Global DMS offers a variety of software add-ons for its eTrac System, which are readily available for all customers that utilize the Enterprise package. These add-ons are designed to further streamline and enhance numerous business processes, and will help improve an eTrac user’s overall workflow during their day-to-day operations.
This week, we are highlighting two specific software add-ons known as: Multi-Office and Account Manager.
The Multi-Office add-on allows a Staff Administrator to create numerous offices within their system so specific Clients and/or Vendors can be associated with specific offices to coordinate incoming orders. A Staff User that is associated with a specific office will only be able to see the orders that relate to their office, and will not be able to see any orders that are sent to other offices within the system.
Additionally, Multi-Office also supports the unique branding of each office’s Staff Module. A specialized log-in link can be used with the office ID, which will allow the associated Staff User to easily access the orders for their office.
The Account Manager add-on provides a tracking mechanism that allows a Staff Administrator to associate certain Client Users with a specific Staff User. This Staff User is then considered the “Account Manager” for these Client Users, and all orders that are placed by these Client Users will be automatically associated with the assigned Staff User (Account Manager). The Staff User can access each order through the Account Management Portal.
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 any time by calling 877-866-2747 (option 2).