Solutions for Accounting, Business Automation and E-Commerce

Contact Management

Overview

The Contact Management program allows users to record important information about customers, vendors, employees, jobs and personal contacts. In addition, the user has the ability to schedule future activities, track prospective customers and establish contacts at different locations associated with vendors or customers.

Contact Log
The Contact Log is the screen where the user inputs notes for a particular customer, vendor, employee or job. This information can then be reviewed from the respective Maintenance card under the Log tab.

Figure 1: Contact Managemnt Contact Log Form

Schedule Activities
The Schedule Activities form is used to input an activity that will happen in the future. These activities can be displayed when CPAccess Financials is started, aiding the user in promptly following up on activities. (Figure 3)

Figure 2: Contact Managemnt Schedule Activities Screen

Figure 3: Contact Managemnt Schedule Activity List

Company Schedule
The Company Schedule displays the scheduled activities on a per month basis. Selecting a day that contains activities will populate the field located to the right of the calendar. The user could then drill down to view the details about the activity for review or edition.

Figure 4: Contact Managemnt Company Schedule Form

Contact and Site List
The Contact and Site List stores information about multiple sites, departments and contacts for the selected customer or vendor. From this screen the user will be able to view notes specific to a particular contact. (Figure 5)

Figure 5: Contact Managemnt Contact and Site List Screen

Figure 6: Contact Managemnt Customer/Vendor Contact Overview

Personal Contacts
The Personal Contact form allows a user to separate non-business contacts and store important information that could be used in the Contact Management program built into CPAccess Financials. Personal contacts can be converted into customers aiding the user in keeping track of prospective customers.

Figure 7: Contact Managemnt Personal Contact Screen

Zip Codes
A form was created to show all Zip Codes that have been entered into CPAccess Financials.

Feature Set and Functionality

• The user has the ability to schedule activities for follow up for Customers, Vendors, Employees, Jobs and Personal Contacts. These scheduled activities can then be setup to be displayed upon startup to ensure prompt follow up to important activities.
• Information that has been input into the Contact Log can be reviewed on the respective maintenance card.
• The user has the ability to setup multiple contacts, departments and sites for customers and vendors. This allows the user to keep track of contacts at a specific location for the selected customer or vendor.
• The Company Schedule displays scheduled activities on a monthly basis and allows the user to drill down to the individual activity for review or edition.
• The Personal Contacts feature can be used to track prospective customers and then convert them into a Customer, aiding in the Customer creation process.

Tel (949)261-2694 or Toll Free (800)997-7944 * Fax (949)660-9189
1301 Dove Street * Suite 750 * Newport Beach, CA 92660 * USA