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PERSONAL TITLE
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PRIMARY CONTACT
PRIORITY
RECORDS CURRENT
RECORDS FOUND
RECORDS TOTAL
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10/2/97
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Date CreatedB
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Contact Entry
Find Contact
View as List
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Contact Entry 2
Contact Entry 3
To Do List
Layout #21
Contact Entry 4
To Do List (Print)
Contact Entry (help)
Contact Entry 2 (help)
____________
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A Last NameB
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PriorityB
TempB
A Action IDB
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"********** THIS CONTACT NEEDS ATTENTION **********"
D********** THIS CONTACT NEEDS ATTENTION **********
Flight CodeB
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`ouple of days to see if you ha
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10/2/97B
10/2/97E
1F PresidentG
Melvin ElectonicsH
MartyJ
MelvinK
123 Fourth StreetL
WashingtonM
56789O
ClientQ
1 (Urgent)U Met at the trade show in ChicagoY
9/20/97ZD********** THIS CONTACT NEEDS ATTENTION **********]
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215-555-1212c
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marty@melivin.comf
215-555-8921h
Mikej 5th Floorn
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10/2/97B
10/2/97E
SVP MarketingG
Crown EntertainmentH
Mrs.I
JoAnneJ
SmithersK
900 Crown Ave.L
Los AngelesM
12345O
ClientQ
1 (Urgent)Y
12/15/97]
Activeb
217-333-0910c
217-333-0900f
217-333-7824h
Joes'Schedule planning meeting for 1998 plan
10/2/97B
10/2/97E
Marketing DirectorG
Super Crispy Crunchers, inc.H
JamesJ
BrickmanK
752 Park Ave.L
New YorkM
10045O
ClientY
9/3/97ZD********** THIS CONTACT NEEDS ATTENTION **********b
212-999-1324c
212-999-5500e jbrickmanf
212-999-3346j
23rd Floor
10/2/97B
10/2/97E
PartnerG
Juno Legal ServicesH
ElainJ
angelesB
diegoE
greenwich
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yorkC
diegoE
washington
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06543
10045
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charles
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frank
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keith
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white
moris
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alicia
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smith
bruce
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Find a Contact
Main
Layout #21B
Select Search Criteria
Address Information
Company
Title
First
Position
Address 1
Address 2
State
Main #
Phone
Home #
E-mail
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Phone Ext.
Home Fax
All Records
Cancel
Attentionttention
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Contact Log
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Dialog - No Records foundB
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CONTACTS: Job Status
New Biz
Invoices
Contacts
Print
To Do
P.O.s
List View
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Print
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List View
Duplicate
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Contact
Contact
Contact
Contact
Your Own Script
Find Customer
Find Customer from Contacts
Find Customer from Reports
Find Customer from Invoices
Find All Customers
Cancel Find
Sort by Last Name
Sort by First Name
Sort by Company Name
Sort by Zip Code
Perform Sort
Create New Invoice
Dial Phone
Go to Data Entry
Go to Main Menu
Go to Reports Menu
Preview or Print
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Create New Activity
Phone Book Report
Avery 5160 Report
Avery 5162 Report
#10 Envelope
Show Job Detail
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Create New Activity
Create New Job
Sort at Open
Things action list
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Find All Records
Find most recent contact
Create Flight
Open from Home Page
Q Open Jobs
Open things.com
Open Invoices
To Do List
contact log
To Referral
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Show New Business Detail
Go to New Biz
Set Next Contact
Set New Contact + 1
Set New Contact - 1
Things Flight Report
Returntact Tracker will allert you to the files that need attention by printing a bold
this contact needs attention
in the space below. This function is driven by the
Next Contact
field located in the
Contact Status
page. If todays date is equal-to of greater-than the date in this field, the allert message will print at the base of the page. This feature also drives the
To-Do
list within the system.
Returntivity
ReportsB
Find a Contact
No Contacts Found
ImSorry, no contacts were found with that search criteria. Would you like to Try Again or go back to Contacts?
