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Difference between revisions of "Features"
From Group-Office Groupware and CRM Documentation
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* History of all projects, tickets, notes, e-mail through links | * History of all projects, tickets, notes, e-mail through links | ||
* E-mail conversations can be linked easily | * E-mail conversations can be linked easily | ||
| − | * Document templates for MS Word and Open Document format | + | * [[Addressbook#Document_templates|Document templates for MS Word and Open Document format]] |
* Comments | * Comments | ||
* Store files at contacts or companies | * Store files at contacts or companies | ||
* Separated company profile from contacts | * Separated company profile from contacts | ||
* Export and import in vcard and CSV format | * Export and import in vcard and CSV format | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
==Billing== | ==Billing== | ||
| − | *Create quotes,orders and invoices | + | *[[Billing#Creating_an_invoice|Create quotes,orders and invoices]] |
*PDF and Open Document templates for quotes, orders and invoices | *PDF and Open Document templates for quotes, orders and invoices | ||
*Product catalog | *Product catalog | ||
*Various export and reporting options and custom exports | *Various export and reporting options and custom exports | ||
| − | *MT940 bank import | + | *MT940 bank import (at the moment only for Dutch banks but implementing other parsers is possible) |
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
*Status history | *Status history | ||
*Automatic tasks and reminders | *Automatic tasks and reminders | ||
| Line 42: | Line 42: | ||
* [[Synchronization#Client_or_device_setup|Full synchronization through ActiveSync, SyncML and CalDAV]] | * [[Synchronization#Client_or_device_setup|Full synchronization through ActiveSync, SyncML and CalDAV]] | ||
* Store files, projects, contacts etc. through links at appointments | * Store files, projects, contacts etc. through links at appointments | ||
| − | * Create group views | + | * [[Calendar#Views_or_group_calendars|Create group views]] |
| − | * Schedule meetings | + | * [[Calendar#Schedule_an_event|Schedule meetings]] |
* Resource booking | * Resource booking | ||
* Supports scheduling with remote systems such as outlook, gmail etc. | * Supports scheduling with remote systems such as outlook, gmail etc. | ||
| − | * | + | * [[Calendar#Sharing_calendars|Calendar sharing]] |
* Export and import in icalendar format | * Export and import in icalendar format | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
*Schedule mails to users with their appointments in a PDF attachment | *Schedule mails to users with their appointments in a PDF attachment | ||
*Free busy information | *Free busy information | ||
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*[[Synchronization#Client_or_device_setup|Full synchronization through ActiveSync and IMAP]] | *[[Synchronization#Client_or_device_setup|Full synchronization through ActiveSync and IMAP]] | ||
*User friendly webmail Ajax GUI. | *User friendly webmail Ajax GUI. | ||
| − | *Setup multiple e-mail accounts | + | *[[E-mail#Setting_up_accounts|Setup multiple e-mail accounts through IMAP]] |
*Share accounts and IMAP folders | *Share accounts and IMAP folders | ||
| − | *Advanced mail filtering and auto reply with Sieve | + | *[[E-mail#With_sieve_support|Advanced mail filtering and auto reply with Sieve]] |
| − | *SMIME Signing and encryption | + | *[[E-mail#SMIME|SMIME Signing and encryption]] |
*Advanced e-mail templates | *Advanced e-mail templates | ||
*Quick linking of mails to contacts, companies and projects | *Quick linking of mails to contacts, companies and projects | ||
*Contact image | *Contact image | ||
| − | *Save mail as file, link, ticket, note, task and appointment | + | *[[Saving_and_linking_e-mails|Save mail as file, link, ticket, note, task and appointment]] |
==Files== | ==Files== | ||
| − | *Connect with WebDAV | + | *[[WebDAV|Connect with WebDAV]] |
| − | *Folder sharing | + | *[[Files#Sharing_folders|Folder sharing]] |
| − | *Local editing with the Group-Office Transfer Agent | + | *[[Files#Editing_files_locally_with_the_Group-Office_Transfer_Agent|Local editing with the Group-Office Transfer Agent]] |
*Thumbnail view | *Thumbnail view | ||
*Dropbox integration | *Dropbox integration | ||
*ownCloud integration | *ownCloud integration | ||
| − | *Google | + | *[[Files#Edit_documents_with_Google_Drive|Google Drive integration]] |
*Image viewer | *Image viewer | ||
*ZIP Compression and decompression | *ZIP Compression and decompression | ||
*File templates for new documents | *File templates for new documents | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
| + | *[[Files#File_locking|File locking]] | ||
==File search== | ==File search== | ||
| − | *Indexing of Microsoft Word, OpenDocument, PDF, E-mail and text files | + | *[[File_search|Indexing of Microsoft Word, OpenDocument, PDF, E-mail and text files]] |
| + | *OCR for images and PDF | ||
*Advanced search options | *Advanced search options | ||
*Create document bundles | *Create document bundles | ||
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*Easily add notes to contacts, companies, projects etc. | *Easily add notes to contacts, companies, projects etc. | ||
*Password encryption | *Password encryption | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
==Projects== | ==Projects== | ||
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*Archive all related items with projects | *Archive all related items with projects | ||
*Project templates for different types of project items | *Project templates for different types of project items | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
*Expenses | *Expenses | ||
*Create invoices from projects | *Create invoices from projects | ||
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==Scanbox== | ==Scanbox== | ||
*Scans folder for incoming documents through WebDAV, FTP or other means | *Scans folder for incoming documents through WebDAV, FTP or other means | ||
| − | *Save scanned documents | + | *[[Scanbox|Save scanned documents]] |
*E-mail scanned documents | *E-mail scanned documents | ||
*Link scanned documents | *Link scanned documents | ||
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*Easily add tasks to contacts, companies, projects etc. | *Easily add tasks to contacts, companies, projects etc. | ||
*Share tasklists | *Share tasklists | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
==Tickets== | ==Tickets== | ||
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*Easy delegation of tickets | *Easy delegation of tickets | ||
*Advanced ticket type permissions | *Advanced ticket type permissions | ||
| − | *Extendable with custom fields | + | *[[Custom_fields|Extendable with custom fields]] |
*E-mail templates for keeping customers up to date with the ticket status | *E-mail templates for keeping customers up to date with the ticket status | ||
*Keep track of support fees | *Keep track of support fees | ||
==Workflow== | ==Workflow== | ||
| − | *Create workflow processes for documents | + | *[[Workflow|Create workflow processes for documents]] |
*Each steps needs to be approved by one or more users | *Each steps needs to be approved by one or more users | ||
*Attach workflow history to PDF documents | *Attach workflow history to PDF documents | ||
Latest revision as of 14:31, 9 February 2016
This page lists all available end user features for Group-Office version 4.2. You may also be interested in the full changelog.
