
All activities in chronological order. Hover at any time over the MENU button, at the top left, to add various types of records, list existing cards of the same type or quickly consult the sections of your binders.
Each card contains buttons that allow you to add the contact to the Agenda, print the latest Letter, send the latest electronic Newsletter, attach multimedia files and compress them for publication.
You can also invoice your contact in one click and print an invoice with a professional layout.
You can also add a personalized message to the invoice. If it is a memo-type record, the Memotext button appears.
At the bottom of any list, you have several filters to extract cards that contain an email address, a postal address or a mobile phone, and three buttons to print or send them the latest Letter, the latest Newsletter or the latest SMS.
The "Extract duplicates" function creates ready-to-use lists. The log allows you to go back in time and generate time-stamped reports according to a given category, binder or section…
All functions use the same interface and logic.
The "Share with" field allows you to give read and write access to one or several of your cards that you would like to share with a colleague.
The opposite field, "Publish as", gives read-only access to your card (see Public Catalog function).
Check emails received via Gmail.
Integrated email reception from Gmail:
Reply to emails forwarded to Gmail with the email address used to create your ImS account. This "non-Gmail" address must be forwarded to your @gmail.com address to be read by the ImS manager. If you only have a @gmail.com address to create your account on ImS, the reception of your emails by your recipients will be notified by Google as not having been sent from Gmail. It is therefore better to create your ImS account with a non-Gmail address.
You can set aside important emails and classify them via the fields and selectors named "Binder" and "Section" or simply via the "Category" field. It is faster to find an important email in your binders than to search through all your Gmail messages.
Email sending is done entirely via ims.symbol.ch and not via Gmail. This allows you to remain anonymous because your mailings do not pass through and are not scanned by Gmail for "advertising" purposes.
To remain completely anonymous, you should read your emails on ImS.
The top menu "Bookmarks" allows you to have a direct link to your webmail address. Clicking the checkbox next to the "Web Page" field of a form adds it to your list of favorite links.
A future development will allow you to connect to any email provider, in order to take advantage of the ImS options currently offered only to manage "your Gmail".
An address at symbol.ch or memo.video will be granted to you upon request.
Other email providers will be available soon
Invoice a contact and print an invoice directly from their card.
Search for a contact, open their card and press the "Invoice" button. A form opens with the fields required by all accounting programs. With the same gesture, you produce an invoice and an accounting entry simply by entering a wording, a price and the type of transaction (invoice, cash-in, cash-out...). You only need to export these entries into your accounting program; ImS is very useful for all cash transactions made in the field. You can also enter the accounting codes that correspond to your accounting software; however, your cash flow and the tracking of your expenses and receipts are recorded accurately without having to enter accounting codes. For example, simply enter a "collection" at its date from the contact's card and their debit balance will be adjusted. In the near future, we will connect ImS to users' bank accounts to automate transaction entries.
A given wording becomes a selectable item for the next invoice to be issued. You can also attach a file to each accounting entry: a scanned or photographed receipt, a PDF, XLSX or other file.
To print, you first prepare a Letter. In this card, give at least a Title, for example "Invoice"; you can also write a personalized text in the integrated word processor. Finally, go back to the Contact card and click on the "Print Invoice" button. A formatted and addressed invoice will be displayed with all the items you have billed. All you have to do is press "CTRL-P" on your keyboard or use the "Print" menu of your browser to print the invoice on paper or save it as a PDF file.
You can reuse the same Letter for your future invoices.
If in the meantime you have written other Letters, simply open the Letter titled "Invoice" and save it so that it becomes the current Letter. This most recent Letter is then automatically used when you decide to print a Letter or Invoice for a contact. Press the "Print" or "Print Invoice" button on the card.
Print, Email & SMS marketing.
All your communication operations managed by the same system!
Don't scatter your address lists across different Internet services. Tracking and history of contact activity would be incomplete and your data would be decentralized.
In fact, any Newsletter you send is automatically stored in a Binder. This allows you to know how many recipients, to whom and when you sent a given Newsletter.
Sending printed Letters and sending electronic Newsletters to one or more contacts are stored in separate Binders.
Depending on the language used in the Letter, a Binder dedicated to that language is generated.
Start up immediately.
No more need for Excel, Access and Word to do direct mail. No more need to configure a connection to a Microsoft database… Connection is done simply by creating a free account on ims.symbol.ch.
All your data is therefore organized, centralized and accessible from anywhere.
Now all you have to do is collect your addresses. You can do this manually or in bulk via the "Data injection" function. And it's done, once and for all! You're ready for paper mailings, electronic Newsletters and much more… (soon the same possibilities via SMS).
Manage as many item catalogs as you want, with as many multimedia files attached to each publicly shared card and as many texts, links and layouts as you can create using the word processor built into each form.
To share, simply enter a word in the "Publish as" field. Access this field directly with the "Share" button at the top of any form. Once the card has been saved, a mini-website is then accessible under the given name.
Via your Account / Edit my profile page, you can grant or revoke access to your catalogs simply by changing the sharing key. To remove an item from the list, simply remove the name given in the "Publish as" field.
If you have filled in the "Publish as" field, you will find the Internet addresses of your various catalogs on the Edit my profile page. You will have a site that only displays your shared cards. The cards are read-only.
Your contacts can search through your items by keywords. If you use the "+1 Webpage" form, they can then sort your items by price as well as by brand or publisher, author or manufacturer, object or subject, function or title. If you add a PayPal button or another payment service, you will have a complete e-commerce site.
Access your data even in the event of an Internet outage. Save your data locally and regularly! Several formats are available: xls, csv, xml, json. We do not plan to program automatic synchronization because it pollutes networks and thus nature. Our support team can help you, do not hesitate to contact us.
Admin / Import-Export Function
In addition to being able to inject lists of data, this function allows you to add multiple and combined filters so that any query on your database can be performed. ImS has many filters, but if one is missing, you can build it with this function. To inject data, you just need an Excel file with column headers identical to those used by ImS. To do this, you can use the structure of a backup file (see Backup function) and place, for example, a list of email addresses in the Email_address column. Click on the "Import" icon and choose your Excel file (.xls or .xlsx) to inject it. A confirmation of the number of imported rows in your database is displayed. You can also work with csv, json and xml formats. The table named "pdximports" contains your data, and the "suiviclients" table manages the tracking of attachments to your data as well as the invoices linked to a contact card.
Your data in the ImS manager is not resold and we guarantee that it is never scanned for any purpose. Only you are authorized to search your data. Your data is encrypted end-to-end. Internally, employees cannot access the database or decrypt your information. Access to sensitive files is restricted to only one living person at a time. The encryption key can only be transmitted in the presence of a Notary who manages the estate. External audit certifications will be undertaken and published here.
With Symbol SA, you are at home. Period!
I, Pierre Damien von Muralt, as founder of Symbol SA and inventor of the memoman language learning and subtitling method and the ImS integrated management and production system, guarantee total confidentiality and personally commit to maintaining the highest level of security for your databases and files uploaded to the secure area. Check the "In the private area" box before pressing the "Upload" button so that your files attached to a card are only accessible by you.
List of files attached to any of your cards. To upload a file to your Cloud, you must first create a record. You can find a file by searching by its file name or extension (searching inside the contents of PDF, DOCX and other text files coming soon).
Create captioned videos!
Create promotional videos to boost your visibility and offer monolingual or bilingual subtitling to be understood by a wider audience.
Bilingual videos are also welcome on Memo.video as they can be used to learn or teach languages, which is the primary function and mission of Memoman, a product also developed by Symbol SA.
Translate an expression and find human translations from Memovideos. Available on Memo.video.