Microsoft Word

With the Microsoft Office integration, you can create your letters, faxes, logs, presentations and other documents in a familiar Microsoft environment, and save them directly as document data records in CAS genesisWorld.

• Document management
• Basics for letters and e-mail campaigns
• Microsoft Word toolbar

You will be connected automatically via a CAS genesisWorld add-in that both Microsoft Word 32 bit and Microsoft Word 64 bit support. Settings are not necessary.

In CAS genesisWorld you can link any documents you like to addresses, tasks, appointments and so on.

As a result, you will have complete customer dossiers that also include customer documents.

Essential rights for the administrator and advanced users

To install the CAS genesisWorld Add-In, users require various rights depending on the type of installation.

• Installing CAS genesisWorld with the MSI package

In this case, users do not require any local administrator rights.

• Installing via the ClientInstallation with deactivated user account management

In this case, users require local administration rights

• Installing via the ClientInstallation with active user account management

The add-in will not be installed.

• Installing with the help of the HotfixSetup and Setup.exe

With this type of CAS genesisWorld installation or update, the add-in is installed or updated.