The Modul CRM\DMS module is an integral part of your secretariat, in this age of digital communication and paperless offices. We have substantially improved this software module, to better meet the increased requirements, especially with respect to the documents’ storage.
The new CRM version opens the email attachment files as temporary copies, which means that every document that is opened from the CRM is only copied locally. This has the following advantages:
- The name of the document is used without a CRM identifier, which is especially important if the document needs to be further send as email attachment.
- A document will be saved only after changes in its content are performed. If the changes were local, the document can be copied again, and the changes will be recorder.
- Clubs with intensive use of CRM can now block the ATTACHED folder for direct access.
- The most recently used files are displayed in a temp list, so you can easily open recently used documents.
- The documents are deleted from the temp after approximately 8 hours. Private documents are deleted 2 minutes after logging out.
- If two people are working on the same document and both change it, the system automatically asks which version to keep. It also shows to each user the modifications done by the other one. You can keep only one of the two versions, or both.
- Different versions of a document can now be saved.
- You can also open a document the temp list, for editing in. If you hold down the Shift key, you can see the details of the temporary file!
- You can select multiple documents in the list and send them all as attachments.
