O P A L Address, Document and Dossier Management System (CRM) ...

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You are also invited to use our fully customised and easy-to-use OPAL Addresses and Dossier Management System (CRM) and to recognise its benefits. This application runs on Windows computers (but is not available for smart-phones), is commercially proven and used by various organisations successfully every day since more than two decades.

OPAL is a user-friendly and professional dossier management system (CRM) for all activities and documents, with integrated contact and address management, as well as the project administration. OPAL can also be used as a pure address management system. However, you will very soon honour the additional benefit of the integrated dossier management as well.

OPAL can be used with the Microsoft Windows operating system on a professional business network server with several client workstations (with some ten thousand records) just as well as on a private personal computer (with only a few records). OPAL runs fully independent from Internet availability, but offers all needed connectivity if Internet is available (e.g. sending e-mails, using hyperlinks). Therefore, you are always in full control of your data and documents. Here are 7 highlights of the OPAL functionality:

Address management for unlimited addresses, international address formats, and unlimited numbers for each organisation and for each person.^*)

Relations management for unlimited relations between organisations, persons and projects.^*)

Dossiers for a well targeted overview to all activities of a person, organisation or project. Each dossier may contain unlimited activities, documents and pending files^*) and provides various search and filter functions. Documents may be OPAL-Documents, which are stored in the OPAL database, as well as externally stored and linked files (all common file types are supported).

Text processing for highly automated OPAL-Documents for the efficient, quick and user-friendly creation of letters, mailings, notes and other documents for printing, sending via fax and e-mail.

Stationery are user defined and can automatically be applied for the creation of letters, mailings, notes and other documents.

Integration of all external files (e.g. Microsoft Word, Microsoft Excel, Adobe PDF, etc.) with unlimited hyperlinks.

E-Mail Client to directly send individual e-mails and personalised e-mail mailings and newsletter, which are automatically archived in all relevant dossiers. The e-mail client needs an Internet connection and third party fees may apply.

In addition to its user-friendly data entry and data administration, including «Smart-Filter» in selection lists, as well as all necessary tools for the technical administration and data security, including user codes and passwords, OPAL offers a wizard to import existing person, organisation and address data from any database or table (e.g. Microsoft Excel). Due to the design and the flexibility of OPAL it is possible to store all data in a way to represent the reality. The dossiers for each person and for each organisation will be created and maintained automatically by the usage of OPAL (each activity is automatically assigned to at least one person or project).

*) The number of records in the database such as persons, addresses, numbers, relations, projects or activities, are limited by the database technology of Microsoft Access (see OPAL System Requirements).

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