 |
Search
is a function included with all the main grid list displays.
Use Search to quickly locate records using visual tools to
define parameters. Search also includes Advanced search that
uses Qasper's Query builder to perform more complex searches
to get the exact record(s) you need. |
More ... |
 |
The
Actions module maintains various action records for you.
The module helps you record and search email, to do, messages, appointments, time and
charges and general actions. You can link any action to
any contact, project,
opportunity or help desk record. |
More ... |
 |
The
Administration module is accessed only by the administrator
who can then maintain global
settings, customized list contents, custom fields, grid
column content, user profiles and other parameters. |
|
 |
The
Calendar/Activity Manager module lets you set
appointments and schedule daily activities. You can view
them daily,
weekly or by group. Assign and invite group
participants. The module includes reminders to let you
know when an appointment is due, plus, 'add to Outlook',
emailing, cloning and linking to contact records. |
More ... |
 |
Contacts
is a full-featured, customizable Contact Relationship Manager with
dozens of features that help you maintain and search
your leads, prospects and contacts. Contacts can include
friends, customers, vendors - any contact you want. The
module has a unique, linked
relationship manager to help you track all of a
contact's associates (and their associates, and the
associates' associates, and so on..). It also includes VoIP dialing
(Skype) and Google mapping. |
More ... |
 |
You
and your workgroup can centrally manage and access documents,
spreadsheets and any other file, including blog and
web URLs. The document manager lets you flag
documents according to type, keyword, description for
easy search and retrieval. Any document can also be
linked to any contact or project record. |
More ... |
 |
From
Qasper's desktop synchronization module, new Outlook
contacts are presented in the contacts clearing module for
approval prior to posting to the corporate database. This
gives you complete control over which new contacts will be
allowed. |
|
 |
From
Qasper's desktop synchronization module, some emails cannot
be matched to an existing contact record. Those unmatched
emails are presented in the email sync clearing
module so that you can manually act on them. You can
delete them, use them as a base for new
contact creation and/or use search functions to link
them to existing
contacts. |
|
 |
Use
the
Group Builder to build various group lists from the
contacts database for bulk email and VoIP conference
calling. |
|
 |
You
and your workgroup can record, track
and resolve issues through the Help Desk module. It has full history
recording and tracking, unlimited notations and
escalation/ reassignment and can link up to contact
records. |
More ... |
 |
Your
customizable Home Page is the jumping off point for all your
Qasper actions. Home page focuses in on to do, projects
due, daily messages and emails, appointments and hot
contacts and deals/opportunities. It includes special reports and user authorizations (for
calendaring) |
More ... |
 |
Through
the
fully customizable Products module, you can record and track
inventory. The module is accessed by the Orders and Help Desk
modules. |
|
 |
The
log in module controls user access to Qasper and to the profile and
licensing registration modules. |
|
 |
Orders
is a full
order entry system that enables you to prepare custom
orders. It comes with unlimited line items, link to the contacts file
through customer search, unlimited line entry, 3 user-customizable taxation levels,
online product lookup, line notations, unit and price
override. |
More ... |
 |
The
Project manager is a multi-purpose tool that helps you
manage
leads, projects, opportunities and client files. It's
fully customizable and provides options to link up to other projects or
contacts. You can attach pertinent documents and
sub-projects, and create unlimited action and tactics
records. |
More ... |
 |
The
pop out query builder lets you build everything from simple
to complex queries through authorized access to the
major data files. You can save and retrieve
your and others' queries, and designate a query as public or private.
The query builder is fully user-definable and includes custom
filters and several types of output including PDF. |
More ... |
 |
The
Reports module lets you run
built-in or custom reports designed with Qasper's Report
Designer. Before running those reports, you can
define special filters to provide the exact
output. The module outputs to HTML, PDF, Excel, Word and
XML.
See Rpt Designer below for information on Qasper's
included Report Designer.
|
|
 |
The
Report files module lets you upload
and download report formats from and to your desktop.
Most reports are designed using Qasper's Report Designer
(see further down in this list - Rpt Designer) and, depending on authorization, are available for
modification. You can design new reports and upload them to
the central server for everyone's use (or mark them
private), and download existing reports for modification.
|
|
 |
Should
this be required, you can use the RSS Feed module to
generate
RSS feeds as easily as adding an action record. The
feeds are then made available on your web site through a
special web page we provide. The module provides a rich text editor to display your feed the
way you want it, along with link and image add-ins.
|
|
 |
The
RSS News Viewer lets you manage
all your news (RSS/XML) subscriptions, organized by type, search by
feed name, URL. Select today's or all feeds. Viewer also
manages your favorite blogs and web pages. Search by
one of several criteria. |
More ... |
 |
Widgets
is a mashup
to several web services: Wikipedia, del.icio.us, Google
search, Google maps, FlexWiki and Skype. Mashups are
applications that provide access to publicly available web
services. They provide an easy way to get virtually any type
of information, from best restaurants to encyclopedia
definitions to exact driving instructions to an address. |
More ... |
 |
The
quick menu is a customizable menu that floats on your desktop and gives you quick access
to any of the modules. |
|
 |
Qasper's
implementation of Microsoft's open source wiki. Includes
'how to' section and demonstration pages showing an
online employee manual and products list. (Available as
an option). |
|
 |
Qasper
provides a module-sensitive
help system that guides you through the various modules. |
|
 |
Comprehensive
desktop-based import module to import records from various
sources: contacts, activities, opportunities, orders and
more. |
|
 |
Full-featured
desktop-based Report Designer, including script editor,
enabling the design of every type of report from single
record to multiple linked record reports. |
More ... |
 |
Offline/online
synchronizer for easy transfer of records to and from your
local desktop database. Go offline anytime and return back
online with a few clicks. |
|
 |
Desktop-based
Outlook contact, email and appointment synchronizer. Captures
contact changes, current emails
and appointments and copies them to the central database.
Passes in new Outlook contacts for preview and approval. Through a server-based web service, automatically attaches
emails to the proper contacts. Optionally, run client-side
redundancy for constant 2-way data sync. |
|
|