The structure of XINFO software is built on the concept of a base product and various module that you select to purchase. We do this in order to allow you to select the functionality that suits your business.
Click on the tabs below to learn about functionality in the base product.
Click on the Module description menu to learn about additional modules.
Action history
Letters
Email
Reports
Each time a staff member accesses a job and modifies any information on that job, including letters, reports, etc, the system captures the changes and shows them on the history screen.
Each action is logged identifying the staff members name and date the action was performed. This is a benefit for reducing business risk and can be incorporated into your risk management strategies.
XINFO incorporates a powerful system of using letter templates. This means you create a standard letter and database information is automatically inserted. eg Site address’
Using your designs and templates consistent professional letters can be ensured for consultants, customers, councils and other stakeholders.
All sent documents are stored in the database for easy retrieval and management. Letter templates are easily created and configured with fonts, table and other format options. Spell check is automatic and misspelled words indicated as you type. Your Microsoft Word documents (templates) can be imported directly into the program. Letters will automatically import job data from the database and have a similar look and feel to your normal templates. An automatic reminder to follow up non-reponse to the letter can be set.
You can restrict the viewing of the document from other users of XINFO. This can be used to restrict the viewing of confidential information by staff members.
Once a template is created all users will immediately see the resultant letter with the key fields replaced by information from the database:
All sent documents are stored in the database for easy retrieval and management. Letter templates are easily created and configured with fonts, table and other format options. Spell check is automatic and misspelled words indicated as you type. Your Microsoft Word documents (templates) can be imported directly into the program. Letters will automatically import job data from the database and have a similar look and feel to your normal templates. An automatic reminder to follow up non-reponse to the letter can be set.
You can restrict the viewing of the document from other users of XINFO. This can be used to restrict the viewing of confidential information by staff members.
Once a template is created all users will immediately see the resultant letter with the key fields replaced by information from the database:
The XINFO email engine provides the following functionality:
Easy selection of contacts with email address listed for this job.
- Email is automatically included int he job history
- Select if the contacts are To, CC or BCC.
- Emails can be sent to one or more recipients the Letter or permit
- A Letter, invoice or Permit is automatically converted to a pdf and attached
- Word processing editor for the email body
- XINFO template for the email body
- Add additional attachments
- Select who the email is from
A comprehensive number of reports IS INCLUDED to assist in business analysis and management.