Version and feature comparison

The following is a comparison of all features of the enterprise software gFM-Business Free / Basic, Light, Professional, Pro Custom and Pro open license.

Feature

gFM-Business Basic
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gFM-Business Light buygFM-Business Pro buygFM-Business Custom buygFM-Business Offene Lizenz buy

General features

Runs on all available screens and lists under Windows, Mac OS X and Apple iPad with user-optimized layouts for use on the iPad.vorhandenvorhandenvorhandenvorhandenvorhanden
Networkable even in mixed network environments supporting up to 5 logged in users on the network using FileMaker Pro.nicht vorhandennicht vorhandenvorhandenvorhandenvorhanden
Networkable even in mixed network environments with support for up to 250 logged in users on the network using FileMaker Server.nicht vorhandennicht vorhandenvorhandenvorhandenvorhanden
Flexible printing system: All forms and lists can be changed or recreated by the user. All the design tools available in FileMaker are available for this (in gFM-Business free and Light with FileMaker Pro possible).vorhandenvorhandenvorhandenvorhandenvorhanden
GDPR compliant data storage with event log and automatic deletion of personal data without legal basis.vorhandenvorhandenvorhandenvorhandenvorhanden
System-wide calendar: Supports any number of fade-in and fade-out individual calendars, automatic entry of appointments and resubmissions, optional reminder by message, e-mail or SMS via smstrade.de.nicht vorhandennicht vorhandenvorhandenvorhandenvorhanden
CTI features supported by DialList, DialFritz, fritz.mac Suite, STARFACE Client, TeamCall direct, Gigaset QuickSync on Mac OS X, Skype and Windows TAPI.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Event log for logging all changes to the database. The event log is available across systems in each program module.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Up to five freely definable buttons (favorites buttons) on each screen, which can be defined user-specifically.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Variable appearance with different themes for Mac OS X, Windows and iOS.vorhandenvorhandenvorhandenvorhandenvorhanden
Phonetic quick search in all data portals and list views, allows input and dictation of spoken search queriesvorhandenvorhandenvorhandenvorhandenvorhanden
Detailed search on every available field with predefined search profiles.vorhandenvorhandenvorhandenvorhandenvorhanden
Flexible main menu whose entries can be defined user-related with display of the most important key data, such as Number of actions, resubmissions, invoices, open items, unposted services, next appointments or last events.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
User-defined definition of default values in input dialogs.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Print and data export directly from all input masks.vorhandenvorhandenvorhandenvorhandenvorhanden
Support any number of document scanners with support for 32-bit TWAIN, ImageCapture (Mac), WIA (Windows) and integrated OCR text recognition.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Syntax of all running numbers freely definable with prefix and suffix.vorhandenvorhandenvorhandenvorhandenvorhanden
Up to eight independent instances (open windows) for parallel processing of data.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated printer management for the use of any number of connected printers and network printers.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of e-mail send addresses with integrated e-mail client for receiving and sending e-mail messages with automatic assignment of known e-mail addresses.vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing and exporting customers, articles and orders as an order or as an invoice. (Basic supports 1 online shop, as many online stores as of light, including mixed environments)vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic backups when closing the software, number of backups to create.vorhandenvorhandenvorhandenvorhandenvorhanden
Customize and extend all screens with automatic logging in the development log. Changing of all language sets.nicht vorhandennicht vorhandennicht vorhandenvorhandenvorhanden
Customize and extend all tables and fields with development environment, add new data tables and fields.nicht vorhandennicht vorhandennicht vorhandennicht vorhandenvorhanden
Customize and extend all scripts, lists of values, and definitions for containers and external data sources.nicht vorhandennicht vorhandennicht vorhandennicht vorhandenvorhanden

Customer management (CRM)

