CORtracker

User Management Features

You have the ability to manage your users, and give them the tools to customize their Home Page and stay in touch with their customers.

Permissions

We have created over 10 base permissions for CORtracker.  You can show or hide information and functions on a per screen basis.  For example, things like Supplier names, Costs, Profits, Part Numbers, Customer, Supplier, Mfg names, prevent editing, adding, printing of documents, hide all or specific reports and then show only specific information on the report to specific users, and much more! However, you have the ability to copy one of the base roles to customize to your specifications.


Home Page Management

Customizable home page.  Every item and status in CORtracker can be viewed and managed from the home page.  Depending on your role in the company we have created default views.  If you need to see additional categories, you can customize your home page based on your job demands.   


Customer Relationship Module

Create a Note or follow-up from any quote or order screen.

Assign the follow up to yourself or to a member of your company.  The follow up will appear on their daily calendar and is permanently associated with the user and source screen.

The support has been very good, every time we call someone is there to answer our questions promptly. One level of communication gets the resolution done. Every minute that ticks by is a potential loss of money, so quick service is great.

- Bill Bedingfield, Broker, SeaView Technologies