Company Management

In this section which comprises customer and prospective customer data, you can track companies based on the associations of which they are members, establishment data, and service type.

You can assign representatives to companies and track their statuses. After defining company data, you can add the data regarding the company employees, without any number limits.

You can add documents to companies, designate levels for companies, and write notes. You can define authorizations based on users.

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What Can Be Done?

• Company Card Definitions
• Company cards control and block fields
• Adding scanned documents to company cards
• Categorizing companies according to service types
• Company Parameters
• Company Automatic Position Finding and Arranging
• Group Company Management
• Contact Person Management
• Chronological tracking on company card field basis
• Authorization system on company data field basis
• Contact Person Special Days Notification