Contact Manager

General Overview

The Contact Manager module maintains all information on your contacts. Contacts may be prospective customers, customers, prospective vendors, or vendors. Prior to using any option in the Contact Manager module, the system default information must be entered into the System Administration module.

Use Contact Manager to create all prospect records. You may create appointments which are automatically saved in Outlook©. Tasks may be set for all users, with the option of saving them to both VAST and Outlook©. You may also create sales quotes.

The Contact Manager may be set for individual defaults, allowing several users to view various information on the same contact.

Contact Manager may serve as a stand-alone option, or as the initial point of data entry for all customer and vendor records when setting up VAST. Records created in the Contact Manager module may be automatically recreated or updated in either the Accounts Receivable or Accounts Payable module.

The Contact Manager module contains the options listed below:

• Maintain Contact Information
• Enter/Change Quote
• Enter/Change Tasks
• Maintain Contact Regions
• Maintain Contact Requests
• Maintain Contact Sources
• Import Contacts
• Contact Manager Reports

For descriptions of each module option, visit the C/M module options page.