Address Book
Address Book
VISUAL | ORGANIZING
- Use multiple address books and contact types
- Organize contacts with distribution lists
- Categorize contacts
- Switch between organizational and contact views
- Sort contacts by name, organization, own sorting
- Flexible filtering by organization, organizations by departments, address books, distribution lists, types of contact, categories and extra fields
- Advanced search and full-text search
- CRM view - visualize related tasks in contact view
- Visualization of appointments by last date / next date
- Show images and birthdays
- Selectable columns to display in list view
OPERATIONAL | CREATING
- Address information on organization / private level
- Link contacts to other data e.g. tasks and projects
- Attach files to a contact
- On click access to contact's file storage
- View versions of attached files, revert deleted files
- Manage multiple addresses at once
- Insert contacts easily into organizations
- Serial letters - fill documents automatically with contact data information
- Additional custom fields
- Compose emails from address book's email links and go on websites on click
- Telephone integration
SAFETY | SECURITY
- History function
- Deletion protection
- ACL - sophisticated access control system
- Share and protect group address books
- Extra private address books
- Restrictions for using extra fields for users/ groups
- Define prefilled fields for copying
- Export control
- Forced, default and personal preferences
DATA EXCHANGE | CONNECTING
- Data synchronization to desktop clients (e.g. Outlook)
- Data synchronization to mobile devices by eSync using ActiveSync protocol
- Synchronize multiple addressbooks to mobile devices by using SyncML protocol
- Scheduled Export / Import (CSV)
- Merge Print
- Default Spreadsheet and Text document templates for reporting and printing