Contents
Core
- Global search to find any item in Group-Office quickly
- Advanced user and group management
- Module manager to disable and enable features per user or user group
- LDAP Authentication, user and group synchronization
- IMAP authentication
- Strong password validation
- Activity log to record all delete and updates on items
Addressbook
- Full synchronization through ActiveSync, SyncML and CardDAV
- Address lists for newsletters and recipient selection
- Send large batch mails
- History of all projects, tickets, notes, e-mail through links
- E-mail conversations can be linked easily
- Document templates for MS Word and Open Document format
- Comments
- Store files at contacts or companies
- Separated company profile from contacts
- Export and import in vcard and CSV format
- Extendable with custom fields
Billing
- Create quotes,orders and invoices
- PDF and Open Document templates for quotes, orders and invoices
- Product catalog
- Various export and reporting options and custom exports
- MT940 bank import (at the moment only for Dutch banks but implementing other parsers is possible)
- Extendable with custom fields
- Status history
- Automatic tasks and reminders
- Keep track of purchase invoices
- Recurring invoices
Bookmarks
- Share bookmarks
- Configure them as module so it integrates with Group-Office
Calendar
- Full synchronization through ActiveSync, SyncML and CalDAV
- Store files, projects, contacts etc. through links at appointments
- Create group views
- Schedule meetings
- Resource booking
- Supports scheduling with remote systems such as outlook, gmail etc.
- Calendar sharing
- Export and import in icalendar format
- Extendable with custom fields
- Schedule mails to users with their appointments in a PDF attachment
- Free busy information
- Full synchronization through ActiveSync and IMAP
- User friendly webmail Ajax GUI.
- Setup multiple e-mail accounts through IMAP
- Share accounts and IMAP folders
- Advanced mail filtering and auto reply with Sieve
- SMIME Signing and encryption
- Advanced e-mail templates
- Quick linking of mails to contacts, companies and projects
- Contact image
- Save mail as file, link, ticket, note, task and appointment
Files
- Connect with WebDAV
- Folder sharing
- Local editing with the Group-Office Transfer Agent
- Thumbnail view
- Dropbox integration
- ownCloud integration
- Google Drive integration
- Image viewer
- ZIP Compression and decompression
- File templates for new documents
- Extendable with custom fields
- File locking
File search
- Indexing of Microsoft Word, OpenDocument, PDF, E-mail and text files
- OCR for images and PDF
- Advanced search options
- Create document bundles
- Export search results to PDF or zip file
- Quick edit file custom fields of search results
Mailserver
- Full postfix and dovecot integration
- Managesieve filtering
- Domain and mailbox management
- Automatically create mailboxes for new Group-Office users
- Group-Office password synchronization
Notes
- Easily add notes to contacts, companies, projects etc.
- Password encryption
- Extendable with custom fields
Projects
- Advanced time tracking
- Archive all related items with projects
- Project templates for different types of project items
- Extendable with custom fields
- Expenses
- Create invoices from projects
- Reporting tools
- Document templates for MS Word and OpenDocument format
Scanbox
- Scans folder for incoming documents through WebDAV, FTP or other means
- Save scanned documents
- E-mail scanned documents
- Link scanned documents
Site CMS
- Integrate web pages with Group-Office
- Manage site content
Start page
- Announcements
- RSS Feed reader
- Latest edited documents
- Appointments
- Tasks
- Projects
- Quick note
Tasks
- Full synchronization through ActiveSync, SyncML and CalDAV
- Easily add tasks to contacts, companies, projects etc.
- Share tasklists
- Extendable with custom fields
Tickets
- Create tickets through customizable web form
- Auto import tickets from IMAP mailbox
- Easy delegation of tickets
- Advanced ticket type permissions
- Extendable with custom fields
- E-mail templates for keeping customers up to date with the ticket status
- Keep track of support fees
Workflow
- Create workflow processes for documents
- Each steps needs to be approved by one or more users
- Attach workflow history to PDF documents
