Contact Manager

The contact manager module has many useful features. For example, It allows you to break down your prospects and customers into groups for easy tracking and follow ups. Your can also schedule and view pending actions (calls, meetings, etc.). You have up to the minute access to a customer's accounts receivable information and purchase history, you can create an invoice for a contact from within the contact manager module, or generate a preformatted letter using your word processor. (screen shot)

Interface with Accounts Receivable, Order Entry and your word processor:
If the Order Entry module is installed, you can create an invoice for the currently selected customer from within the contact manager module by pressing the Sales button. Then, simply follow the normal invoicing procedure. You can also view a list of all the sales documents(sales history) for a customer in the the history tab.

If the Accounts Receivable module is installed, you can view up to the minute receivable information for your customers.

The Contact Manager module also allows you to create a letter for a customer or a prospect using templates that you create using your word processor. The customer or contacts address can automatically be inserted into the document.

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Last updated: Tuesday, February 03, 2004 05:24:26 PM