Collaboration: Everyday Actions Made Easy.

Tradepoint Enterprise brings together a combination of tools that work together to simplify the complexity in how you work specifically in time management and communications. Since everyone's To Do List frequently starts with Email it only makes sense to extend numerous collaborative tools into Tradepoint Enterprise's stand alone email client, Schedule and Tasks so actions are linked not only emails but to a Schedule and Tasks.

Now, think about everything that has to get done each day and what actually has to happen to get it done. With Emails, a dynamic Schedule and dashboard for tasks and numerous other items, Tradepoint Enterprise provides a solid foundation of tools for completing a To Do list in a manner that tracks activity as it happens with tools to plan for activities that haven't happened yet.

Tradepoint Enterprise takes this concept one step further allowing these tools to operate cooperatively in a team based environment with tools to track activities into contacts, automatic alerts, and tools for teams for easy actions by groups of contacts and employees. Together these create an ideal set of tools in a business management software for businesses requiring a centralized set of collaborative tools making it easy to handle high volumes of email, appointments and tasks in either an independent or team based environment.

Profile Setup and Preferences

Tradepoint Enterprise begins with the foundation within an individual profile, defining all of your preferences that shape your Email, Schedule, Tasks plus information that may be extended to our push features for Smartphones or Blackberries through our integrated IMAP, Exchange Server or synchronization with Outlook email options. Additional detailed preferences are available addressing the following areas:

Security access & User Profiles
Schedule appearance options
Who schedules are shared with
System notifications in Tradepoint Enterprise
Defaults for contacts, tasks, and appointments
Dashboard profiles
Detailed options for Synch to Smart Devices

An Employee profile is the basis for a user's experience within Tradepoint Enterprise. Changes in a Company can reflect easily within Employee profiles by adjusting preferences as needed to an Employee profile. Similarly, any changes in your Employees' responsibilities or role within your company can be reflected in specific profile adjustments. Any adjustments made in an individual Employee profile filter through Tradepoint Enterprise as you synchronize.

Tradepoint Enterprise Email: A Stand Alone Email or Synchronization with Outlook

From large enterprises to small business, these days everything starts with Email. Tradepoint Enterprise's stand alone email client was designed with this in mind. Multiple tools tailored for the varying needs of different users with collaborative capabilities within Tradepoint Enterprise email makes it capable of handling diverse email needs for different types of users including remote users and outside sales forces as well.

Some of Tradepoint Enterprise Email tools includes the following:

Support for POP3, IMAP and Exchange Server
Supports multiple email addresses per individual user profile, including free web mail such as Yahoo and Gmail.
Supports email push to Smartphones and Blackberries
Support for synchronization with Outlook
Email Identity Support for multiple email accounts in one profile. Automatic replies retain the identity of the original message.
Email rules for automated functions in your email
Email templates supports text or HTML based emails
Integrated tools extend emails to actions including Appointments, Tasks, and Call logs
Teams function for emailing groups
Right click tools for easy contact creation from incoming emails

Integrated Scheduling

Time and how it is managed has a direct effect on productivity within any business. A schedule with a collaborative tool set can enable individuals to maximized scheduled activity from the time and Appointment is set up to follow up actions based on results of appointments. Tradepoint Enterprise's schedule is tied closely to Email with integrated functions as a primary collaborative tool within Tradepoint Enterprise.

Preferences within an individual's profile do shape the look and feel of Tradepoint Enterprise's schedule, with multiple views that can be set as defaults in a profile. Tradepoint Enterprise's Schedule encompasses a diverse set of tools designed to maximize productivity while minimizing the time spent using the Schedule.

Make the most of your time with the following tools in Tradepoint Enterprise's Schedule:

Default preferences for a monthly, daily or weekly(collaborative) view
The ability to share schedules with one or more people easily
Add Employees and contact to Appointments
Integrated Alerts and Reminders for Appointments
Email notifications for contacts added to Appointments
Easy viewing of Appointment details with hover over tools
Right click tools for Appointment minutes and personal notes
Right click tools for Invoicing contacts scheduled in an Appointment
Customizable Categories with privacy options
Teams function for scheduling groups of people at a time

Integrated Task Management

Get organized with and optimize productivity with integrated Tasks as a part of Tradepoint Enterprise's collaborative tools. Tradepoint Enterprise's Task Manager enables businesses to achieve productivity goals by keeping track of tasks as stand alone items or as part of a Call Log, Appointment or a Project.

Ongoing lists of Tasks can be viewed easily through a number of filtering reminders will alert a user of each Task as it comes due. Tasks can be created directly through the Work Center Dashboard and Flyout Panel options or through a contact or Project file.

Increase your Productivity with the following benefits of Tradepoint Enterprise's Task Manager:

Add Employees and Contacts to tasks
Email notifications for contacts on Tasks
Internal Alerts for Employees that have been added to a Task
Teams for creating Tasks with groups
Add Notes and information in the main Notepad
Upload, Scan or Create Documents within each Task
Quick Filter options for viewing Tasks based on priority or time frame
Right click tools for easy completion
Tasks track to contacts when added to a Task
Track Budget/Expense information per Task

Work Center Dashboard & Flyout Panel

Action and intelligence, the two things businesses and employees need the most to make quick accurate decisions throughout any day. Tradepoint Enterprise's Work Center dashboard and Flyout Panel is the best place to start for an overview of information. Tradepoint Enterprise's Work Center dashboard displays information while the Flyout panel provides numerous alerts, reminders of actions that need to happen providing a full view of information and things that need to happen.

Tailored with different options for different profiles each profile has access to only the display tools necessary for that role. Sales people can be provided with sales data including pipeline information, current sales activity and RFQ information. Accounting groups can see an overview of your company's financials and include Accounts Payable and Accounts Receivable information.

Highlights of the Work Center Dashboard and Flyout Panel include:

Profile based settings for specific roles
Drag and drop tools allow individuals to create their own look and feel
Dynamic drill down tools for easy actions
Automatically refreshes as information synchronizes
Quick Filter option for easy prioritizing
Drop down menu options for easy information display
Editing options for existing items
Create tools for action items
Quick Print Options for direct access to reports

Click here to see all the available features in Tradepoint Enterprise on a Product Data Sheet.