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Process Workflows and Folder data
management
This software provides standard folders for
many apps and a way to customize the folders by the user based on their specific
needs. Users can manage data records and monitor folders of data while
generating reports on status. Click on the button "Folders / Workflow" to start.
All data records that are created are assigned to 00-Unassigned folder and then
can be allocated to a folder (standard or user-created) for better data management.
During this process, a high level report shows the status of all data records and
a detail report can also be printed.
For example:- a Sales Leads tracker can have the folder structure -
00-Unassigned, 10-New leads, 20-Contact Established, 030-Close in 6 months, 040-Bid
Due, 050-Proposal Submitted, 060-Bid Won, 070-Followup Needed, 110-Misc. Or Users can delete the preset
workflow folders and create their own folder workflow structure.
Click below for Help on any topic
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