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- OpusFlow CRM for Outlook ® -
Address Card:
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The default Outlook contacts
card has been strongly extended in - OpusFlow CRM for Outlook ® - . Now you can:
- Automatically send letters (documents)
based on your own Word templates;
- track the entire history of your
contact:
- Documents (Digital, scanned,
e-mail, etc.);
- Appointments (Outlook Calendar);
- Tasks (Outlook Tasks);
- Activities (Outlook Activities);
- Related contact/companies.
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After installation you will
have your new - OpusFlow CRM for Outlook ® - -toolbar at your disposal. All new functions
- OpusFlow CRM for Outlook ® - offers you, can be reached from this toolbar:
- OpusFlow CRM for Outlook ® -
Toolbar:
Save E-mail:
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In - OpusFlow CRM for Outlook ® - you can store
all outgoing and incoming e-mail. When an e-mail is saved in
- OpusFlow CRM for Outlook ® - , you can easily retrieve it from the address card of the
recipient/sender.
Besides saving e-mail manually, you can
also let - OpusFlow CRM for Outlook ® - save all e-mail automatically. When the recipient
or sender is known in - OpusFlow CRM for Outlook ® - , all e-mail will be saved and can be retrieved
from the address card. |
Edit Company/Contact
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With - OpusFlow CRM for Outlook ® - you can
maintain a central address database and retrieve all you contact en
contact related information in Outlook.
Besides the possibilities Outlook
Contacts offers you; with - OpusFlow CRM for Outlook ® - you can:
- Add more then one contact to a company
(changes to company data will automatically be shown on all contact
cards);
- Salutation, etc. (to be used in
outgoing correspondence);
- Use categories (Groups and Codes);
- Use more fields;
- Automatically generate mail merges,
news letters, Christmas cards;
- etc...
All changes can immediately be seen by
your colleagues.
No Exchange Server needed!
Importing (or synchronizing) with your
existing database is almost always possible. |
Merge documents/e-mail/envelopes:
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With the merge tool you can
merge your contact (address) information to Word / Excel / E-mail.
You can use your own existing templates
to send mailings (new letters, etc) en make envelopes.
All the documents created with the merge
tool will also automatically saved in - OpusFlow CRM for Outlook ® - , so they can be
retrieved through opening the - OpusFlow CRM for Outlook ® - address card. |
Find Contacts:
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With "Find contacts"
it is possible to search through your companies and contacts on any
criteria you wish.
You can search through all fields, but
also on "Groups" or "Codes". |
Time/Mileage-registration:
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In - OpusFlow CRM for Outlook ® -
it is possible to your own projects (and subfolders (document types)). All
documents in - OpusFlow CRM for Outlook ® - can be stored in one of these project (and
subfolders).
Besides that, it is possible to link
appointments in your own Outlook Calendar to a project or client. Based on
that information, - OpusFlow CRM for Outlook ® - allows you to easily make Excel reports,
with:
- Hours and mileage per
day/week/month/year;
- Hours and mileage per project;
- Hours and mileage per client (company
or contact).
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Distribute scanned documents:
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Distributing and archiving
your scanned document will become very easy with - OpusFlow CRM for Outlook ® - . You can
use any type of scanner; - OpusFlow CRM for Outlook ® - will automatically load your
scanned documents and allows you to choose:
- the sender;
- the project (document type);
- which recipients you want to send the
scanned document by e-mail.
- OpusFlow CRM for Outlook ® - will:
- save the document so it can be found
on the address card of the sender;
- save the document in the right
(project) directory and subfolder;
- send an e-mail to the selected colleagues
with the document as attachment.
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