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All your contact information in one place.
The Documenos® Directory gathers your organization's contact information in one central place. You can record contacts, companies, groups and locations.
Each record contains name, title, unit, address, phone and email information.
Tax number, tax office and billing information can also be stored.
You organize records with an unlimited number of folders and subfolders.
You instantly find the contact or folder you are looking for with the search box.
You don't need to re-enter your existing directory from scratch.
A visibility level is selected for each record. In group companies, each company's directory is kept separate.
Only you can see the record.
You can share it with everyone in your unit.
If you wish, you can open it to the entire company or to specific units.
The Directory is directly connected to the other Documenos® modules.
In forms, workflows, processes, contracts and even accounting documents, fields that select a contact from the directory can be used wherever dynamic fields are defined. Dynamic fields can be assigned to a single contact in the directory or to all contacts in a folder.
CRM customer cards are based on directory records. In email and SMS campaigns you can select individual contacts or an entire folder as the target audience.
