VIC Beaver

Cratchit.org

Vital Information Center

Build Better Customer Relationships

Screenshots

My Activities
My Activities Page
This page greets you when you start the system. It displays current and future appointments, and current, future, and overdue To-Dos. The large icons give you fast, easy access to your Inbox, the Journal, Library, and Contracts database.
Organizations View
Organizations View
Organizations and associated contacts show up in one categorized view. You can quickly navigate to any entry just by typing, and can change the sort order by clicking on the column headers.
Person
Person Document
You can associate any information at all with a contact, including attachments. Hotspots (hyperlinks) allow you to send email, visit webpages, and get directions directly from this page.
Organization
Organization Document
Multiple contacts can be associated with a single organization. Also, organizations can be associated with "parents" to represent organizational heirarchies.
Vendor Financials
Financials
The contents of the "Financials" tab varies depending on whether you're looking at a vendor, customer, or Lending institution. You can link directly to the FDIC website to retrieve financial reports for banks. VIC's open architecture allows you to pull financial data directly from your own accounting system for vendors and customers. Of course, Cratchit.org can help you by providing custom programming services.
Correspondence View
Correspondence View
VIC can manage all of your correspondence... emails, letters, faxes, phone calls, and face-to-face meetings. Incoming emails are automatically associated with the customer's account based on the senders' e-mail addresses and are properly filed for you.
Letter
Letter
Much of letter-writing is automated for you. VIC will format the letter using the address and preferred salutation in the recipient's Person record. The Library holds document templates with boilerplate text. Commonly used letters and memos can be generated with only a few mouse-clicks.
Print Preview
Print Preview
Letters and faxes turn out picture-perfect, whether printed on letterhead or plain paper.
Calendar
Calendar
VIC's robust calendar improves upon Lotus Notes' by relating your scheduled activities with the proper accounts. VIC also provides for many more types of scheduled activities. You can document meetings, to-dos, and phone calls. When you schedule a Product Demo you can relate a customer, vendor and product with the activity. And scheduling a Conference allows you to associate multiple contacts with the same activity.
Phone Call
Phone Call
This is the default Journal Entry type. This enables you to very quickly document a phone call while you're on the phone.

All Journal Entry types allow you the opportunity to associate expenses with them. Travel expenses, phone surcharges, etc. can be documented. If you wish, you can embed a spreadsheet to assist in calculating these expenses. It's perfectly feasible with VIC to forego expense reports entirely, getting the information directly from the Journal instead.
Conference
Conference
This is a special type of Journal entry. Basically, it's a meeting with more than one attendee. The additional attendees are entered as child documents.
Phone Call
Conference Attendee
Each conference attendee can have his own individual record of travel arrangements and expenses. This is particularly useful when these arrangements are being coordinated by your office.