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Darwin™ can form the centre piece of any small business strategy. You and your team can have 1-click access to all your customer records, notes, documents, orders and emails from one secure place... within a great looking software interface that's rich in functionality!
Not only does Darwin™ do Customer Relationship Management (CRM), it also handles your Business Process Management (BPM). You can visually map in your business Workflow, which then automatically processes your team's work, tasks, reports... what ever you want it to. Darwin™ even illustrates on screen what stage a particular customer or order is at, so the user knows what to do next.
Darwin™ has also invented the world's first commercial Form Designer for Windows®, which automatically creates VisualForms™. The clever thing about these forms is that they automatically manage data behind the scenes, which we call DynamicData™. This means that while data is stored in an enterprise level Microsoft® SQL Server™, you have nothing to do directly with it - you just visually layout your record forms by drag & dropping fields, and Darwin™ takes care of the tricky bit. With Darwin™ a Business Manager can achieve in a hour what a highly skilled Programmer would normally take several days to do!
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But all that is behind the scenes. Please see below for the full list of user features crammed into the first version of Darwin™ !
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- Quickly create your own data forms with drag & drop Form Designer
- No database knowledge required, just visually layout your forms
- Preview your forms as you create them
- Group your information into tabs (ie. create multi-page forms)
- Mark fields as required, or hidden from search
- SmartTag any field, so users get 1-click type ahead access
- Create forms from existing Templates, or Save Form as Template to create other forms
- Incorporate filtered lists, and grids with custom column headings
- Add existing fields/lists from other forms
- Link forms together to create relationships
- Update your forms any time you want - no IT knowledge or special skills required
- Add notes to records
- Add documents to records (one of which can be marked as primary)

Darwin™ is totally unique - a milestone in the way that data is managed, ie. without the need for an IT department! Using the evolutionary VisualForm™ Designer, Darwin™ users can create VisualForms™ from their existing business forms in minutes, without knowing one end of a database from the other. The data forms have all the usual elements (fields, drop downs, checkboxes, etc) and have some very advanced features (grids, lists filtered by another list, link to other form, etc).
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- Open records instantly by type-ahead matching of names, email, mobile, etc
- Browse records on remote server with Vista-style browser
- Open recently viewed records from most recently viewed menus
- Perform simple searches with Google®-type simplicity
- Handles 'Boolean' type queries (eg. apples NOT pears)
- Perform highly accurate searches within forms, notes, documents, & spreadsheets
- See context snippets in search results (like Google) including links straight to the matched content
- Define what fields you want to see in search results (eg. post town)
- Perform advanced searches by applying filters to search
- Expand search to multiple databases
- Create shortlists of customers/clients/contacts

Darwin™ SmartTags enable you to instantly bring up a a record by typing a few characters of the name, email or phone number - information literally at your fingertips! Or for an intelligent match over hundreds or thousands of records, the Darwin™ Search is simple to use yet extremely powerful, quick and most important of all, highly accurate. As well as viewing the actual snippet of content found, you can also specify what fields you want in the results.
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- Send email with Outlook™-style functionality
- Send SMS
- Receive email (if Microsoft Outlook™ installed)
- Import and process email from Darwin™ contacts
- Refer to all messages sent and received in Message history
- Easily send email & SMS to shortlists
- Create personalised message templates (eg. Dear [name], etc)
- All sent messages stored in the system, and accessible at future date via History
- Styled to look and feel like Outlook™ 2007
- Does not require Microsoft Office®, but user experience is enhanced if installed

Darwin™ messaging enables you and your team to communicate with your customers/clients by email and SMS, and retain a centralised copy of the message within Darwin™. This means that you can be at work or at home, and still see what was sent to the client and by whom. Personalised template-based messaging ensures your organisation is sending out consistent, legal, error free messages. If Microsoft Office® is installed, you can even read your email from within Darwin™ !
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- Manage personal schedule in diary
- Day, week or month view
- View diary of other team members side-by-side, and make appointments for them
- View custom view of diary for each customer/client
- Supports reminders and recurring appointments
- Styled like Outlook™ 2007
- Does not require Microsoft Office®, but users experience enhanced functionality if installed

Darwin™ Scheduling tools help everyone to work together. Now you can manage your own schedule inside Darwin™, manage other people's schedules, and even see a separate schedule for each customer right below their details. You can compare schedules side-by-side in Day view, or see multiple schedules on a single month view (with appointments identified by User's avatars). Now everyone can work off the same page!
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- Visually map out your business process into a series of steps
- Assign each step to a person (or people )
- Optionally choose to authorise each step, or allow the user to skip the step
- Create rules which the step must satisfy before Workflow can proceed to the next step
- Authorise step by Manager (optional)
- Allow user to skip step (optional)
- Assignee automatically receives a ToDo item in their task list
- ToDo item loads appropriate record and generates instructions required to complete step
- Live workflow reports automatically generated for Manager

Darwin™ Workflow ensures each person in your team is passed work at the appropriate time, and (optionally) told what to do, when to do it, and how to do it. When a task a due (eg. 'follow up new client') it puts a ToDo item in the Assignee's Task list, which when clicked brings up the appropriate record and provides instructions to the user on what to do next. Managers can see live reports on the workflow throughput, identifying process bottlenecks before they become problems.
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- History keeps an automatic record of every interaction with a customer/client
- History view automatically displayed next to every record
- Records actual data changes (eg. 'tel changed from 011 to 022')
- Audit History cannot be edited or tampered with

Darwin™ History shows you everything that has ever happened to that contact or client, and who on your team did it. Any data changes are stored for reference, and every interaction (including system workflow tasks) are logged to provide a comprehensive audit. Unlike other systems, this audit is ready to view next to every record, and automatically updates to match the record you are currently looking at. You can even include History in your list of places to search for information.
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- Visually create your own reports with enterprise-level ReportDesigner
- Drag form fields onto report
- Assign view privileges to users/managers
- Supports headers/footers, charts and graphs, remote data sources
- User can save report in DOC, PDF, XLS, etc
- Save report to PC, or email to others

Darwin™ ReportDesigner provides you with complete control over your reports. Drag & Drop fields onto a report and hit save. Users can run a report at anytime, save to disk in a variety of formats (PDF, XLS, DOC, etc) or email to others. As you would expect, you can add headers and footers to reports, as well as 'Group By' etc. We are currently working on a feature that will enable Darwin™ to generate reports on other systems (eg. in Darwin™ run a report which gets data from the Marketing database).
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- Instant Messaging
- Publish form to Web
- Enhanced Workflow
- Integrated RSS
- Online/Offline mode
Customised versions for:
- Recruitment
- Accountancy
- Legal
- Asset Management

We are committed to building more useful features into Darwin™ , to give you an even more competitive edge. Check back to this site for further updates...
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copyright © 2007 Darwin Corporation
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