ECHO MODULES
Below is the list of all applications available in the echo platform.

Management
Communication
Products
Content
Marketing
Sales
Accounting
Settings
Extras
Management
Projects

Advanced project management system with dynamic Gantt charts, drag & drop functionality, project templates with automatic task allocation, resources management as well as a smart project overview.

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Projects

Complete project and resources management with individual tasks and multi-assignment.

Dynamic Gantt charts with drag & drop functionality.

Support for project templates for fast and easy creation of project with automatic task allocation.

Tasks

Fast and intuitive task manager with multi-assignment, drag & drop priorities, time tracking and team tasks overview.

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Tasks

Individual or multi-user task assignment.

Supports drag & drop priorities, time tracking, team tasks overview and archive.

The task sender is informed automatically upon the task completion.

Calendar

Full-featured calendar that combines personal and public events with daily, weekly and monthly view, dynamic calendar types and ability to sync with mobile devices.

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Calendar

Full-featured calendar that combines personal and public events.

Dynamic calendar types with different coloring for easier management.

Meeting-type events with attendees, location, topics and invites.

Daily navigational guide for individuals with busy schedule.

Notes

Create and edit notes or utilize it as a Knowledge Base with instant search on the notes title and content, print and quick send via email/SMS.

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Notes

Create and edit notes by multiple users.

Can be utilized as Knowledge Base with instant search on the notes title and content.

Easy to print or send the note via email or SMS.

Fleet

Easy navigation to contacts or addresses as well as a list of all the planned meetings of the day showed on the map with the navigation route plotted forever those meetings. Supports geolocation, printing of the navigation instructions as well as sending the geographic location via email or SMS.

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Fleet

Easy navigation to contacts or addresses and ability to send the location information via email or SMS to a smartphone for quick navigation.

A list of the planned meetings for today or the following days. The meeting locations are shown on the map together with a navigation route plotted for those meetings.

Fleet management showing the current and recent visited locations of all users or vehicles tracked. Tracking is achieved via A-GPS on a PC or GPS on any smartphone. You can download the free app echoGPS for your iPhone from the App Store or your Android Phone from Play Store.

Snapshot

A business overview screen that collects important information from the business flow, daily activity, system activity and your team and displays necessary highlights for easier business management.

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Snapshot

The application Snapshot provides an overview of the business in a single screen.

Includes overview of the business, workflow, upcoming events & milestones, records for approval, delayed tasks, pending priority complaints, system status as well as which users are online and how many tasks are pending for each user.

Administration

Administrative application that allows bulk records approval, log with all user actions within the system, information regarding the server, the database and the email accounts, management of the cloud and local backups as well as a series of database maintenance tasks.

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Administration

This application provides direct and centralized administration of the system with mass approvals (records which need approval from the administrator, as specified in Settings).

Log of all actions within the system (eg user X updates record Y at 12:34 from location or IP Headquarters) as well as the log in and log outs of each user.

Useful statistics concerning the web server including CPU Load, available disk space, bandwidth and number of email accounts with quota for each mailbox separately together with the option to request server upgrade directly from within the application.

Counters of the records within the system database (eg. X clients, Y suppliers).

System backup (Automated cloud backup or Manual backup) information, automated request to restore files (Restore Backup) as well as the ability to manually backup the files to your local computer.

Maintenance tasks to clean up the database records or files including empty trash, delete non-related files, empty log, empty communication log, empty fleet tracking data, delete old calendar events, delete archived records and system update.

Feedback

Collect visitor and client feedback from various sources including surveys, comments, reviews and complaints.

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Feedback

Feedback application collects customers and leads feedback from various channels including Surveys, Comments, Reviews and Complaints.

Survey results are displayed with detailed statistics and graphs.

Expenditures

Collection and management of expenditures from multiple users with approval, receipt/invoice attachment and expenditure types.

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Expenditures

Collection and management of expenditures and expense applications.

