With vs ISF Agenda Lite

Da ora è possibile gestire in mobilità la Prevendita e la Tentata Vendita con un unico strumento, totalmente integrato! Grazie ad un plug-in lato server, l'applicazione si connette al database del tuo gestionale Zucchetti e permette di gestire gli archivi anche off-line. Moduli integrati - Clienti/Fornitori: dettaglio anagrafica, automatismi invio mail, geolocalizzazione, rischio, saldo contabile, sedi, documenti collegati - Nominativi - Articoli: anagrafica, immagini, scheda pdf, lotti - Consultazione ciclo vendite, modulo offerte e ciclo acquisti - Inserimento documenti: grazie alla configurazione di causali, è possibile inserire documenti di qualsiasi tipo (ORDINI, DDT, DOCUMENTI INTERNI) - Scadenzario clienti - Incassi - Agenda - Around Me - Statistiche - Notifiche Push: sistema per notificare sui dispositivi informazioni di vario tipo attraverso la configurazione di una regola (ad esempio: ordini inseriti, nuovi clienti, ordini da confermare…) Tutte le visualizzazioni sono profilate per utente, è possibile quindi definire il livello di visibilità dei dati per ogni utente connesso

The planner designed for pharmaceutical sales representatives. ISF Agenda simplifies your daily work: manage contacts, schedule appointments, and keep track of the products you present and the promotional items you give out. ADDRESS BOOK • Organize contacts with contact details, medical specialties, tags, and notes. • Add multiple addresses to each contact and record the consultation days and hours for each location. • Make calls and compose emails directly from the contact’s profile. • View the history of appointments, presented products, and promotional items. • Find contacts with mapped addresses on the map, check their consultation hours, and get directions. • Import and export contacts using Excel files. AGENDA • Browse the calendar and view appointments for the selected day. • Create and edit appointments linked to a contact and a location. • Add notes, presented products, and promotional items to each appointment. • View the address on the map and get directions with Apple Maps. • Receive a reminder 30 minutes before your appointment, even without an internet connection, after allowing notifications. PRODUCTS • Manage your product catalog with names and descriptions. • Add multiple products to the same appointment and record notes about each product presentation. CUSTOMIZATION AND BACKUP • Manage medical specialties and assign a color to each one. • Organize contacts with custom tags. • Back up your data and restore it whenever needed. WIDGET • View today’s appointments and upcoming appointments from your Home Screen, depending on the available space. • Tap an appointment to open its details in the app. We will regularly release updates with new features already on our roadmap, along with many others you can suggest by emailing us at: info@isfagenda.it