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Introducing
SYSPRO
customers and partners, SYSPRO consistently excels at guiding customers through all aspects of their implementation and ongoing usage. The aim is to deliver world-class software that gives customers the control, insight and agility they need for a competitive advantage in a global economy. As such, SYSPRO provides a unique combination of robust, scalable technologies that ensure minimal risk and a high return on investment. SYSPRO is continually developing remarkable software that simplifies operational effectiveness and keeps customers in control of their businesses.Our vision is focused on meeting customer needs today and in the future.
SYSPRO is an internationally-recognized, leading provider of enterprise business solutions. Formed in 1978, SYSPRO was one of the first software vendors to develop an Enterprise Resource Planning (ERP) solution. Today, SYSPRO is a global business solutions vendor, represented on six continents and by more than 1500 channel and support partners. Over 14,500 licensed companies across a broad spectrum of industries in more than 60 countries trust SYSPRO as the platform on which to manage their business processes. Customer focus is a core component of SYSPROs corporate culture and is one of the key reasons why SYSPRO maintains a strong leadership position in the enterprise application market. By focusing on people and building lasting relationships with
The most integrated, uncomplicated and effortless business software solution for small and medium enterprises
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Microsoft MapPoint
Supplier Contacts
Contact Activities
My Organization Contacts
Customer Contacts
External Accounts Contacts
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Features
The following defines the key areas covered by the Contact Management system and explains some of the terminology used.
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Activities allow you to enter reminders which can also go into your calendar and create a to-do list. Userdefined fields are allowed. Activities can be accessed from the SYSPRO logo on the toolbar which allows you to post a new activity related to the operator logged into the system. When creating activities or meetings these can be included in your calendar control whether it is the SYSPRO calendar or a Microsoft Outlook calendar.
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Review the activities and, if applicable, elect to create a new contact. Alternatively, reassign the activities recorded against an unknown attendee to an existing contact. This is particularly useful when the email address held against the contact was incorrect (either because it was captured incorrectly or it had changed).
The review program provides a filter by date, and shows activities grouped and sorted by email address. The date filter defaults to today so that the initial list shown is relatively small.
n Excluding email addresses
The review program provides the ability to exclude selected email addresses. This allows you to filter out activities that you do not wish to assign to a contact. The list of excluded activities will be remembered the next time you use the review program. When posting activities other than email (such as calls, meetings, tasks or user-defined activities) you also have the ability to record unknown attendees. E.g. when capturing details of a meeting you can record the names of all the attendees even the ones not previously recorded in the Contact Management System.
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your information
At the heart of the Contact Management system is a powerful and flexible Contact Management Query. This provides several views into your contact information, allowing you to see the relationships between organizations (customers, suppliers and accounts), their contacts and their activities. Organization View The Organization View allows you to quickly and easily see the relationships between the organizations with whom you deal. You can view All Organizations or, more likely, you can define a list of organizations (customers, suppliers and accounts) with which it is your responsibility to work or regularly interact. Using an extremely simple-to-use interface, you can navigate through the organizations and view their contacts. You can define and work with multiple organization lists. Contact View The Contact View allows you to concentrate on the contacts for a single organization and view the activities recorded against them. If you select an organization, the system shows all activities for the entire organization. If you select a single contact then only that contacts activities are displayed. Filter capabilities are easy to use and can be user defined. They are displayed in a pull-down list and the system remembers the last selection criteria. Search View The Search View allows you to quickly and easily search for customers, suppliers, accounts, contacts or activities. Once the search results are shown, you can use the hyperlinks to drill down to more information about the entity. When searching organizations, you can save the search results as an Organization List and maintain the list as required. You can define search preferences.
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Multiple Lists You can configure as many organization lists as you require. This could be used to group organizations into various types of work that you perform (e.g. new prospects vs. account management) or may represent organizations from different regions, customer size, market or other designation. Organization lists can be published to others working in the same role or company. After performing an organization search you can save the search result as an organization list and either use it immediately or change it as required. Each list can have an associated Notepad for documenting relevant information about the list. When using the Contact Management Query, it remembers the last list you were viewing. In addition, you can set one of your lists as your favorite for quick access at any time. Hierarchies and Company Groups Some of the organizations you deal with may comprise a head office linked to one or more divisions or subsidiaries. The Organization List Maintenance function makes it extremely easy to configure hierarchies to map onto your organizations with many levels of structure.
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When you have found the information you require, you can use the arrow and/or context menu to copy and paste the information straight into your document. Then, with a single click, transfer this information directly into the current documents. This is a free application and can be deployed to any staff, even externally.
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Integration to MapPoint
The Contact Management System stores addresses using a structured format, allowing simplified and accurate capture, selection and reporting. Each address consists of the following parts:
n Building n Street n City n Locality n State/Province n Country n ZIP/Postal code
Thus, if you are using Microsoft MapPoint and have the appropriate map installed, you can drill down directly to view the map of the location. This can be used to get general directions and view nearby points of interest or event print the map.
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Africa and the Middle East SYSPRO (Pty) Limited Block A Sunninghill Place 9 Simba Road Sunninghill Johannesburg 2191 South Africa Tel: +27 (0) 11 461 1000 Fax: +27 (0) 11 807 4962 Email: info@za.syspro.com Canada SYSPRO Software Limited 4400 Dominion Street Suite 215 Burnaby (Vancouver) British Columbia Canada V5G 4G3 Tel: +1 (604) 451-8889 Fax: +1 (604) 451-8834 Email: info@ca.syspro.com USA & Americas SYSPRO Impact Software, Inc. 959 South Coast Drive, Suite 100 Costa Mesa, (Los Angeles region) California 92626 USA Tel: +1 (714) 437 1000 Fax: +1 (714) 437 1407 Toll free: 800 369-8649 Email: info@us.syspro.com
Asia Pacific SYSPRO Software Pty Ltd Suite 1102, Level 11 201 Miller Street North Sydney NSW 2060 Australia Tel: +61 (2) 9870 5555 Fax: +61 (2) 9929 9900 Email: info@syspro.com.au SYSPRO Software Pte Ltd #26-08A International Plaza 10 Anson Road Singapore 079903 Tel: (65) 6256 1921 Fax: (65) 6256 6439 Email: info@sg.syspro.com All enquiries: Australia: 1300 882 311 (Local call) Singapore toll free: 800 616 2209 Malaysia toll free: +60 1800 812 655 Indonesia toll free: +62 0018 0306 1216 UK & Europe K3 Business Technology Group Baltimore House 50 Kansas Avenue Salford Quays Manchester United Kingdom M50 2GL Tel: +44 161 876 4498 Fax: +44 161 876 4502 Email: syspro@k3btg.com
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Copyright 2011 SYSPRO. All rights reserved. All brand and product names are trademarks or registered trademarks of their respective holders. No part of this material may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording,or by any information storage or retrievel system, without prior written permission from the publisher.