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Credenza Pro Features

 
Credenza Pro
Shared Files
Workgroups
Manage Documents
Team Email
Group Scheduling
Common Address Book
Record Time for Others
Track Expenses
Shared Tasks & Notes
Take Messages
Send Invoices
Track Payments
Manage Trust Accounts
Track Retainer Balances
Monitor WIP
Batch Bill
Collection Assistant
Search Full Text
Personal Preferences
Connect from Anywhere
Privacy Options
Security
 

Team Email

When working with other users, everyone assigned to a File can see all the emails that relate to the File, no matter which Team member sent or received those emails. This includes both the email message and any attachments. Credenza Pro makes it much easier to stay on top of all those vital communications, avoid endless cc's and bcc's, and work with a complete chronology of everything that is going on.

When in a Team, you can tell who the message belongs to by the name column.

Email tab on Client File showing owner information

Online/Offline

Any messages you associate with your Files are stored locally in Credenza. Messages that other Team members add to your Files are stored as part of the central database. So you can work with your own information in Credenza even when you are not connected to the Internet. Of course, it is necessary to be online in order to open messages saved by your fellow Team members.

 
 

 
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