Office and organisation
Contacts, calendar, tasks, documents and administration.
Find the contacts, notes and documents you need to run your organisation. Organise tasks and appointments using the tools available to your team.
How can your organisation use it?
The calendar and shared records help teams pass on information. Contract, loan and incident modules complete this environment as needed.
What you can organise in practice.
An everyday example.
During a conversation, an owner shares an instruction. It becomes part of the relevant contact or animal record.
The team organises the next steps in the calendar and task tools, so authorised people know what needs to be done.
Your questions answered.
Does every team member see the same information?
Roles and permissions govern access to features. Their configuration should reflect your team's responsibilities.
Where can I find contact groups and the calendar?
Bureau → Contacts provides the Répertoire and Groupes tabs. Bureau → Calendrier provides the calendar and, depending on enabled modules, visits. These entries bring together office tools for day-to-day organisation.
Details to clarify.
Sharing information requires appropriate access settings, particularly for personal data and sensitive documents.
See the tools in action.
The demonstration helps identify the capabilities that suit your activity.