Contact Management

                   Contact Management Screen Shots                  

 

From the Main Switchboard you can:
  •  Enter/View Customer Information.
  • Set Your Password.
  • Enter Your Company Information.
  • Do Database Maintenance.
  • Un-Archive A Company.
  • Check Follow Ups and Reminder Notes.
  • Exit this database.

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From the buttons displayed at the bottom of the form you can enter / view Customer Information:

  • Use the handy pick list to find your Contacts.

  • The alpha numeric buttons filter your Contact records.

  • Company Address

  • Company Contacts

  • Print Mail/Ship Labels

  • Add a Company

  • Archive Company

  • Close Form to return to Main Switchboard

 

Back

 

Fill in your complete company information here.

This information will be used as the return address when printing shipping labels.

Back

 

Company Contacts

The Contacts that you have entered will be displayed. 

  •  Add new Contacts for the Company.

  • Send the contact an email.

  • Use your computer phone modem to place a call.

  • Enter Notes.

  • Add New Communication.

  • Make a Reminder Note.

Back

 

Fill in your address information here. A contact may have many different addresses.

 

 

Track all your communication with the contact:

  • Date

  • Reasons for call.

  • Contact conversation notes.

  • Follow-up date.

  • Completion date.

  • Completion Notes.

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Make a Reminder Note For This Contact by filling out the necessary information on the Reminder popup form.

 

 

Print Mailing or Shipping Labels

Back

 

Save money on labels. 

Select the starting position where you want to print.

Back

 

Database Maintenance

  • Enter / View Address Types

  • Enter / View Contact Reasons

  • Enter / View Countries

  • Enter / View Titles

  • Enter / View Phone Types

  • Register your software

  • Return to the Main Switchboard

  •  

Database Reports:

  • Company Listing Report

  • Contact Listing Report

  • Follow Up Due Report

  • Reminder Notes Due Report

  • Mailing Labels Report

 

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Kurt Stickney

 

Contact information: 
drop us a line...

Mary Powell

Website by DataCorp 
408 13th Street West    ·    Billings, MT 59102
Office 406-670-9387

Contact webmaster@dataman.cc with questions or comments.
Copyright © 2001, 2002 DataCorp   ·   All Rights Reserved   ·   Last modified: 02/18/03