Difference between revisions of "Security Management"

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== 1. Document Storage-- ==
Tactic does not only provide an upgraded and effective ERP and CRM services but it is also capable of enhancing the security of crucial documents. There are various organizational documents, such as proposals, bank receipts, invoices and more. These documents need to be secured for managing business effortlessly. Tactic offers an ultimate security for document storage, database management, bank account management, and contract and license management with an effective and secure interface.  


* The efficient management of your documents is a major challenge for your organization.
== Document Storage ==
* 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.
* Automatically backup storage system.
* Document storage backup setting weekly or monthly.
* Tactic ERP & CRM Provides lost documents to its customer.
* Create document folders or files automatically using Tactic ERP & CRM Software.
* Auto cache set up a system to retrieve the data.


== 2. Bank Reconciliation-- ==
Management of important documents is one of the major challenges for an organization. It is important for an efficient ERP and CRM software to provide a safe and secure interface to the users, which can help them in decreasing the chances of data-loss. Tactic allows the users to access organizational data by arranging them through classification, display, research and consultation. This decreases the amount of complexity in document management. Document management features of Tactic are:
* Automatic backup storage system
* Backup of document store on a weekly or monthly basis
* A unique and useful feature of providing the users with lost documents is introduced by Tactic
* Creation of document folders and files by using Tactic directly
* Set up of an auto-cache system to retrieve data


* Maintain a history of your bank receipts and review them without having to leave the application.
* Allow importing a file containing bank statements, then the user will be presented each line and reconcile them with Tactic elements.
* Make the reconciliation of your bank account from the same menu as your bank entries.
* Tactic also made automatic payment and conciliation of the bank statement.
* Get alerts when the number of records not reconciled becomes too high.
* Use filters to mark several line items at once as reconciled.
* 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.


== 3. Contact Database-- ==
== Bank Reconciliation ==


* 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.).
Management of bank accounts and banking history is easier and secure with Tactic. Tactic allows the users to maintain and review bank receipts without having to leave the software page. The software also allows users to import files and bank statements and reconcile those with certain tactic elements. The banking features provided by tactic are:
* Just modify the status in one click from the list view without even opening the prospect sheet.
* [[Bank_and_cash_module| Making reconciliation of bank accounts while having the convenience of using those from same menu as bank entities]]
* Just enter the name of the third party and the type of the third party (prospect and/or customer) to create it in your database.
* Tactic can also provide the facilities of automatic payment
* Your prospects can be converted into customers automatically when a Quote or Commercial proposal is accepted.
* Filter can be used to mark several line items for enhancing user interface
* Attach any notes or files to your prospect/customer sheet.
* Generation of vendor invoices, VAT, taxes, bills and more is easier with Tactic as well
* 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.
* Generation of a bank CVS statement file is provided by Tactic
* List and filter your database based on any attribute, tag or status.


== 4. Contact Management-- ==
== Contact Database ==
Tactic provides an efficient database management system, which helps in assigning projects to different sales representative dedicated to different prospects and customers. Tactic has several contact management features including statistic views, changing of status, adding business documents and more. Certain basic features of contact database management include:
* Creation of different third part contact, including prospects, customers and vendors
* Having a list view of all the third parties
* Having a view of the ongoing projects that have been assigned dedicating to the third parties
* Adding different contact person for different third parties for enhancing business experiences
* [[Quotations_module| Creating commercial proposals directly from the pages of the third parties]]
* Listing and filtering the attributes based on different criteria


* Contact information can be exported into a spreadsheet or another third-party application.
== Contact Management ==
* With self-service functionality, employees can manage their leave, request time off, and fill out their timesheets and expense reports.
* Send emails to your contacts directly from the application, using predefined email templates.
* Admin can import email addresses from different sources, and the software automatically discards duplicate emails.
* Define the hierarchy of your employees/users.
* Create your employee/user accounts.
* Set a user e-mail and a nice corporate email signature.


Contact management is quite easy and effective with the help of Tactic. It easily manages contact information of employees and third parties. It helps the employees in managing their leave and expense request without facing much difficulties. It can help in contacting with the customers and prospects through emails by directly drafting and sending those. The data can easily be exported to a spreadsheet for increasing user convenience.


== 5. Contract/License Management-- ==


* Define an hourly rate for each of your employees.
== Contract/License Management ==
* The billing and payment feature allows users to create invoices either manually or automatically and follow up on unpaid invoices.
 
* Create and convert your Quotes, Commercial proposals, Sale Orders, Interventions, Invoices...
The commercial contacts and license can be managed effortlessly with the help of Tactic, which is certainly quite safe and secure as well. The commercial proposal module is capable of managing all important commercial aspects at a single space. The basic features of contact and license management are:
* Admin will be able to see the cost applicable for the time spent by your employees as part of the profitability of your projects.
* [[Quotations_module| Creation of new proposal]]
* Users can also organize content with the container architecture, create dynamic content and monitor search traffic.
* List view of all the proposals  
* Set permissions for your users or groups.
* [[Sales_Order_Module| Management of sales orders]]
* Personalize the display for each user.
* [[Vendor_Commercial_Proposal_Module| Management of vendor proposals]]
* Viewing the purchase orders along with all the related information
* [[Intervention_Module| Creation and management of interventions]]

Latest revision as of 12:09, 7 July 2022

Tactic does not only provide an upgraded and effective ERP and CRM services but it is also capable of enhancing the security of crucial documents. There are various organizational documents, such as proposals, bank receipts, invoices and more. These documents need to be secured for managing business effortlessly. Tactic offers an ultimate security for document storage, database management, bank account management, and contract and license management with an effective and secure interface.

Document Storage

Management of important documents is one of the major challenges for an organization. It is important for an efficient ERP and CRM software to provide a safe and secure interface to the users, which can help them in decreasing the chances of data-loss. Tactic allows the users to access organizational data by arranging them through classification, display, research and consultation. This decreases the amount of complexity in document management. Document management features of Tactic are:
  • Automatic backup storage system
  • Backup of document store on a weekly or monthly basis
  • A unique and useful feature of providing the users with lost documents is introduced by Tactic
  • Creation of document folders and files by using Tactic directly
  • Set up of an auto-cache system to retrieve data


Bank Reconciliation

Management of bank accounts and banking history is easier and secure with Tactic. Tactic allows the users to maintain and review bank receipts without having to leave the software page. The software also allows users to import files and bank statements and reconcile those with certain tactic elements. The banking features provided by tactic are:

Contact Database

Tactic provides an efficient database management system, which helps in assigning projects to different sales representative dedicated to different prospects and customers. Tactic has several contact management features including statistic views, changing of status, adding business documents and more. Certain basic features of contact database management include:
  • Creation of different third part contact, including prospects, customers and vendors
  • Having a list view of all the third parties
  • Having a view of the ongoing projects that have been assigned dedicating to the third parties
  • Adding different contact person for different third parties for enhancing business experiences
  • Creating commercial proposals directly from the pages of the third parties
  • Listing and filtering the attributes based on different criteria

Contact Management

Contact management is quite easy and effective with the help of Tactic. It easily manages contact information of employees and third parties. It helps the employees in managing their leave and expense request without facing much difficulties. It can help in contacting with the customers and prospects through emails by directly drafting and sending those. The data can easily be exported to a spreadsheet for increasing user convenience.


Contract/License Management

The commercial contacts and license can be managed effortlessly with the help of Tactic, which is certainly quite safe and secure as well. The commercial proposal module is capable of managing all important commercial aspects at a single space. The basic features of contact and license management are:
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