Credenza is a useful utility that allows you to manage your project right from Microsoft Outlook. Designed for all professionals who need to be able to record their information around client files, Credenza is ideal for lawyers, consultants, accountants, architects, project managers and more.
It fits seamlessly within Outlook, adding the tools that professionals need to be more productive, without taking away any of the features they are accustomed to in Outlook.
Here are some key features of "Credenza":
· Open a file in Outlook for each client, matter, project or case you work on
· Organize in that file all related Outlook emails, contacts, appointments, tasks and notes
· See all your documents on the file
· Keep time entries for your billable time
· Make notes of phone calls
· Keep track of whatever other information you want on each file using custom fields
· See a complete chronology
· Everywhere in Outlook you can see the file that items relate to
· Practice management utilities and reports
· Automated inbox controls
· Share information with your colleague or assistant
Requirements:
· Works with Microsoft Outlook 2003 and 2007
Limitations:
· 15 days trial
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