Storing their operation-related records in a well-organised and easy-to-use form is a basic requirement for any company. To facilitate that, CRAFT can store records not only in bulk form, where retrieval options are limited to some key information, but also allows arranging records into folders. At the highest level of this folder structure there is a folder linked to the partner. In addition to that, a product folder can be created for any products (goods, services, credit, insurance etc.) purchased by the partner. These product folders can then be tagged using the product’s main in-company identifier allowing easy referencing in all situations. It is also possible to create more folders with different themes (project folders, complaint folders etc.). A record or the procedure launched to handle it can belong to multiple folders at the same time. Folders can contain subfolders.
During administration or when retrieving documents, the simultaneous display of linked records and cases makes it easier to navigate between records.
Ability to set up folder types appropriate for a given use, complete with custom fields and custom table of contents structure. The system can be customised also by the company’s own specialists.
Records can be categorised by functional area, according to the professional needs of the given area.
