Contact Management

Contacts

• Add, Edit and Search contact information in a powerful customer database
• Store communication details (phone, e-mail, etc.) in the contact’s Call Log
• Group similar contacts together for efficient group communications
• Organize Contact Groups into categories
• Track marketing campaign(s) a contact has received and their responses
• Full history of purchases, payment plans, invoices and payments
• Attach documents to a contact’s record
• Link multiple contacts to a “Company” or “Account”
• Link contacts together and form relationship “trees”

Tasks

• Create tasks, prioritize tasks and attach tasks to contact records
• Assign tasks to other users
• Notify other users of task actions
• Calendar--view daily, weekly, monthly views of your tasks, appointments, and meetings

Other Features

• Calendar – create appointments and events for yourself and other users
• E-mail Client – send and receive e-mail through our integrated e-mail client
• Create and store text and HTML e-mail templates
• Send personalized e-mail templates from any contact’s record
• Inbound e-mails get automatically attached to the contact records
• QuickSearch Box--search for contacts from anywhere in the system
• Favorites--save your favorite searches, sites, links and reports for quick access
• User Permissions protect sensitive data and limit access to authorized users
• Communicate with contacts directly from their contact record via e-mail, printed letters, faxes, voice broadcasts, and more