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5.10 Document |
  
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5.10 Document |
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The documents in Total Enterprise CRM, generally, are created with precise information about services or products, then these can be given to customers to help increase opportunities and sales. To store the important documents associated with any record, you can use document tab confidently.
The CRM contains a simple document management system that allows multiple versions of documents to be stored and categorized inside the system.
The Document management system stores a document with its current version, info about it and its historic versions too.
In Total Enterprise CRM there is a document record (about the document can be called metadata)
and one file attached with it that could have more than one version.
There may be more than one version of same file. Under "Document Revision", apparently different file names may exist but logically they are different versions of same file.
For example "Price List" which changes each month and you still want to have records of older versions. i.e.
Gold Price List: "This is for premium customers only" and then revisions: Jan10PriceList, Feb10PriceList, May10PriceList so on
You can use Document tab to:
| • | Create a new document or edit an existing document |
| • | View a list of all document added in CRM system |
| • | Import any existing document into CRM system |
| • | Create a new template document or edit an existing document |
| • | View a list of all template documents added in CRM system |
| • | Create a new new document using an existing template |
| • | Categorize the documents added in CRM system for quick access |
| • | Create a new print queue or edit an existing print queue |
| • | View a list of all print queues added in CRM system |