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Contact Mode

The Contact mode provides a rich set of contact management features. Contact mode lets you add companies and contacts, schedule follow-up tasks, record conversations, write documents, define company and contact groups, print labels and envelopes, export mail merge files to word-processors and a whole lot more.

Contact mode contains several different views onto your contact data:

Company view

Contact view

Directory view

History view

Company view shows company information, namely the site address and a list of employees (contacts) who work for the company along with a history of communications with 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., along with a history of communications with the contact.

Directory view shows both company and contact information in a telephone directory format.

History view show a history trail of communication held between members of your workgroup and all companies and contacts. At a glance, you can see what documents have been written, what conversations have been held and what e-mail has been sent to and received from each contact or company.


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