Frequently asked questions
Our FAQs provide answers
Here you will find answers to the most frequently asked questions we receive.
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- Our FAQs provide answers
- Is CRM CAS genesisWorld capable of offline operation?
- Is this CRM system multi-client capable?
- Can I create and edit new fields and masks myself?
- Is there a business card scanner?
- Can I continue to use Outlook with CAS genesisWorld?
- Is CAS genesisWorld modular in design?
- Can data be imported and exported?
- Is there a project management system?
- Are there manuals for CAS genesisWorld?
- Is the system suitable for clubs and associations?
- Can the information in CAS genesisWorld be evaluated?
- Are there interfaces to other systems?
- Can a telephone system be connected to CAS genesisWorld?
- Can you make phone calls via the SmartDesign Web Client?
- Can serial emails be created with CAS genesisWorld?
- Is there a connection to Microsoft Office?
- Are updates available for CAS genesisWorld?
- Do you offer training courses for CAS genesisWorld and the CAS genesisWorld modules?
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Yes, the system can be used offline. You can activate offline mode for the apps via the rights system. Users can then mark list views or individual data records for offline operation. In notebook mode, it is possible to replicate the entire database or individual objects.
Yes, genesisWorld CRM is multi-client capable. When logging in, you can select which client you want to log in to.
Yes, the system can be used offline. You can activate offline mode for the apps via the rights system. Users can then mark list views or individual data records for offline operation. In notebook mode, it is possible to replicate the entire database or individual objects.
Yes, the system can be used offline. You can activate offline mode for the apps via the rights system. Users can then mark list views or individual data records for offline operation. In notebook mode, it is possible to replicate the entire database or individual objects.
Yes, the system can be used offline. You can activate offline mode for the apps via the rights system. Users can then mark list views or individual data records for offline operation. In notebook mode, it is possible to replicate the entire database or individual objects.
Yes, the system can be used offline. You can activate offline mode for the apps via the rights system. Users can then mark list views or individual data records for offline operation. In notebook mode, it is possible to replicate the entire database or individual objects.
You can set import and export rights for users and groups. Every object in CAS genesisWorld can be imported and exported. When importing addresses, companies and contact persons can be created automatically. The system performs a duplicate check during this process.
Project management and editing are already possible in the standard version. You can use the “Form Designer” to expand and customize forms. With the Project module, you can expand the system to include workflows and complete resource management. We offer our Smartdesign Web App KanBan in this area. This allows you to move individual projects in a column view, e.g., according to status, or even use the chat function in the project team.
Yes, you can find the latest manuals and guides on the website hilfe.cas.de. In the client, you can open the help section at any time by pressing the F1 key.
For clubs and associations, there is the CAS software solution CAS netWorks, which contains modules and customizations specifically for clubs and associations. This allows you to manage committees and members, bill membership fees, offer events online, and create your own online member area.
Yes, all data in the system can be evaluated. You can use the standard cockpit and view diagrams and tables. Or you can create completely customized reports with the CAS Report Module. Complex evaluations and the creation of PDF reports are also possible there. You can create customized reports using Crystal Reports.
CAS genesisWorld offers a wide range of interfaces to other systems. We provide a customized interface server that allows you to connect your databases directly. We also offer interfaces for Micro Focus GroupWise, SAP Business One, Google Business, the marketing automation tool Evalanche, and the SOFA Helpdesk.
Yes, any Tapi 2.1-compatible telephone system can be connected to CAS genesisWorld. This means that when a registered number calls, the last contact with the caller can be displayed. Drivers for the Swyx VoIP system are also available.
Yes, you need to install the telephone plug-in on your system to do this, and you can then make calls via the SmartDesign Web Client.
Yes, you can create personalized series emails. However, tracking is not possible. For this purpose, we recommend the Evalanche tool, which you can also use for business mail, essentially as a “digital registered letter” with confirmation of receipt.
Yes, you can create form letters using Microsoft Office, so you can continue to work comfortably with MS Word, for example.
A new major version of CAS genesisWorld is released once a year. In addition, updates with new features are released regularly.
Yes, we offer a comprehensive training program for CAS genesisWorld and the CAS modules. You can participate in standard training courses, or we can work with you to create a customized training concept.
