OfficeTalk features

Diary

Private and sharable Diaries

Appointments in 5,10,15 & 30 minute intervals

Reschedule appointments to other days

Resize diary and background activities windows

Diaries for unlimited resources

Attach Notes to Diary appointments

Repeat booking on a daily, weekly and monthly basis with conflict checking

Daily, Weekly and Monthly Views

View Diary with Task List or full screen

Where utility to locate other users

Configurable security access to Diary

Drag and drop style diary management

Reminders for bookings

Printing of diary and group views

Record location when away from desk

View Planners as background activities

View due task, public holidays, annual events as background activities

Automatic Links from Meeting Management

Link appointments to other data

Export appointments as CSV files

 

Task List

Nested task outlining facility

Task deadlines by date and time

Task prioritisation

Private Tasks

Definable task classification

Multi-level task sorting

Task status shown by markers and colour

Attach notes to tasks

Task Delegation using Mail system

Schedule tasks by drag and dropping into Diary

Find scheduled tasks in Diary with a single click

Create follow up tasks from Contact Management

Assign tasks from Projects

View Task List with Diary or full screen

Print Task Lists

Link tasks to other OfficeTalk data

import and export Tasks as CSV Files

 

Group Diaries

View multiple Diaries simultaneously

Keep track of people and resources

Personal and public groups

Tabular view from 1 - 7 days

Individual appointment times

Add appointments

Bar chart view from hours to months

See booking durations

Print Group views

 

Planners

1,3,4,6,12 Month Views of Year Planners

Drag and drop style management of planners

Schedule long term tasks & background activities

Schedule holidays and training courses

Print Planners

Create Personal Planners

View selected Planners in Diary view

Link Planners to other OfficeTalk data

Unlimited Planner Keys

 

Group Scheduling & Meeting Management

View availability of many users concurrently

Book resources for meeting

View users and resources in Chart & Table View

Appointments in 5,10,15 & 30 minute slots

Place tentative bookings in invitees Diary automatically

Automatic meeting request via Mail

Attach agenda to a meeting request

Show/hide vertical names on booking view

Optional reminder for attend meeting

Provisional bookings for conflicting meetings

Automatic scheduling option finds free slots

Status tracker for proposed and arranged meetings

Link meetings to other OfficeTalk data

 

Project Planning and Management

Outline based with bar chart and tables

Create Personal Projects

Attach Notes to Project Tasks

Plan tasks using drag and drop

Assign tasks to other users

Show slack, overdue tasks & other data

Track task completions & monitor progress

Link project tasks to other OfficeTalk data

Mail tasks to users.

 

Contact Management

Workgroup-wide or Personal Contacts

Import comma delimited, tab delimited & Lotus Organiser address files

Conflict checking on imported companies

Conflict checking for companies

Multiple addresses by Company

Multiple Contacts by address

E-Mail addresses for Companies/Contacts

Home addresses for contacts

View by Company or Contact plus Directory views

Fast search & retrieval of Companies or Contacts

Automatic dialling via modem

Make and Break Chain for Company Addresses

Create Groups and filter on them

Attach Companies or Contacts to multiple groups

Export mail merge and other files

Keep notes for companies and contacts

Record Conversations for detailed Contact history

Create threads between conversations

Create follow up tasks for other users from Conversations

Link to any current Windows Wordprocessor

Create and hold public and private document templates

Create personalised documents automatically from templates

Automatically keep record of documents sent

Automatically archive sent documents by contact

Automatically create and record mail merges

Attach documents or other files to Conversations

Copy and Paste Conversation information

Copy & Paste Contact details

Comprehensive search facilities

Resizeable Windows

Links to other OfficeTalk data

Flexible printing including Filofax style

 

Electronic Mail

Send and Reply with CC and BCC addressing to users and groups

Optional Read acknowledgement

Routing with optional sign off

Attach any file to a Mail message

Archive received Mail to Folders

Optional Notification of Urgent Mail

Public Bulletin Boards

Resizeable Windows

Copy attached documents

Search incoming and outgoing mail and bulletin boards

Archive & tracking of sent mail

Task delegation by E Mail

Integration with Meeting Management & Project facilities

Mail out using Microsoft Mail (MAPI) and CC Mail (VIM) address books

Link Mail to other OfficeTalk data

Ability to check for new mail

Link to Internet Mail

Link to CompuServe Mail

 

Instant messaging

"Flying Post it" instant messaging

Pop up “instantly” over any Windows application

Simple, While You Were Out, Respond,

Yes/No templates

Snooze and Mail "Post it" facility

Ability to check for new notifications

 

Supervisor Mode

Create Public Projects

Create Private Projects

Create Classifications

Create Resources

Create Standard Workgroup Day

Create users & control access rights

Create public holidays

Organise Workgroup backup

Validate Database

 

General Features

3 Sizes of Toolbar plus tabs

Sub Toolbars for each screen

All toolbars floating & dockable

Sub Toolbars with right mouse button

Automatic Login Name and Password

Hotkey Support

Start-up Preferences

Ability to search the database

 

Work Off-line

Transfer OfficeTalk data to individual computers for off-line working

Download a user's diary, mail and personal & private planners

Optional Downloading of other users' diaries, plus resources, contacts, conversations and projects

Conflict Checking on reconnection to main database


Index Automatic Document Creation, Archiving and Mail Merges