Distinction between individuals and companies: one click access to all individuals relating to a specific company, one click access to all companies relating to an individual
Tracking of individual’s contact history, through changes in employment
Search engine for all contacts and groups of contacts, integrating a typology of all external advisors
e.g: auditors, custodians, attorneys.
Two-way synchronization with Outlook / Lotus Notes for contacts
Initial display of contacts at the end-user level, enabling selection of contacts which are not to be shared with the whole team
Affiliation of any type of document to any contact (individual or company)
Calculation of costs per external advisor
e.g: auditors, custodians, attorneys.
Follow-up of all the actions (meetings, e-mails, phone calls, mails, faxes) at the company level and at the individual level
Display of all reminders on your Homepage, including next step definitions by the user
Two-way synchronization with Outlook / Lotus Notes for meetings, tasks and e-mails
Initial display of meetings / tasks / e-mails at the end-user level, enabling selection of contacts which are not to be shared with the whole team
