Interface Management
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General
- Easy on the eye
- Definable interface to suit businesses and users
- Easy to use
- Intuitive and Easy to learn
- Lots of set up information in your selected profie
- Set it up today and use it straight away
- Simply more out of the box funcitonality than any other system
- Add simple comments to nearly every part of the system
- Add rich text notes to nearly every part of the system
- Use all notes fields in full screen mode
- Dictate into notes fields
- Tag other users in comments and automatically send a message to the user
- Use Alexa to ask questions about CRM (eg where are my next 5 meetings?) - Question bank expanding all the time
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- Configurable dashboard(s) per user
- Configurable search options
- Fast search option
- Unlimited user defined "Widgets" to show summary data
- User defined Graphical Widgets to easily show data at a glance
- Drill down from Widget to the key data when you want to know more
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Main navigation
- User defined main shortcuts
- Recent items access
- User dashboard(s) access
- Configurable "My" grid access
- Configurable "Enterprise" grid access
Top navigation bar
- Main navigation access
- Home/reset button
- Selected Contact display and Contact menu access
- Selected Contact Quick Action button
- Quick access to Conversation view of contact history
- Quick access to "right panel"
- Quick add contact
- View calendar
- View basket
Profile Menu
- User definable
- Standard items
- Profile
- Tasks
- Events
- Opportunities
- Projects
- Assets
- Financial information
- Orders
- Sales data
- Relations
- Gallery
- Campaigns
- Subscriptions and more
Fast info button
- Contact details
- Phone numbers and Email addresses
- Last opportuntiy info
- Last order information
Fast action button
- Custom menu items and labels
- Add Task
- Send Message
- Add Relation
- Add Asset
- Add wish list
- Add opportunity/project
- Create sale
