Now you truly can have your finger on the pulse of your business. Always having an instant snapshot of real-time key business information live at your fingertips is vital to any organisation striving for improved and streamlined business processes. The Greentree Workflow Designer module provides countless dynamic desktop views with information updated to all relevant desktops across the organisation instantaneously.
The Workflow module allows you to create multiple "Desktop Views" that provide immediate visibility of key business information across the system. Information may be selected, rerouted and "drilled into" for immediate access to key data. Desktop views can be tailored to suit each individual user, user team or perhaps different user type. Workflow enables you to group business processes and simply build information on the fly resulting in timely access to information and elimination of many unnecessary steps.
Advanced Workflow Management
Greentree’s Workflow can be used by managers or supervisors to monitor the current workload of their team members, and to allocate or re-allocate items as required. This helps to ensure that sales enquiries or support requests are correctly followed up, assigned to the appropriate resource, resolved within the required timeframe or escalated to ensure expectations can be met. The structure of the Greentree Workflow module helps management to monitor this process with a real-time, visual view available at all times. As items are completed, they are immediately removed from the "outstanding" view on all required workstations.
A typical desktop view can provide immediate access to Favourites, Bookmarks, Attachments, Action Buttons and many Desktop Objects. These include:
Favourites - Shortcuts can be set up for any frequently used Greentree screens or business functions the user has access to. Upon selecting the shortcut, the required form will be immediately loaded, ready for data entry. Favourites can also be grouped or organised into Explorer style folders, if required, to support logical groups such as daily or weekly tasks.
Bookmarks - Bookmarks take the "Favourites" concept further by enabling you to create a shortcut to select records you need to access regularly.These could include particular customers, stock items or customer quotes, etc.
Attachments - Any type of file, including Microsoft Word and Excel files, pictures and graphics, can be attached to business objects, e.g. customers, inventory items and quotes, providing immediate access to key information.
Action Buttons Immediate actions can be executed, such as finding an organisation, opening a new service call, initiating a quote, as well as organising your Favourites or Bookmarks.
Dynamic Record Links - Any record within Greentree can be linked to one or more other records to establish logical and visible relationships. For example, a customer may have a shareholding in a supplier, so to create visibility of this relationship a link can be established, with a meaningful comment noted, between the two. In a similar fashion, a business contact at one organisation may also hold a position at another, so a link can be established between the contact and the second organisation.This can also be applied at a transactional level, with an invoice being linked to an employee who originated or perhaps approved the invoice. Enquiry and search facilities are provided to easily view these links.
Desktop Objects - Desktop Objects form the building blocks used to populate each desktop, which include a wide range of business processes, analyses or reporting objects, such as Appointments, Appointment Schedule and Planner, Communications, Follow-ups, Sales Leads, Quotes, Sales Orders, Packing Slips, Purchase Orders, Requisitions, Support/Service Calls, Service Call Schedule and Planner, Jobs and Job Totals, Bank Totals, Financial Totals, Customer ageing and balances and Supplier ageing and balances.
