TOOLS
Key features of TOOLS, which covers complete life cycle of Tools
Key features of TOOLS, which covers complete life cycle of Tools
Utilities module assist with various facilities like- Media, bulk PDF Export, Calendar, Announcements, Goals, Activity Log, ticket pipe log and telegram chat to ease your work. Activity Log records staff member’s activity.
Media allows employees to share their documents. Announcements helps to send Message to Staff, Clients. Bulk PDF Export helps to export Invoices, Estimates, Payments, Credit Notes, Proposal, Expenses in the PDF. Calendar shows a list of company events, upcoming invoice payments, contract expirations, estimates expiration, tasks finish date, reminders. With this facility one will never miss anything from the calendar. Goals makes the goal setting process faster and easier. Activity Log records staff member’s activity. Ticket Pipe logs records of service/product related tickets.
Diagramy is a new kind of diagramming application, built to make it fun and easy to create diagrams of any type. Whether you need to write an essay with a complex diagram or you're trying to make a flow chart for work, Diagramy is the tool you need. With an easy to use interface, Diagramy is the fastest way to diagram your ideas. Click here to learn more.
The 'call logger' is a new program, which records all incoming and outgoing phone calls on your computer. One of the fundamental of building relationships with customers and business development is logging all your conversations in one location. Give you and your team the ability to keep a track record of all the calls made, and know when to follow up on opportunities. Create follow up reminders, and even assign call log goals. Add a new call, Edit existing calls, Delete existing calls, Export call list, Log the duration, Create follow-up and get a notification when its due, Mark as important, Mark as completed, Assign a contact (Lead or customer),Overview report
This a powerful spreadsheet editor that lets you do pretty much everything you can do with contemporary spreadsheet software like Excel. Nothing beats the simplicity of entering data into a table. With this in mind this module provides an online spreadsheet editor which allow users to insert their data into their documents without hassle. You can even apply formulas and calculations to the data just like regular spreadsheets. This module also supports drop down list which allows you to display a number of valid options for a specific topic. It’s important to keep your users engaged with your content. This can be accomplished by changing styles and customizing the appearance of your documents to make it more attractive for the users to view.
Creates knowledge base articles and organize them in groups. Help customers and build trust. New Knowledge base article: Add new article with Subject details Group: Assign article to a specific group. Eq Hosting, Domains etc. Internal article: internal knowledge base article for staff members Disabled: Field if you need to temporarily disable this article to be shown to customers/staff. Article description:Add article description with the editor. New Knowledge base group: you will be able to select this group and organize your articles. Group Name Give this group a name e.g. Domains, Hosting etc. Color: Color is used for the Kanban area. Short Description Add groups short description will be used as introduction about the group articles. Order: Order of the group. Disabled: All articles in this group will be hidden if disabled are checked.
A whiteboard is a very helpful tool, with it you can sketch ideas and meetings with whiteboard-style. It is simple-to-use digital whiteboard built to help you collaborate with others anytime, anywhere. With the whiteboard, the ideas will be captured immediately and it makes easier for teams to manage meetings, and review or revision of meetings more convenient
Business Process Modeling Notation (BPMN) is a flow chart method that models the steps of a planned business process from end to end. A key to Business Process Management, it visually depicts a detailed sequence of business activities and information flows needed to complete a process.
A mind map involves writing down a central theme and thinking of new and related ideas which radiate out from the centre. ... Mind mapping was developed as an effective method for generating ideas by association.
This module helps to schedule appointments in Virtual-Office and also schedule from external forms on multiple websites and manage your Appointments.
Appointments, Past Meetings, Own settings, From Info
This module helps to schedule appointments in V-Office and also schedule from external forms on multiple websites and manage your Appointments with ease, the module is designed for fast creating appointments to ease your communication with your contacts and also you can include staff as attendees, subject, description, date and time and many other features.
The list everything that you have to do, with the most important tasks at the top of the list, and the least important tasks at the bottom. ... And by prioritizing tasks, you plan the order in which you'll do them, so that you can tell what needs your immediate attention, and what you can leave until later.
Expanding your company is always a great idea, but it can be hard to find the right people to take on new responsibilities. Sometimes, you need to bring in talent from the outside. This module helps you to fill a new position with qualified candidates.
Contract Module automates the process of operational contract management within an organization. Displays list of contracts and allows you to add new contract using NEW button. You can filter contract by Vendor, Department and Project. Manage contracts of Vendor, support signing similarly to V-Office sales contracts.
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