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Process Workflows and Folder data
management
This software provides standard workflows for
many apps and a way to customize the workflows by the user based on their specific
needs. Users can manage data records and monitor progress along the workflow while
generating reports on status.
All data records that are created are assigned to 00-Unassigned category and then
can be moved along the workflow (standard or user-created) until they reach the
end of the workflow when they can be set to a completed workflow bucket (folder).
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 move data along the workflow -
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.
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