If you have used any application of Microsoft Office 2007, the user interface of Total Enterprise CRM will seem familiar. The ribbon, tabs and quick-access toolbars of Microsoft Office 2007 are also available in Total Enterprise CRM.
The system reduces the number of clicks necessary to perform common tasks, and it doesn’t lock you into one way of doing things. For example, when you have a 'contact' open, you can easily send an email, add a note, record a call or schedule a meeting with that contact; the system recognises that your activity relates to this contact and links them automatically.
In this section, you can learn more about:
| • | More right-click options |
