Did you know? Contact Groups

Team

Did you know that you can set up different groups for contacts in VISCO? For every contact you enter into the system, you have the ability to assign a contact group. This customizable list allows you to create different labels. So for example, if you wanted the ability to send bill of lading documents to […]

VISCO CRM 5.0

computer

VISCO’s 5.0 CRM module allows you to track Customer and Vendor Opportunities, Sourcing Request, Customer Quotes as well as manage contacts.   The Opportunities module in VISCO that allows you to track potential prospects (leads) for sales or purchases.  Within Opportunities VISCO can track Sample request, product pricing request, specification request, and more. Each opportunity […]

Email Integration

email

One of the most common questions that new VISCO users will ask is to clarify how the integration with email works. Considering the number of variables and options, it makes sense to document these options and present them in our blog. To start with, it is important to understand the options available in terms of […]

Preparing Your Data for the Initial Data Conversion

Initial Data Conversion

Typically we will bring in the lists of Products, Customers, Vendors, Warehouses, Freight Carriers, and Contacts during the initial data conversion.  Although complete data history can also be imported, this is not typical due to the added cost required to do this work during the implementation along with the fact this data can still be […]