| Application |
Description |
OM
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CRM
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| Log in at any place & any time |
Log in at any time as long as your computer is connected to Internet; |
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| Mobile Office Managementios and Android |
Log in with iPhone, iPad and mobile base on android system as long as they are connected with Internet; |
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| Auto Data Backup |
Back data automatically everyday; |
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| Auto Upgrade |
New functions, systematic bug upgrade automatically& maintenance |
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| Systematic Saving |
Maximum 1GB/organization or platform + 50M/user |
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| Easy To Use |
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| Free Online Help Support |
Customers (paying customers)Support: online chatting; |
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| Mobile Support |
9:00am-18:00pm Monday to Saturday (HongKong time)； |
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| Main Functions |
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| Daily Affairs Arrangement & Reminders |
Daily Affairs Arrangement, Team Work Arrangement, Reply, Reminders of Weekly Affairs, Subordinate Agenda Inquiry, Agenda Category, Important Level Setting, Agenda Reminders; |
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| Notes |
Easy Use Notes; |
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| Address List |
Personal Address List, Import & Export, New Contact, Group Category Setting; |
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| Immediate Communication |
Internal Immediate Communication.
Electronic Business Card, Online Contacts, Inbox, Sent Box, Mass Texting, Forward Text, Save Messages to Notes Or Agendas; |
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| Personal Folder |
Personal Files Storage, Customize Folder Classification Setting, Upload, Download, Inquiry, Arrangement; |
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| Favorite Websites |
Favorite Websites, Group Classification, Website Remarks, Private Collection, Public Collection, Setting; |
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| Individual Setting |
Personal Information, Change Password, Menu Setting, Connector Setting, Seal Setting , Login Record, System Reminder; |
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| Mailing |
Compose Mail, Inbox, Sent Box, Draft Box, Deleted Mails, Junk Mails, Mass Mails, Forward;
Transfer Mails into Immediate Message;
Transfer Mails into Internal Mails(Usable after purchasing Internal Mailing Module);
Transfer Mails into Recruitment Info. (usable after purchasing PESRecruitment Software);
Transfer Mails into Head-hunter Info (usable after purchasing HMS Head-hunter Software); |
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| Online Attendance |
Simple Online Attendance Function, “Punch In & Punch Out In Morning; Punch In & Punch Out In Afternoon”, Punch Card, Inquiry, Attendance Report Export; |
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| Notice |
Post Notice, Read Notice, Notice Reply, On Top Notice, Notice Category Management, Notice Display Mode, Mobile Text Notification*; |
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| Internal Address List |
Basic Information of Staff, Contact List, Serving Information, Personal Picture, Contacts Management, Permission Control for Address List;
Public Phone, External Organization Relation Settings, Contacts, Phone Number Settings, Social Phone Number Inquiry & Management |
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| Out Record |
Out for Business Record, Destination Description, Reminder, Approval, Inquiry, Record Export; |
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| Internal Documents Library |
Document Generation Inquiry, Document Big Icon Display Mode, Tree Display Mode, New Document, Files Remark, Files Search; |
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| Meeting Arrangement Reminder Management |
Meeting rooms usage summary that day, meeting rooms arrangement summary, new meeting, meeting attendant, meeting reminders, meeting information inquiry, management, export; |
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| Internal Forum |
Internal staff forum, custom forum settings, forum category settings(systematic account simultaneous with new nickname login); |
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| Internal Emails |
Internal| new email, internal| sent box, internal| inbox, internal |draft box, fast reply, reply reminder, transferred to external mail, transferred to immediate message;
Mail Mark, Mail Identification, Transfer to Folder; |
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| Custom Work Flow |
New work flow, graphic work flow design, work flow image display, work flow template, work flow permission control modification, work flow issue, custom work flow issue; |
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| Customer Contacts |
