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The Contact Form

Centralize contact information for your customers, vendors, parent companies, and employees.

Any company may have an unlimited number of contacts and any contact may be associated with an unlimited number of companies.

Click the Parent, Customer, Vendor etc.. tab to view the different forms. Points of interest are noted below each form.  

Contacts Form
  • A contact is instantly located by first or last name with the Contact Name droplist
  • Double clicking the contact's Company Association instantly links the user to the company's record
  • Enter the date and time for a communication's follow-up and a reminder goes directly into your Microsoft Outlook Calendar
  • Hyperlink to the contact's web page or an important, related document on your local drive or network using the URLink
  • If you have Microsoft Word, click the WordMerge button above to open Word with a sample envelope and form letter pre-addressed to the contact. A hyperlink to the finished document would be created for you so that when the customer calls, you could snap it up right in front of you.
  • When the user clicks the Email address above, the user's e-mail program opens a new pre-addressed e-mail message.   A communications entry is automatically created.
  • Select a phone number and Auto-dial it: A date and time stamped journal entry will be added
         
         
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