
New optional module gives access via PDAs [Windows Mobile OS]. Excellent for mobile service and sales operations. Create Activities [eg jobs, tasks etc] and then push/sync them to PDAs. Mobile users can update/complete and then sync back to the core system.
New functionality to allow users/administrators to create their own custom data fields and forms in both Contacts and Activities.
New functionality to create a new Contact record by "Cloning" an existing record. Plus, update an existing Contact record with information "mirrored" from another Contact [excellent for eg: updating new address information across all Contacts at an organisation].
New capability to filter lists by date range.
Enhanced custom fields - now you can define custom field types, eg: text, numerical, date, list].
New functionality to manage subscriptions and sending of email newsletters to Contacts.
New functionality to keep track of multiple persons/departments within an organisation. Track activities etc by individual and also consolidate for a full picture of everything across the organisation.
New functionality to allow an administrator to "lock" completed Activity data [according to User Role].
A new "external ID" field enhances the capability to reliably and accurately import data from other systems. For example you could display sales data from your financial software against each customer record in i-Track.Net.
Need the fields on an Activity screen arranged/displayed in a particular way? No problem, we can customise screens for you. All new screen layouts are available in a screen library in the Admin area.
"I-Track.Net is great value for money and possesses all the main features and qualities of any of the more expensive CRM’s we looked at.”. Download a copy of the full case-study document here.
New, search in-field function speeds data entry.
Generate an Outlook calendar invitation from i-track.net.
Allows "Public" to enter a request, which is acknowledged and assigned to a definable User, also with an optional email notification.
A significant enhancement that allows administrators to manage access to data by User. For example, User A's data is visible to Users B, C and D, but not User E.
Email a Contact directly from within i-track.net
Manage which fields you want QuickSearch to lookup.
Useful for profiling/reporting. User-definable field label.
A powerful new function that allows you to Link external documents, files, or even web pages to any Contact in your database. So, from a Contact record, you could for example link [and launch] a contract document, a site plan or whatever you wish ...
Easier on the eyes and improved navigation.
Automatically emails the Assignee/Owner when any of their projects or tasks are created or edited [configurable]. Also useful for notifying external contractors.
Create / maintain / search knowledge "articles" in a logical flexible tree structure.
Universal search function to quickly find Projects, Tasks, ToDos or Contacts.