CONTACT MANAGER

Contact Manager Overview

The Contact Manager provides the capability of managing contacts with sales prospects and existing customers.  It can be used for sales management, collections, expediting of sales or purchases, and for receivables follow up.

The Contact Manager database allows entry of information that goes beyond the scope of standard customer, including user-defined classification codes, 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.  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 files for follow-ups and history

Functions

Accounts entry

Add customers to account file

Reports

Account information

Account listing

Account follow-up

Mailing labels

Account history