Manage Files / Projects / Clients

Most professionals organize their work in files, with a separate file for each client or matter they are working on. Depending on your profession, you might refer to these files as projects, matters, clients, cases, briefs or something else. Here we'll call them 'Files' – you can call them what you like in Credenza.

Along with phone calls and time entries, Files is one of the new Credenza modules seamlessly added into Outlook.

The heart of Credenza is the ability to relate all your Outlook information to your Files. A File is like a virtual file folder where you store information relating to one matter. You can associate emails, contacts, notes, tasks, appointments, phone calls, documents, time entries and custom information to a File. This makes it easier to be organized, to find information when you need it, and to bill for your activities.

Your Files can be sorted and filtered to display only the ones you need. Depending on your profession, you may have many different types of Files. Credenza comes preconfigured with applicable types based on your profession -- of course you can further customize the list to meet your needs.

So what exactly is stored in a File?
Anything you can do in Outlook can be associated to a File, from emails and appointments to notes and tasks.

Not only is it a collection of all the activities associated with a particular project, but the File in Credenza also lists all of the relevant contacts and the role they each play on the File. You can also track business referral sources, billing rates and status, accounting details and much more.

With the ability to relate all Outlook records to client files or projects, Credenza allows you to see the complete picture with all of the relevant details about each File.

The various File tabs in Credenza list the related information, and are dealt with in more detail in the other sections in this features list.