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FAQs

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Is the CAS genesisWorld CRM system capable of offline use?

Yes, the system is capable of offline use. You can enable offline mode for the apps via the permissions system. Users can then select list views or individual records for offline use. In notebook mode, it is possible to replicate the entire database or individual objects.

Yes, the genesisWorld CRM system is multi-client capable. When logging in, you can select which client you wish to log into.

Yes, the system is capable of offline operation. You can enable offline mode for the apps via the permissions system. Users can then select list views or individual records for offline use. When using a laptop, it is possible to replicate the entire database or individual objects.

Yes, the system supports offline use. You can enable offline mode for the apps via the permissions system. Users can then select list views or individual records for offline use. When using a laptop, it is possible to replicate the entire database or individual objects.

Yes, the system supports offline use. You can enable offline mode for the apps via the permissions system. Users can then select list views or individual records for offline use. When working in notebook mode, it is possible to replicate the entire database or individual objects.

Yes, the system is capable of offline use. You can enable offline mode for the apps via the permissions system. Users can then select list views or individual records for offline use. In notebook mode, it is possible to replicate the entire database or individual objects.

You can configure import and export permissions for users and groups. Every object in CAS genesisWorld can be imported and exported. When importing addresses, companies and contacts can be created automatically. The system includes a duplicate check for this purpose.

Project management and editing are already possible in the standard version. You can extend and customise forms using the ‘Form Designer’. With the Project module, you can expand the system to include workflows and comprehensive resource management. In this area, we offer our Smartdesign Web App KanBan. This allows you to move individual projects in a column view, for example, according to their status, or even use the chat function within the project team.

Yes, you can find the latest user guides and manuals on the website hilfe.cas.de. Within the client, you can access the help function at any time by pressing the F1 key.

Is the system suitable for clubs and associations?

For clubs and associations, there is the CAS software solution CAS netWorks, which includes modules and customisations specifically designed for clubs and associations. This allows you to manage committees and members, process membership fees, offer events online and set up your own online members’ area.

Yes, all data in the system can be analysed. You can use the standard dashboard to view charts and tables. Alternatively, you can create fully customised reports using the CAS Report module. This also allows for complex analyses and the creation of PDF reports. You can create customised reports using Crystal Reports.

CAS genesisWorld offers a wide range of interfaces to other systems. We provide a customised interface server that allows you to connect your data sets directly. Furthermore, we offer interfaces for Micro Focus GroupWise, SAP Business One, Google Business, the Evalanche marketing automation tool and the SOFA Helpdesk.

Yes, any Tapi 2.1-compatible telephone system can be connected to CAS genesisWorld. This means that as soon as a call comes in from a registered number, the system can display the details of the caller’s most recent contact. Drivers are also available for the Swyx VoIP system.

Yes, to do this you need to install the Phone Plug-in on your system, after which you can make phone calls via the SmartDesign Web Client.

Yes, you can create personalised email campaigns. However, tracking is not possible. For this, we recommend, for example, the Evalanche tool, which you can also use for business correspondence, effectively as a ‘digital registered letter’ with confirmation of receipt.

Yes, you can create mail merges via Microsoft Office, meaning you can, for example, continue to work comfortably with MS Word.

A new major version of CAS genesisWorld is released once a year. In addition, updates with new features are published regularly.

Yes, we offer a comprehensive training programme for CAS genesisWorld and the CAS modules. You can take part in standard training courses or we can work with you to create a bespoke training programme.