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. If possible matches are found, it prompts you to compare the new record with existing similar records. Intelligently selects values to merge Allows users to combine values Choice Lists Choice Lists are customizable fields that have dropdown list of selections for input.