Persons & Organizations

The CRM system offers comprehensive functionality for managing and organizing data. Organizations and their respective types can be easily managed. The organizational hierarchies and relationships provide a detailed mapping of structures and connections between different organizations.

The system enables the management of employment, persons and person types, including their titles, roles/functions, departments, as well as addresses and contact details. It also offers precise management of specialties and specialty groups, whereby the specialty groups can be calculated automatically.

The powerful search and filter functions for persons and organizations allow easy data retrieval, supported by predefined filters that can be provided specifically for users. Results are displayed in both list and map views, with the ability to preview or drill down into data.

Data change requests can be made and tracked through the system to efficiently manage data updates.

Documents can also be saved and managed directly in different locations in the system.