Contact (People) Management Features and Functions

• Pre-configured contacts homepage and data records


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


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


• "Quick create, "save as", or "clone" function (so that a new contact can be created with minimal input)


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


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


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


• Contact organization chart builder that can be used to indicate who reports to whom within an account


• Automated e-mail-based routine that allows the contact people to help ensure that data regarding themselves (in the CRM database) is complete and accurate


• Duplication of contact record merges


• Association (hyperlinking) of account data records with contact records


• Association (hyperlinking) of opportunity records with contact records


• Association (hyperlinking) of both open and closed activity data records with contact records


• Association (hyperlinking) of notes and file attachment records with contact records


• Association (hyperlinking) of service request data records with contact records


• Assocation (hyperlinking) of campaign history data records with contact records


• Association (hyperlinking) of HTML e-mail status (date first opened, number of times opened, etc.) with contact records


• Association (hyperlinking) of lead data records with contact records


• Synchronization of contact records with MS Outlook


• Synchronization of contact records to various handheld devices


• Variety of predesigned contact management reports that are available for immediate use


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