Yes. You can absolutely move an email into the system. Save the email as a pdf and then upload into the system under the documents section (or whatever section you prefer). You can categorize the email in the description and then associate you see ...
All of your data can be downloaded for you into an Excel (CSV) Format at any time. This allows you to have a physical backup of your information at any time during your use of the system and also after if you decide to discontinue your service.
Yes. One of the major benefits of the system is Branding. Your company name and logo appear throughout the system giving users and clients the impression that you built the system. This can be an impressive tool you can utilize in your marketing ...
Yes. The system can be used in other countries and most of our international users in non-English speaking countries, utilized the "Translate" feature on their browser which converts the text in the system to the chosen language. The system does ...
Yes. You can place a link on your website which will direct your staff, vendors and clients to your secure login page. This provides convenient access for everyone and improves your company image as well when clients and other potential customers ...
Yes. You can certainly link your case management system login address to your website. On your end, you could call it whatever you want. Using your example, if you want it to be at PI.com/video all you would have to do is tell that link to point to ...
The system is compatible with all browsers. We recommend Google Chrome as it has proven to provide the best experience, but you can use whatever browser you prefer.
Q: Is the system available for users in Canada? A: Yes the system is usable for our friends in Canada. Give the 30 day trial a shot and check it out. For the state and city information upon signup, just enter information for the city and state ...