Soft Desk
Soft Desk software is
a complete data organizer for managing all your day to-day
contacts, appointments, tasks, reminders, history, expense
accounts, data masters, events/occasions recurring events
in an MS Windows environment. It is a Personal Information
Management Software (PIM) acting as a complete personal
and official organizer for your company / organization
or home. It's a power packed software handling from easy
to extremely complex contacts, tasks, reminders and other
day to-day functions of a busy secretary, personal assistant,
executive, professional or even a housewife. Manage and
organize your work through an easy to use Info Bank and
a well-defined Address Management system. Set user permissions
on the Info Bank and mark or add Appointments, Tasks,
Events / Occasions to your contacts. Any job or work
activity such as Appointments, Tasks and Events / Occasions
can be independent or linked to a contact (either company
contact or person contact).
Info Bank
-
This is a Set of company/person
addresses pertaining to an Organization or an entity.
All Business contacts, customers, suppliers, prospective
customers or clients may be maintained as company
contacts. A person contact may be a be a friend,
a relative, an important person or even an individual
client
-
The Info Bank that
is created allows you to work and maintain all
the contacts or addresses pertaining to that Info
bank separately. Create as many Info banks as required
FEATURES Soft-Desk combines' powerful
features well presented in an easy- to-use graphical
environment. It includes features that:
Recall Access contacts company
history, phone numbers, recurring events, appointments,
tasks at the click of the mouse with powerful user
defined address management.
Reminds
You of your appointments,
important dates, meetings, tasks with alarm function
till they are attended to. View daily, weekly,
monthly schedule - the choice is yours
Respond Collect Info at a
click - till the last entry. Drag & Drop for
Updates Offers all features with the help of SmartIcons
and is supported with baseline help at every level
Essential Features are:
Address book
- All information
pertaining to either company or Person
is easily managed through User – defined multiple
address book
- The address
book allows you to create user - defined
fields to store information according
to your need.
- This offers
complete flexibility, combined with simplicity
and power.
- User can create
a text field, numeric, date or logical
field defining the field name.
- You can set
defaults as Preferences of your choice.
- These default
values are automatically selected while
the user is inserting or adding a new address
- You can work
on either addresses of either Company
or person or both from an alphabetical list
of addresses
For a given company,
you can maintain
-
Multiple Addresses
- Multiple Phone
numbers
- Multiple Persons
with their designation
- Multiple Fax, Pager,
Cell phone, Internet or email address
- Multiple Categories
can be tagged for eg: addresses of all branch
managers of a particular department may be maintained
as a category
- Multiple Items
can be tagged
- Address notes can
be maintained for every single address
- Contact history
can be maintained
- Follow - up on
company (i.e.) on set dates
Info Collect
-
This is a power
packed module offering multiple methods with
different combinations for extracting address.
Info collect offers all options for filtering
data on all conditions both single or multiple
conditions viz., for the category 'customer'
and city 'New Delhi'. You can search and extract
addresses based on category /items, country,
-
State, city, and
area and user defined fields.
-
You can even search
based on notes and history.
-
This data can
be extracted with multiple conditions and combinations.
-
Extracted information
in this manner is displayed to you as a Quick
View.
Appointment
- Set appointment
preferences such as day start, day end,
duration of appointment and alar
- You may enter
daily, weekly and monthly appointments
- Every user (as defined in users setup) can
maintain appointments.
- Mark an appointment
as done or completed
Tasks
- This is a day
to day function that can be used by every
individual in any capacity to complete
pending tasks on hand or to meet dead lines.
- Any job or work
activity can be independent or linked
to a contact (either company contact or personal
contact). It can be linked with the current
Info bank or to any other Info bank in
which contact exists.
- Events/Occasions
- Events may be
entered and marked for a particular Info
Bank based a date, frequency of occurrence,
event , related to either a Company or
Person contact and an alarm to remind you in advance
of its happening.
Masters
- Create master
tables of information based on Category,
Items or Products, Place, Address Description,
Designations, Meeting agenda, Events
or Title.
- Use them to
extract both Company and/or Person information
Utilities
SoftDesk is well equipped
with user friendly and extremely functional utilities
such as: Soft
Browser - lets you surf the net without leaving your
organizer
Soft Letter - That
lets you create, select, edit and save templates
of your letters and mail merge them with Soft
Mail Merge
Soft Mail- Send
and receive mail without opening outlook or other
mail facilities
Project Planner
- Plan and manage new projects.
Fast Address -
An essential feature that searches and extracts
required information on Addresses a glance.
Convert - allows
you to convert a person Contact into a Company
contact when Required.
Quick Dial - Dial
desired numbers to desired locations with a simple
cut and paste feature from My Contacts or Address
Book. Soft Loan - This
is an Interest Calculator. It calculates interest
amount on any amount for any period with any
given interest rate. Reports
- Multiple format
reports are available from Reports of
My Contacts or Address Manager.
- Appointments
list, Tasks list , Events/Occasions list
and Follow - up Report are easily available
and may be printed.
- This list can
be printed for every user for a particular
date, for a specified date range and
for
all dates.
-
Annual summary
of expenses or Monthly expense reports can
also be printed.
-
Print addresses
onto different envelope sizes and labels
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