Latest release of Opera II (6.81)
The latest release sees the new and improved Opera II Dashboards with brand new functionality to better meet your needs, further enhancements to the core Opera II product, and a new release of Document Management. We’ve made significant improvements and added greater flexibility to the Opera II Dashboards Manager module. You can now do the following:
New and improved Opera II Dashboards
- Customise a dashboard to display the charts for a certain user or group of users. For example, you may want to create a ‘Sales’ dashboard so sales managers can have their own personal dashboard that includes items only for their sales regions.
- Need further, in-depth information? Now you can configure a main chart to link to another chart to drill down to more information. For example, each segment in a pie chart displaying sales values by region can link to a drilldown chart that displays the detailed information behind the values.
- Configure a main chart to link to a website. For example, you can link a customer’s postcode in a grid chart to a website like Multimap.com or to their corporate website.
- Configure a main chart to link to a separate dashboard. For example, you may have a dashboard that displays all the key performance indicators including a chart displaying employee turnover. You can link that chart to a different dashboard that perhaps displays only payroll and personnel related charts.
- Configure a main chart to display information that is relevant for a user. For example, so a Sales Manager can view a specific geographic region or sales territory.
- Create charts that group information together to display summary values. For example, in a list chart users may want to present a total of sales values by geographical region or sales territory.
Fixed Assets
Do you currently maintain your asset register in an Excel spreadsheet? Now you can easily upgrade to the Opera II Fixed Assets module by importing assets from an Excel spreadsheet.
CRM
There are a number of new options added to the CRM group of modules to improve performance and increase flexibility:
- Do not store email body text in History has been added to the Set Options form in CRM to alleviate the large database tables at customer sites.
- Show All Sites has been added to the Choose Equipment form in the Helpdesk module. When the option is ticked, equipment that is located at all sites is displayed.
- Include Inactive Contacts has been added to the Contact Advanced Search form in the SPM module. When the option is ticked, any contacts that are marked as inactive are not included in the search results.
- Maximum No. Of Records Per Output Document has been added to restrict the number of letters in a Mail Merge document. This controls how many letters are included in the document that is created when the mail merge is processed.
Document Management (2.11)
The new release of Document Management contains an enhancement which gives you greater flexibility when retrieving information. A new sorting option offers three choices: ‘Newest to Oldest’, ‘Oldest to Newest’ or ‘Document Version’.
Read more in the Opera II (6.81) Guide to Enhancements.
Opera II (6.50)
Opera II (6.50) delivers modular enhancements, additional functionality and three brand new applications:
- Service and Helpdesk Management
- Executive Dashboards Manager
- Advanced Document Management
Service and Helpdesk Management
The level and quality of service you offer your customers can be the differentiator between keeping or losing contracts and winning new ones. With Service and Helpdesk Management you’ll have greater control over your service calls and service staff, bringing productivity gains, improved profitability and cost saving through streamlining processes.
Service and Helpdesk Management works with Sales Pipeline Management and Sales Order Processing to provide complete, end-to-end service and maintenance management from Quote, Order and Delivery through to Installation, Contract, Service, Breakdown and Billing. The contract information includes value, equipment covered, billing periods and renewal date. You can also log all activities against a contract, such as site visits and Helpdesk calls, so that you have a complete picture of the contract, all in one place. 
Enhance the quality of your service with Service and Helpdesk Management. Read more...
Executive Dashboards Manager
Create and publish your own dashboard items with the Executive Dashboards Manager. It’s easy to build with a library of charts available and options to choose colours. You define what Opera II data it reports on and customise how you want the chart to look. Be as creative as you like.
What’s more, if you have bespoke fields within Opera II, you can include these fields when creating new dashboard items.
With the Executive Dashboards Manager:
- Dashboard items are easy to build
- Your information is presented with real visual impact
- You can choose from a range of chart types including 3D graphical styles
- You'll have your own view of the business
Unlock key business information with the Executive Dashboards Manager. Read more...
Advanced Document Management
Document Management helps businesses save money by reducing paper waste. For greater flexibility and easier retrieval, Advanced Document Management delivers two new functions, Content Indexing and Deferred Indexing.
Content Indexing
Content Indexing captures words from machine typed text, scanned images, .txt and .doc file types and uses the text to index the document. This automated method of indexing documents is in addition to Manual Indexing and Barcode Indexing, making it even easier to retrieve documents.
Content Indexing enhances the use of captured data within Document Management with:
- Inclusion and exclusion dictionaries which allow you to manage the words that are used to index the document
- Improved retrieval and analysis of data which allows for cross reference of documents using any combination of words and terms
Deferred Indexing
Captured data can either be indexed at the point of capture, or at a later stage with Deferred Indexing. Users will enjoy greater flexibility including:
- Documents can initially be captured as a batch with a name without being indexed, and can optionally be assigned to a user for future indexing
- Ability to browse, create and index a batch from images created by multi-function devices such as large photocopiers that 'scan' to a path on the network
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Go green and move to a paperless office with Advanced Document Management. Read more... |
Click on the links below for more information on Opera II (6.50):
- Opera II (6.50) Enhancements Guide
- See it in action - Book a free web demo
Opera II Version 6
Opera II Version 6 delivers more functionality, further enhancements and two new modules to the end-to-end solution; Executive Dashboards and Document Management.
Executive Dashboards
In today's competitive business environment, organisations need access to their business data in a format that will assist in making the right decisions, manage performance and drive results. Pegasus Executive Dashboards provide a visually stunning presentation of key business information in real time through a wide range of user selected formats, with powerful drill down to underlying data. This allows the management team to easily identify trends and issues and take immediate action.
Put yourself in the driving seat with Executive Dashboards. Read more...
Document Management
Information is vital to any business. It's how you manage it that makes the difference. Document Management is a complete image capture and file management system that retains all your essential documents and stores them electronically, for instant access. The final transition to a paperless office is now a reality. Document Management integrates seamlessly with Opera II and will drive significant cost savings to any organisation.
Document Management allows for a full representation of your key business information, from general correspondence to sales orders, supplier documentation including delivery notes, invoices and credit notes, job costing paperwork, such as time sheets and requisitions, and many other types of information. You'll never lose paperwork again. Read more...
For more details, click on the links below:
- Download Opera II Version 6.00 Guide to Enhancements (PDF)
- Tell me more about Opera II, the complete end-to-end solution.
Opera II 5.50
Sales Pipeline Management
In today’s hectic business environment, employees need more tools and information to win new customers and manage existing customer relationships. With Sales Pipeline Management (SPM), you gain total control over customers and prospects, whatever your goal.
SPM is a fully integrated module of Opera II that gives you clear visibility into all stages of the sales process. From the first point of contact, you can manage prospects, convert prospects to customers, manage the customer relationship, report on their profitability and increase your business potential with them, all from one solution. Read more...
