Use Folders to Manage all your Projects
At the start of a new project, several other contacts are usually involved. Therefore it is convenient if communication of all participants can be bundled. This is possible in SpinOffice! A new folder can be created and linked to relations in your database. All communication (emails, tasks, notes, call reports, attachments, documents) from all linked relations regardig this project will be bundled in this project folder. Once the project is finished, you are able to mark the folder as finished/closed. It remains preserved and accessible of course in the archive and the folder list.
Create your own Folder Structure
All types of files can be added to any folder and subfolder; email messages, memos, short text messages, tasks, appointments, call reports, etc. Any contact in the database or a colleague can be linked to a folder. It is even possible to send emails from a folder. The message will automatically be stored in this folder. Examples of common used folder types are service, support, sales, tenders, projects, visits, invoices.
All folders are retrievable in the folder list. The list give a clear overview of all folders created, both current and closed folders. Also you will directly see for each folder, what the last date of action has been or will be.
Learn more about folder management in SpinOffice?
Read user manual chapter 8. Files, folders & the folder list in our support center.