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Customisability - Folders
MX-Contact folders can customised to almost any extent possible.
Tour 1
Outlook/Exchange for CRM
Tour 2
MX-Contact Functionality
Tour 3
General Issues
 

Customisability
Folders

Forms
Folder Views

  Off-Line (Remote) Use
  Use with a PDA
  Reporting
  Integration to Legacy Systems
  Security
  System Requirements
  Who Can Use MX-Contact?
  Benefits

Folders can be renamed to match the terminology that your users are familiar with eg Companies can become Accounts, Opportunities changed to Projects, etc

Any number of new folders can be added, eg Events, Incidents, Campaigns, etc

Any number of sub-folders can be added to top-level folders for one-to-many type links, eg Event Costs
Association folders can be created to cater for many-to-many relationships between items in 2 different folders, eg Events / Contacts
A Property Page manages the MX-Contact properties of each folder

 

 

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