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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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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.



5. Dossier of a Person (Activities and Documents)

OPAL 7.4


The OPAL dossier management for persons provides the ultimate overview to all activities. The integrated management of all documents, activities and pending files ensures that the dossiers of all organisations and persons come into being on the fly. Mail merge letters automatically appear in the dossiers of all addressees.


Click the image to see the other pages of the person detail window (and the notes above and below).


The OPAL window 'Person Details' enables to edit all details of the selected person or organisation, including all addresses, numbers and relations. The page 'Dossier' shows the complete dossier with all activities and documents of the selected person or organisation.


The complete dossier of each person includes all activities, documents and pending files of the person. The display of each dossier provides various filters (incl. individual text filters for all database fields) and filter options (e.g. 'all e-mails', 'no e-mails', 'all mailings', 'no mailings', etc.). With a mouse click each document and each enclosure can be displayed and edited. Activities can be marked with various priority levels to be an own or a foreign pending file.


A double click on any activity (or enclosure) opens the document automatically in its application (e.g. Microsoft Word).






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Last modified: 08.08.2023

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