Role-based Control Panels for Salesperson, Vendor, or Customer, for example, present all menu access points on one panel. These panels are integrated with security, allowing you to restrict access to one Panel or even more tightly to a subset of information filtered through the Panel. For example, you could restrict a Salesperson to his own customer information. You may modify existing Panels and create new ones as relationships evolve.

Keeping track of demographics, communications, or personal information is important to maintaining good relationships. Data centralization reduces multiplication of records and avoids embarrassing mistakes. The TriForce cross company Contact Management system is ‘Outlook on steroids’ and allows for comprehensive central tracking of all general, key, or other user defined contacts. It offers multiple mailing list and label type generation.

Correspondence such as marketing brochures, letters, emails, or complaints must be tracked and made accessible to the right people. The TriForce Document Control feature allows all pictures and correspondence, regardless of format, to be attached to a master or transaction file by a simple drag and drop. The feature also provides a secure repository for master documents subject to revisions.

The TriForce Notes and Reminders system, integrated with all Master Files, makes it simple to track conversations, concerns, or follow up tasks in a central repository. It has full reporting and reminder capabilities.

The Alerts system allows for the appending of different color coded ‘stickies’ to any field facilitating communication of information for follow-up or related to uniformity in record creation or consistency in TP management. Color categories, accessibility, duration, and level of notification (bubble or immediate alert), are all user defined.