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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


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OPAL 7.4
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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 the activity type (e.g. phonecall, letter, note, contract) and the document style.

 

All Selection list definitions can be fully customised and translated. For example the activity-types (letter to, letter from, phone call, note, meeting with, offer to, contract with, etc.) and the address-types (headquarter, office, warehouse, residence, holiday, etc.) can be defined according to the individual requirements.

 

OPAL manages externally stored documents in all popular file formats (option Hyperlink-Document in the image above) and additionally offers the possibility to create OPAL-Documents, which are stored internally in the OPAL database. Compared with common text processing systems OPAL-Documents need about 80% less memory on the hard disk.

 

 

 

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Last modified: 20.03.2024

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