Network Version! |
Contact Plus Professional is available as a network
product, allowing simultaneous access to databases over your
local area network. Everyone's notes, schedules, record changes
and more are immediately available with a network version. No
more wondering who did what with a customer. Professional is
available in several different sizes, one which will
undoubtably meet your needs and budget. Simply purchase the
number of concurrent users you require. For complete pricing
information see the online
mall
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Outlook/Palm Pilot/Handspring/Pocket PC
Interface! |
Contact Plus Professional now interfaces with the
contact list and calendar appointments of Microsoft Outlook.
This means you can synchronize your contacts and calendars with
the Pocket PC, Palm Pilot and Blackberry devices.
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HTML formatted outgoing email! |
Contact Plus Professional now can send email in HTML format
so you can take advantage of text formatting styles, web page links
and graphics when you send your email.
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8 email addresses versus 3 NEW! |
Contact Plus Professional stores 8 email addresses per
contact versus 3 email addresses in the personal version.
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Electronic Mailing and Marketing Assistant
(EMMA)! |
Tired of completing mundane tasks like sending email,
form letters, and the like? Automate your mailing campaigns,
scheduled phone calls, and faxes with EMMA. No matter what form
letter or email template you need to send EMMA will handle it
for you. Send e-mail, printed letters, and faxes on
different campaigns (ps) based on an anchor date. Set up ps for
new prospects, contacts whose policy dates are expiring,
customers you haven't contacted in the last 30 days, and more.
(Note EMMA generated automated letters must be created using
the internal word processor and other letters can still be sent
with Microsoft Word or Corel WordPerfect.)
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US Map now with Airports! |
The US Map F11 is better than ever! Now you can see
maps of the closest airports in the vicinity of a contact. Plus
the location of the airport or the contact's location can be
marked on the US map and printed.
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More Comprehensive Security! |
Contact Plus Professional was developed from the
start with multi-user functionality built right in. The
security features are the most comprehensive of all Contact
Plus products. The System Administrator can control user access
to an even greater detail than Contact Plus . Keep databases
completely private between individuals or groups. If a user
does not have access to a database he cannot view anything
related to that database. Security levels have been greatly
expanded to include permissions levels to complete particular
activities. For example, a user may be allowed to complete
letters but not able to edit them after sending.
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More User Fields! |
Contact Plus Professional includes more user fields!
In addition to the biographical information, phone numbers,
email and address fields now you can define 16 text, 16
numeric/money, and 16 date fields. Plus, text fields 11 through
16 can record information up to 80 characters in length.
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Chronological Events!
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Each contact's Events tab items are sorted with the
most recent event at the top of the list. This sort order
applies to both the F4 View Events screen and the Events Tab on
the main screen.
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Event Filters! |
Filter Functions!! In addition to contact filters,
now you can create event filters. Query the database for
items such as "which contacts have a meeting scheduled for the
March 25" or "which contacts have received letters in the last
60 days".
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Reverse Filters! |
Instead of working with a group of contacts that
match filter criteria, now you can work with all the contacts
that DON'T match a filter. For example, set a filter for
"contacts in category A". Then choose Activate
Reverse to send an email to every who is not in category
A. Or set a filter for everyone who "has had a phone call
within the last week" then activate the reverse filter to call
everyone who hasn't been contacted.
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Email Templates! |
Send email messages quickly and easily with email
templates! Now your customers can receive personalized
email from you just like a mail merge letter. Type the
body of the message using {{mail merge}}codes and each message
is personalized for each contact! Use in conjunction with
Electronic Marketing and Mailing Assistant for even more
automation of your email messages.
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Numeric Quick Data Entry! |
All numeric and money fields can be easily entered
using a small popup calculator which includes multiplication
and division functions.
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Sales Transactions! |
Sales are stored as completed events and include a
transaction amount, paid date and transaction memo. Sales can
be graphed and totaled.
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Quotes! |
Have customers who are shopping around for the best
price and and want a quote? With Contact Plus Professional
you'll always know what price you've given when you record a
quote for the contact. In addition to date, time, and amount
you can also record the probability to close, giving you a
sales forecast. With the quote feature you can track pending
revenues.
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Attach Files to Notes! |
Now attach graphic files (*.bmp,*.gif, etc), sound
files (*.wav), spreadsheets, or virtually any other file to
contact notes (Notes F7). Any time you want to view a certain
file simply click on the link button to view the graphic or
hear the sound file. Perfect for scanned images exported
as graphics!
