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Overview

Contact mode provides a rich set of shared contact management features. As well as letting you store contact addresses, telephone and fax numbers, e-mail and WWW addresses and rich text notes for each contact, Contact mode also lets you record conversations, compose letters and faxes, using standard templates, and perform mail merges. Additionally, Contact mode can record and display a history trail of all communication that any user or users have with a particular contact or company.

Contact mode may be customised to store any additional information for each Contact, Company, Document or Conversation that you define. In this way, you can tailor the product to suit the way in which your organisation works.

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What is a Company?

What is a Contact?

The Available Views


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