The Contact Management module provides the capability to track and schedule activities with customers or prospects. Unlimited activities can be defined and tracked for unlimited customer contacts. Contact Entry Contact Entry enables the definition of address, phone numbers, and up to 10 user-defined fields. All opened and closed activity for the contact may also be viewed.
Conflict detection is provided to prevent overlapping schedules.
System Alerts Alarms can be attached to contact information to notify the operator of a scheduled activity. E-mail can be saved along with contact detail. New contacts can be created directly from e-mailed messages. Activity Entry Activity Entry lists all contact information by user. New activities can be added, edited, or closed.