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Document Management
Easily upload related documents to each record in iTRACK. For example if you are managing task or sales tasks, it may be important to upload plans or specs.
Notes/History with reminders
Users that access a record in iTRACK will be able to add notes that are date/time stamped so that other users can see the progress on that record. This is an important feature for workgroups.
Document Merge
With the click of a button, merge information into PDF documents to print, email or fax to your customers. Examples PDF documents may be quotes, orders, shipping documents
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