J Try Again
Contacs
Business Tracker
State
Main #
Home #
Phone
Phone Ext.
m Home Fax
Contact
Contact
Status
Status
sUse this button to see a scrollable list of all contacts made with a file, including date and notes of the contact.
rUse this button to create a new contact activity. Options include phone, fax, letter, meeting and correspondence.
You can
refer
one contact to another within this database by enter a last name here. Pressing this button will link to that contact
s file.
Back to the Main Menu
Business Tracker will allert you to the files that need attention by printing a bold
this contact needs attention
message in the space below. This function is driven by the
Next Contact
field located in the
Contact Status
page. If todays date is equal-to of greater-than the date in this field, the allert message will print at the base of this page. This feature also drives the
To-Do
list.
acount@
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believe@
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children@
technologies@
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gail@
nick@
phil@
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galle@
henderson@
riordan@
rockmore@
james
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25th@
maple
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floor@
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fundidora@
main@
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floor@
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New BThe Invoice function will be available in the next release of Contact Tracker
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harrison
hartley
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henderson
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herget
hinds
hubbard
hughes
ingiano
jacobs
janko
jodel
johnson
johnston
judlowe
kaufman
kelly
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kleefer
knees
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lardis
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lawrence
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martinetti
martinson
childs
susan
kolenda
arnie
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cathy
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david
Address Information
Contact Data Entry
Date
Action Type
Company
Title
First
Position
Address 1
Address 2
State
Main #
Phone
Home #
E-mail
Contact
Phone Ext.
Home Fax
New Biz
Invoices
Contacts
Print
Reports
P.O.s
List View
Duplicate
Phone Ext.
Home Fax
New Biz
Invoices
Contacts
Print
Reports
P.O.s
List View
Duplicate
Total
Found
CONTACTS: Contact Log
New Activity
Contact Log
Referred to
Contact
4.0
Contact
Status
Bauha
Status
4.0
New Biz
Status
Referred By
General Notes
Each contact has four subsets of information.
Contact log
***** THIS CONTACT NEEDS ATTENTION **********]
New Bus.b
860-702-4270f
860-702-4217h
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Contact Entry 2B
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ZD********** THIS CONTACT NEEDS ATTENTION **********
brickman
melvin
morgan
smithers
marty
melvin
joanne
smithers
james
brickman
elain
william
morgan
marty
melvin
joanne
smithers
james
brickman
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william
morgan
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Cancel
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Go to Reports Menu
Find Customer from Reports
Perform Sort
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First Name
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Last Name
Sort by Zip Code
Phone Book Report
Avery 5160 Report
Avery 5162 Report
Go to Data Entry
Find All Customers
#10 Envelope
Preview or Print
= "Company Name"
Company Name
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Custom Sort Order
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Create your own script and B
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This screen serves as the control pannel for managing next steps and generating the system
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1. Enter the next step action in this field
2. Establish a priority for this action. This is used in sorting
and prioritizing your
To Do
list
3. Enter a due date for the Next Step action in this field
(you may enter a date manually or use the quick buttons
above the field to modify the date. Press the buttons and
B
see what happens!)
Return
Today
s to do list
First Names Last Namet
Company
To Do List
Next Steps
Phone #
Business Tracker
page ##
Today
s to do list
First Names Last Namet
Company
To Do List
Next Steps
Phone #
lardis
larkin
lawrence
lazere
learner
K letterman
lieberman
locatti
loftus
charles
martinetti
gerald
johnson
zembruski
kathy
callahan
wagner
eileen
bravemann
leslie
michael
murphy
david
george
nadel
duran
grosso
michael
tracy
o'brien
white
moris
eliassoff
alicia
rockmore
smith
bruce
mackenzie
resnick
hinds
12 Windslow DriveL GreenwichM
06543O
AttorneyY
10/2/97ZD********** THIS CONTACT NEEDS ATTENTION **********b
(.txt)