INFOtrac is a completely customizable system that allows
you to modify screens and create contact-centric fields. You
can track, segment and report information that is critical
to your organization’s day-to-day operations; manage
client relationships; and foster mutually beneficial communication.
INFOtrac's four ‘View’ Tabs are laid-out
on the side of the screen so as to give easy and instant access
to the information and various documents stored throughout the INFOtrac system.
Each Tab gives a user quick access to mission critical information
linked to a contact's record.
The Tab highlighted in red is the active View, that is, the
screen presently visible on the computer screen.
The Main View
The hub of all INFOtrac activity permeates through
INFOtrac’s easy to use and customizable ‘Main
View’ (shown below). The Menu View provides the necessary
tools used to configure, synchronize, update, manage and operate
the INFOtrac CRM system, and the fields can be altered
and used to populate the entire database effortlessly.
INFOtrac Toolbar
Ease of navigation is a product of the toolbar and its illustrative
icons. The toolbar can be shaped to include additional functions
and automated processes that meet an organization's specific
and unique needs. The toolbar gives quick launch access to
some of INFOtrac's functions. As a default, these
functions include:
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The History View
INFOtrac classifies proposed agendas, upcoming tasks,
meetings, future projects or queued services as “Next
Actions” or “activities”. Upon completion,
these actions are linked to an organization and stored permanently
as a logged entry within the History View. Each time an activity
has been completed, (where a Next Action is marked as ‘done’),
the action is moved off of the current schedule and the organization’s
historical records are updated.
INFOtrac users can then use the History View to
instantly obtain a complete history of their enterprise's
interactions with a contact, customer, supplier or organization;
and be fully informed when speaking about a contact’s
past associations with their organization. INFOtrac
users are able to sort all historical actions by date, time,
user, activity, etc.; or filter History items by a particular
action, employee or priority. In addition, reports on activity
can be driven from the history system with finite detail and
analysis.
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The Attachments View
The Attachments View facilitates the retrieval of attached
documents associated with a contact organization. It is a
data warehouse listing all attachments distributed to an organization
by date in descending order.
Accessing the Attachment View is as simple as clicking
the Attachment tab, (on the right side of the screen).
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The Profiles View
‘Profiles’ are fully customized solutions that
are unique to an enterprise’s needs. Designed to integrate
your existing software investments, INFOtrac Profiles
are the method by which business intelligence is reaped and
harvested. Please see the Business Process Automation section
of this website for a more detailed description of how Profiles
can address your organization’s unique and specific
needs.
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