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Full Functions List Multi-User SSL enabled Security Permissions for Each Function Web-based MySQL and PHP RMDBS enabled Contacts Management Public Contacts Book for business Private Contacts Book for each user Create Lead record automatically Create Client record automatically Centrally updated details Add to Contacts from Mail Mailing List Management Important Dates Management Mail Web Mail POP3 Account Manage multiple identities Add to Contacts Customizable folders Event Follow Up Calendar Attachments Drafts Text and HTML Editor Auto Log Incoming Mail to Contact History for Clients, Leads, Suppliers and Employees Auto Log Outgoing Mail to Contact History for Clients, Leads, Suppliers and Employees Auto Save Attachments to Private Files folder Leads Management Fast Add Contact History Contact History Auto Create Event or Task after entering Contact History Convert to Client one click button Files Management Quotes Management Sales Forecasting Sales Workflow Management Follow Up Event Management Security (select who has access to what) Assign Manager Save Quote Audit Trail Mailing List Management Additional Main Contacts Referrer Management Mailing List Management Client Management Fast Add Contact History Contact History Auto Create Event or Task after entering Contact History Billing and Shipping Addresses Files Management Invoicing and Quotes Management Mailing List Management Related Task Management Follow Up Event Management Security (assign staff for who should view the record) Jobs Management Workflow New Job Approval Workflow New Client Approval Workflow Close Job Approval Workflow Close Client Approval Assign Manager Save Quote Audit Trail Replace Main Contact feature Additional Main Contacts Referrer Management Charge Code Management Accounts Management Conflicts Check Client Approval System for Specs, Campaigns, etc Time & Expense Billing Time Sheets Expense Sheets Workflow Management for Both Auto-Invoicing for Approved T&E Sheets Mutiple Item Time and Expense Billing Sheets Multiple Currency Management Set Limits on Positions for Expense Management Where Client Assigned to an Employee, only those Clients Appear in T&E sheets Invoicing & Quoting Invoice Management Quote Management Sales Order Management Purchase Order Management Consignment Management Multiple Currencies Sales Tax Compliant Change an Quote to an Invoice with One Click Save Data Re-Entry Auto Credit/Debit Accounts when Invoices, POs, SOs saved as PAID Track Currency Exchange Rates Fast Track 'Save as PAID' button Inventory Integration Auto Deduct Inventory Send Invoice, Quote etc as Email Attachment with One Click Send Invoice, Quote etc as HTML Attachment with One Click Save Audit Copy of Invoice, Quote etc Insert Messages, Keep Notes Cusomtizable How to Pay Methods Integrated with Paypal for One Click Payments Invoice Approved Time and Expense Sheets Recurring Billing Assign Staff to Sales Get reports on Sales History for Marketing Campaigns Accounting Multiple Accounts Management Search Accounts Search an Account Assign Users to an Account Private Account Management Relate Invoices, POs and SOs to a Transaction Void Transaction Management Copy, Move, Delete Transactions Asset Depreciation Management Sales Tax Reporting Transaction Category Management Profit Loss Report Cashflow Report Balance Statement Accounts Receivable Accounts Payable Auto Credit/Debit Accounts (Integration with Invoices, POs, SOs) Export to 4 Account File Types Export to Quicken Web Forms (optional) Create Web Forms freely (Order forms, estimate forms, etc) Assign Workflows to Forms Approve forms by workgroup Multiple and complex workflows management Assign different Views of a form for different workflow stages Design a form the way you need Make forms publicly available for submission on Web Site Over 30 field types available Create your own field types Specify actions for forms On Create, On Submit, On Approve, On Decline (e.g., send an email to the employee, create a new workflow, etc) Project Management Task Management Risk Management Issues Management Web-based Gantt Chart Advanced Scheduling Dependency Management Tasks Costs Management Task Files Management Project Files Management Budget Management Staff Security Control Client Access Billing Rates Management Inventory integration Time Sheet in Task for Billing Billing Rates Management Import/Export to MS Project Create and Manage Templates Assign Tasks to Clients Phase Management Export Project Costs to Excel Auto Notify Responsible Person of Task Changes Inventory Management Manage Products Manage Services Manage Orders Manage Returns Inventory Alert System Automatic Deduction in Invoices Components Management Project Integration Multi-Currency Multi-Tax Ex-Tax Price Mangement Supplier Management Supplier Contact History Management Supplier Purchase Order Management Supplier Files Management Message Control Instant Display of Where Staff Are Fast Phone Messaging System Staff Public Calendars Public Notice Management Employees Staff Centrally Controlled Set Security Permissions Billing Rates Management Sales Quotas Management Contact History Management Files Management Attendance Records Reports Attendance Sheets Workflow Attendance Sheets Assign Colours for Shared Calendars Manage Start, Finish and Review Dates Skills Gap Analysis Manage Positions Manage Attendance Sheets Manage Mailing Lists Manage Attendance Sheets Calendar Daily, Weekly, Monthly Calendars Printable Calendars Share Calendars Resource & Facility Scheduling Manage Invitations Manage Public and Private Events Assign an Event as 'Out of Office' for Tracking Manage Repeat Events To Do List Assign Tasks to Employees in Shared Calendars Integrated with Mail Document Management Public and Private Files Management Instant Office-wide File Access Track Linked Names, Events and Documents Export Addresses to Excel for Mailing Labels Send File by Email within Worlddo with One Click Save Mail Attachments to Private Files Version Management File Security Permissions Speed Uploading of Zipped Files (Auto Unzip) Client Files Management Copy and Move Files Copy Files to Client Login Folder for Client Lead Files Management Project Files Management Task Files Management Reporting 60+ Essential Reports Finance Reports Built-in Custom Report Filtering Export Finance Reports Marketing Reports Drill Down Clients and Jobs Reports Upsell Reports Sales Forecast Sales Quota Reports Time and Expense Sheet Reports Billed and Unbilled Time Reports Database Control Client-server technology MySQL Database