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Master data

Stammdaten Übersicht

Master data in an overview

The overview of master data lists all contacts you have already edited. To find easily an quickly a single address, you can use different ffeatures:

Filtertyp: Here you find free definable groups. Each person can be member of different groups.

Matchcodetyp: Here you chose between different criterias like name, number, telephone... and you find quickls the address you searching for.

To get best results, you can combine the matchcodes.


Stammdaten Übersicht

Master data in detail-screen

Master Dates

  • contain all dates of persons and enterprises
  • split all contacts in groups like clients, interssted parties, distribution partners...
  • class contacts in free definable categories 
  • set marker to give informations about the actual status like "in operation" "in acquisition"...

 


Werbesperre
Werbesperre

Stop advertising

Especially for compaigns with newslwetter, mailings or others, the dialogue "stop advertising" was created.

All communication channels like telephone, e-mail, fax are considered. Invaild addresses are signed so that you know, why they are not guilty: ""misrouted mail", "company is liquidated"...

 

You reduce costs for shipping, telephone...


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Relations

Beziehungen Übersicht

Relations and connections

This dialog shows the complete network of a person or enterprice in an overview.

You see the structure in an enterprise from the business manager to each contact person.

 

 

 

 

 


Beziehungen Details

relations in a detailed view

In this dialog you edit all relations and connetions of this person or enterprise. You get the whole network.

Writing your correspondence, you can chose conveniently the right contact person.

The special jump function allows to change easily and quickly from one contact person to another.

 

 

 


Springfunktion
Springfunktion

Jump function

The special jump function in the Master Data overview helps to get from one contact person to the next quickly and easily.

This Jump function supports an efficient input of data and shows the whole network of an enterprise or person.

Accurately and unerring you find the single person in your network.

 

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Correspondence

Korrespondenz Übersicht

Correspondenz in master view

You see chronological the whole in and out going correspondence of a contact (person or enterprise).

To find again easily and quickly a document, you can use the following functions:

  • search with filters
  • search with different types of matchcodes 
  • search with matchcodes




Ordnersystem

Correspondence and file systems

a very sophisticated, free-definable structure of files, helps to get a structure in the complete correspondence of a contact.

No search for a document any more - it is to find easily in the correspondence of the conta

  • Seamless integration of MS-Office
  • Seamless integration of OpenOffice
  • Integration of all formates of files for imported files
  • Export of documents for a further going edition



Korrespondenz Detail

Correspondence detailed

The specific features of the correspondence are:

 

  • not only the typical dates, like subject matter, date, in-and out going corresppondence are to be saved
  • even free definable categories / classes help to qualify your documents

The indicated users help to know the right contact for questions at a later date.

 

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Addresses

Adressen Übersicht

Addresses in overview

The advantage of the overview is the function of "Address types"

The dialog allows to edit more addresses to one contact person or enterprise and organise this different addresses.

You define the different types, like

  • Address
  • Mailing address
  • Address for delivery
  • Address for account

All important addresses for mailings and advertising!


Adressen Detail

Addresses detailed

Here you define the different addresse with

 

  • c/o – addresses
  • Address line 1 and 2
  • Departements
  • Number of the apartment

For each address you can generate the head of the letter. You can change and add individually content and form.

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Communication

Kommunikation Übersicht

Communication in overview

Similar to the address-dialog, you can add to one contact (person or enterprise) a number of individual defined ways of communication.

  • Telephon and fax
  • Mobile phone
  • private telephone
  • e-mail addresses in unlimited number
  • Homepage

No more search indifferent address-books!
No more search in different files!

You get an overview of all contacts and reach easily your partners!


Kommunikation Detail

Communication in details

Very helpful is the feature to set a stop for advertising. You can also limit it to a certain time and make difference between the ways of communication.

 

FABIS basic saves time in your support.

 

You notice special informations to see all possibilities in acquisition.

 

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Dates

Termine Übersicht

Dates in overview

Every user who has to support clients, partners or interested persons, gets all information about meetings, contacts, telephone calls in an overview.

You differ and mark with different colors, so that you get a visual correlation.

This dialog is associated with the contact-hist. There you get an automatical overview over all contacts: written correspondence or dates.




Termine Detail

Dates in details

To adapt FABIS basic to the individual demands, the entry masks are to define individually. The predefined list boxes are to be changed, if necessary.

You define for your company the list boxes: characters of the date and categories.

The different colors help to see dates belonging together.

 

 

 

Contact history

Kontakthistorie
Kontakthistorie

Contact history

The contact history is the ideal tool for acquisition and support. It is indispensable to all who want to react quickly and competent to all sort of questions.

The contact history listst all sorts of dates, meetings, telephone calls and in- and out-going correspondence, saved in the FABIS correspondence.

Automatically you have an overview of all contacts - even if you are workking in a team.

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Grouping

Gruppen Übersicht

Grouping in overview

The overview of grouping, lists all groups where a person or company is member. One  person or company can be listetd in different groups, the number of groups is not limited.

For searching in the master dates you can use the name of the group for filtering. Than you get all the contacts which are member of the group.

 

 

 

 


Gruppen Detail

Grouping in detail

Here you define the different groups. You define the name of the group and you chose the member of a group. For example:

  • partner
  • projects
  • classes
  • interested partner
  • distributor
  • ...

The list box is free-definable in the configuration, to get the specific groups you need for your company. 

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Attributes

Kennzeichen Übersicht
Kennzeichen Übersicht

Attributes in overview

Here you get the overview of all attributes you gave to a person or company. The number of attributes is not limited.

To adapt to your specific demand, you define the content of the list box in the configuration. 

 

 

 

 

 


Kennzeichenn Detail
Kennzeichenn Detail

Attributes detailed

Similar to the dialog of grouping, you edit here the attributes of a contact.

The attribute is a sort of keyword, you add to a contact. It helps to qualify the different contacts and find them again for special acquisition and support.

examples for attributs:

  • key account
  • prospective cusomer: product A
  • personal birthday card
  • ...

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