New in Profit 16

CRM

 

Script for each course event

There are often all kinds of things that must be done in advance and/or afterwards with regard to events such as webinars, seminars and presentations. Issues such as cleaning, deploying technical support and resources, arranging lunches, etc. You can now add these activities to a script by default. The script will automatically generate the correct workflows on the right day for each session.

 

Ch. of Comm. integration with organisations

When a new organisation or sales or purchase contact is created, you can now immediately search in the Ch. of Comm. information. If you select the organisation to be created, the name, address, Ch. of Comm. number, establishment number and additional information will be transferred directly to Profit. This applies to both InSite and Profit Windows. This integration that is free of charge and replaces searching in Company.info.

The new Establishment number field is a unique number per establishment. A temporary employment agency, for example, can have one Ch. of Comm. number but a separate establishment number for each individual office. You will find the establishment number with the organisation or purchase or sales contact.