Information for Customers

Information for Customers

RM 7.0 Product Feature List

Desktop EnvironmentRM 7.0
Windows 10Yes
Windows 8Yes
Windows 7Yes
Office 2016Yes
Office 2013Yes
Office 2010Yes
ScalabilityRM 7.0
Categories / Tables800
Fields per Table250
Views2000
Views Label Length50
Connections1000
Color code templates1000
Import/Export templates600
Agents1000
Letter templates600
View filters8
End User FeaturesRM 7.0
Mobile Link
Sync with OutlookYes
Sync with GoogleYes
Single and Bidirectional SyncYes
Style Preferences
Ribbon ImageYes
Toolbar ColorYes
Background ColorYes
Office 2016 StylesYes
Office 2013 StylesYes
Ribbon Interface
Quick Access ToolbarYes
Grouped CommandsYes
Minimized ModeYes
Contact Manager with Sales Forecasting
DashboardYes
Social NetworkingYes
Account ManagementYes
Organization ChartYes
Contact ManagementYes
Time ManagementYes
History TrackingYes
Opportunity ManagementYes
Sales Management ReportingYes
Sales ForecastingYes
Sales Funnel ReportingYes
Team Sales Funnel ReportingYes
Automated Business ProcessesYes
Excel Analytic ReportingYes
AttachmentsYes
ExpensesYes
Calendar & Scheduling
Drag and DropYes
Day, Week, Month modesYes
Appointment AlarmsYes
Time Conflict CheckingYes
Natural Language Date and TimeYes
Time Slot DisplayYes
Work Week ModeYes
Mini-Month Week NumbersYes
Mobile Integration
via Mobile Link SubscriptionYes
via Outlook SynchronizationYes
Outlook Integration
Calendar SynchronizationYes
Contact SynchronizationYes
Task SynchronizationYes
Supports Merged Calendar and Task CategoriesYes
Third Party Email Marketing
Constant Contact via Connect for EmailYes
With MailChimp via Connect for EmailYes
Email Integration
Send Message via email field typeYes
Log and store attachments from OutlookYes
Email Logging via Outlook Add-inYes
Literature Fulfillment via Connect for EmailYes
Email Merges via ConnectYes
Supports PDF, DOC, HTMLYes
Supports XLS, PPT AttachmentsYes
Supports Office 365Yes
Job SchedulingYes
Office Integration
Print, email, and fax mergesYes
Save in draft modeYes
Preview modeYes
Auto letter loggingYes
log non-merged documentsYes
Insert database imagesYes
Embedded viewsYes
Connection dataYes
Excel Analysis ReportingYes
Viewing and Reporting
Desktop StylesYes
View LinkingYes
Sorting / FilteringYes
Report WriterYes
    Graphical printingYes
    HTML, PDF, RTF, XLS exportYes
    View Linking / FilteringYes
    Report WizardYes
    SubreportsYes
    Dynamic RefreshYes
    Active Reports V12Yes
    Chart in Report ViewerYes
    Calendar in Report ViewerYes
    Maps in Report ViewerYes
    Tables with Data OverflowYes
MultiviewYes
    Multiple Primary ViewsYes
    Selected Item toolbarYes
    Search Text ToolbarYes
    Date Range ToolbarYes
    Indicates active paneYes
Grid ViewYes
    Supports copy/pasteYes
Web Integration
via Web Companion
Yes
    via Web LookupYes
    Google Map SearchYes
    Google Financial SearchYes
Save as HTMLYes
    Direct fieldsYes
    Indirect fieldsYes
Usability
Update UtilityYes
Synchronization Progress BarYes
Active Log3 MB
Supports International Date & Time FormatsYes
Synchronization retryYes
Secure FTP synchronziation with SSLYes
Cloud based file storage and sharingYes
Design FeaturesRM 7.0
Detail Forms
Multiple tab organizationYes
Help / Instructional TextYes
Graphics and iconsYes
FramesYes
Flexible design engineYes
Connection Controls
One-to-many RelationsYes
Many-to-many RelationsYes
Connection FilteringYes
Connection SortingYes
Grid style displayYes
Display custom fieldsYes
Programming
SQL Integration via Commence Professional ServicesYes
Intelligent forms via VBSYes
Access to Commence Database APIYes
ActiveXYes
HTML EventsYes
Automated Processing
Event TriggersYes
Conditional CriteriaYes
Multiple Processing ActionsYes
Data Manipulation FunctionsYes
KeywordsYes
Workgroup Monitoring Tools
Client sync alertYes
Daily analysisYes
Uses local mail clientYes
Uses internet mail serverYes
Reports on workgroup statusYes
Identifies client/server errorsYes
Includes client sync pointerYes
Recommends resolutionYes
HTML report formatYes
Installer
Current user profileYes
All local profilesYes
Supports custom database templatesYes
Supports Microsoft Windows 7Yes
Supports Microsoft Windows 8 (non-tablet)Yes
Supports Microsoft Windows 10 (non-tablet)Yes