appointments can not only be copied, but also be assigned to another contact, project or ticket Optional tracking any changes of the call appointment and its notes Follow up actions such as meeting or task can be generated directly within the call appointment function

18

19 ecart. de Project Management Extensive project management including budget control Clear graphic display of all project data analogous to the contacts Assignment of internal and external team members to a project with definition of costs for certain works Differentiated reading and writing permission per field depending on access rights Billing of activities is possible Fast overview of all projects, kinds of projects, tasks, etc Giving limited access to projects for team members by means of access restriction Granting direct access to business partners (external users) for their project Creating simple formulas for any field and calculation of data, even from self-generated fields Several tabs with fields usable at your own discretion Automatic notification following the alteration of any significant constituent of a project Simultaneous processing of several elements (e. g. setting rights) Use of public folders via the module ' ' Option to filter individually or enterprise-wide Budgeting of projects Generation of button fields for arbitrary functions including delivery of data (e. g. Google-Maps) Installing individual filters for purposeful search of projects Installing sub-files and subscribing to projects in the module Individual design of several views using your own templates (e. g. customer project, fair, marketing)

20

21 ecart. de Project Management (opened) Extensive project management including budget control Tab Members Assignment of project members from contacts or users and allocation of hourly wages Clearance and exclusion of external users Tab Documents Allocation of individual rights within files and for individual documents Filing of project-related documents Allocation of rights within projects Tab Activities Complete overview of all activities (tasks, appointments, calls and s) Overview of labour costs of any respective project Tab offers / contracts Overview of all offers and contracts relating to the respective project

22

23 ecart. de Administration System settings and access control management Central administration of configuration options and user rights management Assigning modules for user and groups Maintenance of the individual dashboard Simple access control management for users and groups Template management for s and documents Management of collective agreements and agreements for holiday planning Extensive import functions for s, CSV files or VCF files Custom settings for all modules and their corresponding fields and contents General and advanced security principles for the user login Central regional settings like currency and language Language settings can also be changed by the users for their own account Storing changelogs for user activities Registration of school times for trainees Management of a comprehensive text recognition software Administration of the system module for additional fields and aggregating actions Global trash feature for all objects and documents in the system Mapping of corporate hierarchy onto the system Integration of different external data sources possible, thus enabling the utilization as intranet System internal settings for receiving s, document indexing and more Security settings and activity monitoring Monitoring user logins and authentication failures Settings for minimum password complexity Scheduling automated system tasks group hierarchies for vacation planning, tasks, appointments, calls

24 Any time expandable with the following TecArt-CRM modules: Offer Management Service Planning Trouble-Ticket Your individual module Contract Management Resource Planning Forum Vacation Planning Reports & Analyses Account Management The TecArt-CRM web app for more mobility Real-time data transmission via browser app * Access all important data, even on the way: s Documents Contacts Activities (incl. radius search) (Task, Calendar, Phone Call, Trouble-Ticket, Project, Contract, Offer) Further information about TecArt-CRM Web-App to find on * Compatible with: Apple ios 3+, Android 2.1+ and BlackBerry 6+ CC-BY Quelle: 3Gstore.de 09/12 MADE IN GERMANY 4. Platz 2012 by HTC - Quelle: htc.com For further information about TecArt-CRM Systems to find on / TecArt Group - TecArt GmbH Fischmarkt 5, Erfurt, Germany vertrieb@tecart.de