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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.
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.
Contact File - Information Tab
Seamless Integration with Word
The Contact Manager database is completely integrated with Microsoft
Word for easy mail merge and correspondence.
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.
Contact Manager Module Setup
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 function window into sub-levels of detail to gain instant access to actual sales orders,
or you can easily use the tab key to examine critical financial information such as sales-todate,
open order data, or balances due, all without having to leave Contact Manager.
When Contact Manager is linked to the Accounts Receivable module, you can list invoice and
payment transactions entered through the latter module. You can also summarize, compare
and graph monthly invoice transactions for any customer.
Other Features
- Pop-up calendar
- 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 displays the Create Sales Order function window
- 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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