|
Personal management |
|
Connections networking
|
Connection
linking for intricate "6 degrees of separation"
personal networking. Link employee contact records to their
respective company contact records, link supplier reps to
their companies, link people to organizations. Any contact
can have unlimited connection links.
|
|
Data visualizer
|
Visualize
and explore key data like
relationships, actions, issues and activities through an intuitive and
enjoyable interface. |
|
Home page
|
It's
not a dashboard - Qasper isn't a car. It's a home page, a
central jumping-off point as well as a quick view of your
daily requirements. |
|
Outlook Integration
|
Outlook
email, contact and appointment synchronization (including 2-way for Offline). |
|
Offline
|
Full
offline functionality for road warriors. Go offline any time
and back online when you are ready. Qasper's Offline Desktop
application simplifies data syncing and tracks your status. |
|
Calendaring with links
|
Daily,
weekly and group calendaring and scheduling in the Activity
Manager. Display both appointments and key activity records
(esp. To do). Link appointments and activities upline to
contact records. |
|
Reminders |
Pop
up appointment reminders with snooze |
|
Hot! Hot!
|
From
your Home page, one-click to your hot prospects and
opportunities. |
|
Floating calendar |
The
calendar/activity manager floats in its own window and
automatically closes when Qasper closes. |
|
Application features |
|
Single contacts table
|
Companies, organizations and
individuals all reside in a single Contacts table. This
simplifies data entry, management and searching.
|
|
Client-side redundancy
|
Continual
synchronization of your data from the central server
database to a database residing on your own computer. In the
event the central server goes down for any reason, you can
go to Qasper Offline and continue working. |
|
Multiple action types
|
Action
and activity recording for any activity type with upline and
downline parent/child linking.
|
|
Printing |
Grid
print choices: viewable columns or all, with rendering.
Detail print in all detail modules. |
|
Automatic owner |
Automatic
assignment to owner when creating new, linked records. |
|
Online lookup |
Online
owner lookup (contact or project/opp) and link connection in
all detail modules. |
|
Owner reassign |
Quick
owner reassignment in contacts and help desk modules. |
|
Optional full retrieval |
Optional
retrieval of all action and document records linked to both
the contact record you are viewing and any connection linked
to that contact record. Same for documents linked to a
project and its sub-projects. |
|
Rich text editing |
Rich
text editor in action and RSS modules. |
|
Click to sort |
Column
header "click to sort" in grid list displays. |
|
Groups and subgroups |
Group
and subgroup assignment for documents, RSS feeds, blogs, and
URLs. |
|
Action menu |
Quick
access Action menu: All, General, Email, Messages, To Do,
Time and Charges |
|
Help |
Context-based
help in each module. |
|
Print options |
Modules
have multiple print choices: HTML, Excel, Word, PDF |
|
Some of the modules (Click
here for a complete list) |
|
Centralized document management
|
Allow
workgroup access to and management of key documents like
presentation and spreadsheet docs. Store any type of file in
the central location for easy search and retrieval by any
qualified user. |
|
Help Desk
|
Ticket
creation, management and escalation, with links to products
and actions. |
|
Custom reports
|
Fully
customized reports of any type, including runtime scripting. |
|
RSS/Blogs/URL management
|
RSS
subscription and aggregation, view RSS, favorite blogs and
web sites, with full sort and search facilities. |
|
Ad hoc query
|
Full-blown
query builder and viewer for quick reports, with save. View
results in several report formats as well as records in
their native module. |
|
Order processing
|
Process
orders, with linking to the contacts and products databases.
|
| Product
and inventory management |
Access
the product database from orders and help desk. Includes
full facilities (entry, edit, delete) to maintain the
product database. |
|
Time and charges
|
Record
time and charges, links to contact and project owner
records.
|
|
Opportunities
|
Project/opportunity/file
management with connection action, tactic and sub-group
records.
|
|
Group builder
|
Build
email and phone out groups, with an unlimited number of
groups.
|
|
Report file manager
|
Upload
and download report templates. Redesign in Qasper Report
Designer, then upload to server.
