Contact (People) Management Features and Functions

• Contact fields (such as contact name) can be used as tokens within a URL to access other related Internet or intranet information


• A contact "Org" chart builder can be used to indicate who reports to who within an account


• Pre-configured contacts home page and data records


• Quick access to recently created, modified, or viewed contact records


• Contact import tool that automatically links contacts to appropriate account records


• A "Quick Create, "Save As" or "Clone" function (so a new contact can be created with minimal input)


• Pre-configured contact list views (contact record subsets based on user-definable filter variables)


• Multiple contact data record "layouts" can be defined to handle contacts with different processes and data needs


• An automated e-mail-based routine that allows contact/people to help keep the data about them (in the CRM database) complete and accurate


• Duplicate contact record merge


• Account data records can be associated with (hyperlinked to) contact record


• Opportunity (deal) records can be associated with (hyperlinked to) contact records


• Open and closed activity data records can be associated with (hyperlinked to) contact records


• Notes and file attachment records can be associated with (hyperlinked to ) contact records


• Case (service request) data records can be associated with (hyperlinked to) contact records


• Campaign history (response) data records can be associated with (hyperlinked to) contact records


• HTML e-mails and their status (date first opened, number of times opened, etc.) can be associated with (hyperlinked to) contact records


• Lead data records can be associated with (hyperlinked to) contact records


• Contact records can be synchronized with MS-Outlook


• Contact records can be synchronized to a various handheld devices


• A variety of predesigned contact management reports are available for immediate use


• Predesigned contact analytics (charts and graphs) are available for display on dashboards and reports