GlobalDMS’ eTrac System has over 90 software add-ons that are available to our Enterprise customers, and these add-ons are designed to further streamline and enhance numerous business processes to help improve a user’s overall workflow.
This week, we are highlighting two specific add-ons known as: eTrac Report Builder and Excel Order Import.
eTrac Report Builder:
This is one of the most popular add-ons that we currently have in service, because it provides a web-based tool for dynamic, custom report generation. The eTrac Report Builder wizard allows Enterprise users to completely customize their reports with seven easy to follow steps so they always meet client-specific guidelines. There are a total of 39 different report types that can easily be customized and saved for future use, and all saved reports can always be updated at a later time. Finally, all report types can be exported directly into Microsoft Excel once a user has finished their customizations or updates.
Excel Order Import:
This add-on allows data from an appraisal order in Microsoft Excel to be imported into eTrac for the System’s Bulk Upload feature and Automated Distribution feature. A template is provided for import functionality (defines the mandatory fields), and includes a data dictionary with field descriptions and requirements.
These software add-ons are only available to our eTrac Enterprise customers, and won’t be available to those utilizing our eTrac Office package. However, Office customers may upgrade to Enterprise at anytime by calling 877-866-2747 (option 2).