Advanced Tools

A workflow consists of a business strategy which defines a set of criteria or conditions and a sequence of tasks. A task is automatically triggered when the corresponding condition or criteria is met. Create your own or use inbuilt business strategies to automate and manage tasks and processes.

Create compelling reports easily by using a wizard. Choose database tables and fields to insert in your report to display relevant information. Apply filters to display specific information.

Standardize the communication with customers, vendors, suppliers, and employees through the use of templates. Create separate templates for different types of communication, such as acknowledgement, reminder, follow-up, and closure.

Perform grid-level customization of views. Rename a column heading, hide a column, display or add a column, sort the table, and set a default number of records displayed in the table.

Re-use existing data by easily importing it into coAction. Import data in Excel and delimited text formats by using the data mapping tool provided in the wizard. The imported data are stored in the mapped fields of the coAction database.

Create your own personal folder in the navigation panel and drag-and-drop your documents inside it. Create documents inside the folder, upload documents stored on your local machine, share the folder with others, and hide the folder.