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Presenting Commence RM 3.5.2

Presenting Commence RM 3.5.2. Overview of new features. Featuring. Automated Business Processes Refined View Bar FTP Sync resume Regional Date support. Automated Business Processes. Increase your customer interaction End-user customizable

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Presenting Commence RM 3.5.2

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  1. Presenting Commence RM 3.5.2 Overview of new features

  2. Featuring • Automated Business Processes • Refined View Bar • FTP Sync resume • Regional Date support

  3. Automated Business Processes • Increase your customer interaction • End-user customizable • Designed for extended processes with sequenced steps • Advances Agent technology to the next level

  4. Business Process Examples • Automatic Proposal Generation • Print proposals for opportunities in the “proposal” stage and log that proposal was sent • Manage Overdue Sales Opportunities • alerts sales manager in case of overdue opportunities • Automated Contract Renewals • alerts sales representative and create renewal notices when an active contract is about to expire

  5. Automatic Proposal Generation

  6. Automated Business Processes

  7. Executing Processes New Menu Command Tools – Execute Processes • Scan selected item • Scan all items in category or view • Attach process to selected item(s)

  8. Automated Business Process Wizard • Launched from “Tools-Customize Processes” menu command • Use to add new or manage existing processes • Wizard driven to create sequence of steps

  9. Define Business Process Unique Process Name Code to group processes Master Category to automate

  10. Business Process Steps • Collection of one or more sequenced steps • Each with a Trigger and Action

  11. Step Properties • Event • Preemptive (1-99) • Sequential (100-999) • Trigger Examples • Immediate • Elapsed Time • Scheduled Activity • Action Examples • Update Field • Create Activity / History • Print Letters • Send Email • Branch to another step • Launch application

  12. Integrate with Custom Database

  13. Mapping Screen

  14. Prepare your database Step 1 – INTEGRATE • One time setup • Transfer in system.tfr • Connect to employee and master category • Add default views linked to master category • Mapping screen Step 2 – CREATE • Create your first process Step 3 – EXECUTE • From Tools menu command • With ‘server’ agent

  15. Agent Technology Create <1000 agents up to 4 actions Runs real time Data updates Regular intervals Need > 1 agent for if / else conditions Automated Business Processes Create 1000’s of processes up to 999 actions Runs immediately and supports time delayed events Provides if / else conditions and branching Agent or Process?

  16. Agents + Processes • More powerful when used together • Integrates with agents • Process can be executed by agents • Daily or hourly • Scans and moves all ready processes forward to next step • Process can run agents • via Send DDE FireTrigger command

  17. Agent + Process Examples • Re-assigning Accounts • Moves Account plus all related activity, history, contacts to new sales rep • Handling Accounts marked for deletion • Deletes related information before deleting the account • Prevents orphaned items • Smart delete; keeps all related pick-lists and other categories you specify

  18. Other Enhancements • Regional Date support • FTP Sync resume • Refined View Bar

  19. Date Enhancements • Regional short date format • Forms and views now use Control Panel formats • For example, 12-Jul-08 • Supports importing from new date format • Changed (-Date-) keyword to short date • New (-LongDate-) keyword

  20. Workgroup Sync Enhancements • FTP file transfer resumes after outage • Sharing a new default form is easier • Larger message window to show more sync progress details • Better resource management to allow open forms during sync

  21. Viewbar Enhancements • Shows more desktop tabs in less space • Now works with tablet PC’s • Desktop, View bar icons and icon labels are redrawn properly when switching desktops

  22. User Guides • New documentation now installed to Start Menu • Implementation Guide (reports.pdf) • Report Writer chapter • User Guide (usrguide.pdf) • Business Process chapter

  23. For more information • Click F1 for help in Commence • What’s New topic • View our slideshow of all the recent features added to Commence www.commence.com • Customers tab • Product Updates

  24. Vista 32-bit support Automatic updates More robust FTP and LAN syncing Easy to read Workgroup Status reports Updated Contact Manager New Toolbars and Viewbar Improved Detail Forms User-friendly multi-views Links to Google for maps and financial lookups Guided report generation with the Report Wizard Advanced subreports Powerful Form Designer View-like connection controls Better search capabilities Enhanced Day Planner Analysis Reporting with Excel ’07 Word and Outlook ’07 integration RM 3.5.2 has all this and more…

  25. Thank you! We hope you found this feature overview informative

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