GEDYS IntraWare 7

Contacts

Portal

Workflow

Schedule

Office

Sales

Service

Marketing

Mailing

Pump

CTI-Interface

Event Manager

IBM Lotus Software

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GEDYS IntraWare 7 Portal -
comprehensive database search for IBM Lotus Notes Domino

Centralised access and easy searching for all Notes applications

Centralized access and easy searching for all Notes applications

Tasks, e-mails, appointments at a glance. Find information easily. Act immediately.

Portal is your central, personal access route into the IBM Lotus Notes environment and an efficient tool for searching across multiple databases. Portal increases your productivity and performance.

Overview

Common business situations
The gateway to your information
Work efficiently with personalized navigation
Your personal desktop
Automatic e-mail and task assignment
Time-saving, convenient searches
International deployment
Easy administration
Summary

Further Material concerning the portal software

Comprehensive search and find across all databases for IBM Lotus Notes Domino
Presentation of the comprehensive search across all databases for IBM Lotus Notes Domino

Continuative information and checklists about CRM

CRM information package free of charge

Common business situations

Entire Lotus Workspace is covered in »tiles«

Navigation starts with searching for the right database

Need for point and click navigation

No integrated mapping of different roles and access rights

No central overview of tasks and reminders

No convenient, cross-database searches possible

Incorrect spelling means persons and documents cannot be found

Important mails not documented in the customer or supplier profile

The gateway to your information

: Individual dashboards and rule-based searches provide graphical reports and important information at a glance.

What applications do I need to enter my data? Where is this application hiding? Portal provides your own personalized central gateway into the IBM Lotus Notes environment. The role-based navigation makes it easy to find the information you need. You can even search across databases and use the results for further actions. No more lengthy searches. Everything is visible at a glance.

Work efficiently with personalized navigation

: Use role-based navigation to specify which information users can view.

Portal integrates the GEDYS IntraWare 7 modules in a cross-application navigation that you can customize to suit yourself. Use roles such as Sales, Marketing, Purchasing, Finance or even Management, Department Head or Team Leader to specify the information that each user can access. Depending on which role you choose, you will see the navigation that has been customized to that role. As well as GEDYS IntraWare 7 modules, other IBM Lotus Notes Domino databases, IBM Lotus Notes mail, executable programs and Internet addresses can also be integrated.

The navigation is hierarchical and can include up to three menu levels. You can tell from the icon whether a further navigation level has been opened, or an application inside or outside the Portal, or whether a Web browser has been launched. In addition, you can combine the entries available to you into a personal navigation or Favourites, so all your familiar tools can be accessed quickly and easily.

Your personal desktop

: All your own e-mails, ToDos and appointments visible at a glance, plus direct creation of e-mails, appointments, tasks, and other documents: CRM Basics – your personal desktop.

With Portal you can easily configure your own personal desktop. You can have an overview of all your own e-mails, ToDos and appointments. If you wish you can integrate other GEDYS IntraWare 7 modules and receive an overview of all your contacts, customers and tasks as well. Create your e-mails, appointments, tasks and other documents directly from your personal desktop and assign them automatically to the correct database.

Automatic e-mail and task assignment

In conjunction with the GEDYS IntraWare 7 Contacts and Office modules, you can use the integrated mail synchronization to automatically assign incoming e-mails and tasks. You simply place your incoming and outgoing e-mails in the Transfer folder of your mail database. The application then assigns them automatically to the right contacts.

Time-saving, convenient searches

: Convenient searching across all Notes databases.

Portal allows you to search through all connected GEDYS IntraWare 7 modules and individual IBM Lotus Notes Domino databases. You can access Quick search directly from the navigation. And in the detailed search, as well as entering search terms, you can also specify the number of hits and document types to be searched. The compact search shows you how many hits were found in the individual databases.

Besides the alphanumeric search, which allows you to link search terms and use wildcards, etc., the phonetic search helps you find documents when you are not sure of the spelling. For example, this will find a contact called »Meier« as well as one called »Mayer«.

All search results can be sorted and saved for future activities. As well as »Open« or »Open in view«, there are other actions you can perform with the documents in the result list. For example, you can use the other GEDYS IntraWare 7 modules to create, add or edit the following documents: contact (company, business partner), call, meeting, miscellaneous, service call, appointment. Mark your search result, for example, to add contacts to a campaign, a mass mailing or a distribution list.

International deployment

Portal is a multilingual application, so all employees can use the same application wherever they are based. They simply select the language for their working environment in the settings.

The new Language Configuration technology allows companies to translate some or even all of an application into any language themselves – without the need for additional programming. International companies find that this increases the acceptability of the software in other national organizations.