Approval, partial approval or not approval of applications from multiple users.

Selection of expense type, payment method and information such as supplier, date, requested amount and attached receipt/invoice.

Separate lists for applications for each user, paid & approved as well as those which are pending approval.

Communication
Newsletter

Easy and direct sending of email newsletters to multiple recipient groups supporting rich-text editor, media, sending log as well as export to CSV.

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Newsletter

Easy and direct sending of your newsletter in multiple contact groups, clients etc.

Supports rich-text editor & media as well as log of draft or sent newsletters.

Option to connect with third-party mailing systems by exporting the emails in CSV format.

SMS

Easy and direct sending of SMS to multiple recipient groups supporting dynamic sender name, send log as well as export to CSV.

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SMS

Easy and direct sending of SMS in multiple groups of contacts, clients etc. with send log.

Supports dynamic sender name (requires the Gateway application) as a number or name.

Contacts

Complete contacts and groups management with contact details, communication log, records log, financial details, related files and contacts, account details for giving direct access to echo as well as ability to communicate directly from within the app.

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Contacts

Complete contact management with multiple contact details, invoicing details and bank accounts.

Direct relation with all the contact activity (communication log, records update), related contacts from the same company as well as related files with drag & drop functionality.

Ability to create an echo user account for giving to the contact direct access to the system.

Communicate directly with the contact from within the app.

Email

Integrated full featured email client supporting multiple POP & IMAP accounts per user, folders, search, email preview, show as list or thread and more.

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Email

Built-in email client to handle your email directly through echo.

Supports management for multiple POP & IMAP accounts per user or multiple users per account.

Complete webmail features including folders, search and email preview.

Communication Log

Detailed communication log with all the incoming and outgoing communication with ability to manually enter a record, categorization based on channel and playback functionality for recorded voicemails, video and VoIP calls.

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Communication log

Detailed communication log with all the incoming and outgoing communication with ability to manually enter a record.

Each communication is categorized based on channel and contact.

Playback functionality for recorded voicemails, video and VoIP calls.

Push Notifications

Bulk sending and campaign management for push notifications to iOS and Android mobile devices targeting specific contact groups as well as support for rich-text announcements.

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Push Notifications

Bulk sending and campaign management for push notifications to iOS (iPhone, iPad, iPod Touch) and Android mobile devices (only for businesses who own a mobile application) as well as PCs running Safari on Mac OS X Mavericks.

Ability to target specific groups of contacts, clients etc. and set the notification text, the badge, the sound and the notification type (banner or alert).

Also, ability to send rich-text announcements to targeted application versions, in specific dates and with specific number of appearances.

Communication Templates

Management of multiple communication templates including Email, SMS and Voice with ability to choose the channel through which the template will be automatically sent from.

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Communication Templates

Management of multiple communication templates including Email, SMS and Voice.

List of channels managed through the Gateway application from which the emails or SMSs will be sent.

Identifiers through which the system can link the template with a specific condition and when each one will be sent.

Products
Inventory

Inventory management supporting multiple warehouses, low stock warnings and item/value totals per warehouse.

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Inventory

Inventory management supporting multiple warehouses and low stock warnings.

Inventory displayed with quantity, warehouse, buy price and sell price.

Item and value totals per warehouse.

Vendors

Complete vendors management with contact details, raw materials, financial transactions, orders, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

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Vendors

Complete vendors management with multiple contact details, invoicing details and bank accounts as well as management of the supplied raw materials (requires the Raw Materials application).

Direct relation with all the client activity (financial transactions, orders, communication log, records update) as well as related files with drag & drop functionality.

Ability to set the default text that will be automatically generated when sending an order to the vendor.

Ability to create an echo user account for giving to the vendor direct access to the system.

Communicate directly with the contact from within the app.

Raw Materials

Dynamic management of raw materials that are used for supplier orders or product compositions and recipes. Supports material types, default storage points, unit types and default buy and sell prices.

