Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
  14. Business Improvement
  15. Development and Process management
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Company Contacts

Finding people quickly and centrally is very important. Use the central search box in the Top Bar, or the lookup fields on Email forms to quickly find the contact details of people who are part of your company, customers or suppliers. In the search box (Top Bar), start to type a name or surname. The auto lookup feature will return matches. Keep typing till you find the right person. The number and email address (if present) is included in the match list.



To send an email, click on the name or use the down arrow to select a name and hit enter to send an email. To change a contact's details, search for the contact, click it (to send an email), then use the links (bottom right) to edit the contact.

Contacts can be linked to Customers, Suppliers and Locations (or a combination of the above). Accurately linking Contacts are important because they will show up in the linked records. When email Campaigns are created, the distribution list is also retrieved from the linked records (Customers, Locations, etc).

 

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