Credenza expands Outlook by adding dimensions that professionals need to manage their practices more effectively.
Open a file in Outlook for each client, matter, project or case you work on.
Organize in that file all related Outlook emails, contacts, appointments, tasks and notes.
See all your documents on the file.
Keep time entries for your billable time.
Make notes of phone calls.
Keep track of whatever other information you want on each file using custom fields.
See a complete chronology.
Everywhere in Outlook you can see the file that items ReLaTe to.
Automated inbox controls.
Share information with your colleague or assistant.
Most professionals organize their work in files, with a separate file for each client/matter they are working on (variously referred to as projects, files, matters, clients, cases etc - depending on your profession - we'll call them 'files' in this overview). Credenza adds a Files module to Outlook. You can relate any Outlook item to a file. Thus e.g. in your Outlook calendar, you can see which file each of your appointments is on. The same goes for Outlook emails, tasks and notes. Contacts can be related to multiple files. Besides seeing these in all their normal places in Outlook, you can also open up the file itself, and there Review all the Outlook items that relate to that file. This makes it very much more helpful at organizing yourself by client file. And it becomes even more powerful because Credenza adds to that the ability to organize your documents, phone calls and time entries in the same files, plus custom fields of information.