|
|
Contact relationship manager
|
Complete
management of contacts, prospects, leads, customers,
vendors, associates and others. Comprehensive detailing
through existing and custom fields..
|
|
Actions management
|
Record
all types of actions, logically allocated: general, to do,
email, message, appointment, time and charges. Unlimited
field customization.
|
|
Import
|
Comprehensive
importing of all major record types: contacts,
opportunities, orders, activities and other.
|
|
RSS Generator |
Provide
your own RSS feeds. |
|
Time savers |
|
Quick menu |
Floating,
customizable Quick Menu for instant access to any module. |
|
Bulk |
Bulk
actions panel in list view modules. Apply an action across
selected record groups. |
|
Memorize |
Memorize
function in contacts to quickly clone one contact's
information to another. |
|
Paste |
Special
paste module in contacts for quick creation of new contacts
from different sources. |
|
Quick return |
One-click
return to parent record when viewing downline, linked
records. |
|
Search panel
|
The
search panel is provided for each major module. Simplifies
lookup of records according to criteria selected from
dropdown and pop lists.
|
|
Advanced search
|
From
the search panel, invoke advanced search to load the Ad hoc
query builder. Display selected records in a grid, click on
one to open it in its native module.
|
|
Duplicate check |
Automatic
check for duplicates when saving new contacts. |
|
Pop Quick |
Special
Pop Quick window in help desk for instant return. |
|
Unique and exclusive features |
|
Report Designer
|
Standards-based
report designer with central template upload and access. |
|
Two-view data access
|
View 1: View all records owned or assigned to
you.
View 2: View all records linked downline to records
owned or assigned to you, to any nested level.
|
|
Data visualization
|
Visualize
and explore key data like
relationships, actions, issues and activities through an intuitive and
enjoyable interface. |
|
Google mapping |
Click
the address in any contact (or any linked address) to view
the location in Google maps.
|
|
Changed reminders |
"Record
changed" reminders in all modules with data entry
elements. Life saver. |
|
History
|
History
viewer, including page tracking and record history (for
Sarbanes Oxley compliance)
|
|
Cloning |
Exclusive
write once record cloning in all modules, create any type of
record from any other type with a click |
|
Iconized menus |
Side
bar, icon-based, customizable menus - uses XML for simple
editing and 3rd party add in. |
|
Easy 3rd party add-in |
4
step, very simple add-in support for third party
applications. |
|
Email clearing |
Email
central clearing house for unmatched emails. |
|
While you were out |
Special
messaging through the Message action record. Send messages
to co-workers. Messages show in Home Page. |
|
Multiple addresses/ phones |
Unlimited
addresses/phones for any contact |
|
Upline and downline linking
|
Link
contacts downline to connections, projects/opportunities,
issues, actions, documents, orders. Link help desk and
projects upline to contacts and downline to action, tactics
and sub projects. Link actions upline to contacts and
projects.
Linking allows you to gather all related items for any
major record. View all the emails related to a contact, view
all the employee actions taken on a trouble ticket, view all
the sub-projects linked to a project, and so on. Jump from
an action record to its owner at a click. Jump from a
contact to a linked project, then from that project to a
sub-project to view all the actions so far in that
sub-project.
|
|
Tray icon and popup |
Pop
up icon tray with Qasper Email notification when emails are
synced to Qasper, with quick viewer. |
|
Automatic company |
Optional
automatic creation of related company record for individual
contacts, where same does not exist. |
|
Search memorization |
Memorization
of search parameters by individual list view module. |
|
Auto close |
All
floating pages are automatically gathered and closed when
Qasper closes. |
|
Email contact create |
Quick
contact create from inbound emails. |
|
Customization |
|
Customize everything |
Most
modules provide for customizable
menus, fields, lists, grid displays and contact panels
(contacts only). |
|
Contacts panels |
Unique
set of panels available in the contacts module to add new
fields, grouped logically. Each panel holds an unlimited
number of related fields. |
|
Customized grid columns |
Set
columns width, hide column, justification, and label. |