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Credenza
Pro includes all
features of Basic, plus the ability
to share information and work in a
team, integrated billing capabilities
and much more.
When
you choose Credenza Pro, you have
all of the basic practice management
capabilities in Credenza Basic, plus
so much more. Credenza Pro turns Outlook
into a true multi-user practice management
and billing system.
Set
up a Team, and information about your
professional practice can be shared
with one or more other Credenza Pro
users, while personal information
in your Outlook remains private. Everything
on your files is shared with those
assigned to the files, so that you
and your colleagues can work together
more effectively. This includes emails
that anyone on the file has sent or
received, appointment and task details,
contacts, documents and everything
else.
With
Credenza Pro, your Team can be any
combination of people who work together:
you and your assistant, your workgroup,
or an entire firm of hundreds of people.
When configured for a Team, Credenza
uses a central database to keep all
the users up to date. This means you
can connect to and work with others
anywhere in the world, as long as
they can access the Internet. Share
documents via the web, work together
on common files, and much more, all
from right inside Outlook.
With
the integrated billing capabilities,
Credenza Pro lets you send out invoices
right from Outlook. In addition to
tracking your time as in Credenza
Basic, you can also record expenses,
create draft bills, send invoices,
track payments, monitor work-in-progress
and much more. The integrated billing
features are easy enough for anyone
to use, and sophisticated enough to
meet your firm's needs.
Click
through the various categories in
the list to see the other Credenza
Pro functionality that is not available
in Credenza Basic. Click
here to see a listing of all of the
features of Credenza Basic.
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