Platform Features
Experience the richness of the desktop and advanced tools to customize, apply workflow and other powerful tools to make the app work for your collaboration needs. Advanced and easy to use features give power to the simplest of activities, with a consistent interface across all of the coAction modules.
Views
Forms
Workflow
Automate creation of tasks and alerts, send emails, route items, change item statuses and a lot more using a powerful rules-based automation engine. An easy workflow definition wizard allows you to create and modify your own powerful workflows.
ServicesIntegration
Export any view of the system to an Excel/CSV format, including search/sort results.
Items such as accounts, contacts, orders and action history can be imported and exported automatically both on a schedule through text files or in real-time using web services.
PortalSocial
Mobile
Drill down from rich dashboards directly to work an item. Make your own reports on items, tasks and accounts using a powerful report wizard that allows you to choose fields and filters to include in your report.
StatusTrack item life cycle through automated or manual status changes. Select from a large number of built-in statuses, or create your own custom statuses.
EmailSend richly formatted, html emails both internally and externally. Enhances collaboration by tracking all activities in one place as part of item history.
Advanced TemplatesStandardize your communications with customers, vendors, suppliers, and employees through the use of customizable templates. Templates combine user and item information through "smart tags" with rich html formatting to give you complete control over your presentation. Create separate templates for emails, calls, and letters for topics such as acknowledgement, reminder, follow-up, and closure.
Powerful search engine provides the ability to quickly narrow down results and locate specific records.
CommentsAdd comments and notes to an item, the system automatically keeps track of past comments, who made them and when.
AttachAttach files of any type to an item, either upload file to coAction server or link the file to your server, no upload necessary!
Call LoggingEnter the details of a phone conversation with a customer by using pre-defined call templates for audit.
Audit HistoryA record of all the actions taken on an item, along with the date, time, details and user ID, is stored in the system for audit.