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 O P A L     . . .   Click here to return to the homepage of the OPAL Address management, Document management, Dossier management, CRM, ...

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Just so easy to use ...  OPAL  ... independent from Internet

Our Services
OPAL 7.4



Free ...

Approved aid and refugee organisations can apply for a free license for OPAL. Just think of the many addresses refugees might have until they find a new home.


Free for me?

Please contact us, if you would like to use our services or OPAL for a good purpose. We are happy to assess and consider your request.



3. Activities and Documents

 OPAL 7.4


With the OPAL document management each document is stored only once as an activity. An activity in OPAL can be any kind of document, note, pending file, etc. Each activity (document) is linked to all related organisations, persons and projects. By this means the document appears automatically in all relevant dossiers. That applies to any kind of documents as well as to mail merge letters, which can be created automatically with various options (for details see the next chapter "Mailing Letters").


With various views and filters OPAL provides a complete overview of all activities, pending files, notes and documents of any type (incl. faxes, e-mails and personalised mailing letters). You can view the activities of an selected person or project as shown in the dossiers below, and you can view all activities in the database. You also can view only those activities which are related to your user code (dossier of the user code) or those activities which had been created by your user code. In addition various filters and options are available. Confidential activities are only visible to the owner and hidden to other user codes.


Click the image to see the other pages of the assistant for new activities (and the notes below).


The wizard 'New Activity ...' enables to select all persons, organisations and projects which are related to the new activity.


The assistant for new activities automatically creates the document of each new activity with the correct address, letter salutation, stationery, greeting, standard texts (if defined), etc. In most situations only the body text of a new letter must be entered. Each activity (document) can be related with any number of organisations, persons and projects.






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Last modified: 08.08.2023

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