Editions and modules

CAS genesisWorld is available in variety of different editions, for example, the Standard Edition, the Premium Edition and the Suite. A range of modules is also available for all the editions. CAS genesisWorld can therefore easily be adapted to the individual requirements of your company and industry sector.

Using different editions in mixed mode

You can deploy the Standard and Premium editions simultaneously in your company and select which users are allowed to use which version.

As a rule, only the functions that users can access will influence their work. This means, for example, that mandatory fields linked to the Type and Status field will not be displayed for Standard Edition users because the Type and Status fields are not available in the data record window.

Premium Edition functions

For more details on the range of functions and the integrated modules in this edition please consult your CAS Partner.

Link search

Use the link search if you want to search for data records by their links. You can search for linked data record types as well as for different link types.

Primary links

The Primary links link type can be of use in project business if all data in the system is assigned to the project and the project itself is assigned to a customer (address).

When archiving e-mails and working with archiving templates, you can enter primary links.

You can define filter conditions in the settings for the link wizard. All set filter conditions also apply if you enter parent links: go to the General tab of a data record and enter the links with the Parent field.

Tree and tree view tab

The tree view or the Tree tab display primary links of a data record. Primary links can be edited in this view.

Group structure

Different link types display company structures following the parent-child relations model (1:n).

Corporate group dossier: This displays all a company's links on the Dossier tab when in a company or contact person data record. All of the following belong to corporations: all the addresses which are linked together through either the parent or child links. The respective contact persons are also included. All the child links within a concern structure are displayed in a concern dossier but not, however, the available links in the hierarchy above the data record you currently have open.

Project status in projects

General tab of a project data record: Users can evaluate a project through RAG rating with the new Project status field in projects. The project status can also be displayed in lists and the field is used for the search and to filter information.

Automatic number assignment when creating a data record

An automatic number assignment can be made for the following data record types: Addresses, Receipts, Documents, Campaigns, Products, Product groups and Projects.

Input help

Input help options can be created hierarchically.

Functions for the Type and Status fields.

The Type and Status fields are completed mainly by the Input help. The input help can be created in two phases: the value selected for the Type field, determines the values that are displayed for the Status field.

The input help are defined and set up by the administrator in the Management Console. Thus, possible values are made clear which means that functions can be controlled via specific values.

This ensure that users receive exactly the data they require for specific situations. And the data is also recorded in a natural order as it would in the specific situation.