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3.10 Register System |
  
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3.10 Register System |
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3.10.1 Register System
One of the most used sections of Latitude is the Register System. The register is designed to allow you to keep track of any activities and to reference any files for a client or a specific job. The Register keeps track of phone calls, letters, faxes, and emails that you receive and send. Link to your contracts, CAD drawings, data files, surveys, photographs, and external reports can be retained in the system. With the Register System you can open linked files when viewers have been configured in Latitude.
A register item is classified by its type, you can create as many register types as needed. Latitude provides six standard templates which can be associated with your register types; Complaints, File Information, Plans, Request for Information, Air Photographs, and Multiple File links. These templates have been designed to allow the entry of more details for register items.
Business Edition / Corporate Edition only
Another use of the register is to assign activities to your staff. For example, if a client needs to phoned, or a document has to be sent, you can specify the date and employee in the item. Any register item assigned to a member of staff will be displayed when that employee logs into Latitude based on the date. Latitude can also be setup to email the current list of register items to the employees assigned at scheduled times.
The register can also be used to generate an email, based on the details entered or print out fax cover sheets.