Real-time synchronization of company, contact and address information with both Customer and Vendor tables, so data does not have to be re-keyed
Microsoft Outlook Integration – e-mail/task/notes/contacts
Simple yet effective integration with Outlook allows users that spend most of their time in MAS 500 to stay in MAS 500 and still utilize the power of Outlook
Selectively import e-mails into MAS 500 from personal e-mail folder, with ability to code to projects, orders, invoices and more
Send e-mails (via Exchange) from MAS 500
Keep a copy in MAS 500 if desired
Original maintained in Outlook
Business Partner and Business Partner Contact
A Company-Contact relationship schema that allows for basic contact management functionality such as lead source tracking, contact lookups and notes
Has a contact switched companies? The Business Partner module allows you to re-associate an existing contact with a new company without impacting data history, and without having to create an additional instance of the same contact
Business Partner Notes
Integrated task, note, e-mail, and calendaring functionality
Accessible from all core modules
"SmartNote" functionality automatically tags the note to Business Partner, Contact, Job and Transaction depending on the source of initiation
Business Partner Categorization
A user-defined Categorization schema that allows parent-child relationships and selection of multiple items within a category
Included with all Business Partner programs
Business Partner Contact Search
A unique search screen that integrates both the standard MAS 500 lookup methodology and the new Business Partner Categorization schema for unbelievably flexible and robust data queries
Provides additional functionality such as the ability to send e-mails to contacts directly from the search results, as well as to assign lead sources to individual records and groups of records for contact management purposes
User can add any system contact to their “My Contacts” data view
Business Partner Notes Inquiry
Used to manage all system-based Business Partner notes. Similar to Contact Search, the user can search records using a combination of fields and categories
Business Partner Merge
A merge utility for both companies and contacts, with a complete audit trail. Once completed, the entire data history is updated from the source entity to the target entity
