Virtual document folders (Contacts | Addresses)

Virtual document folders can be linked with contacts or addresses in order to filter them later directly.

To which customer exist which document folders?

Just call the contact in the contact and address management to get to see all existing document folders.

Or, choose View Manager to select "Display for contacts".

Furthermore, individual comments can be deposited to each linked contact. In conjunction with the OutlookLiveConnect even existing Outlook contacts can be linked.



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Add contact (Subfunction 1 from 4)

Here you can link new or existing contacts with the document folder. Simply select the desired contact in the contact and address management and then you have the logical link. This works also with existing Outlook contacts.

Starter-EditionBasic-Editionavailable from Business Edition


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Shortcut to linked contacts (Subfunction 2 from 4)

Already linked contacts can be called up directly to display details.

Starter-EditionBasic-Editionavailable from Business Edition


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Deposit of comments (Subfunction 3 from 4)

To each linked contact individual comments can be deposited.

Starter-EditionBasic-Editionavailable from Business Edition


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Integration in document folder preview (Subfunction 4 from 4)

This will expanded with the tab "linked contacts" and provides so directly all contact information in the preview. From here the linked contact can be opened, without having to open the document folder, all document folders of this contact can be shown, write a new e-mail or initiate a phone call via the Windows Phone Dialer.

Starter-EditionBasic-Editionavailable from Business Edition

This module includes a total of 4 subfeatures
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