Webfolio functionality -
management - Contacts - Security -
Can Webfolio manage
customer and account contacts?
Webfolio stores contact
information for both persons and organizations. Contact information
may be open to view by all Webfolio users, or restricted to
sub-sets of users. Contact data can be included in Webfolio
reports. The contact manager includes CRM functionality for managing
appointments, and allows for documents, including emails, to be
linked to contacts for a comprehensive log of contact
communications. This log is fully-searchable.
Can documents be stored in Webfolio?
Document Manager (EDM) allows for documents of all types to be
stored, document check-in and check-out, and creates a log of all
document transactions. Documents can be retrieved using a
sophisticated search function. Document access can be restricted by
user. Documents can be linked to accounts, contacts, portfolios,
accounts, or other Webfolio entities
Can we keep a log of all notes
made by system users? If so, how can the list be searched?
Webfolio includes Electronic
Document Manager (EDM). EDM is a version-controlled repository that
enables the storage of any type of document: MS Office documents,
trade tickets, emails, TXT files, GIF files, etc. A check-out and
check-in procedure ensures that the location of all documents is
known at all times. EDM can be searched by user, document name,
document keywords, status, date, etc.
Also Webfolio supports a
structured comment management feature that is connected to
portfolios, contacts and funds. Free–form text can be stored and
retrieved by date and subject.