News in version 9
Smart CRM

Successful relations management creates a future. Successful companies have long recognised that consistent and company-wide customer orientation is, in the long-term, the most important column in the fiercely contested markets. CRM, the company strategy orientated to customer relations, forms the basis for customer orientation. Convince yourself of the initiative of the new features of CAS genesisWorld and how they relieve you as a user in your work at the same time.

Clear dashboard

Clear expansion of the dashboard up to now: freely configurable elements show personally important information in an overview. 

• The “company dashboard” can access and display data from the whole data stock.
• Dashboards can also be displayed for each type of data record, e.g. in addresses or projects for an individual customer or project cockpit.
• Linked data records at one glance: All data records linked to a customer or project can be presented simply: e.g. all appointments, logs or tasks linked to a project.
• All important key data are clearly presented: With a further module, you can have all information relevant for you displayed, for example, from an address data record. In this manner, you can quickly see the customer status, the sector or the bank details of the customer - without having to click on to the different address tabs.
• Dashobards can be stored in the same way as navigators, for example, to create distribution dashobards, marketing dashboards or support dashboards.
• The module ‘Aggregated View’ displays certain data records of a data record type in a summarised form, for example, as table, diagram or as RAG rating.
• A summarised presentation as a table, diagram or as RAG rating is also possible for linked data records.
• Important data from external data sources are simply integrated, e.g. from Access, Excel, or SQL databases (only data sources which are accessed by ODBC or OLEDB). For this, you require CAS teamWorks in addition.

Professional customer and address management

• The address assistant supports you in recording the addresses. It automatically converts unstructured contact information into a structured address data record, checks it for possible duplicates and creates it directly in CAS genesisWorld. Elements such as company, name, telephone, e-mail or Internet address are automatically recognised and transferred to the corresponding fields in the address window.
• Consistency check in entering or altering the address: postcode/city/country, sort code/bank, first name/title, e-mail address/type of contact, homepage etc.
• Duplicate check: check, comparison and replacement of duplicates through the OMIKRON address centre reference data bases from address service providers such as bedirect or YellowMap check, correct and enhance addresses in accordance with requirement.

Cost-free add-on CAS Info@Click

The cost-free add-on, CAS Info@Click, makes for noticeable work alleviation in collecting addresses. CAS Info@Click creates addresses from e-mail signatures, Word/PDF files, Internet pages or similar directly in CAS genesisWorld as an individual/company contact or contact, checks possible duplicates and starts interactions such as telephone calls and emails. Mature search features across several applications – e.g. CAS genesisWorld, yellow pages, city map or various web pages – are just as fully integrated in CAS Info@Click as also a translation feature.

CAS Info@Click is ready to download as a cost-free add-on under www.cas.de/infoclick.

Automatic notification and action service

Different features make daily work more straightforward, better and more efficient.

• Check for "Field value is achieved" (e. g. turnover > 10,000 euro)
• Never again forget birthdays: The notification and action service informs you about imminent birthdays of your customers and can, in addition, automatically transmit a predefined birthday greeting to the customer.
• A summarised presentation as a table, diagram or RAG rating is also possible for linked data records.
• Obligatory notification even if the rules are not subscribed to.
• A colleague links a protocol with our project. The notification and action service automatically informs you about it.

Links

• Links can be fitted out with attributes to define roles such as “person in charge” or "decision-maker” in the company.
• In addition, relations/cardinalities between data records can be deposited (m:n, 1:n, 1:1), for example, parent company and subsidiary for groups.
• Links are recorded in the journal, all alterations to the links can be reconstructed on request.
• Filtering of attributed links

Twin list

• The twin list represents any two data record types combined with one another and filtered via link logic.
• Analysis of data through two tables
• Analysis of the list through following reports

Documents & correspondence

• Quick opening of documents for reading and processing (in data record window and with key combination).
• Display of users who edit a document
• Sorting according to document type, e.g. PDF/Word/PowerPoint
• New field, document size

Appointment/process management

• Straightforward alteration to individual appointments within one series appointment
• Smart working with the shared calendar view on colleagues’ calendars  – drop-down list with text input: Separated by a comma, several names can be entered which are to be displayed as a group diary. The entry of abbreviations for the names is possible.
• Quick view of a group calendar about the participants in an appointment
• Export of appointments in vCal format
• Straightforward leafing through calendar views
• Revised look & feel of calendar view

Telephoning

• Telephone number recognition: Telephone numbers which are not yet known in CAS genesisWorld can be automatically checked through an external address service provider. On recognising a matching address, this is created on request as a data record in CAS genesisWorld and linked with the telephone note.
• In the case of redirected calls, the original called is displayed and linked with the telephone memo
• Selection of telephone numbers in case of open calls
• Improved telephone number recognition also for extensions, improved telephone number formatting
• Clearer configuration interface in the settings

Tabs/ navigator tabs

• Views in the navigator can be presented through the context menu in the new tab without closing existing views – parallel working through quick change without numerous open windows

Search

• Improved search concept through new search models
• Search in YellowMap in case of non-existing addresses with possibility of taking them over

Opportunity

• Communication possibility directly from the opportunity, e.g. e-mail, telephone calls
• Duplication of products in duplication the opportunity

Mail integration

• Spelling test for text and HTML e-mails
• Out of office assistant
• Improved UTF-8 support
• Execution of rules by server
• Extended MAPI support for connection of other e-mail clients

Microsoft Exchange/Outlook

• Basic revision of Exchange connect
• CAS genesisWorld calendar is switched off if Outlook is used at the same time;
  emails, calendar and tasks “quite normal” through Outlook application
• Special tab for CAS genesisWorld users in Outlook with CRM-specific features such file, journal and others

CAS genesisWorld web access

• Form letters
• Mass mails
• Adaptations of features to the Windows Client and usability improvements

For administrator and user

• Automatic Hotfix and service pack mechanism through live update via Internet
• Office 2007 and Vista support

Replication

• ‘Easy mode’ interface with straightforward progress display
• Replication via WebDAV allows replication directly via Internet
• Quicker replication through parallelisation and differentiated selection of the links to be replicated

Inter-division features

• History of the last ten opened data records: Display for quick selection in the menu “File”
• Suppression of returning indication messages on option within the message

Rights system

• Simplified administration of users through hierarchical groups
• Multilayer administrator rights Selective access to individual areas of the Management Console for selected users (e.g. access to user management, licences)
• Complete optical revision of Management Console

General view of new connections

MindManager integration

• Integration to the market leader in the area of mind mapping to allow graphical presentation of CAS genesisWorld data and their links
• CRM data can be presented, processed, supplemented as Mindmap and transmitted back again from there.
• CRM data can be combined with Mindmap elements and presented as images.
• Visualisation of links

OMIKRON address centre:

• Check, comparison and replacement of duplicates with the duplicate check

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