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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
 

Take Messages

With Credenza Pro, when you setup a Team you can easily take phone messages for others you work with. Anyone who takes a call can assign a callback to another Team member. So for example your assistant can take a call while you are out and mark you as the person who needs to make the callback. When you return to the office you’ll see it in your list of callbacks.

Take messages for others

With Credenza Pro you have a complete record of all client communications, so emails, along with details of phone calls and messages are all at your fingertips.

 

 
 

 
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