Customer Manager can track e-mail messages, phone calls, and letters. Communications are tracked as items in the Communications folder.
Track e-mail messages
Customer Manager can track e-mail messages that you send to your customers, or that your customers send to you from their primary e-mail account. You can choose to include the body of your e-mail messages in the communication item.
Track phone calls
Customer Manager supports incoming call recognition, with which you can identify the caller before you pick up a call. Upon receiving a call from a customer, you can open the customer's information, or create a new customer record. You can also take notes about the call in the communication item.
Track letters
You can start Microsoft Word or Publisher from Customer Manager to create individual or bulk mailings, including letters, brochures, envelopes, and labels. When you have finished, Customer Manager creates a communication item to track the correspondence.