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Saratoga CRM: WordExcelGenerator

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Aptean
Aptean

Saratoga's add-on WordExcelGenerator boosts your CRM with MS Word and MS Excel business documents.

TechnologyBusiness
1 of 11
WordExcelGenerator MICHAEL MALICH SENIOR PROJECT MANAGER
Agenda • History • Features and Functions • DEMO • Planned Features • Questions 2
History
History • Starts with a Thin Client project • FormWizard/WordInterface not able to meet requirements like: - One click - formatted, filtered Output of Listgrids - Multilanguage Support - Picture Output - Checkboxes • First Version of WordGenerator • Enhanced over the last 2 years 4
Features and Functions
Technical Overview • Supports MS Word/Excel Office 2003/2007/2010 • Supports MS SQL / Oracle / WebServices • One Click Solution • Write-Protected and Changeable Documents • Multi Language Support 6
Feature Overview • Supports all Column Types • Formatted Numeric Values with Precision • Checkboxes • Expand Option • Pictures • Formatted/Filtered Listgrids in Table • Formatted/Filtered Listgrids on Pages • Data as Watermark 7
DEMO
Planned Features
Planned Features • API Call for Scheduled Output • Document as Mail Attachment • Documents based on a Query 10
QUESTIONS….

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Saratoga CRM: WordExcelGenerator

  • 2. Agenda • History • Features and Functions • DEMO • Planned Features • Questions 2
  • 4. History • Starts with a Thin Client project • FormWizard/WordInterface not able to meet requirements like: - One click - formatted, filtered Output of Listgrids - Multilanguage Support - Picture Output - Checkboxes • First Version of WordGenerator • Enhanced over the last 2 years 4
  • 6. Technical Overview • Supports MS Word/Excel Office 2003/2007/2010 • Supports MS SQL / Oracle / WebServices • One Click Solution • Write-Protected and Changeable Documents • Multi Language Support 6
  • 7. Feature Overview • Supports all Column Types • Formatted Numeric Values with Precision • Checkboxes • Expand Option • Pictures • Formatted/Filtered Listgrids in Table • Formatted/Filtered Listgrids on Pages • Data as Watermark 7
  • 10. Planned Features • API Call for Scheduled Output • Document as Mail Attachment • Documents based on a Query 10