Add/Delete Fields:
As part of the flexibility of Reach-Out, System Managers
may add new fields or delete unwanted fields. Even in existing databases, it
is always possible to
add new fields and determine field type. There are a wide variety of field
types available, depending on the type of data required.
Field type and the type of values entered into it will
influence the type of reports you can create.
Adding and deleting fields is simple and does not
require specialized knowledge. This can also be accomplished using our
telephone support service.
Addition of Second and Third Level Tables:
Reach-Out allows unlimited addition of second and third
level tables. For instance in order to open a table for complaints, we will
open it as a second level
table within the customer card. In this table we can enter the history of this
customer's complaints. Other second level tables can compile data on subjects such as conversations, meetings,
price proposals, exhibitions, payments, computers, software or any relevant
subject. Each table allows quick direct access to the history of customer activity and
the ability to quickly add additional documentation. Each customer card thus includes many aspects of customer treatment, allowing all
data to be quickly available within the customer card.
In addition, we may add a third level table to every
second level table in the event of multiple entries in a card of a second
level table. For instance if we open the complaints table for a certain customer we may
find that a certain complaint required multiple responses. The various
treatments or responses
for each individual complaint may be found in the third level table.
Query List:
Queries are the central tool for data analysis. Each
user has a set of prepared queries. Opening these queries recreates the query
online presenting the most
up-to-date data in the database. The system administrator can create fixed
queries for each user as part of the workflow process.
Query Configurator:
Reach-Out has an internal query configurator. Queries
can be created on the user level, according to any combination of definitions
desired. Reach-Out features
complete Data Mining tools to allow in-depth analysis of the data.
Queries are created in two stages. In the first stage
the categories of the query are determined. Fields and Table Values may be
selected, as well as conditions,
or partial conditions in order to define the parameters of the query.
In the second phase, we determine which information will
be displayed in the report.
Each query is named and saved in the query list for the
user who created the query. In addition, the system administrator may create a
query and distribute
it to other users or user groups. The system administrator can easily create
different queries for thousands of users. The query data can be used for advanced analysis, printed out, or
exported to Word, Excel or Excel Templates.
Features
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