Client Management System
- each client has it owen file cabment
- upload Image /TIF files and PDF
- Case management
- has day Tracking (how long a case is open for)
- Transfer clients to other areas
- audit trail
- NO software needs to be install on clients computer
we use the Internet
- SSL
- IP loging
- LOGIN
- captcha
- seft logout
- autosave
- spellcheck
case self clsoe after 3 months then if a case has not been touch for 9 months they get made into PDF and the database is deleted for the system and the PDF is link to the client
this keep the database working fast.
has a calendar built into it
User can select what screen they want to see at startup.
User can log hours to the Clients
admin user can them look at the Hours by User(login) to the Clients
displays (total hours,avg hours,counts)
can quickly see if user are chetting the system
Monthly reporting done with in 1 day of month end
keeps track of all open case with a day count
you can request help form other user at a click on a bottom
if a client has not been work on for 90 days the case closes it seft
then if that client does not get work on again for another 90 days all case note are Archived but still only a click away.
stephanatmyle.co.nz change the at to @