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ARM Functionality
Task & Email Integration
Task Management
ARM has a task management or a “to do” function which allows you to create task lists that are linked to employees, contacts/clients and products. Tasks are created and prioritised by contact/client, start date, end date, completion date and task description. A task can be created manually or appear in the task list as a system generated entry, triggered by workflow position, document production or transaction processing.
Email ARM links to MS Outlook which allows documents and/or messages to be sent to contacts/clients or other users. At any time you can transfer received emails from your MS Outlook inbox and link them to a client/contact record to provide a comprehensive online history of contact with a client/contact. |
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| Axcess Consulting Group Pty. Ltd, Suite 1, Level 1, 7-9 St, Geelong, Victoria, Australia, Ph +61 3 5229 6844 |
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