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CONTACT MANAGER
Contact Manager Overview
The Contact Manager provides the capability of managing contacts with sales prospects, existing customers, vendors, and personal accounts. It can be used for sales management, collections, expediting of sales or purchases, and for receivables and payables follow up.
The Contact Manager database allows entry of information that goes beyond the scope of standard customer and vendor files, including user-defined classification codes, multiple contacts, and contact history. It is ideal for producing lists, mailing labels, form letters, and for organizing sales activities.
The Contact Manager is fully integrated with the rest of the system. History and follow-up can be accessed from within the standard customer and vendor entry screens, and follow up notes can be printed on aging reports to assist with collections. Prospects that become customers can be copied over to the customer file (and vice-versa) without having to re-enter information.
Features
Integrated with customer and vendor files for follow-ups and history
Separate files maintained for customers, vendors, and personal contacts
Functions
Accounts entry
Add customers to account file
Reports
Account information
Account listing
Account follow-up
Mailing labels
Account history
Personal contact listing
Personal follow-ups
Personal history