User Guide - Mekashron Call-Center v4.0

Installation

• Installation on single computer or server
• Installation of local workstation
• Installation of remote workstation

Users

• User Management
• Permissions

Client Management

• Building of custom fields
• Using of Categories and correct Data Management
• Search and Distribution of Data
• Import Customers
• Export Customers

Calendar

• Calendar Management
• Appointments
• Statistics
• Reports

Telemarketing

• Phone and User Settings.
• Creation of Status
  What is Status, how to work with Status and more...
• Creation of Campaign
• Campaign and Customers Management
• Operator briefing
• Superviser Control
• Incoming Calls
• Statistics
• Reports

Sales

• Business Setup.
  Update of Business name, PID, VAT and more...
• Documents Setup
  Language, Logo, Design of Invoice and more...
• Payments Setup
• Inventory Management
• Order Creation and Document Producing
• Recurring Orders
• Statistics
• Reports

Campaigns

• Voice Broadcasting.
• Fax Sending.
• Fax Receiving.
• Mail Sending
• SMS Sending
• Envelop and Label Printing
• Statistics
• Reports

Additional

• Fils&Papers Management.
• Backup and Restore of Data
• Making new Modules for the program