Aegis Client Management
  • Easily generates phone list, mailing list, e-mail list, contact list and any other list from your client database.
  • Record client activities/correspondences.
  • Record client feedback.
  • Client invoices and quotations. Automatically convert a quote to an invoice.
  • Record offers made to clients.
  • Record products purchased by clients.
  • Record sales opportunities.

Contents

- Products
- Downloads
- Pricing
- Secure Order

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Powerful Tools

 

Use filters, views and sort fields to show you the records you want to see in the form you need to see it in.

  • Filter is a powerful facility that allows you to do exactly that - filter your database to look at records of interest to you. As you add records and your database becomes bigger, it becomes more difficult to locate the records you are interested in. For example, you may want to look at only clients in a given country. 

  • Filters can also be used in reports, graphs, import, export, broadcast message and mail merge operation.

  • Views allow you to select specific fields to be displayed on the grid on the main window. You can also attach a filter, sort fields and cell style to a view.

  • User defined sort fields allow you to sort your records by more than one field. For example, you can sort your records by Client Name in ascending order, followed by Industry in descending order and Country in ascending order.

  • Cell style allows you to highlight records based on the value of a field. For example, if Country is USA, set the colour to green, if Australia, set it to red.

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Fully Customisable

 

Use the program as supplied or change it to work your way. Set up your own databases, the way you want them. Change your view of information, define field names and attributes, attach a list box to a field and use the form designer to design your own forms.  Each field is fully configurable.

  • Use the form designer to design multiple forms. This allows different users to use different forms depending on their skill levels. 

  • Hide fields you don't need, move fields around by dragging and dropping them to a new position and specifying the tab order of each fields.

  • Configurable field properties let you define field names, compulsory fields, attach list boxes (look up) to fields and provide default values.

  • Define your own list boxes and attach them to any fields.
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And Much More...

 
  • Interface to external e-mail systems.

  • Full security control.

  • Record templates, auto complete and populate options for quick and accurate data entry.

  • Unlimited number of databases.

  • Data import and export.

  • Group update and delete.

  • Configurable audit history.

  • Create unlimited user groups.

  • Mail merge with Word documents.

  • Define your own list boxes and values (lookups).

  • Product inventory.

  • Track competitors.

  • Track staff training history.

  • Reminders to remind you of due dates or other important dates.

  • Copy record to clipboard.

  • Network ready for multi-user environment.

 

 

Optional Add On Modules

 

The following optional add on modules are available for Aegis Service Desk.

 

For more information please contact the MicroWay sales team:

Head Office
MicroWay Pty Ltd
PO Box 84,
Braeside, Victoria, 3195, Australia
Ph: 1300 553 313
Fax: 1300 132 709
sales@microway.com.au

Sydney Sales Office
MicroWay Pty Ltd
PO Box 1733,
Crows Nest, NSW 1585, Australia
Tel: 1300 553 313
Fax: 1300 132 709
sales@microway.com.au

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International: call +61 3 9580 1333, fax +61 3 9580 8995

 

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