Directory

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Task, project & quality management
Contacts and directories module (CRM)
Web management and automation
Human resources
Products, assets and sales
Finance management
Metrics and Measurements

Technical Modules

Sabre plugin module
Enterprise Architect connector

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The AyMINE Framework Module
System Management

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Directory

Directories are used to store business and people contacts

Directory contacts are broken down into individual directories, mainly to protect information. This allows you to control who has access to information and who does not. Access settings are used both to protect valuable business information and GDPR legislation.

You can create any number of directories on your system and control access rights to each one. For example, you can have a directory of business contacts visible only to the business department and another directory of business contacts created for a specific project.

Active Contact Management

A directory is a business area and besides contacts, tasks. This allows you to log the tasks that need to be done with contacts (e.g. repairing them, calling customers with a new offer, etc.) directly in the directory.

Directory on your mobile phone

Directories can be synchronized with Sabre module to your mobile or other application, e.g. MS Outook, Thunderbird, emClient, etc. This allows you to use contacts immediately for emails or phone calls. At the same time, they can be shared with those who need them.

Using Directories and GDPR

Directories comply with GDPR, in particular they support data protection, secure storage of information and recording of data processing methods.

Example: For a project, you create a directory of everyone who cooperates on the project. The directory serves everyone for the duration of the project and they can make calls easily.

When someone stops working in the project, you remove their contact from the directory. At the same time, they stop synchronizing to everyone else's device and so you download the contact from the company records, as GDPR requires. But you can keep the contact stored in another directory for a coworker.

When the project ends, you cancel the directory. They stop synchronizing to people's devices. This makes it easy to cancel all shared contacts.

Note: To synchronize a directory with a mobile phone or external applications, you must have an active Sabre module in AyMINE.

Setting up sharing to a device or external application

Sharing data from a directory can be set up by workers who have a directory enabled to work actively. Sharing is a form of individual access address for everyone. Workers have the option to share directories as individual directories or all together as one company directory.

In the user settings (Main Table > My Settings), the user has the option to set up sharing and copy the connection addresses.

Remember:_ Even without synchronizing contacts to your mobile, you can use the contact and make calls either directly from AyMINE in the browser on your mobile or from the AyMINE application.

Good to know

Customer Groups

The division of contacts into directories is mainly used to manage access rights. One contact cannot be in multiple groups. There are customer groups / group of contacts for the business breakdown of contacts. In the description of customer groups there is a more detailed description of differences.