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Documents & Images
Throughout eContrack Connector there are facilities to link
both documents and images to individual records.
Mailshots
eContrack Connector includes extensive mailshot facilities.
Contacts can be selected for a mailshot by specifying a range
of contact and/or company criteria. During the preparation
of a mailshot, activity records can be generated to log the
event and to prompt follow up activity. The system also allows
the user to choose whether to generate emails for a campaign,
or export data to Excel for generating letters and mailing
labels.
One time data import
eContrack Connector provides standard import facilities that
can be used for a one-time data import. This facility allows
the loading of basic company, contact, project and sales opportunity
data. The import medium used is Excel.
A bespoke data conversion exercise can be carried out where
the existing data extends beyond the basic details of companies,
contacts and projects.
Customisation
eContrack Connector includes a number of user defined drop
down lists which determine the type of information that is
captured throughout the system. These lists are user configured
and maintained. They also ensure that there is a consistency
to the data held within the system.
Development Environment
eContrack Connector was developed using Macromedia MX with
ASP and Flash; graphs are rendered and displayed using ChartFX
(Internet Edition).
All client data is stored in Microsoft SQL Server 2000 databases.
Each client have their own separate SQL Server database with
full transaction logging and security enabled. All data is
automatically backed up each day.
Audit trail
eContrack Connector maintains an audit trail on all data tables.
For each record the following information is logged automatically
by the system:
When the record was added
When the record was last updated
Who last updated (or added) the record
Additionally, on each activity record, the person who originally
added the record is captured and kept..
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