Management of customers, suppliers and prospects in one module.vorhandenvorhandenvorhandenvorhandenvorhanden
Note list for contacts not yet recorded in CRM (acquisition list), entry as CRM contact per click.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of addresses per contact record.vorhandenvorhandenvorhandenvorhandenvorhanden
Up to 14 freely definable fields per address data set.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of contact persons per contact record.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Scan business cards and assign to the contact person.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of actions, resubmissions and appointments per contact record.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of file attachments per historicized action.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Accounts receivable and accounts payable accounts.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Addresses can be defined as default and protected against deletion.vorhandenvorhandenvorhandenvorhandenvorhanden
Contact persons can be defined as standard and protected against deletion.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Actions can be protected against deletion.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable fields for individual data storage.vorhandenvorhandenvorhandenvorhandenvorhanden
Data import of customer addresses from external text files, databases or Excel spreadsheets.vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing customer data from the online shop. Multiple shops in Light and Professional.vorhandenvorhandenvorhandenvorhandenvorhanden
Online verification of registered VAT IDs of all companies in the European Union with automatic field marking.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated postcode database for automatic maintenance of countries, locations, states / counties and country codes from 78 countries.vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated Bankcode / BIC database for automatic entering of banks.vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated database for automatic entering of German area codes.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated database for the automatic entering of salutations with approx. 40,000 first names.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic conversion of conventional bank accounts to BIC / IBAN.vorhandenvorhandenvorhandenvorhandenvorhanden
Online check of registered IBAN numbers with automatic field marking.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Scanning and archiving of documents and documents with keywording and assignment to the contact dataset. OCR text recognition for automatic tagging of all documents.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Label printing of mailing labels with the support of Dymo label printers and functional labels.vorhandenvorhandenvorhandenvorhandenvorhanden
Appointments and contacts with connection to Apple calendar and contacts as well as Microsoft Outlook.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Import contacts from the Apple Address Book (macOS only).nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Export appointments and contacts as a .ics file and as a vCard for use in other applications.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automated billing of services (service entry).vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated ticket system for processing and tracking support tickets with automatic assignment of replies by e-mail.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Flexible resubmission lists, accessible per case officer.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
View sales and offers as customer statistics for the last 12 months in each customer record.vorhandenvorhandenvorhandenvorhandenvorhanden
Extensive customer statistics with annual, monthly and weekly statistics as well as previous years: number of actions, offers, orders, invoices, reminders with corresponding sales values as well as sales tax and potential analysis.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Display of bank bookings of the customer when bank details and bank postings have been maintained.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Currency, payment method and price group can be preset for each customer, automatic input when creating new documents.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Printing of information on stored data according to GDPR 15vorhandenvorhandenvorhandenvorhandenvorhanden

Document management

Document management with template system for written correspondence directly from the database, optionally with automatic maintenance of an action on printout.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic action associated with the contact record when printing.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of templates on which customer-specific documents can be created.vorhandenvorhandenvorhandenvorhandenvorhanden
More than 30 placeholders of master data and customer-related data for individual correspondence.vorhandenvorhandenvorhandenvorhandenvorhanden
Single and serial printingvorhandenvorhandenvorhandenvorhandenvorhanden
Personal address by using saved contact persons and salutations.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of attachments per record, sending as many file attachments as possible by e-mail.vorhandenvorhandenvorhandenvorhandenvorhanden
Sending documents and attachments by e-mail.vorhandenvorhandenvorhandenvorhandenvorhanden
Signature field for cover letters with automated signature.vorhandenvorhandenvorhandenvorhandenvorhanden
Event log that records every change to the database.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Sending e-mails and newsletters with HTML template directly via any SMTP server.vorhandenvorhandenvorhandenvorhandenvorhanden
Overview screen of all e-mails with filter possibility of the e-mail account, overview of all entries in the address book of gFM-Business Mail.vorhandenvorhandenvorhandenvorhandenvorhanden
Document archive with display of all scanned paper documents and integrated full-text search.nicht vorhandenvorhandenvorhandenvorhandenvorhanden

