Filter data in Soft1 browsers, easily and quickly, based on the specific date & time that you wish. View targeted CRM actions, such as phone calls or service tickets, as well as documents, by specifying the time period you are interested in.
For example, to track and manage CRM actions, all you need to do is run the Tasks Statistics browser, setting the start and end dates respectively. Soft1 automatically filters the actions, limiting the results to the selected date and time.
Gather all required information regarding your stock items, such as prices, discounts, stock keeping units (SKUs) in a single Document, to facilitate your daily business operations.
Simply, select the stock items, by using a Soft1 Stock Items List, right-click and create the Labels Document. Set the number of labels (for example, based on Warehouse/Branch Balance), and either print them or save the file for future use.
Manage your transactions and automatically prevent users from posting specific documents to the trading party of your choice. How? Making the most of Soft1 Locked transactions.
This feature practically allows you to select any trading party of your company, e.g. a supplier, and define which transactions they will be blocked from, such as a wire transfer. In this way, even if a user tries (by mistake) to create a wire transfer to that supplier, Soft1 will prevent the transaction from being posted.
Monitor your business data in the most effective way, such ascollections/ payments or even stock item balances, analyzing them, fast and easy, by date ranges.
How? ApplyGrouping Scenarios to Soft1 Jobs, Browsers or/and Reports, e.g. on Customer Unpaid Documents, in order to monitor your company's claims, and allocate the corresponding balance based on the agreed pay-off date.
Use time-saving keyboard shortcuts to accelerate your job management. Run your Soft1 Browsers/Lists, Jobs, Reports or any other task by defining the desirable keyboard shortcuts.
Simply type the key or key combination that you have previously defined as a shortcut (such as “Ctrl + 1”), and view your customer list, the balances or collections/payments report, as well as any other action concerning your daily business tasks.
Use Soft1 Color Matrix to directly spot the desirable information within a Browser/ List (or even a CRM Calendar), thus ensuring no loss of any valuable business information.
Do you need to monitor your customers sales per trimester? Just create a color matrix under the title “Customer Turnover per Trimester", define a range of turnover and select colors (and text formatting) for each range. Hence, the respective Browser/List shall automatically display in dark green background and white bold color e.g. the turnovers that exceeds the amount of 200.000€ etc.
Create multi-level hierarchical relationships for your data
Organize, monitor and manage your daily data based on your business requirements. How? By grouping them easily into similar categories and by creating a hierarchical relation among them.
For example, would you be interested in designing targeted pricing policies based on specific Stock Items Category or/ and Sub-category? Take advantage of the Hierarchy function, use drag & drop to design the hierarchy levels and organize your data based on these (e.g. short-sleeved shirts).
Use Soft1 Active Browser to work smart and reach the required data fast and easy. This way, you may narrow down search results to actually needed.
Simply type characters, words, or key phrases into Active Browser search field and the Soft1 List automatically displays the respective data. Just like the Google Search engine! You may also make more advanced and targeted searching by adding symbols.
Avoid multiple manual registrations. Save time, by inserting data in your documents, easily, through the "Browser Data" functionality.
Let’s say you want, for example, to create a sales document with stock items. Simply, select the specific possibility with right-click, then search for the desired entries and … Enter! The document’s fields are automatically completed and all that's left to do is insert the quantities.
Simplify your job by displaying only the data that you need to analyze and process. Easily and quickly, applying even more composite criteria, just like in Excel!
Through any Soft1 List (e.g. Customers) simply select the criteria of your interest and easily apply Multiple Dynamic Filters, by defining various conditions (AND / OR) for even more targeted results. Benefit? Display only the data that you need to Focus on.
Easily and promptly get an overview of the lifecycle of your contacts with Customers, Projects, Transactions, Accounts and other significant jobs. How? By viewing directly, on Soft1 Timeline, the history of all the past and ongoing events, actions and transactions.
Through the Customer’s tab, for example, you can view the chronological sequence of all the related actions that have occurred, such as documents, phone calls, quotations, meetings etc. and easily select and view any action with a simple double-click.
Schedule your visits, meetings and products delivery by reducing time and cost of your routes. Show addresses on the map (via Google Maps), fast and easy by displaying, at the same time, the optimum route.
Simply select a Soft1 List/ Browser, such as the Sales Documents. Choose the desirable records.. and right-click on "Show on Map" job.
Now you can view the addresses of the selected records as points on the map!