Fabasoft Folio supports the management of your customers, suppliers, distributors, and other contacts, and provides you with the means to manage and improve the relationship to your contacts.
You can manage and communicate with existing or potential customers as well as with other contacts directly from within your Fabasoft Folio portal. Moreover, the relationship management features of Fabasoft Folio provide you with a customer-centric view on all of your related documents and processes.
Delivering an intuitive, efficient, flexible, and highly extensible relationship management platform, Fabasoft Folio allows you to drive and improve your relationship management processes, and provides you with the means to understand how these processes work.
As an extensible relationship management platform, Fabasoft Folio allows you to define additional relationships reflecting your business-specific needs and requirements.
Relying on Fabasoft Folio’s functionality, you can represent virtually any given real-world relationship in Fabasoft Folio. For example, you can rapidly build a course management solution based on Fabasoft Folio that allows you to manage courses, trainers, attendees and required resources.
The previous figure shows the object classes for relationship management that are provided by Fabasoft Folio. Contact provides the basic features for managing contacts, whereas derived object classes add characteristics and features specific to the particular entity.
In Fabasoft Folio, an organization corresponds to a third-party legal entity, e.g. a commercial customer, supplier or distributor.
An own organization represents your own company. It is possible to have multiple own organizations in case of a holding company or to manage subsidiaries, joint ventures and so forth.
A physical person can be represented in Fabasoft Folio as Person, Contact Person or Employee.
A Contact Person is supposed to represent a contact e.g. from a supplier or distributer, whereas an Employee represents workers of your own company.
In Fabasoft Folio, persons can have multiple roles. For example, a person can be employee of your company but also work part time for one of your customers. Moreover, some of your employees are also users of your Fabasoft Folio Domain. In Fabasoft Folio it is possible to represent this relationship.
The term “object role” is used for referring to the general concept of an object having multiple roles that are instantiated as distinct objects in a Fabasoft Folio Domain.
Note: Do not confuse object roles with the concept of user roles, which refer to a user’s position in context of a group. For further information on user roles, consult chapter “Roles”.
A physical person can have the following object roles in Fabasoft Folio:
For each contact you can define multiple addresses, e-mail addresses and telephone numbers.
In addition to usual address information such as street or zip code, it is also possible to categorize an address, e.g. as a business address or as a private address. E-mail addresses and telephone numbers can also be categorized.
Contacts can be imported directly from Microsoft Outlook into Fabasoft Folio via Ctrl + C and Ctrl + V or simply via drag-and-drop.
When importing contacts, Fabasoft Folio checks for existing similar and equal contacts and displays them to you so that you can decide how to handle them.
Figure 50: Duplicate check when importing contacts
Fabasoft Folio allows you to create and send personalized mailings to one or more addressees using an Outgoing. You can therefore define multiple addressees for an Outgoing.
Personalized mailings can either be dispatched via e-mail or saved as PDF file for printing or for miscellaneous purposes.
To specify an addressee, you can either select a person, an organization or define a free-text addressee.
It is also possible to define addressees using an Addressee List, which is a predefined list of contacts encompassing persons and organizations.
An outgoing can either be dispatched as bulk e-mailing or as a mail merge. Moreover, e-mails can either be dispatched interactively or in the background.
The following dispatch types are available:
Fabasoft Folio allows you to define the body for a mail merge or an e-mail dispatch by entering plain text and placeholders for properties of Fabasoft Folio objects.
The following example illustrates the use of predefined fields for a mail body.
Dear [=addressee_FSCFOLIO_1_1001_FieldAddrFirstName] [=addressee_FSCFOLIO_1_1001_FieldAddrSurName],
We received your inquiry regarding incident [=doc_FSCFOLIO_1_1001_FieldDocumentNumber].
Fabasoft Folio allows you to define attachments for an outgoing, which are also attached to all of the e-mails sent to the addressees when the outgoing is dispatched.
When dispatching an outgoing, the attachments are “personalized”, i.e. placeholder fields are populated with contact-specific values.
By default, each attachment is converted into PDF before it is attached to the outgoing e-mail or merged into the PDF content created for a mail merge.
A fair copy is a personalized outgoing for a single addressee.
Fair copies are automatically created in the course of the interactive e-mail dispatch of an outgoing. You can also manually create fair copies for the addressees.
Fabasoft Folio provides integration with Microsoft Office to allow you to embed and edit metadata stored in Fabasoft Folio within third-party applications. You can distinguish the following mechanisms:
Fields and document properties are especially useful for the production of serial letters by merging letter templates with addressee information.
Figure 52: Addressee fields of a Microsoft Word document