Billing

Billing with offers, order confirmations, proforma invoices, invoices, delivery notes, credit notes, late notices and orders. All documents with own barcode type.vorhandenvorhandenvorhandenvorhandenvorhanden
Order management for the entry of goods and service orders, booking of purchase orders and individual items for partial deliveries.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable number ranges with individual prefix and suffix.vorhandenvorhandenvorhandenvorhandenvorhanden
Up to 15 freely definable fields in all document types with freely definable labeling, input type and optional value list per field.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
VAT as a small business according to UStG § 19 (Germany) adjustable.vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing orders, either as an order or directly as an invoice.vorhandenvorhandenvorhandenvorhandenvorhanden
Items in offer documents either as alternative items, during capturing or subsequently convertible.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Extended product search when entering document items in offers, order confirmations, delivery notes, invoices, credit notes, late notices and orders.vorhandenvorhandenvorhandenvorhandenvorhanden
Separate invoice and delivery address with automatic data transmission.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of items per document. Adding items can be done by article no. or via full-text search / multiple selection.vorhandenvorhandenvorhandenvorhandenvorhanden
Price groups / customer groups for customer-specific sales prices.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Entry of document discounts for all document types via absolute amount or percentage.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Deposit of a tracking number in delivery notes and invoices with tracking of any number of logistics companies.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of VAT ratesnicht vorhandenvorhandenvorhandenvorhandenvorhanden
Support of 34 currencies (EUR, AUD, BGN, BRL, CAD, CHF, CNY, CZK, DKK, GBP, HKD, HRK, HUF, IDR, ILS, INR, JPY, KRW, LTL, LVL, MXN, MYR, NOK, NZD,  PHP, PLN, RON, RUB, SEK, SGD, THB, TRY, USD, ZAR).vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic update of foreign exchange rates of 33 foreign currencies by the European Central Bank and graphical display of the price history of any periods with currency comparison.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic translation into foreign currencies of vouchers in the billing module.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of payment methods, including the due date and dunning levels 1 and 2.vorhandenvorhandenvorhandenvorhandenvorhanden
Booking any number of payments on an invoice receipt, taking account of cash discount, installment payment assistant.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any internal comments as well as any remarks that appear on the receipt.vorhandenvorhandenvorhandenvorhandenvorhanden
All documents can be printed or sent by e-mail as a PDF attachment.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Document archiving as a PDF file with automatic sorting into configurable directories.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of an order confirmation from an offer.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of an invoice from an offer.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of an order from an offer.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a delivery note from an order confirmation.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of an invoice from an order confirmation.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of an order from an order confirmation.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of an invoice from a delivery note.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a delivery note from an invoice.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a credit note from an invoice.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a late notice from an invoice.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a collective order confirmation from an offer.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a collective invoice from an offer.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a collective delivery note from an order confirmation.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a collective invoice from an order confirmation.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic creation of a collective invoice from a delivery note.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automated localization of open items with display in the main menu.vorhandenvorhandenvorhandenvorhandenvorhanden
Duplicate receipts including all receipt items.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Invoices and credits with booking system and protection against alteration according to the principles of proper accounting.vorhandenvorhandenvorhandenvorhandenvorhanden
Automated dunning run with display in the main menu.vorhandenvorhandenvorhandenvorhandenvorhanden
Items of order confirmations with stock reservation and display of reserved products in item management.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Batch management across all booking receipts and delivery notes, batch posting according to the FIFO principle.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automated assignment of payments when bank bookings have been imported in the Cash Journal module.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic dunning with two dunning levels and submission to debt collection or judicial dunning procedure.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Cashbook with automatic posting of all documents entered and posted in the billing.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Export of bookings in DATEV (EXTF / CSV) format, MonkeyOffice and as individual format.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Bookings with change protection according to the principles of proper accounting.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Scanning of incoming documents and assignment to the bookingnicht vorhandenvorhandenvorhandenvorhandenvorhanden
Management of bank bookings / bank statements with import from Bank X, MacGiro, StarMoney or MT940 file.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Import from Bank X and MacGiro conveniently directly from the clipboard.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Management of direct debits with export to Bank X, MacGiro, as DTAUS file or as individual export.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Management of SEPA transfers with export to Bank X, MacGiro, SEPA-XML or as individual export.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
SEPA mandate management for customer-related administration of SEPA mandates. Automatic generation of approved SEPA mandates.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Event log that records every change to the database.nicht vorhandenvorhandenvorhandenvorhandenvorhanden