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Raw Materials

Dynamic management of raw materials that are used for supplier orders or product compositions and recipes.

Supports material types, default storage points, unit types and default buy and sell prices.

Products

Complete management for products, services and their categories. Supports detailed information and description, multiple photos/videos, technical specifications, inventory, related products, automated shipping cost calculation based on weight, barcode and discounts.

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Products

Complete products and services management with unlimited dynamic categories/subcategories.

Detailed information and description with rich-text editor as well as multiple media (photos & video).

Dynamic technical specifications, related products with optional double relation, support for barcode as well as automated shipping cost calculation based on weight.

Ability to set deals with stock and validity date range, ideal for deal sites.

Content
Pages

Easy dynamic management of your pages with rich-text editor and drag & drop media as well as the navigation menus with unlimited categories and sub-categories.

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Pages

Dynamic management of your website's pages with rich-text editor, drag & drop media, SEO tags and ability to preview the webpage before saving/publishing.

SEO (Search Engine Optimization) settings including page title, meta description, meta tags & permalink.

Logging of users who last updated the webpages, which pages are most popular based on traffic as well as the oldest pages that may need update.

Dynamic management of the website navigation menus with unlimited categories and levels of subcategories.

Easy ordering and link with the website pages for an easy sitemap administration.

Posts

Post/Article management with rich-text editor and drag & drop media functionality, dynamic post categorization with unlimited categories/subcategories, publishing options as well as meta tags.

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Posts

Post/Article management with rich-text editor and drag & drop media functionality.

Dynamic post categorization with unlimited categories and subcategories.

Publishing options and tags for assisting search of the articles on the website.

Banners

Dynamic management of the website banners and slider images. Supports images via drag & drop from the library or source code for flash and HTML5 animated banners, multiple zones, banners for affiliates or resellers as well as specific dates and times the banners will appear.

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Banners

Dynamic management of the website banners and slider images for presenting new products, offers etc.

Supports images and source code for flash or HTML5 banners, multiple zones, links in new window as well as specific dates and times the banners will appear.

Views counter for each banner and support for multiple banners for each zone and rotation between them based on priority.

Option to create banners for affiliates or resellers.

Files

Complete file management and collaborative features including real-time file collaboration among multiple users with Google Drive integration, Dropbox support, sharing with external users, auto-archiving feature, file preview and drag & drop multi-uploading of files.

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Files

Dynamic management of files and folders with ability to interconnect with other system applications.

Connection with Google Drive for creation and sharing of Excel, Powerpoint, Word & Drawing files directly from within the application, providing the ability to multiple users to collaborate and edit on the same file at simultaneously.

Connection with Dropbox for unifying the files of the 2 systems.

Supports automatic and manual file arrangement within folders.

Supports large multiple file upload simultaneously while even working on other applications.

Ability to share files with third-party individuals, as well as file and folder coloring for quick reference.

Preview specific file types (such as photos, video and text) directly from within the file manager.

Supports OCR (Optical Character Recognition) for the photos that are uploaded in order to provide the ability to search specific text displayed in the picture.

Digital Signage

Innovative digital signage system with centralized media management per monitor, days/times of appearance, priorities, easy media drag & drop functionality and support for all video and image formats.

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Digital Signage

Innovative digital signage system with centralized media management through the echo platform for each monitor of your retail or corporate points.

Supports days/times of availability, priorities, easy media drag & drop functionality as well as support for all video and image formats.

Easy installation of a local Java application using a web installer, so that the system can work without requiring an internet connection except only for downloading new content.

The application features a download speed limiter so your internet connection speed is not affected while downloading media.

Forum

Easy forum topic management with optional approval of the posted messages via the Administration application.

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Forum

Dynamic management of the forum topics with supports for multi-lingual forums.

Optional approval of the posts via the application Administration.

