LSSP is announcing our new and complete, built-in CRM coming in May!
A CRM is an app that helps you manage interactions with current and prospective customers. With a built-in CRM, you can link related messages together and find all messages from a contact with one quick search, while an address book can hold as much information about the contact as needed. This will allow you to string together relationships in their contacts, and to review notes and keep track of all conversations and necessary schedules. Regardless if it is being used for customers, vendors, employee management or other cabinets and folders for your entities, a CRM can keep track of all information quickly and easily. On the customer side, a CRM can also keep track of opportunities. Opportunities give you the ability to see forecasted sales opportunities with tickler alerts. This enables your organization to manage cases and track progress. Our new CRM will be very modern and easy to use, keeping everything at your fingertips.
There is no added charge for this new, built-in application.
Please also keep in mind that this CRM is not only for contacts, but for any entity. For example, a connection (Contact) can be an Employee or a Vendor, or even a Project /Job. The new module can be used for case management as well. Activities can be notes, meetings, calls, emails and more, including full trails of all the details. Set emails to be sent out to others at future dates with the email automation for reminders or campaigns. Opportunity tracking is built-in as well for those using this for clients.
At the end of April, we will be showing an overview of this powerful new tool for you through webinar presentations. Please be on the look out for those future classes at our weekly training page.
Going Paperless in 2022
As technology continues to advance, there becomes less of a need for physical documents to be passed around the office or to be stored in large cabinets. Files and data are often shared via email or other messaging services, and can be signed electronically as well. Everyday work tasks are becoming digitalized, allowing businesses and...Continue reading→
Going with a Document Management Software Cloud Solution | PinPoint Electronic Document Management
Going Paperless with Your Company This is the year 2019. Millions of people worldwide are still overwhelmed by floods of paper out from their desks and drawers. The right technology has been invented years ago, so why are there still so many people that don‘t enjoys the convenience of a paperless life? I know having...Continue reading→
PinPoint Tips & Tricks
Gallery View While using the Gallery View locating screen, when you have documents open in your gallery, clicking on the document image will open a quick view of the document on the right-side of the screen, though if you click on the document name instead, the document will open in the File/Review screen in...Continue reading→
2.995 Enhancement List | PinPoint Electronic Document Management
2.995 Enhancement List Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes the task, then it is removed from the others in the group. Delayed...Continue reading→
May Updates | PinPoint Electronic Document Management
At the end of May 2016, LSSP will be releasing a new version of eDrawer 6 and PinPoint with the following new functions: Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once...Continue reading→
Tips & Tricks | PinPoint Electronic Document Management
Tips and Tricks Variable Naming If you are looking for a way to name your different document types, you can setup a Variable Naming rule. Variable Naming allows for a standard naming convention to be assigned to specified Document Types. You can select from 11 different items in any particular order that will be applied as...Continue reading→
PinPoint Template Class – Coming in June! | PinPoint Electronic Document Management
PinPoint Template Training! In addition to the weekly training classes and Q&A sessions, LSSP is offering monthly Template classes to show users how to have ARIE populate document metadata directly from your documents. Register any time at: https://lsspdocs.comtraining-classes/ PinPoint Template Class Teach ARIE how to populate your metadata automatically, using content directly off of your document...Continue reading→
Reminder of New Release | PinPoint Electronic Document Management
This month LSSP will be releasing a new version of eDrawer 6 and PinPoint with the following new functions: Build/Assign workflow to a document “On The Fly”. New integration with new applications to pass information between them. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the...Continue reading→
PinPoint Enhancements: Coming at the end of May 2016! | PinPoint Electronic Document Management
We have a new release coming out at the end of May for PinPoint customers. Those enhancements are as follows: New integration with the following applications – See bottom of this email for a list. Group Workflow – enabling an assignment of a workflow to a group, and once a person in the group completes...Continue reading→
eDrawer Has Multiple Layouts | PinPoint Electronic Document Management
eDrawer gives you the option of selecting which layout works best for you. The End User GUI can select from easy to view screens. eDrawer gives you the flexibility to design your own infrastructure. You determine the Drawer type, the Document type, and you even categorize both types by determining the particular subdividers and metadata...Continue reading→
Rick