Customers’ contact management under my permission control, my customers, public customers, sharing customers, customers inquiry, customers collection, customers sharing, customer assignment, customers import & export; |
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| Customers Collection |
Collected customers inquiry, customers contacts cancellation, display settings; |
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| Sharing Customers |
Sharing customers inquiry management, share customers to others, your sharing customers, customers sharing cancellation, display settings; |
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| Public Customer |
Public Customer Inquiry Under Permission, Public Customer Management, Sharing, Public Customer Export, Display Setting; |
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| Customer Assignment |
Customer Assigning Management, Customer Inquiry, Advance Search, Mass Assign, Assign All; |
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| Sales Opportunity |
New Sales Opportunity, Sales Opportunity Management, Sales Opportunity Inquiry(Opportunity Degree, Sales Process), Advances Search, Sales Opportunity Management for Authorized Staff, Mass Update for Person in Charge, Mass Sales Opportunity Status, Sales Opportunity Export, Display Settings; |
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| Contact Plan |
Contact Plan Inquiry Under My Permission Control (Today, In 7 days, Overdue, All), Contact Plan Management, Contact Plan In Process, Summary Of Last Contact; |
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| Contact Management |
Customers’ Contact Record Management Under My Permission Control, Contact Record Management, Contact Reminder Modification, Contact Record Export, Display Setting, Customer Contact Analysis, Contact Time Inquiry, Contact Time Period Inquiry(Today, This Week, This Month), The Latest Contact Record; |
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| Quotation Sheet |
New Quotation, Quotation Sheet Management & Inquiry, Quotation Sheet Breakdown, Quotation Sheet Export, Display Setting, Quotation Sheet Template, Quotation Sheet Print-out Template, Custom Field in Quotation Sheet, Custom Field in Quotation Sheet Breakdown, Quotation Sheet Approval Work Flow; |
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| Early Warning Reminder |
How Long Have Not Contacted Your Own Clients Or Assigned Clients, Mass Transfer Public Clients; |
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| Competitor |
New Competitor, Competitor Inquiry, Competitor Management(Competition Product, Agent, Market Promotion, Competition Project, Document Information); |
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| Caller ID Register |
Caller ID Registration(New Customer Registration, Service Support, Maintenance, Customer Complaints),Treatment Workflow; Caller ID Answering Status Inquiry, Caller ID Record Delete; |
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| Service Support |
New Customer Service Sheet, Customer Service Sheet Management, Treatment Status Inquiry, Customer Service Sheet Work Flow Management; |
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| Customer Complaint |
New Customer Complaint, Complaint Sheet Management, Compliant Treatment Status Inquiry, Complaint Sheet Work Flow Management; |
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| Maintenance |
New Customer Maintenance Sheet,(Maintenance Project, Maintenance Product); maintenance sheet management, maintenance sheet inquiry, maintenance sheet work flow treatment; |
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| FAQ |
New Question(Classify Problem Category, Related Product, Service Item), Question Answer, Vote For Best Answer, Frequently Asked Problem Inquiry & Management; |
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| Mass Mailing |
Mass Mailing, Mail Recipient Choose From(Personal Address List, Internal Address List, Customer Database),Mail Sent, Draft Box, Sent History, Mail Template ; |
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| Care Management |
Care Planning Inquiry & Management, Cared Customer Inquiry, Care Status Management, Care History, Care Analysis(Analyze Execution And Customer Satisfaction) ; Analysis Image Display; |
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| Investigation Management |
Investigation Management, Investigation Customer, Investigation Progress, Investigation Feedback, Investigation Analysis(Execution Analysis, Product Service Analysis, Overall Investigation Analysis, Investigation Ways), Analysis Image Display; |
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| Contract Management |
Column Display Settings, Contracts Accounts Export
Contract Inquiry(By Customer, Signatory), Advanced Search, Contract Management, Contract Renewal, Contract Anti-audit, Contract Print-out, Outgoing, Contract Financial Affairs Inquiry(Contract Amount, Settled Amount, Unsettled Amount, Bad Debt); Display Settings, Contracts Finance Export; |
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| Orders Management |
Orders inquiry, orders management, orders verification, orders anti-audit, orders products breakout, orders print-out, orders export; |
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| Sample Present Management |
