Connect to external data sources
Radix DM provides the ability to link Library Group Fields to external data sources. This means data such as client lists, project lists and matter lists do not need to be unnecessarily duplicated in Radix DM. In the example above, as soon as a new account is entered in Microsoft Dynamics CRM, documents can be saved against the same client in Radix DM.
Another example is in creating a Customer field for your Customer Documents Library Group in Radix DM that links to your accounting system. When saving documents in Radix DM users can select a customer from the customer list drawn directly from your accounting system.
Fields in Radix DM have been linked to a wide variety of external systems including the following.
- Microsoft Dynamics CRM
- GlobalX Open Practice
- Sage Handisoft
- Connectwise PSA
External data connections are read-only, there is no risk of data changing in the external system.