In a world of complicated relationships - welcome to simplicity...
OfficeTrack PDA Pocket PC Your salesforce can access valuable data out in the field. Even set tasks for people in the office while out on the road.
OfficeTrack - Version and Change History Information
Version
Date
Information
3.0.07
24-Jan-2007
Chase List
To be visible by Staff Member.
3.0.06
24-Jan-2007
Add Attachment
Add attachments to eMails, also displays eMails on incoming.
3.0.05
23-Jan-2007
Quick Letter Formatting
Added ability to change Quick Letter text using a formatting toolbar.
3.0.04
23-Jan-2007
Activity Log
See who is doing what and when.
3.0.03
23-Jan-2007
Choose Customer Base From Starring System
When using customer analysis, customers can be removed from list depending on whether they have 1-5 star sales potential.
3.0.02
22-Jan-2007
Company Web Address
A web address can be saved, pertaining to a company. This is a hyperlink that opens in another browser.
3.0.01
22-Jan-2007
History Action Chart
Specify a Staff Member to view report on.
2.0.20
04-Sep-2005
EMail CC and BCC
When sending an e-Mail, CC's and BCC's can be chosen from e-Mail Addresses, Surnames, Groups and Companies.
2.0.19
30-Jul-2005
Print Customer Details
Customer contact details and history can be printed. Options are available for amount of text to display and whether to include archived history.
2.0.18
12-Jun-2005
New Customer Entry Form
A more user friendly customer entry form has been added. This allows Company Name, Groups, How Heard etc. all to be added from one screen.
2.0.17
06-May-2005
Sales Potential Logging
Clients can now be categorised using a star based system, depending on their potential to your business. Use Management -> Settings -> Sales Potential Categories to specify your category captions.
2.0.16
20-Apr-2005
Automated Remote Data Entry
Customers can now change their own website so it will interface with OfficeTrack. Customers who request a contact are entered automatically into the system.
2.0.15
30-Mar-2005
Dedicated Server
OfficeTrack website has now been moved to its own dedicated server to give a more consistent throughput of data.
2.0.14
18-Mar-2005
ID and Logo Update
OfficeTrack has new logo and identity. Showcase has a more uniformed look, with only content changing on each page.
2.0.13
20-Feb-2005
Expand History Items
When viewing a customers history a quick overview of the history can be gathered by clicking the icon next to the history type. This gives you more information on each item.
2.0.12
04-Feb-2005
Wish List Request Form Added
Users can now request modifications to existing system. Each user in an organisation can vote for an item once per day. Use the vote to your advantage...
2.0.11
30-Jan-2005
Scheduler
A built in scheduler allows users to schedule meetings. Can be sorted by staff members or schedule types and colour codings.
2.0.10
15-Jan-2005
Dynamic Menus Added
To enable more menus to be added as needed they have been chamged to dynamic. Settings are saved throughout session.
2.0.9
11-Jan-2005
Customer Analysis Allows Selection By Response Type
When using Customer Analysis (Mailing Selection) a user can now choose how a customer responded to a mailing. e.g. If they required more information they could be mailed from the selection.
2.0.8
06-Jan-2005
E-Mail Mailshot Allows Customer Response.
When sending an e-Mail mailshot users can reply directly into OfficeTrack system. Download documentation here
2.0.7
22-Dec-2004
Mailshot Data Exported to XML.
Customer analysis and mailshot data can now be exported and sent via eMail in XML Format. A new option has been added to Step 4 of the mailshot production routine.
2.0.6
20-Dec-2004
Postcode lookup facility added.
Addresses can be searched for via a postcode. Click on the magnifying glass next the Address box to start a search.
2.0.5
16-Dec-2004
Corporate logo can be changed.
Click on the OfficeTrack logo above the command buttons to get information on how to update the logo to your companies own design.
2.0.4
12-Dec-2004
Country added to customer entry form.
Customers addresses can now hold country name and analysis can be carried out per country.
2.0.3
08-Dec-2004
Staff Position added to customer entry form.
A customer can now contain information relating to where they are within the company. You can create your own positions (as every business is different) using the position editor from the Settings form.
2.0.2
02-Dec-2004
Mailshot report added.
Mailshot responses can now be broken down into specfic criteria. This report shows these responses in a pie chart allowing the user to drill-down into the relevant data.
icon next to the history type. This gives you more information on each item.
magnifying glass next the Address box to start a search.
