AXCESS has a task management or a “to do” function which allows you to create task lists that are linked to employees, contacts/clients and products. Tasks are created and prioritized by contact/client, start date, end date, completion date and task description. A task can be created manually or appear in the task list as a system generated entry, triggered by workflow position, document production or transaction processing.
AXCESS links to Microsoft Outlook which allows documents and/or messages to be sent to contacts/clients or other users. At any time you can transfer received emails from your Microsoft Outlook inbox and link them to a client/contact record to provide a comprehensive online history of contact with a client/contact.