Network Version!
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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!
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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!
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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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Electronic Mailing and Marketing Assistant
(EMMA)!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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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!
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Contact Plus
Professional seamlessly prints one label for one contact
using the CoStar Labelwriter. Perfect for large envelopes
and packages, the CoStar 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!
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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!
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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!
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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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Interoffice Mail!
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Send interoffice mail
to to other users on the network without the Internet! Plus
attach contact records to the internal e-mail. Messages can
be public or private where only the sender and recipient
have access to the message.
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Broadcast Messages!
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Send urgent immediate
messages to other users logged in to Contact Plus
Professional. For example, if you need to have everyone
appear in the conference room right away just send a
Broadcast message. Plus the broadcast messages can play any
sound to alert the user. Several sound files are included
with Contact Plus Professional or you can use any *.wav file
on the network.
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Resource Management!
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If you have common
equipment used in your organization that needs to be checked
out you can use the equipment reservation module to keep
track of the item and when it is being used. Perfect for
avoiding conference room scheduling conflicts or other
shared resources.
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In/Out
Board!
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Want a quick way to
find out who is in or out of the office? Simply check the
in/out board to find out. Each user can check in or check
out of the office and keep everyone updated on their
whereabouts.
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Force
Off!
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The Force Off feature
is for the System Administrator to use for system
maintenance, backing up, and other times when no one should
be logging into Contact Plus. Each user currently on will
get a warning message and alarm that they need to log out of
the program. If the user does not log out he will be forced
off. New users will not be able to log in to Contact Plus
until the System Administrator gives the
OK.
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Filter Circles |
With the new Filter Circles function in Contact Plus Professional you can better analyze the relationships between your contacts and filters in a visual way. Three separate circles are used to graphically represent membership in a filter. Click here to learn more.
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While
You Were Out Messages!
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While You Were Gone
(WYWG) messages keep track of incoming phone call messages.
Automatically tie into the contact database so if a message
comes in from a known user you can quickly look up that user
and insert their name into the WYWG message without
retyping.
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Available Add On Modules!
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Contact Plus
Professional can connect with two new add on modules - Email Harvester which will allow
you to bring into a Contact Plus Professional database
responses from web forms automatically and Smart Merge, the data
sychronization tool for using Contact Plus Professional on
non-networked (laptop)
computers!
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Create
invoices through a partnership with FF Inventory
Pro!
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Contact Plus
Professional and FF Inventory
Pro by M&R
Technologies allow you to easily create invoices and
track payments while retaining a history of the transaction!
With the integration of these two powerful products your
business will function smoother than ever before and give
you more time make more
sales!
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