Do you have information here, notes over there, reports and other to do items that are difficult to keep all in one central location? LSSP is announcing our new and complete, built-in CRM. A CRM is an app that helps users manage their interactions with current and prospective customers. With a built-in CRM, users can link related messages together, and find all messages from a contact with one quick search, while an address book can hold as much information about the contact as needed. This will allow users to string together relationships in their contacts, and to review notes and keep track of all conversations and necessary schedules. Regardless if it is being used for vendors, employees management or other cabinets and folders for your entities, a CRM can keep track of all information quickly and easily. On the customer side, a CRM can also keep track of opportunities. Opportunities give you the ability to see forecasted sales opportunities with tickler alerts. This enables your organization to manage cases and track progress. Our new CRM will be very modern and easy to use, keeping everything at your fingertips.
PinPoint 2.96 Enhancements Administrative Changes: Reporting for management and statistical analysis (Library of reports will continue to grow). New Menu bar moved to the top of the screen, to open up space (No more drop down menu on the left). Unknown new station (IP address) will need to pass security question for access. Admin user can remove logically deleted documents and folders. When users file documents into PinPoint, whether manually or through ARIE, you now have the ability to set up Administrative Rules to name the document by using variable naming of files via Document Type setup. Improved Dashboard with matching color skins. New Setup option for administrators to pick and click to create entire new cabinets, document types, and more instantly. Live support Chat built right in for users quick access. Load Folders added to ARIE: take a simple Excel spreadsheet and load into PinPoint as new folders automatically. User Changes: Share will replace the word Export. Launch from file review screen – This way you can launch to perform a quick export right from the view screen. – Launches Native document. New View and File Screen – Allows document view at the same level as the file information, rather than below. Pagination included to view 10, 15, 25, 50, 75, 100, 150, 200, or 250 items on one screen. Ability to set user favorites screens for quick access. Favorite screens to include Favorite Home, Favorite Search, Favorite Filing, and Favorite Dashboard (classic or express). Ability to set Default cabinet, folder, subdivider, and/or document type that documents are filed into. This is very time-saving, as the user can set all of their favorite buttons and even drill-down automatically upon opening. New Express View added with date range, OCR, meta data, and document type search included in one click. Function […]
While PinPoint offers a robust enterprise solution that allows for access to your documents and data from anywhere, eDrawer offers many of the same features at a lower cost for businesses that are looking for a document management solution that operates from within their own company network. eDrawer operates by housing files on your company’s server (or on a drive that can be shared to others on the network), with access to the system available to anyone on the network with the client software installed. User and group security will allow for those who need access to certain files instant access to the information they need, while others who do not need such access restrictions or no access at all. With your eDrawer purchase, you will receive: One full year of ticket support One full year of software updates The ability to file any document from a computer or scanner Self-paced video training that can be viewed by anyone in your company An optional add-on component, Optical Character Recognition for eDrawer, adds the following features: Recognize text from scanned documents File documents automatically With prices as low as $199, eDrawer is an extremely affordable, cost-effective solution that will help you keep your business organized as well as save you both time and money. For more on eDrawer, visit http://lsspdocs.com/solutions/edrawer-document-management/. by Pat Caruso