Since Pam and Sue both work for ABCD Company, each of their records would also automatically include the names of all other employees of ABCD Company who are in the database. The Activity tabs allow you to store chronological information for a contact as well as schedule upcoming events for one or more contacts. Any custom activity can be assigned for a contact. For example, you may want to schedule a phone call to a particular contact or you may want to schedule someone in your office to call that contact. You can set up ticklers, and track whether or not activities have been completed.
Activities are flexible, customizable, searchable, and sortable.
Rather, it is focused on tracking historical and event information for your contact records. Categories are fully customizable and a given record can be assigned unlimited categories. Category Record Flagging Option Categories can now be automatically assigned to new records. They can be customized to a variety of formats and can be searched and sorted as with any field value in the METZ Phones Pro database. Pro automatically checks for the existence of similar records as you add a new contact.