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Active Duplicate Checking! |
When adding records you can set Contact Plus
Professional to notify you that a duplicate record already
exists in the database. A great time saver not to mention
keeping your database free from extra records!
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Quick Data Entry Templates!
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If you have lists of contact information on paper to
add to a database the Quick Data Entry feature saves you time
by allowing you to define only the information that you want to
enter and ignore all other fields. For example, if you are are
entering name, address, and phone number all you do is define a
data entry screen that includes these fields only. Then you can
quickly go through your paper based list and enter these three
fields and jump to the next one. There's no tedious pressing
the Tab or Enter key to move down to the correct field to enter
the information.
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Import Vcards! |
Vcards are the standard in Personal Data Interchange.
Vcards can be thought of as electronic business cards. If you
receive email regularly that contains the sender's information
in Vcard format (*.VCF), Contact Plus Professional can
automatically import this information directly into a contact
record thus saving time and avoiding possible data entry
errors.
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Automatic Email Retrieval! |
If you receive email from contacts now you can
automatically retrieve it directly into the contact's history
with the Email Retrieval feature. This feature requires that
you use a Point office Protocol (POP) mail account to be
retrieving the email from. (America Online and Compuserve
accounts are proprietary and are not POP accounts.) While
designed not to be a replacement for your regular email
program, the Email Retrieve feature makes keeping email you
send to and receive from contacts together in the contact's
history, giving you a more complete picture of contact
activity.
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Recurring Conflict checking! |
When scheduling recurring events such as lunch at
12:00 every other Thursday Contact Plus Professional alerts you
for schedule conflicts.
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Last Modified Records! |
In the course of your hectic day have you ever
forgotten what contact you were working on last? Contact Plus
Professional tells you quickly and easily by displaying a
history of the last records that were modified by a certain
User ID in the recent past. Great for jogging your memory when
you need it!
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Enhanced reminder/scheduler! |
While viewing a particular event for a contact you
are now able to view other events. There is a browse screen
that enables you to scroll from event to event within a
contact. Additionally, statistics and chart capabilities have
been added to the reminder/scheduler screen.
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Enhanced Search Functions! |
Now searching for text in a contact record is more
powerful. Search for items using a 'sounds-like' criteria. For
example, if your searching for a company name like Teethful and
Thompson and using the sounds-like search will locate close
matches. Plus search results are saved between queries making
it very handy to search the database once and move back and
forth between the query and the main screen.
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Quick E-mail and Phone Number Search! |
Have an email address or phone number but don't know
who it belongs to? With the quick e-mail and phone number
search you can quickly display the contact you're looking for.
No more tedious searching e-mail addresses or phone
numbers.
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Bookmarks! |
Work with certain contacts regularly and want to
switch between these records quickly without using an index
field like last name? With the Bookmark feature set a bookmark
for each contact (up to 9). Then quickly switch between the
contacts using Alt-1, Alt-2, or the pull down menu. As an added
bonus the quick bookmark even displays contacts quickly in
different databases!
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Marked Record Navigator! |
If you have a marked contact, quickly move to the
next marked record without specifying a filter by .
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Single Mailing Label Printing! |
Contact Plus Professional seamlessly prints one label
for one contact using the Dymo Labelwriter. Perfect for large
envelopes and packages, the Dymo Labelwriter printers make
generating individual labels quick and easy. Using the thermal
Labelwriter keeps you from wasting an entire page of laser
labels! The Co-Star Labelwriter is available from catalogs and
office supply stores or from the web site at http://www.dymo.com
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Date Search! |
Now you can quickly search on not only the regular 16
date fields but also on the contact's last changed date, added
date, incoming call date, attempted call date, meeting date,
last letter date, email sent date, email received date, sale
date, quote date, and more. You can search for bk dates and
dates by month and day only.
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Holiday Scheduling! |
Avoid scheduling appointments company holidays with
individual or company holiday scheduling feature. Holidays are
tracked on the company (global) calendar. This makes it easy to
make sure you're not scheduling items for days when your office
is closed or you're away from the office on vacation.
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Launch Pad! |
Launch external programs such as a spreadsheet
program and pass command line parameters (contact record number
or company name) to an external program. External programs that
accept command line parameters will allow you to create files
in the external program based upon contact information.
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