Relationship Management
In addition to matters, the relationship management module plays a big role in the system. The relationship history shows you a total overview of all actions and correspondence that are linked to the relation.
When entering relationships, the system immediately checks for double relationships. In the unlikely event that a double relation is created, it can easily be deduplicated using a handy tool.
By linking attributes, you can make extensive selections and easily create mailings, for instance, newsletters (by letter or email) and Christmas cards (by means of labels).
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Professional
Accessible Templates and Templates Process Procedure
Automatic Stopwatch
Billing
Calendar
Correspondence
Document Management
Document Scanning
Email Management
Invoicing
Legal Matter Management
Mailings
Management Reports
Office Administration
Project Management
Relationship Management
Task Management
Time Recording
Workflow Management