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Average Ratings 2 Ratings

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ease
features
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support

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 

Screenshots View All

Screenshots View All

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 
Odoo No 
Ontraport No 
Pipedrive No 
Podio No 
QQCatalyst No 
Redtail CRM No 
Wealthbox No 
Zendesk No 
Zendesk Sell No 
eAgent Solutions 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 
Odoo Yes 
Ontraport Yes 
Pipedrive Yes 
Podio Yes 
QQCatalyst Yes 
Redtail CRM Yes 
Wealthbox Yes 
Zendesk Yes 
Zendesk Sell Yes 
eAgent Solutions 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 

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