Features & Services

Advanced and easy to use features, give power to the simplest of coApps. Some common features and functions coAction provides in context of coAction solutions or use with your own records.

screenshot features & services

Workflow

Create tasks, alerts, send email, route items, change item status and a lot more using a powerful rules-based automation engine. Use an easy workflow definition wizard to automate an item workflow.

Analytical Dashboards

Drill down from rich dashboards, directly to the item and perform actions.

Status

Track life cycle of items through automated or manual status changes. Denote your custom labels, icons and colors.

Import Wizard

Use a powerful and easy-to-use mapping tool to import Excel/CSV files, for items, accounts and contacts.

Send email on an item and keep communications in one place as part of item history.

Audit History

A record of all the actions taken on an item, along with the date, time, and user ID stamp, is stored in the system for audit.

Report Writer

Make your own reports on items, tasks and accounts, using a powerful report wizard.

Territory Management/Route Items

Assign or reassign an item to a user or a role for further processing or escalation. Assignments can be automated based on rules and/or user associated lists.

Excel/CSV Exports

Export and view of the system to an Excel/CSV format after performing a search/sort.

Use powerful search metaphors, such as wild cards, ranges, boolean operators on any view and on multiple attributes to narrow your search results.

Sort/Freeze

Sort any view using a single click on ascending or descending order. Freeze columns to enable efficient horizontal scrolling.

Comments

Add a comment to an item, keep track of past comments, who made them and when.

Attach

Attach files of any type to an item, either upload file to coAction server or link the file to your server, no upload necessary!

Tasks

Create tasks linked to items, assigne tasks to users or groups/roles.

Call Logging

Enter the details of a phone conversation with a customer by using pre-defined call templates for audit.

Email Templates

Use pre-defined email templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all.

Letter Templates

Use pre-defined PDF templates or combine user information such as signature, item information, account information and custom text to create a powerful template that can be used by one and all.

Action History

All actions on an item become part of the audit history, which can be exported.

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