Forms

Dynamic creation and management of forms including web forms, documents with digital signature support, surveys, data entry forms as well as tests.

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Forms

Create forms for multiple uses like data entry forms, documents, surveys, web forms etc.

Mass sending of forms or ability to create data-entry forms within the platform.

Ability for multiple element types per form line including text, description, checkbox, dropdown, scoring, digital signature and more.

Aggregated results for each mass sending.

Marketing
Reports

A collection of 6 client-centric statistics reports including new clients, inactive clients, clients retention, frequency index, area reports showing clients and orders per geographic region as well as heatmap showing representing the orders and revenue geographically.

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Reports

List with new and inactive clients with option to export to CSV for communication, welcome, upsell marketing activities and more.

Clients retention and frequency index that show the repetition and the frequency of the client orders respectively.

Geographical reports that show a list of clients or orders in an area you mark on the map.

Heatmap that represents the business activity based on number or revenue of orders.

Contests

Management of multiple contest with validity range, gifts assignment, winners generator as well as optional link with facebook application contests.

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Contests

Dynamic management of multiple contests with date/time validity range, gifts assignment and winners generator.

Resellers

Complete reseller management with contact information, commission details, transactions, orders, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

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Resellers

Complete resellers management with multiple contact details, invoicing details and bank accounts.

For each reseller you can set URL address, commission % and cookie validity duration. The system automates the calculations and shows the amount to be paid in total or individually to each reseller.

Ability to mass pay all the resellers via Paypal.

Direct relation with all the reseller activity (financial transactions, orders, communication log, records update) as well as related files with drag & drop functionality.

Ability to create an echo user account for giving to the reseller direct access to the system.

Communicate directly with the reseller from within the app.

Information regarding the most active and successful resellers and those with the best conversion rate.

Loyalty Club

Management of multiple loyalty programs featuring accumulative or redeemable points, multiple levels, associated gifts, members rank as well as different points collection types.

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Loyalty Club

Support for multiple loyalty programs based on cumulative or redeemable points.

Ability to have multiple levels for each program each with corresponding loyalty points and discount offered.

Link with gifts that are associated to each loyalty program as well as the rank of all members based on the points collected.

Accumulation of points based on number of orders, value of orders or loyalty points of each product.

Complaints

Full complaints management with personal or centralized information and complaint types with automatic assignment to a user or group of users. List of non-assigned and resolved complaints as well as statistical information.

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Complaints

Full complaints management with personal or centralized information.

Complaint types managements with automatic assignment to a user or group of users.

Unified list of complaints assigned to the user or his/her group with color variations.

Lists with non-assigned complaints, all complaints as well as resolved complaints together with the corresponding resolution times.

Optional conversion of a complaint to a user task or group tasks.

Statistical information including average number of complaints per month, average resolution time, most active users/groups together with the resolution times as well as the percentage of complaints based on their type.

Coupons

Full coupon generation, import, export and management capabilities supporting recurring, one-off, one-off with scaled numbering and one-off coupons with import. Direct connection with your shopping basket and loyalty club.

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Coupons

Full coupon generation, import, export and management capabilities.

Supports recurring, one-off, one-off with scaled numbering and one-off coupons with import. Also, every coupon features availability dates, discount based on percentage or amount as well as various other options depending on the coupon type.

Direct interconnection between the coupons and your shopping basket and loyalty club.

Gifts

Manage the gifts for the contests and loyalty club as well as the gifts delivery to the winners.

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Gifts

Complete gifts management with title, description, picture, available quantity as well as the loyalty points required to redeem.

Different gift types including product gift, coupon gift or other.

List with all the gifts that are to be delivered to the winners together with the gifts that have already been delivered.

Sales
Clients

Complete clients management with contact details, financial transactions, orders, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

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Clients

Complete client management with multiple contact details, invoicing details and bank accounts.

Direct relation with all the client activity (financial transactions, orders, communication log, records update) as well as related files with drag & drop functionality.

