AffinityLive provides an Admin navigation menu which is available to all users. However, the options that each user can see/modify will depend on the permissions granted them by the AffinityLive administrator.
A user with the "admin" access level does not need specific permissions - they have system-wide access.
AffinityLive's modules are specially designed to help you and your team manage the different types of work you do for your clients.
From the prospects module for making sales, through to the jobs module for tracking projects and the issues module for client service, the distinct modules in AffinityLive are able to be tweaked and modified to suit your own specific business requirements.
Odds are, you already have a bunch of client data stored somewhere. It might be scattered in the address books of your staff, or it might be in a bunch of spreadsheets. You might even be upgrading to AffinityLive after outgrowing a basic contact management and database application.
No matter where your client data is coming from, we've got a way to help you get it into AffinityLive. With dedicated imports from Google Contacts, Highrise, Basecamp, Sovle360 and CapsuleCRM, and spreadsheet imports able to handle information from tools like Salesforce, ACT, Goldmine, Microsoft Outlook & Dynamics and your own custom database, with AffinityLive you can get up and running in no time.
Business process configuration is the key to getting the most out of the modules you are using - whether they're Issues, Prospects, Jobs or Contracts - by creating statuses, fields and business rules that work for you.
While AffinityLive is designed to provide an integrated, single client view, we also appreciated that not all of your staff need to have access to every module, and that you want to make sure only some staff can edit settings and configuration values.
The good news is that AffinityLive supports a robust access control model, allowing you to define explicit permissions on a granular basis for individual users or across groups of users.
The web file system is a way of accessing documents, images, spreadsheets and other files that are stored in AffinityLive's cloud storage using desktop mounted folders which will be familiar to anyone who's ever used a network drive.
You can upload or edit documents, as well as entire folders and sub-folders, quickly and easily using drag and drop functionality. Once uploaded, files are synced into AffinityLive within a few minutes.
AffinityLive is supporting an increasing number of 3rd party integrations to help you work smarter, including Microsoft Exchange, Google Apps, Xero, Saasu, Yammer and more. Check out this section to see how the integrations work with various products, and how to get them set up for you and your users.
Want to capture details like a client's favourite sport or their spouses' name? What about order numbers on a prospect, or which division is looking after an issue? Profile fields are customizations that allow you to capture your own data against objects in AffinityLive.
Rates are used in AffinityLive to help you define various sets of hourly fees. But defining rates, you can achieve billing consistency, and ensure that all time billing activities are conforming to your business' rate card.
Contributors are third parties - ie, not the direct client - who still need to play a part in the work your doing for clients. From being part of a proposal (potentially as a client adviser or one of your reseller partners?), jobs, issues and even working as an agent for the client themselves, the contributor module allows you to handle the kinds of complex, real world relationships that you and your team face.