• Contacts (Sources, Leads, Customers, Resellers, Suppliers, Personal and Company Contacts)
• Tasks
• Appointments
• Products
• Projects
• Quotes
• Orders
• Invoices
• Purchase Orders
• Bills
• Knowledge Base Articles
• Employee Profiles

Document Management within Tradepoint is designed so all creation and use of documents can be kept within Tradepoint without the needs to use an external source for document creation or management.

Document Management within Tradepoint was designed and built with security, revision control and one click features for emailing to contacts or teams on demand.

For Remote Users: When Tradepoint is installed on a computer that will be set up as a Remote User, a folder will be created within the folder structure for Tradepoint Documents. This folder will be used for documents that are uploaded into Tradepoint as a reference point for the specific computer Tradepoint is on. This way if the Internet connection is lost then the user can still access documents that have been uploaded from the given laptop that Tradepoint is being used on.
This is only installed on Remote users. Networked users will be linked to the database directly and can access documents directly as a Networked user.