Any relationship problems between your email program and the KundenMeister belong to the past. With the KundenMeister Update 3.0 there is now an e-mail integration that allows working together with e-mails and KundenMeister significantly simplified. Here is an overview of the new features since update 3.0:
General
The home page in KundenMeister is now particularly clear and contains current appointments, tasks and comments.
Email integration
Totally new in KundenMeister is the e-mail integration, which is an important interface between e-mail programs such as Microsoft Outlook and the KundenMeister represents. With the e-mail integration, global e-mail accounts can be created and checked. The contacts can be linked to an e-mail account, and e-mails can also be queried. Attachments can be saved and added to a contact's documents.
Document Management
- Files of up to 200 MB can now be uploaded.
- The upload also works via drag and drop.
- Documents can now be managed by the user himself under the menu item Organization – Documents.
- Subfolders can be created.
- Folders can be moved in the directory tree using drag and drop.
- Documents can now be managed in five separate areas: via the Projects, Contacts, Opportunities and Tasks modules and also in the Organization – Documents menu item.
Contacts
- Individual contacts can now be assigned to several sectors, and a main sector can also be defined.
- You can now add an image to each contact, which is displayed in the top left of the detail view.