Contact- and address management

With built-in network-enabled contact and address management, you can associate contacts with your documents.

To be e.g. view all documents that have already been linked to a specific person and get access to important contact information in the document list.

For example, when an incoming invoice is called, the linked contact can be displayed automatically and all other documents available for this contact.


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Integration into documents (Subfunction 1 from 6)

The contact and address management works seamlessly with documents such that e.g. document links that have been defined in contact management can also be displayed directly in the document list and can be called up directly.


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Integration of documents preview (Subfunction 2 from 6)

Documents linked to the contact are listed in the "Documents" section and can be annotated or disconnected from these documents.


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Contacts dashboard (Subfunction 3 from 6)

The PaperOffice Contacts Dashboard is a kind of short summary of contact information, including, for example: the number of connected documents or messages (emails), as well as contact keywords and categories and general information about the contact.
If addresses have been deposited for the contact, these are displayed in the form of Google Maps. You can easily switch between private and business address.
For each contact person an individual photo can be deposited.


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Interconnected contacts (Subfunction 4 from 6)

You can connect existing contacts. Connected contacts can then be opened or removed, or you can save notes / comments about the connected contact.


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Automatische Kategoriebildung (Subfunction 5 from 6)

Sobald einem Kontakt eine frei definierbare Kategorie zugewiesen wurde, wird dieser Eintrag in die entsprechende Kategorie verschoben und zusammengefasst.


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Contact search (Subfunction 6 from 6)

You can search extensively for your contacts, so you can view all the contacts that are connected to the currently open document or, for example, has specific contact keywords or contact categories. Or narrow your search for "your" contacts and "all" available on the network.

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