Sample Present Application(Sample, Present, Gift), Sample Verification, Sample Workflow Verification, Sample Order Inquiry, Sample Detail, Export Sample Information; |
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| Stock-out Management |
Stock-out Inquiry(Stock-out Sheet Inquiry, Related Sheet Inquiry), Pending Stock-out Sheet, Stock-out Sheet Verification, Stock-out Sheet Print-out, Display Setting; approved stock-out sheet, stock-out sheet cancellation, stock-out sheet print-out, display settings; |
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| Stock-in Management |
Stock-in Inquiry(Stock-in Sheet Inquiry, Related Sheet Inquiry), Pending Stock-in Sheet, Stock-in Sheet Export, Display Setting, Verified Stock-in Sheet, Stock-in Sheet Cancellation, Stock-in Sheet Print-out, Display Setting; |
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| Stock Allocation |
New Allocation Sheet, Allocation Sheet Breakdown, Allocation Sheet Inquiry, Allocation Sheet Print-out, Allocation Sheet Export, Display Setting; |
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| Stock Inquiry |
Stock Product Inquiry(By Branch/Warehouse, Product Category, Product, Bar Code, Key Monitor Product, Inquiry Report Export; |
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| Branch /Warehouse Setting |
Branch/Warehouse Setting, Permission Control Management, Permission Control Inquiry, Brach/Warehouse Product Category Setting; |
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| Supplier File |
Basic Data Registration For Supplier, Data Management; |
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| Products Management |
New Product, Product Information(Type, Category, Special Monitoring), Customizing Product Information, Product Price(Sales Price, Purchasing Price), Product Image, After-sales Service(Maintenance)Period, Maintenance Period For Inventory Product, Inventory Abandonment Period Setting, product import, product export, product management, product inquiry, display settings; |
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| Financial Reminder |
Receivable Reminder, Payable Reminder, Overdue Reminder(This Week, This Month, Overdue, All),Receivable Bill & Payable Bill Settlement, Receivable Bill & Payable Bill Export; |
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| Collection Bills |
collection bills inquiry, collection bills management, collection bills verification, collection bills verification treatment Workflow, collection bills anti-verification, collection bills export; |
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| Payment Bill |
Payment bill Inquiry, payment bill management, payment bill verification, payment bill verification treatment work flow, payment bill anti-verification, payment bill export; |
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| Receivable & Payable |
Receivable Accounts Breakdown, Receivable Accounts Inquiry, Receivable Accounts Settlement, Receivable Bills Inquiry;
Payable accounts breakdown, payable accounts inquiry, payable accounts settlement, payable bills inquiry; |
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| Installment Accounts |
Installment Accounts Inquiry, Installment Accounts Breakdown, Overdue Inquiry, Installment Accounts Settlement, Installment Accounts Verification, Installment Accounts Treatment Approval Work Flow, installment accounts anti-audit, installment accounts export; |
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| Received & Paid |
Received & Paid, Received Accounts Breakdown, Paid Accounts Breakdown, Bills Export; |
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| Bad Debts Management |
New Bad Debts, Bad Debts Verification, Bad Debts Treatment Verification Work Flow, Bad Debts Bill Print-out, Bad Debts Inquiry, Bad Debts Management, Bad Debts Bills Export; |
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| Statistics Analysis |
Financial Analysis (Account Balance Daily Summary, Monthly Summary, Quarterly Summary, Annual Summary), Statistics Image Analysis(By Balance Person, Business-related Units, Title, Unit Types, Industry Statistics Analysis, Statistics Image Analysis, Statistics Report Export; |
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| Organization Positions Information |
New Organization Management, New Department Management, Position Information Management; |
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| Employee Information |
New Employee, Position Allocation (Main Job, Part Time), Employee Information Management, Account Lock, UKEY Settings*, Personal Folder, Email Space Settings. |
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| Menu Settings |
New Menu, Allocate Menu Module, Menus Ordering; |
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| Role Permission Rights |
New Role, Role Range, Role Rights, Role Member, Role Desktop Settings; |
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| IP Setting |
IP range that have rights to visit this system, Exception users settings; |
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| Change Logo |
System Login Page, System Top, Default Reply, Universal Print Logo Image Update Settings; |
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