| • Data is stored in folders which reflect the company’s existing filing system and is easy to navigate.
• Images and outlook files are stored in the database and the original file can not be changed.
• Changes that have been made to an image will be saved as a version of the original.
• User rights, accessibility and functionality can be controlled in the database by an administrator.
• All files stored in the database have full audit trails of user activity.
• organiseit can draw information from third party CRM’s enabling seamless integration with any Windows based program.
• Data can be retrieved in an instant by identifying and highlighting certain keywords in the CRM i.e. Policy number, Invoice number, etc.
• All files inside the organiseit database can be printed, faxed or emailed directly.
• A central database in the main office can be easily accessed from regional offices and their data can be scanned and stored in the company’s central database.
• organiseit allows your company to have all data located in one area and can be custom tailored to suit your business.
• organiseit stores the data/files in SQL database and the native format (i.e. Word, Excel, Outlook etc.) of the file is retained.
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