Calendar and To-dos

Easily manage appointments, tasks (to-dos) and documents for all employees or entire departments within the fully-integrated calendar. Daily, weekly and monthly views provide you with an immediate overview of capacities and help you in scheduling. A recurring appointment/deadline wizard and the task management make sure you dont miss a single deadline. To-dos can be scheduled in the calendar with a simple drag & drop,provided with a target deadline and then reported back. Thus you can generate delivery notes or invoices directly from calendar entries concerning the rental of objects or the performance of employees.

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Document Management

The integrated document management module allows you to link document(PDF, Word, Excel, CAD, photos, etc.) to any object.it allows you-
❖   To assign emails directly to the customer, supplier        or prospect.
❖   To attach orders as PDF directly to your order       confirmations.
❖   To attach user instructions to your articles.
❖   To automatically import files from specific       directories or email accounts. OCR provides       indexing of all files.

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Emails

TimeLine ERP offers uncomplicated usage of emails. Documents like Sales Order, Invoice, Quotation or any kind can be sent by mail. Integrated email module makes handling of documents, contacts and signatures easy.
❖   No need to create cumbersome folder structures.
❖   DMS & Email integration works simultaneously to        improve CRM.
❖   Can search in DMS for any document with the help        of full text search
❖   Allows the synchronization of Emails & DMS with        contacts, employees or local files.

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