HLAVNÍ NABÍDKA

INFORMACE

PRO ZÁKAZNÍKY

ŘEŠENÍ

IT & software
Služby
Výroba & průmysl
Vzdělávání
Veřejný sektor

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©2020 by One Click Business Solutions s.r.o.

Contacts (CRM)

Contacts - Corporate gold

The directory contains your business contacts - customers, suppliers, partners, etc.

Contacts can be easily categorized using tags whose palette you set yourself according to your preferences.

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Connection to 1CLICK modules

Each task, project, process, or document in 1CLICK can be linked to a specific contact.

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Authorized person for contact

Authorized persons are users who see additional information beyond the normal directory entries for a contact. It is mainly a contact diary and ongoing activities.

Diary of contact

The diary contains a chronology of events with clients such as. meetings, phone calls or e-mails.

 

Authorized persons of the contact can post and view the journal.

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Activities contact

All the tasks, e-mails, projects, and processes that are in progress with the contact or in the past have been seen with the contact.

Contact documents

For a contact at one place to see documents that are directly linked to the contact.

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