Talk:Security Management

 Document storage allows the organization, the classification, the display, the research and the consultation, and the management of the rights of access (confidentiality) of your digital documents.

Tactic ERP & CRM Provides lost documents to its customer. Create document folders or files automatically using Tactic ERP & CRM Software. The efficient management of your documents is a major challenge for your organization.

Maintain a history of your bank receipts and review them without having to leave the application. Make the reconciliation of your bank account from the same menu as your bank entries. Get alerts when the number of records not reconciled becomes too high.

It allows generating your vendor invoices, taxes, VAT, social charges, payment of the loan, and payment of invoice bills from a CSV bank statement file. If you have plenty of sales representatives in your team, then you can assign them to dedicated prospects or customers, so that you can get statistics per sales representative (Sales, Margins and Events, etc.).

Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted. Assign such contacts to any business document (commercial proposals, orders, etc.) so that the correct name will be automatically filled in on any documents which are generated automatically by the system.

Admin can import email addresses from different sources, and the software automatically discards duplicate emails. The billing and payment feature allows users to create invoices either manually or automatically and follow up on unpaid invoices.

Admin will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects. Users can also organize content with the container architecture, create dynamic content and monitor search traffic.