TOPIX offers a complete CRM system for macOS, Windows, and iOS, which, in addition to address management, includes features such as appointment scheduling, DMS (Document Management System), ticketing system, and many more. You have the flexibility to choose between On-Premise and Cloud deployment options.
Appointment Management in TOPIX
Appointments, tasks, and reminders in your CRM and ERP
Keep all appointments in view
Fully integrated
In TOPIX, appointments, tasks, and follow-ups are consolidated in a central area. All functions are team-oriented and can be used as the basis for comprehensive workflow management. Through complete integration, cross-functional information and links are directly incorporated. Additionally, it is possible to create new events directly during the creation of correspondence or order processes. This allows you to create or view a document, create an appointment for yourself or a colleague, and automatically inform all parties involved in one go.
The team calendar
The team calendar with toggle options for an overview of appointments for oneself, specific teams or departments, or the entire company, naturally with day, (multi-)week, and (multi-)month views.
Any events
You can use any number of types of events to manage your resources. Even private appointments are taken into account in the calendar and can be hidden from others if desired. With pre-defined event chains, you can create workflows. The following features support you in your daily work: Group, department, and company-based appointment insight, appointment entry for colleagues, automatic notifications with feedback option, and monitoring of delegated events.
The activity overview
The activity overview" displays all appointments in list form, optionally mixed with tasks and follow-ups, and with filters for events that are either delegated by oneself or received from others. Those who primarily work with a focus on appointments will keep this window open at all times.
The event overview
The event overview is a compact list that displays all of your current events, possibly along with tasks and reminders, and (with licensed project management) all current jobs. This option is designed for the space-saving, permanently open display of all tasks to be completed.
Functions from other areas
TOPIX ERP
Address management is just one component of TOPIX. It is complemented by many other smart features from the ERP (Enterprise Resource Planning) domain. Examples include order processing, procurement, production, and project management.
Features: TOPIX Appointment Management
Calender
Calender
- Day, multi-day, week, multi-week, and month view
- Options for limiting the display of events to improve visibility with many appointments and users: own only / own in addition to others / suppress own; private only / private in addition to others / suppress private; general only / general in addition to others / suppress general; internal only / internal in addition to others / suppress internal
- Group functions for narrowing down the display: All users of the system; Restriction by department, level, or team; Select individual or multiple other users; Select individual or multiple types of appointments
- Save any number of restriction settings as configuration
- Set personal default configuration
- Temporal range selection: today; to a specific day via monthly calendar with jump function; to a specific day of a month via daily bar; to a specific year or month via selection lists
- Move and duplicate appointments with drag-and-drop
- Display of all important details on mouse-over
- Create new appointments with a double-click or by defining the area
- Direct deletion with confirmation prompt
- Fullscreen option
Event types
Termine, Aufgaben, Wiedervorlagen
All types of events in one database area for a quick overview:
- Appointments with date and time from/to, tasks optionally with completion date and time required, follow-ups with specified day/time
- Appointments and tasks with specified location and (execution) place
- Appointments and tasks with automatic repetition
- Notification and confirmation function for delegated appointments/tasks
All events with:
- Optional priority and topic Assignment of any number of users
- Assignment for other users "for information only"
- Assignment of any contact persons from the "People" area (CRM module)
- Presence display for others in TOPIX who are active users
- Flexible reminder function at the TOPIX workplace or via email
- Function to confirm/reject a meeting request via TOPIX client/email
- Support for fixed dates and cancellations
- Automatic reference linking when creating an event from another record
- Optional result logging
- Optional function for event chains: Predefined results, logging, and creation of the subsequent event
- 6 custom fields
- Optional overlap check
- Specification for intelligent filtering in search processes
Event types:
- Any number of types of appointments and tasks
- Supplied master list of event types to choose from
- Configurability for the behavior of each type in detail
- Configurability of the display of appointments in the calendar
Activity List
Activity List
- List of all appointments, tasks, and jobs in a selectable combination in a list
- Limitation for own events, other users, and types of events as in the calendar
- Time frame restriction Quick selection for start "from today", "from yesterday", "from tomorrow"
- Time frame restriction Quick selection for end "for one day/week/month" and various others
- Alternative time frame restriction with free appointment specification
- Optionally additional display of unfinished appointments outside the selected time range
- Optionally additional display of already completed events
- Optionally additional display of messages and reminders
- Limitation options for delegation monitoring for events assigned to me by others and for events I delegated to others
- Limitation options for events of specific companies, persons, or projects
- For selected entries, direct display of the most important event details, address and phone numbers, direct entry for result options from event chains, and direct entry of the completed status