Document management

SalesManager Online contains a complete document management system. Documents of any format can be stored in the database or if required linked to from your own third party DMS. Mail-merge output, e-mail attachments or simply brochures or pricelists can be added to the database as documents and later attached to customers in SalesManager CRM. Simply clicking on the stored document will initiate the associated viewer (Word, Excel, Adobe, AutoCAD etc.) and open the document.

documentmanagementUK

Documents are not only linked to an account or person, but also to any object within the SalesManager Online suite. A PDF of a purchase order or a Request for Proposal can be linked to the purchase order itself. Quotes issued or pricelists sent can be attached to opportunities and orders.