Map report which shows all clients and their geographic location.

Ability to create an echo user account for giving to the client direct access to the system.

Communicate directly with the contact from within the app.

Information regarding the most active clients based on communication, orders, invoices and complaints.

Discounts

Easy management of discounted products or services with bulk or individual update of discounts in total, per category or per product/service.

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Discounts

Easy management of discounted products or services with bulk or individual update of discounts in total, per category or per product/service.

Display of all products/services currently discounted for easier management.

Orders Monitor

A full screen view of the pending orders, with wait time, support for multiple monitors, ease of use with keyboard or mouse as well as ability to archive orders.

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Orders Monitor

Application which shows the pending orders in full screen.

Display of the order details, wait time, orders archive as well as the ability to support multiple monitors splitting the orders based on product categories.

Easy to use with just 2 keys of the keyboard and order archiving with a single enter or click.

Leads

Complete leads/opportunities management with contact details, communication log, records log, financial details, related files, account details for giving direct access to echo as well as ability to communicate directly from within the app.

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Leads

Complete leads/opportunities management with multiple contact details, invoicing details and bank accounts as well as ability to convert to a client.

Direct relation with all the lead activity (communication log, records update) as well as related files with drag & drop functionality.

Map report which shows all leads and their geographic location as well as a graphical representation of all contact relations.

Ability to create an echo user account for giving to the client direct access to the system.

Communicate directly with the contact from within the app.

Subscriptions

Dynamic management of subscriptions renewals and plans . Cancellation policies, historical subscription data, subscriptions report with details when subscriptions are to end and optional notification.

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Subscriptions

Dynamic management of subscriptions renewals and plans . Cancellation policies, historical subscription data, subscriptions report with details when subscriptions are to end and optional notification.

Accounting
Labor

Hourly and monthly payroll management including bonuses, shifts management and automatic update of the respective transactions and expenses.

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Labor

Dynamic management of all labour and payroll needs covering monthly & hourly shifts, night shifts, extra hours etc.

Automatic update of the transactions and labour cost statistics.

Currency

Management of multiple currencies, exchange rates, exchange registry for transactions in foreign currency as well as exchange rate history.

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Currency

Management of multiple currencies which are used for sales and purchases in foreign currency.

Exchange rates for each currency.

Exchange registry for transactions agreed in foreign currency with transactor, description and exchange rate that was agreed or was valid at the start date of the transaction.

Exchange rate history for each currency.

Settings
Beacons

A Beacon network consists of one or more transmitters that emit a continuous signal that smart devices receive and respond by displaying content on the smart phone from a simple welcome message to a promotional offer.

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Beacons

Works on low energy Blue Tooth and has a range up to 150 meters.

Proximity marketing.

Check in Coupons.

Indoor positioning system to drive traffic to a specific location.

Contact-less payment ability.

System Update

Perform system updates of the platform, applications or plugins with a single click.

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System Update

Ability to update the platform, the applications and the plugins of the system.

All new updates are installed with a single click.

Detailed information regarding the changes and improvements included for each update.

Translations

Application for updating the translation texts of the website and echo for every available language. Supports search filter, categorization based on application and notification for texts that are possibly being updated by other users in real-time.

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Translation Keys

Application that allows the update of the translation texts of the website or echo in every language available.

Supports the categorization of the texts based on application, search filter as well as the ability to replace a language.

If the texts are translated by multiple users at the same time, the application shows in real-time the texts that are being updated by another user to avoid replacing records.

Shipping Methods

Shipping methods pricelist management based on weight scale featuring also a separate pricelist for each geographical region.

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Shipping methods

Pricelist management per weight scale for each shipping method is used (Postal services, Courier etc.)

The user has the ability through a map drawing tool to set markers and create an area on the map in order to define each area separately (e.g. Northern area, Islands etc.). These areas are then linked to the pricelists. This way, the system knows the exact location marker of the client's address as well as the total weight of the order (as set for each product separately) in order to propose the available shipping methods with the exact shipping cost.

