TaiRox CRM and Collections One-Click-Away Data Access
Information one click away
“One-click-away” data access was a key CRM and Collections design goal: the information you want to see is always one click away.
You can search for companies using a browser-like search field, and drill-down from CRM to all A/R customer, collections, and transaction data.
And you can use the Send Documents button to resend past orders, invoices and receipts to one or more company contacts.