<H1>All2Ezy Software - Customer Relationship Management (CRM), Contact Management Software</H1>
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<P>All2Ezy Software is a nine year old Australian based company which specialises in Customer Relationship Management Software.</P>
<P><FONT FACE="Arial,Helvetica,Geneva,Sans-serif,sans-serif">For further information, please contact us at </FONT><A HREF="mailto:enquiries@all2ezy.com"><FONT FACE="Arial,Helvetica,Geneva,Sans-serif,sans-serif">enquiries@all2ezy.com</FONT></A><FONT FACE="Arial,Helvetica,Geneva,Sans-serif,sans-serif"></FONT></P>
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The following requested changes are outstanding: (Items marked ? are still under consideration)
Request No
Description
Status
22
Allow Files to be attached to Notes as well as storing in the document area.
?
23
Provide a utility to identify potential duplicate Clients.
Approved
24
Include Role codes in the Client Summary.
Rejected
36
Provide a tickbox on investment options indicating that they are a closed investment.
Approved
40
Provide a facility to generate a Certificate of Currency.
?
42
Provide a facility to generate a PDF (and perhaps Word) version of the Reports.
?
44
Provide a facility to view and change file attributes in Document Manager.
Rejected
52
PNeed to add a Unit Trust Investment Product. This is very similar to 'Investment Funds' except for the member details.
Approved
55
Put an asterisk next to those folders in document manager which contain files.
Rejected
60
Can we have a facility to archive notes, say over 7 days old? We need to archive some notes but cannot use the Archive all function, as some notes are for future dates.
Approved
84
Please add Type of Security to the Home Building Risk.
