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.