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Contact
Manager Module
Complete Contact Record Information
Each contact record includes date/time
stamped contact notes; plus the contact name, title, company, address,
fax and phone numbers, e-mail address, last and next call date,
last and next action, industry and territory.
Enhanced Contact Management
Contact records allow you to quickly contact a customer or prospective
customer, enter and review the salient points of each contact with
a customer or prospect, track your communications with the customer
in the order in which they occurred and perform mass mailing and/or
e-mail distribution to customers and prospects.
48 User-Defined Fields
Up to 48 user-defined fields can be added to contact records. You
can define each field name, type (character, date, logic or numeric),
width and number of decimal places, and add the Lookup feature to
the field. This makes Contact Manager highly customizable.
Easy-to-use Contact Management Database
Search and retrieve contact records by company name, contact name,
zip code, telephone number, recall date, salesperson number or by
using any of a wide variety of other search filters.
Seamless Integration with Word
The Contact Manager database is completely integrated with Microsoft
Word for easy mail merge and correspondence.
Compete Order Entry System
When integrated with the Sales Order module, you can create a sales
quote or an order directly from the contact screen and fax it "on
the fly." In addition, you can drill down from the contact screen
into sub-levels of detail to gain instant access to actual sales
orders, or you can use the tab key to quickly examine critical financial
information such as sales-to-date, openorder data, or balances due,
all without having to leave Contact Manager.
Easy-to-use Contact Management Database
Search and retrieve contact records by company name, contact name,
zip code, telephone number, recall date, salesperson number or by
using any of a wide variety of other search filters.
Seamless Integration with Word
The Contact Manager database is completely integrated with Microsoft
Word for easy mail merge and correspondence.
Compete Order Entry System
When integrated with the Sales Order module, you can create a sales
quote or an order directly from the contact screen and fax it "on
the fly". In addition, you can drill down from the contact screen
into sub-levels of detail to gain instant access to actual sales
orders, or you can use the tab key to quickly examine critical financial
information such as sales-to-date, open-order data, or balances
due, all without having to leave Contact Manager.
When Contact Manager is integrated with the Sales Order, you can
create a sales quote or order directly from the contact screen and
fax it “on the fly.” You can also drill down from the contact function
window into sub-levels of detail to instantly gain access to actual
sales orders or quickly use the tab key to examine critical financial
information such as sales-to-date, openorder data, or balances due,
all without having to leave the Contact Manager module.
When Contact Manager is linked to the Accounts Receivable, you can
list invoice and payment transactions entered through the Accounts
Receivable module, as well as summarize, compare and graph monthly
invoice transactions for any customer.
Other Features
- A pop-up calendar
- A record count function that can filter most fields for specialized sorting
- Integrated electronic mail that utilizes any of the popular Microsoft mail systems, such as Microsoft Exchange or Microsoft Office, for direct e-mail communication with contacts and customers
- Automatic modem-dialing to call customers and prospective customers
- The ability to generate transactions analysis by customer or inventory item
- The ability to enter chronological notes about each contact activity
- On-screen display of the date and time of your last contact with a customer or prospect, as well as the scheduled time of a follow-up call or other action items
- The ability to call up documents and labels created in Microsoft Word, and to customize and print them from within Contact Manager
- An express button that brings up the Create Sales Order screen
- A Mass Search and Replace function that enables you to replace the contents of one or more fields for all customers who match selected search criteria.
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