Cegid Expert

Access to data / documents your customers content in Cegid EXPERT

Users of "Cegid Expert On Demand" within firms Expertise Accountant: direct access in real time to your data from your mobile!

Main functions available:

   My clients

     - Easy search of a customer, recent customers, favorites ...

     - Access to customer data: characteristics, addresses, contacts, documents GED, stakeholders about folders, notes ...

     - Quick access to phone to initiate a call, the mail ...

     - Geolocation

   My Documents

     - Easy search of a document stored in the cabinet GED (per customer, overall, recent documents and favorites)

     - Insertion of a new document from the mobile

     - Sending the document by mail to a contact ...

   my staff

     - Access to the main data; Quick access to phones and emails ...

   My Notebook

     - Written notes and audio, assignable to clients.