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VPX - VisionPak-Xtended Expansion of the VP+ Tool Set
Overview: VisionPak-Xtended [VPX] is an expansion of the VisionPak-Plus [VP+] Tool Set features. [Activation of the VP+ Tool Set is a prerequisite.] This expansion adds Intelli-Processing of a variety of items, enabling Administrators to automate, or semi-automate, numerous user activities and data access.
Intelli-Processing:
Intelli-Processing provides users with instant access to defined GoldMine data; auto-incorporation of search data in paths, filenames, and drop-down lists; and mass update or analysis of existing files and records. It also allows Administrators unprecedented control over the file-linking process.
KEY FEATURES - V_SRCH Intelli-Processing
- Intelli-Note Xtended One-Key/One-Click retrieval of custom SQL query results
- ActiveContact-Sourcing auto-adapt stored GoldMine queries to any currently active Contact
- Auto-create custom Folders with multiple criteria, for specific storage and/or compliance needs
- Auto-create custom Filenames with multiple criteria, for specific storage and/or compliance needs
KEY FEATURES - Intelli-Processing When Storing Files
- Auto-Link scans and other files to active Contact in GoldMine
- Auto-Schedule new Calendar Items for customer/document follow-up
- Auto-Update Contact Info for customer/document status and follow-up
- Intell-Attach Files to Service Center Cases along with Linking the file
- Auto-display custom Intelli-Entry+ forms based on Title selection
- Auto-set input values for Intelli-Entry+ items streamlining user processing
- Custom set Link Date and UserID for tracking file information timeframe rather than current date
- Quick-Switch GoldMine Contact Sets when storing files for separate corporate entities or purposes
- Sequence User-Processing steps leading user to each next item in process.
- Custom set Path Aliases for user-ease in selecting specific storage locations
- Custom Auto-Format extracted data from GoldMine fields used in other Intelli-Processes [e.g., removing initials, suffixes, etc.]
- Custom and Interactive Activity, Reference and Result Codes with user-selection or auto-processing [Intelli-Tracking Workflows (ITW) Tool Set prerequisite for this item.]
KEY FEATURES - Intelli-Processing After Storing Files
- Mass-Intell-Attach Files to Any Case from selected links
- Mass-Update Titles, Notes, Filenames, Intelli-File Lists
- Mass-AutoSummarize linked file contents
- Mass-Move-Copy-Delete link records and/or linked files
- Mass-Analyze Folders for Duplicates of files and links
- Mass-Analyze Folders for Files with No Links in GoldMine
- View File Stream Data for files stored with GoldVisionPro