Aegis Client Management offers you the option to create an unlimited
number of contacts for each client. The storage and integrated
view of client information enables you to create many functional
views of the information.
- Easily generate phone list, mailing list,
e-mail list, contact list and any other list from your client
- Record client activities/correspondences.
- Record client feedback.
- Create Client invoices and quotations. Automatically
convert a quote to an invoice.
- Record offers made to clients.
- Record products purchased by clients.
- Record sales opportunities.
Broadcast messages via e-mail to your clients or internal
users. You can also merge data from your database to create a
personalized message. You can also include attachments in the
- Quickly and easily notify your clients via
e-mail of new products or fixes for your existing products without
the time consuming task of sending out letters.
- Broadcast message to clients on a special
INCIDENT FILTERS, VIEWS, SORT FIELDS
AND CELL STYLES
Use filters, views and sort fields to show you the records you
want to see in the form you need to see it in.
- Filters are a powerful facility that allows
you to do exactly that – a filtering of database information
to view selected records only. As you add records and your database
becomes bigger, it becomes more difficult to locate the records
you are interested in. For example, you may want to look at
only calls that have not been allocated to the development teams
for resolution, or enhancements requested by your clients, or
all clients in a given country.
- Filters can also be used in reports, graphs,
import, export, broadcast message and mail merge operation.
- Views allow you to select specific fields
to be displayed on the grid on the main window. You can also
attach a filter, sort fields and cell style to a view.
- User defined sort fields allow you to sort
your records by more than one field. For example, you can sort
your records by Reference # in ascending order, followed by
Status in descending order and Call Type in ascending order.
- Cell style allows you to highlight records
based on the value of a field. For example, if Priority is Low,
set the color to green, if High, set it to red.
CUSTOMIZED FORM DESIGNER
Use the program as supplied or change it to work your way. Set
up your own databases, the way you want them. Change your view
of information, define field names and attributes, attach a list
box to a field and use the form designer to design your own window
– you name it. Each field is fully configurable.
- Form designer. Hide fields you don't need,
move fields around by dragging and dropping them to a new position
and specifying the tab order of each fields.
- Configurable field properties let you define
field names, compulsory fields, attach list boxes (look up)
to fields and provide default values.
- Incident and asset number can be generated
or user defined. If you select to have the reference number
generated, you can specify the parts that make up the reference
number to suite your needs.
OPTIONAL ADD-ON MODULES
The following optional add-ons are available for Aegis Client
See information about Aegis Add-On Modules here.
AND MUCH MORE…
- Interface to external e-mail systems
- Full security control
- Record templates, auto complete and populate
options for quick and accurate data entry
- Unlimited number of databases
- Data import and export
- Group update and delete
- Configurable audit history
- Create unlimited user groups
- Full security
- Option to change colors used for grid, headings,
scroll buttons, compulsary fields, list bars, contact fields
- Option to change field names, hide and rename
- Option to create list boxes and list box values,
and add these list boxes to almost any field
- Mail merge with Word documents
- Define your own list boxes and values (lookups)
- Product inventory
- Track competitors
- Track cost centers, custodians, locations,
manufacturers, service providers and suppliers
- Track staff training history
- Record staff’s internal and external
charge rates for costing
- Reminders to remind you of due dates or other
- Copy record to clipboard
- Network ready for multi-user environment