What are links?

This relationship between records in CAS genesisWorld is created using links. A link connects two data records.

If you have scheduled an appointment with a customer, the address is linked to the appointment.

For each activity with regard to the customer you create new data records: phone calls, tasks, appointments, documents, e-mails, and so on.

All data records for a customer are linked to the customer's address.

All business processes for this customer are documented.
All data is connected to the customer via links.
Whether phone call, e-mail or cover letter — using the different data record types, you can enter various activities including the respective information.

Over the time, you will gain a collection of linked data records giving you a clear overview of your customers' activities.

The technical term in CAS genesisWorld for this linked collection of data records is Dossier.

Links always connect two data records. If you want to view the links, you can do that by opening any data record.

An e-mail campaign is executed for several addresses and is also linked to all these addresses.

If the customer is the center of focus, then you will see the links to this e-mail campaign and also, for example, the links to other e-mail campaigns.
And if the e-mail campaign is the center of focus, then you will see the link to the customer and also the links to the other campaign addresses.

All data records in CAS genesisWorld can be linked to each other and a Dossier exists for each data record.