Product management

Management of material-, text- and service products.vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable selection fields.vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic calculation for up to three different sales prices (recommended, minimum sales price, online sales price).vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of price groups / customer groups per article for
custom sales prices.
nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic generation of EAN13 codes, e.g. for list printing.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Data import of article data from external text files, databases or Excel spreadsheets.vorhandenvorhandenvorhandenvorhandenvorhanden
Integrated interface module for Shopware 5, Gambio GX3 and WooCommerce online shops for importing articles from online shops.vorhandenvorhandenvorhandenvorhandenvorhanden
iPad: Scanning of barcodes and EAN codes with the camera of the iPad for data maintenance and article search.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
iPad: Taking product photos directly with the iPad’s camera.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of article attributes per article to capture product variants.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Bills of material (parts list) for automatic stock booking of additional items per item.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Combination products for the automatic addition of further products per item.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Accessories for the management of any number of further products to the article.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of suppliers per article with calculation of the lowest purchase price.vorhandenvorhandenvorhandenvorhandenvorhanden
Management of stock taking with any number of locations and branches with stock reservation from order items (free / Basic only one location).vorhandenvorhandenvorhandenvorhandenvorhanden
Inventory log with automatic recording of all stock changes.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Stock list with overview of all product stocks at all locations.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Label printing of article labels with the support of Dymo label printers and promotional labels.vorhandenvorhandenvorhandenvorhandenvorhanden
Four freely definable product revenue accounts for bookings.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Event log that records every change to the database.nicht vorhandenvorhandenvorhandenvorhandenvorhanden

Company

Project management with storage of any number of processes, files, customers, employees, services, documents, offers, orders, invoices, credits and orders per project as well as with event log.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Company-related statistics with previous year statistics and interactive charts.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Own masks for annual, monthly and weekly statistics as well as previous years: number of customers, promotions, offers, orders, invoices, reminders with corresponding sales values as well as sales tax and potential analysis.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Interactive line charts, freely definable for all available values.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable statistical sets to be able to record recurring periods as fast as lightning. Arranged statistics records are automatically available in customer-related and company-wide statistics.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Law-compliant travel book management for the management of travel books of any number of office cars used. Exactly one log book can be created per vehicle, all subsequent changes are logged.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Inventory management for the administration of any number of inventory products with automatic calculation of depreciation and monthly costs as well as own barcode type.nicht vorhandenvorhandenvorhandenvorhandenvorhanden

Individual settings

Any number of bank accounts, of which up to three can be displayed on print layouts.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of address types and definition of a standard address type.vorhandenvorhandenvorhandenvorhandenvorhanden
Entering legal information such as VAT ID, tax number and contact information in social networks.vorhandenvorhandenvorhandenvorhandenvorhanden
Document archiving as PDF with freely definable automatically generated file names.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of locations and branches.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Automatic data import and export as well as backup of all available data tables with direct display of the field definitions for each data table contained in the software.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable text templates for sending all document types from the invoicing module.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of freely definable payment methods.vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable number ranges for all document types including prefix and suffix.vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of booking accounts for bookings in the cash book.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Any number of statistical sets per user.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Four freely definable article revenue accounts for bookings in the cash book.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Freely definable and any number of product categories,
Product options and product option values for item management.
nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Free definition of the value lists free selection, business areas, free fields, free selections, business areas, action types, action reasons, follow-up reasons, functions of contact persons, customer types, posting texts, cost centers etc.teilweisevorhandenvorhandenvorhandenvorhanden
Free definition of default values in input dialogs, which are taken into account when creating new users.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Assignment of any number of print layouts to the existing modules with preview.nicht vorhandenvorhandenvorhandenvorhandenvorhanden

User management and user defined settings

Management of all user master data such as name, department, greeting, abbreviation, extension, signature, e-mail, telephone, mobile and e-mail signature.vorhandenvorhandenvorhandenvorhandenvorhanden
Custom display of the user interface (appearance).vorhandenvorhandenvorhandenvorhandenvorhanden
Up to five freely definable buttons (Favorites buttons) per screen per user.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Individual settings such as document paths, appearance, tooltips or main menu view per user.vorhandenvorhandenvorhandenvorhandenvorhanden
Freely configurable user rights and menu items in the main menu per user.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Each mask and each program part can be shown or hidden by the user.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Default values in input dialogs freely configurable per user.nicht vorhandenvorhandenvorhandenvorhandenvorhanden
Administration of employee master data such as vacation days, salary, tax office, office car and many other details.nicht vorhandenvorhandenvorhandenvorhandenvorhanden

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