System Settings

General system settings as well as personal user preferences for the echo platform.

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System Settings

General system settings as well as personal user preferences for the echo platform.

Locations

Dynamic management of business locations such as stores, selling points, warehouses etc. together with the list of users who have access to each location.

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Locations

Dynamic management of locations such as stores, selling points, distribution centers, warehouses and more.

Assignment of users who can access these locations.

Themes

Selection of theme for each user from 8 preinstalled themes. Each theme has 5 rotating high definition photos and alternative color scheme. Also, there is an option for creating a personalized theme by drag & drop uploading of photos.

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Themes

Theme options for each user separately for a more pleasant working environment.

Each theme has alternative colors as well as 5 photos that alternate every few minutes as set in the System Settings application.

Ability to upload your own images to create a personalized theme.

Bank Holidays

Bank holidays and name days which can be optionally shown on the calendar and with the ability to contact all contacts on their name day.

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Bank Holidays

Dynamic management of bank holidays and name days.

Bank holidays can be optionally shown on the calendar. They can also be used as a condition for the product & services offers that are valid or not during bank holidays.

Name days can be optionally shown on the calendar. Also, every day the system generates a dynamic list of contacts who have their name day so you can easily communicate your message to that list.

Payment Methods

Payment methods management with automatic commission calculations and direct link with transactions and the eCommerce/booking engine.

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Payment methods

Payment methods management with automatic commission calculations and direct link with transactions and the eCommerce/booking engine.

Users

Complete users management with full contact details and separate language for each user. Also features access levels management where each level has 4 different access types for each application and file folder.

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Users

Complete user management with multiple contact details, invoicing details, bank accounts, desired language and avatar.

Detailed access levels for each application and file folder with 4 different levels: No access, Read only, Read/Write, Read/Write/Delete.

Direct relation with all the user activity (communication log, records update) and related files with drag & drop functionality.

Communicate directly with the contact from within the app.

Extras
Tags

System-wide record tagging with custom tags, manual tags as well as automatic tags which are applied when specific criteria are met based on a set of dynamic rules.

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Tags

System-wide record tagging with custom tags, manual tags as well as automatic tags which are applied when specific criteria are met based on a set of dynamic rules.

Help

Detailed guide for the platform and the applications with text, screenshots and video, integrated bug reporting tool for sending support requests, ability to contact our support team with email/VoIP directly from within the app as well as an iPad interactive manual.

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Help

Additional to the tutorial and the built-in help system, there is a separate Help application offering detailed instructions for the platform and every application combined with screenshots and videos. Each user can see only the applications that he/she has access to making it faster to find the necessary information.

Bug Reporting feature through which you can send any report for a technical issue or a request for an upgrade/custom development directly to the technical team of iProject, including request tracking, archive as well as update statuses when each request has been resolved.

Ability to contact our technical support via email or VoIP directly from within the application.

Through the application you can also download to your iPad the system manual in an interactive eBook format.

Trash

Recovery or permanent deletion of the deleted records that are stored safely in the trash. The recovery or permanent deletion can be done individually, by application or all at the same time.

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Trash

Deleted system records are safely stored in the Trash.

The records are shown categorized with the ability to restore or delete the records individually, by category or all at the same time.

Store

Instantly buy and install new applications, see the installed ones, buy additional iProject services, buy Gateway credits or extend your echo subscription directly from within the application.

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Store

The Store application gives you the ability to instantly buy and install new applications and see the already installed ones. After each purchase, the application is instantly available for use.

Through the application you can also buy additional iProject services, see the pricelist and add credits for Gateway as well as renew your echo subscription.

API

Built-in API based on REST technology for bridging Echo data with third-party systems.

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API

Built-in API based on REST technology for bridging Echo data with third-party systems.

The API includes all the system records and applications.