ProDon:Task and History Management - Customer Relationship Management (CRM)

Introduction

Task and history management is a tool that is integrated to ProDon, which allows you to manage all communications and follow-ups with the clients of the database and to keep a history.

With this tool, it is possible to activate the reminder option on precise date and time in order to receive a notification at the desired time to do prompt follow-ups.

Moreover, it is also possible to insert documents (Word, PDF, emails, etc.) directly in a task folder to classify any information specifically related to a follow-up.

Also, if the "Network module" (multi-user) is active, it is possible to manage the accessibility to share information or to assign a task to another member of the team.

Task Summary when Opening ProDon

To login to ProDon, if the "Network" (multi-user) module is activated, the user name and the password are always the same. If the "Network" (multi-user) module is active, each user enters his or her user name and password.

When opening ProDon, this window opens. It contains the task summary " Late", "On time" and "Early" for the current user.

Reminder Window

This window opens when one or more reminders have been activated in a task. For more details concerning the activation of a reminder, see this section.

Adding an Identical Task to Many Clients at the Same Time

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Document name: ProDon:Task and History Management - Customer Relationship Management (CRM)

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