APX® Integration by CDI
APX® Integration by CDI
Cities Digital, Inc.
The APX® Integration by CDI allows for easy interaction between the APX® CRM and Laserfiche®. Click to learn more.
See Pricing
The APX® Integration by CDI allows for easy interaction between the APX® CRM and Laserfiche®. Click to learn more.
Description

The APX® Integration by CDI allows for easy interaction between the APX CRM and Laserfiche®. Users are able to easily access documentation for the corresponding Users, Activities and Contacts in APX using Laserfiche Web Access or WebLink from within the CRM.

The APX Integration by CDI allows for easy interaction with Laserfiche documentation from the CRM interface. The Laserfiche tab is located within the entity view which can be integrated with Users, Activities, and Contacts. For these entity types, the iFrame is inserted into the APX dashboard for access within the APX CRM.

This integration utilizes Laserfiche Web Access functionality to upload or scan in documents, export electronic files and briefcases, create files and folders, and edit template data. Alternatively, Laserfiche WebLink can be used for viewing documents in read-only.

The Administration Configuration Page allows for mapping between Laserfiche template fields and CRM entity attributes to optimize searching within Laserfiche. In the case where a folder structure does not yet exist in the repository, there is the option to upload Laserfiche briefcases for each entity type per the Users, Activities, and Contacts.

Features

The Features of the APX Integration by CDI include:

  •  A configuration page for administrators to map CRM attributes to Laserfiche Template Fields to optimize searching
  • Full access interaction with respective User, Activities and Contacts documentation
  • Laserfiche Web Access functionality for document interaction or Laserfiche WebLink compatibility for read-only viewing
Pricing

APX Integration by CDI
Price: $5000

APX Integration by CDI Annual Maintenance
Price: $1000

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V 3.3.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server version 9.0 or higher
    • A full Laserfiche license is required.
  • Laserfiche Web Access or WebLink, version 9.0 or higher
    • If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address.
    • Note: WebLink will provide a read-only view of the documentation.
Cities Digital, Inc.

CDI is a document management solutions provider specializing in creative solutions using Laserfiche. We’re proud to be partnered with Laserfiche since 2002. Our trusted solutions, built by CDI, have benefited hundreds of Laserfiche customers. The CDI suite of products is designed around expanding the functionality of ECM through more innovative integration.

Contact
Categories
CRM
Industries
Financial Services
Platforms
More Info

Product Edition: V 3.3.0

Languages Supported: English

Required Laserfiche Products:

  • Laserfiche Server version 9.0 or higher
    • A full Laserfiche license is required.
  • Laserfiche Web Access or WebLink, version 9.0 or higher
    • If the integration is to be used publicly, Web Access or WebLink must be hosted on a public IP address.
    • Note: WebLink will provide a read-only view of the documentation.