New Features in Version 12

CAS genesisWorld – your complete customer relationship management tool – now has a range of new clever features that take over even more of those tiresome day-to-day tasks at work and support processes that help to make your company more profitable. Read on to find out more.

Surveys - easily created with the Survey module

Survey module for creating questionnaires

The optional Survey module helps you to create questionnaires, record answers and link existing questionnaires with other data records. Employees in support, sales and marketing can use questionnaire templates to record feedback on training courses, customer complaints and various other topics in CAS genesisWorld for analysis at a later date.

• Templates: Users can create questionnaires in no time using various templates. The content of the questionnaire is organized according to topic. 
• Various different answering options: Users can choose from answer selection lists, Yes/No options, number input fields, scales, rankings, templates or free-text input fields.
• Explanatory text for questions: The editor of the questionnaire can enter explanatory text and even influence the course of the interview by creating dependencies: The question that follows is dependent on the respondent's previous answer.
• Navigator integration: Users can now embed questionnaires in the navigator, search for them and display them in a separate tab, for example, in addresses.

Notes connect interface for effortless teamwork

Many companies deploy different tools for different tasks. Interfaces are therefore necessary to ensure smooth collaboration. Notes connect provides an interface between CAS genesisWorld and Lotus Notes® so they can both deployed in a company simultaneously.

• Appointments and tasks of all users are synchronized automatically and quickly to make them available in both systems. CAS genesisWorld users can thus schedule appointments with colleagues who work with Lotus Notes.
• CAS genesisWorld displays Lotus Notes® fields in a separate tab which provides users with a better view of all key data.

Using the iPhone app while on the go

The mobile solution for the iPhone enables you to view and edit appointments and addresses online in CAS genesisWorld. A corresponding dossier gives you a 360° overview of your customer.

• Access rights assigned in CAS genesisWorld also apply to the iPhone app so you can see your colleagues’ calendars.
• The administrator can define which users are allowed to use Mobile CRM for the iPhone.
• The dashboard displays current appointments and addresses linked to these appointments.
• You can also access an appointment or an address to contact other persons via phone, e-mail or SMS.
• Addresses can be displayed conveniently on a map so that you can plan your route better.
• Appointments are displayed as individual data records, in week/month calendars or as lists.
• The iPhone app will be available in the summer of 2010.
  
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Professional e-mail marketing: Inxmail integration with instant analysis

The Inxmail integration in version 12 will convince you with its user-friendly operability, high performance and new functions.

• A new tab displays important information so you can keep track, for example, of the mailings the addressees in a distribution list have already received.
• The content of the mailing is displayed in a preview so can always view the information you have sent.
• The program lets you create detailed reports about each mailing directly in CAS genesisWorld and save them as PDF documents. Reports are created with the latest data from Inxmail. They also include anonymous information about the numbers of times links ( to further information, Web sites, etc) have been clicked.
• Recipients who have looked up further information via a link can be immediately identified with just one click, if desired.

Data protection laws can be easily implemented

The administrator can define user rights with just a few clicks.

Understanding the value of your customer data is a key factor. Companies should strive to protect and maintain their data. It is very important to enter and store customer data in such a way that legal requirements are met and data is processed correctly. A highlight of the new version: It supports companies to comply with the legal data protection regulations. New functions of CAS genesisWorld make it easier for users to implement the European Union data protection directives.

• Version 12 contains detailed security mechanisms to ensure that especially customer-related address data is protected as required by law.
• Specific rights and rules for the import/export of data including special formats such as GTF or vCard can be set up.
• Specifications for the address wizard can be made as well as for copy and paste, drag and drop, form letters, label/list print and reports.
• In the new CAS genesisWorld version, the Management Console has been restructured and administrators now have a better overview of the rights management functions.

Intelligent innovations in CAS genesisWorld

You will be thrilled with how the new features of the Standard and Premium Editions of CAS genesisWorld will make your work life easier.

• The new “Action” function comprises the “Change selection,” “Change participant” and “Follow-up action” functions. Defined actions can now be found in the favorites list and can be executed for selected data records with just one click.
• When you add a new participant to an appointment, CAS genesisWorld will instantly notify you of any overlaps.
• Chart views now include not only the legend but also percentage and absolute values.
• For product items in opportunities, you can also enter discounts (as a percentage or a fixed value) which are included in the total price.
• When merging duplicates, values of an ERP address are given special consideration in the merging dialog.
• Follow-up actions: CAS genesisWorld automatically selects the link type that matches best.
• More flexibility when creating form letters: Instead of using the “Use PO Box address” option, you can select “Prefer PO Box address”. If no PO Box address exists, the normal address is used.
• In the Standard edition, you can now contact contact persons linked with an opportunity from within the opportunity.
• Notification rules can now also be defined to include linked addresses (e.g. external addresses) that will be automatically informed of any changes.
• Notifications can be personalized using the data in address fields.
• The “Current user” variable can now be used in filter settings – including the dashboards of our CAS Web products.
• Once phone calls have been made and tasks completed, all reminders are then deactivated.
• Deactivated addresses are crossed out in lists.

ERP views now in Web access

• The ERP views from the Windows client are now also available in Web access.
• The “ERP” tab is now displayed in addresses and users can see relevant data such as open entries.

Modules fulfill customer wishes

• Form & Database Designer: With the optional Form & Database Designer module the administrator decides whether or not a menu offering the company dossier, contact person dossier or overall dossier is displayed in companies and contact persons, whether filter or groupings include links and whether users can see hints for certain fields which makes some processes. The object inspector is now clearly structured and administrators have, for example, different display options for user-sensitive data record types.
• Efficient project management: A list of both projects and items enables you to instantly analyze project items and enter invoice recipients into a project. The new fields “Billed internally/externally on/by”, “Enter costs as turnover value” and “Set turnover to null” help you to create a bill of expenses with ease. You can also enter expenses as receipts, daily expenses, travel costs or as a lump sum.
• Helpdesk module speeds up support: For example, the data record window for tickets provides a consolidated view of all key data; an FAQ search is available at the click of a mouse and the "rules and actions" service has been enhanced.
• Report module with Crystal Reports Viewer and XML export option: Users can create custom reports of any kind which can then be viewed with Crystal Reports Viewer. Report data can also be exported as an XML file; and the data structure can also be adapted using XSL when exporting.
• Sales module with discount function: Product items in opportunities of the Sales module now contain the “Discount” field which can be entered as a percentage or a fixed value. Discounts are included in the calculation of the total sum.

Central administration simplifies processes

• Installation with automatic software distribution: In addition to the ”.exe” file, MSI packages are available and the installation can be performed via automatic software distribution. Even the Word add-in is contained in these packages.
• Dashboards - Up-to-date overviews for all users: Administrators can create special dashboard elements and share them with other users who can then embed them into their own dashboards: view reports, missed calls or changed documents.
• Duplicating users with templates: When duplicating a user, CAS genesisWorld automatically applies settings for rights, navigators, view formats and actions. The administrator can define user profiles, for example, for temporary personnel or CEOs that can be used as templates.
• E-mail accounts with custom settings: The administrator defines whether a user is allowed to change e-mail accounts or create new ones. A user might not be allowed to make changes, but he or she can still change passwords, signatures, folders and rules.
• Quickly creating view formats and navigators: It is now easy to define varying right levels for many users at once. The administrator, for example, defines whether a user can create, edit or only select list formats. The same applies to navigators. All saved settings are also visible in Web access.

For more information, see CAS genesisWorld modules.

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