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AccountMate’s Contact Manager
module is a Software
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AccountMate 7 for LAN Complete Contact Record Information
Each contact record includes date/time stamped contact notes plus the contact name, title,
company, address, fax and phone numbers, e-mail address, last and next call dates, last and
next action, industry and territory.
Enhanced Contact Management
Users can quickly contact a customer or prospect, enter and review the salient points of each
contact, track communications in the order in which they occurred, and perform mass mailing
and/or e-mail distribution to customers and prospects. Integrated electronic mail capabilities
that utilize any of the popular Microsoft mail systems, such as Microsoft Exchange or Microsoft
Office, support direct e-mail communication with contacts and customers. The system also
supports automatic modem-dialing so users can call customers and prospects directly from
inside the AccountMate program.
 Contact File—Information Tab
User-Defined Fields
Up to 48 user-defined fields can be added to contact records. Users can define each field name, type
(character, date, logic or numeric), width and number of decimal places, and add the Lookup feature
to the field. This makes Contact Manager readily customizable.
Easy-to-use Contact Management Database
Search and retrieve contact records by company name, contact
name, zip code, telephone number, recall date, salesperson
number or by using any of a wide variety of other search filters.
Further enhance sorting abilities by setting up user-defined filters
using data fields that are standard with AccountMate or the userdefined
fields users created. Use the Mass Search and Replace
function to quickly update data in one or more fields for all
customers who qualify under the defined search criteria.
Seamless Integration with Microsoft Word
The Contact Manager database seamlessly integrates with
Microsoft Word for easy mail merge and correspondence. Users
can retrieve documents and labels created in Microsoft Word to
customize and print them from within Contact Manager.
Integration with Sales Order and Accounts Receivable Modules
When integrated with the Sales Order module, users can create a
sales quote or an order directly from the contact screen and fax it
“on the fly”. Users can also drill down from the contact screen to
gain instant access to sales order details or quickly examine
critical financial information such as sales-to-date, SO backorder
data, open credits or balances due without having to leave
Contact Manager.
When integrated with the Accounts Receivable module, users can view invoice and payment transactions recorded using the Accounts Receivable module. They can summarize, compare and graph monthly invoice transactions for any customer. Other Features
AccountMate Software Corporation © AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, Software Requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or Authorized AccountMate Solution Provider for current information. |
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