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Updated: 12/24/2006
- * Call back calendar
Set a call back date for customers and have it display on the Call Calendar. Easy way to remember to call your contacts back at the right time. * Organization Types
Add your customer''s Organization Types, ie Government, Corporate...
*Organzations
Add organizations related to the organization type. * Custom Fields Per Organization Type
Set custom fields for each organization type. 3 text fields and 3 yes/no fields. You can set the labels in the admin section. This provides for a easy way to track custom information related to each organization type. * Contact Notes
Record your notes from each customer contact.
Use to Remeber the details of each contact you have with each customer. *Custom Phone Types.
Set your own phone types. i.e. Cell, office, etc Custom Contact Types.
Set your own contact types. i.e. Email, Phone, etc
This can be used to track comments each time you speak with a person. Custom Colors && much more
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