Manage your contacts. ArkCase provides an intuitive mechanism to manage the organizations associated with your business solution.
The new Organization module provides flexible contact management functionality. New contacts can be added from Complaints, Case Files, Forms and directly in the Organization Module.
- Users can merge existing Organizations.
- Organization(s) can be associated with many People(s).
- Users can Import and Export Organization(s) via CSV/XML
- Search Organizations
- Add new Organization from global New button
- Edit Organization
- Activate or Deactivate Organization
- Merge Organizations
- Import Organization via CSV/XML
- Export Organization to CSV/XML
- Organization changes included in Auditing
- Organization ACL - Protected with mandatory exclusion
- Integration with external Contacts Management Systems
- Administrators ability to manage relationship types
- Add and Remove Organizations to Cases, Complaints, Tasks, etc.
- Ability to enable address validation: If validation is enabled, a new address is validated against a validation services and return a list of valid addresses for the user to select from.