By choosing Cosential, you get constant innovation at no additioial cost. New enhancements are instantly available without the expense and hassle of software upgrades. Following is a list of enhancements and features developed in the last year that help make the most usable and powerful CRM and marketing system in the AEC industry an even more powerful system.

Cosential can integrate with ANY financial system including all Deltek™ Products

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Using Cosential Web Services

Contact Manager: Company and Contact

Create versions of contact and company records after an edit made from outside the Cosential Web Interface.

Data Import

Import contact and company data into Cosential with duplicate checking

Import personnel data into Cosential with duplicate checking and active/inactive toggle

Financial Sync

Prepared complete documentation for the Cosential Financial System Connector and added project fields to the connectors

Using Cosential Via Other Devices

Desktop Integration with Cosential

Import contact and company data into Cosential with duplicate checking; include contact owners, events, mailing lists, and other value lists

Update Cosential and Outlook contacts with version control and duplicate checking

Take and upload project photos from your iPhone to project records within Cosential

Upload multiple photos at once from iPhoto to project records within Cosential

Mobile Integration with Cosential

Update contacts, tasks and call logs between Apple iPhone and Cosential

Cosential Web Interface

Administration

Filter activity by 7, 30, 90, or 180 days

Advanced Search

Search for opportunities by Opportunity Region

Cosential Web Interface

Company

Verify addresses within the US or Canada with postal service databases

When deleting a company record a warning window pops up if a contact is associated with the deleted company

Contact Manager: Company

Add custom fields to the Company component. Types available: short text, text, number, currency, percentage, value list, and date

Choose to use either multi-select or single-select value lists for company types

Contact Manager: Company and Contact

Roll-back to previous versions of contact and company records; view changes made

Contact Manager: Contacts

Email a contact's vCard to share contact information with non-Cosential users

Contact Manager: Events

Manage events your firm is hosting; automate invitee response with RSVP website

Contact Manager: Opportunity

Choose to use either multi-select or single-select value lists for firm org categories, primary and secondary categories, and delivery method

Email

Added ability to delete multiple unwanted emails at once

Intranet

Scroll over employee's name and photo from their personnel record pops up

Opportunities

Close date will auto fill if an opportunity is closed but no close date is entered

Opportunity

When associating a company to an opportunity record, we added Address 2, Zip Code, and Division to the list of data that display

Cosential Web Interface

Track leads input via email, website, interface and convert leads to opportunities

Use new standard fields in Opportunity component: contract type, delivery method, shortlisted, interviewed, submittal type

Edit opportunity records from a grid (much like an MS Excel spreadsheet)

Add regions to opportunity records (same value list as used in project records)

Control an opportunity's status (closed/open) by changing the opportunity's stage (prospecting, won, etc.)

Increased ease of use

Edit an opportunity's win probability through manual input

Edit sub-opportunites together from within the factored fee grid

Track sub-opportunities together to not overinflate potential factored fee

Allow only specific values for win probability

Personnel

Associate contact records to personnel records as personal references

Select training items from a value list for quickly updating personnel records

Use skill types to categorize skills (also used as headers in web form for updating skills)

Display project experience in personnel record with counts and construction cost based on project's primary categories

Project

Choose to use either multi-select or single-select value lists for deivery methods

Projects

When associating a company to a project record, we added Address 2, Zip Code, and Division to the list of data that display

Cosential Web Interface

Track a project's change orders

Display a project's construction cost in today's dollars

Track projects costs for construction firms

Track project schedule for construction firms

Generate a full project summary quickly

Track project joint venture data

Track project LEED data

Customize the project regions value list

Include owner/client role in the Project Summary header

Relabel field names and turn fields on/off from display on the Project Summary component

Track project subconsultant data

Publisher 3.0

Fields have been added and output speed has been enhanced

Reporting Engine: All

Additional data fields have been added to all areas of the Reporting Engine

Reporting Engine: Company, Contact, Opportunity, Personnel

Display all fields from tasks, events, and call logs in reports and filter report results by activity dates

Reporting Engine: Opportunity

Display opportunity hit rates based on report criteria

Cosential Web Interface

Display a structured hit rate report by firm org or primary/secondary category

Reporting Engine: Personnel

Use image field criteria for generating personnel reports and display fields in report

Use resume intro field criteria for generating personnel reports and display fields in report

Reporting Engine: Project, Opportunity, Contacts

Use advanced filters to select a single value to display for one-to-many fields in reporting engine

Reporting Engine: Projects

Use image field criteria for generating project reports and display fields in report

User owner's rep fields criteria for generating project reports and display fields in report

Searching: Personnel

Use both first and last name or initial in quick search

Use keywords in quick search to search resume text

Security

Access restricted to overall firm administrator

Increased security by providing random system-generated initial passwords for new users

Increased security by locking out users after 5 failed login attempts within 5 minutes