Contact Manager

Module Options

Maintain Contact Information <See Screen Shot>
Create new contacts, edit existing, set appointments, follow up call dates and time, or tasks. The Button Bar functions of this screen allow for auto-dialing of the displayed contact's phone numbers, creation of word merge documents, and the printing of envelopes and mailing labels. You may also open an Email form to send directly to the displayed contact. Function keys allow for automatic updating of Accounts Receivable or Accounts Payable.

Enter/Change Quote <See Screen Shot>
Create a quote for a contact without opening the Order Entry module. Quotes may be created for contacts that do not exist in the Accounts Receivable module.

Enter/Change Tasks
Tasks may be created and/or edited in this option for all users. 

Maintain Contact Regions
You may create various regions in which to group contacts. Several of the Contact Manger Reports will sort by region.

Maintain Contact Requests
Create a listing of contact requests. Items entered here are used as defaults when creating a contact record. If your contacts regularly request the same items, (catalogue, brochure, price quote) using this option for defaults saves redundant typing.

Maintain Contact Sources
Create a listing of "How did you hear about us" answers. If you advertise in several publications, or media types this option tracks the sale close ratio by source. This information may be used when calculating advertising budgets.

Import Contacts <See Screen Shot>
You may automatically import contact information from four (4) sources including existing Accounts Receivable and Accounts Payable records, Outlook © and ACT ™.

Contact Manager Reports
Use this option to print all reports related to the Contact Manager module