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Features by product

Liaison Messenger EDD Feature

Notes

Info or Video

EDD Core

* PLUS Extension

* ETL Extension

Create & Call Ad-Hoc Reports

Embed QR Codes in Forms/Reports

(new for version 2021)

(new for version 2021)

Embed Hyper-linked Images in Forms/Reports

(new for version 2021)

XY Coordinates/DIT Hybrid Form/Report Mapping

(new for version 2021)

XY Coordinates Multi-Document Attachments 

Auto-Create Queue File

Office 365 Multi-Factor Authentication 

Enable On-Demand Recipient List Refresh 

Automate PULL DATA REQUEST Triggers/Schedules 

Import OData JSON File into EDD (PLUS) 

Import SQL Table into EDD (PLUS)

API Endpoint URI/Collection Management

Call REST WebServices

Call SOAP WebServices

Import OData JSON file into SQL (PLUS&Cloud)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

(new for version 2021)

DocuSign Enabled Account Document Distributrion

Call/Schedule SSRS Reports

Call/Schedule Crystal Reports

Execute SQL Stored Procedures

LiaDaemon.Exe: Windows Service

Microsoft Outlook Automation

Windows PowerShell Script

Create Compressed ZIP Files

Publish File to SFTP/SSH Site (PLUS)

Automated Emailing of documents (Batch emailing)

Automated faxing of documents (Batch faxing)

Uses customers existing reports - SSRS, Crystal, GP dexterity, etc.

Automate the distribution of multiple copies of forms

Automate the distribution to multiple printers

Built-in archiving of forms

Create dynamic subject and e-mail text

Video-button.gif

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Automate distribution of forms to Salespeople

Distribute copies of forms based on data in the document 

Attach static and variable attachments

Send document to unique recipient

Add Marginal Words to document

Manage multiple form templates for a customer

Manage multiple form templates based on data on form 

X

X

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Route forms based on Site ID

Route forms based on Territory ID

Route forms based on data in document processed

X

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X

Liaison Messenger EDD Feature

Notes

Info or Video

EDD Core

* PLUS Extension

* ETL Extension

Features Unique to Invoices and Shipping Documents

Insert hotlink into email text of an invoice or shipment notification

Blockout of pricing on shipping documents

X

X

Features Unique to Statement Processing 

Send Order Acknowledgement to unique recipient

Blockout pricing on shipping documents

Create unique Bills of Lading that are triggered based off of the shipping method

X

X

X

X

Features Unique to Statement Processing 

Automate distribution of Statements based on aging of past due invoices.

Attach past due Invoices to Statements

Send Statement (and past due invoices) to Salesperson

Notify management when Statement for a client is past due by (x) days and (x) dollars.

X

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Liaison Software Corporation
11 Orchard, Suite 108
Lake Forest, CA 92630
800.811.4618  - 714.543.9877  -  Fax:  714.543.0887

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© 2020 Liaison Software Corporation.

ABOUT US

Liaison Software Corporation is a privately held company, located in Southern California. Founded in 1993, Liaison Software developed the first commercially available DOS-Windows cross-platform CRM system. That product, Liaison CRM, is still available today in it's 6th version.

Liaison Software Company, LLC incorporated in March of 2001 and was renamed; Liaison Software Corporation. 

During the 2000s, Liaison focused their efforts into expanding their Liaison Messenger product into the booming Microsoft Great Plains and Solomon IV Accounting market which later became Microsft Dynamics GP and SL. Liaison Software Corporation is a Certified Partner and Certified Independent Software developer for Microsoft Corporation as well as a strategic Development Partner for Sage Software.

Becoming an Integrated Solutions Vendor for Epicor in 1995, Liaison has expanded its offerings and now develops Workflow Automation Solutions that supports a wide array of accounting systems with an emphasize for Sage Software’s Sage 100, Sage 300, Sage 500, & Sage X3 and the entire line of Microsoft Dynamics AX, GP, SL, NAV, and 365 products.