Solutions Group Products Coda Enterprise FAQ
Frequently Asked Questions
  1. What is Coda's architecture?
  2. Can I evaluate Coda for free, with full functionality?
  3. How customizable is Coda? What can be customized?
  4. Does Coda support security control?
  5. Are documents and reports customizable?
  6. How does Coda perform for large teams?
  7. What types of licenses are available for Coda?
  8. What are the differences between Coda Standard and Coda Enterprise?
  9. Can I add custom screens and custom fields in Coda?
  10. What field types does Coda support?
  11. Can I setup default values when creating new orders?
  12. Does Coda have a spell checker?
  13. What are the minimum system requirements for Coda?
  14. How do I evaluate and purchase Coda?
What is Coda's architecture?

Coda is designed to work as a Client/Server application. You deploy the Coda Windows Client to your end users with familiar Windows user interfaces.

Coda consists of the following components:

  • Coda Database - supports MS SQL Server, MSDE.
  • Coda Client (Windows)
  • Optional Concert Notification Server
Can I evaluate Coda for free, with full functionality?

Yes. You can download the fully functional Trial Version of Coda from our evaluation site, and try it for up to 60 days.

How customizable is Coda? What can be customized?

Coda is comprehensively customizable. All the views (screens) and fields can be customized. All the workflow rules can be configured and changed. In additional to the GUI and workflow rules, many other settings can also be customized or changed according to project needs or personal preferences. Contact Software Genesis Customer Support for further information in regard to customizations for the way you do business.

Does Coda support security control?

Yes, Coda provides several levels of security control. First, Coda requires each user to pass his or her own authentication to log in to the system. Second, by defining role-based account types that are associated with different privileges, users with different account types can have varying privileges in the system. Third, page-level access control can be enforced based on the user account type.

Are documents and reports customizable?

Yes, Coda provides numerous title and escrow documents along with Accounting and Management reports, all of which can be customized. If you have your own Crystal Reports report editing tool, you can use it to edit the delivered documents and reports or contact Software Genesis for customization assistance.

How does Coda perform for large teams?

Coda is very scalable. Some Coda customers only have a few users, but some of our customers have many users, both local and in remote offices. No matter whether your team is small or large, Coda performs well.

What types of licenses are available for Coda?

Coda uses floating (or concurrent) licensing. Floating licenses only count the number of concurrent users and do not care about specific users or the number of client installations.

What are the differences between Coda Standard and Coda Enterprise?

Coda Enterprise Edition is targeted for big organizations, or those agencies that need much more power in title and escrow production. The following features are available only in the Enterprise Edition:

  • Robust Email Handling
  • Powerful, Flexible Calendar
  • Integrated Information Management
The Enterprise Edition pricing is higher than Standard Edition.
Can I add custom screens and custom fields in Coda?

Yes. You can add an unlimited number of custom fields to Coda Custom views (screens) to track all the attributes of your orders.

What field types does Coda support?
  • Edit box
  • Multi - line edit box
  • Combo box
  • Dropdown list
  • Checkbox
  • Radio button
  • Numeric edit box
  • Date-time chooser
  • Multi-select list
Can I setup default values when creating new orders?

Yes. In Coda client you can create an Order Template Base Order where you populate values in the fields. Therefore when a user selects File/Create New Order in order to create a new order they can select the "merge template base/prior " option where they can choose a template for order creation.

Does Coda have a spell checker?

Yes. An integrated Spell Checker is available through-out the application.

What are the minimum system requirements for Coda?
Client: Windows 95, 98, NT4.0, XP or 2000, Pentium III PC with 128MB memory and 100MB free hard disk space.
Server: Windows NT 4.0 or 2000, Pentium PC or Server with 256MB memory and 500MB of free hard disk space
How do I evaluate and purchase Coda?
It is easy to evaluate and purchase Coda. Here are the steps:
  • Acquire the fully functional Coda Title System from our web site
  • Evaluate with your teams
  • Contact Software Genesis Support by calling 614.529.2393 or email support@softwaregenesis.com if you have any questions or need any assistance
  • Contact Software Genesis Sales by calling 614.529.2393 or email sales@softwaregenesis.com if you decide to purchase.
 

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