Average Ratings 0 Ratings
Average Ratings 2 Ratings
Description
The Records Disposition Approval Module is a vital addition for managing records within the OpenText Content Suite. This product feature is designed specifically for OpenText Content Server users, ensuring that the record approval process is streamlined and efficient. RDA was developed based on feedback from users like you, aiming to simplify the sign-off workflow and minimize the time record managers need to process approvals. It enables approvers to access all necessary metadata for each object, facilitating quick decision-making. Additionally, RDA offers various filters and facets that help users easily identify groups of records, allowing for batch approvals or rejections. For those uncertain about specific records, the module provides an option to request feedback for clarification. Users can effortlessly select approved records while deselecting those that are rejected during a disposition search, and they can also bulk apply holds or update records management metadata directly through the RDA interface. Ultimately, this module enhances both user experience and operational efficiency in records management.
Description
Simplii's click-to-call functionality allows you to seamlessly transition from web browsing to making phone calls with just a single click. Once activated, any phone number displayed in your Chrome browser becomes clickable. Additionally, our Fusion extension ensures that any incoming calls to your phone will appear on any open tab in your Chrome browser. The Screen Pops feature enables you to either answer or decline calls, send text responses, and even manage call transfers or holds directly from your screen. Furthermore, you can jot down notes and contact details within the Screen Pop, and this information will be instantly saved to your contacts. When linked with an integrated Simplii CRM, all relevant data, including call history, call recordings, SMS messages, call dispositions, and notes, are recorded in real-time, synchronizing effortlessly with your CRM. Simply connect your CRM account to Fusion, and you'll see the logs being updated automatically, enhancing your workflow and communication efficiency. This integration not only streamlines your calling process but also ensures that all your interactions are meticulously documented for future reference.
API Access
Has API
No
API Access
Has API
No
Integrations
ActiveCampaign
No
Copper
No
GleanQuote
No
HubSpot Customer Platform
No
Infinity
No
Insightly
No
JobNimbus
No
Keap
No
Less Annoying CRM
No
Method:CRM
No
Integrations
ActiveCampaign
Yes
Copper
Yes
GleanQuote
Yes
HubSpot Customer Platform
Yes
Infinity
Yes
Insightly
Yes
JobNimbus
Yes
Keap
Yes
Less Annoying CRM
Yes
Method:CRM
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Cassia Content Management
Founded
2011
Country
Canada
Website
www.cassiacm.com
Vendor Details
Company Name
Simplii
Founded
2017
Country
United States
Website
www.simplii.net
Product Features
Data Governance
Access Control
Yes
Data Discovery
Yes
Data Mapping
No
Data Profiling
No
Deletion Management
Yes
Email Management
No
Policy Management
Yes
Process Management
Yes
Roles Management
Yes
Storage Management
No
Product Features
Business Phone Systems
Call Logging
No
Call Monitoring
No
Call Recording
No
Call Routing
No
Employee Directory
No
IVR / Voice Recognition
No
Mobile Access
No
Virtual Call Center
No
Web Conferencing
No
Business VoIP
Call Parking
No
Call Recording
No
Contact Management
No
Encryption
No
IVR / Voice Recognition
No
Ring Groups
No
SIP Trunking
No
Unified Communications
No
Voice Quality Enhancement
No
Cloud PBX
Call Recording
No
Call Routing
No
IVR / Voice Recognition
No
Ring Groups
No
SIP Trunking
No
Virtual Extensions
No
Web Conferencing
No