Networked Contact Management with OfficeTalk

Networked Contact Management

OfficeTalk provides a rich set of contact management features. The Contact Manager lets you add contacts, schedule follow-up tasks, record conversations and other events, define contact groups containing companies and individual contacts, print labels, export mail merge files to word-processors and a whole lot more.

The Contact Manager contains several different views on your contact data. Company View shows company information, the site address and a list of employees (contacts) who work for the company. Contact View shows information specific to a particular contact, for example, the name and address of the company to which the contact belongs, if any, and the contact's home address, title, position etc.

The Directory View shows both company and contact information in a telephone directory format. Conversation View shows conversations, meetings and other events that you and other users have documented with contacts, together with any attached files.

OfficeTalk's contact management facilities have been considerably enhanced by the additional functionality provided by OfficeTalk V1.51.

Contact Management
Workgroup-wide or Personal Contacts
Import comma delimited, tab delimited & Lotus Organiser address files
Conflict checking on imported Companies
Conflict checking for Companies
Multiple addresses by Company
Multiple Contacts by address
E-Mail addresses for Companies\Contacts
Home addresses for Contacts
View by Company or Contact plus Directory views
Fast search & retrieval of Companies or Contacts
Automatic dialling via modem
Make and Break Chain for Company Addresses
Create Contact Groups and filter on them
Attach Companies or Contacts to multiple groups
Export mail merge and other files
Keep Notes for Companies and Contacts
Record Conversations for detailed Contact History
Create threads between Conversations
Create follow up tasks for other users from Conversations
Attach documents or other files to Conversations
Copy and Paste Conversation information
Copy & Paste Contact details
Comprehensive search facilities
Resizeable Windows
Links to other OfficeTalk data
Flexible printing including Filofax style
Word Processor and optional faxserver links now in OfficeTalk 1.51

"It has a rich set of contact management features, but isnÆt over fussy ... I particularly liked OfficeTalkÆs ability to link to any word processor to create documents and then archive those documents against the contacts in OfficeTalkÆs central database."
Paul Begg, Personal Computer World, June 1996

[OfficeTalk Functionality] [Project Management] [Electronic Mail]
[Main Page] [FAXmaker Overview] [WIG Overview]