Contact Management

The Contact management record will contain name and address information for all phone calls and other correspondence that you wish to manage. It also allows the ability to assign a follow-up date and a staff member to perform the necessary task as well as a method by which to respond. The data will contain at a minimum:


  • Contact type and Purpose
  • Comments
  • Phone number
  • Response type, Date and Staff Assigned
As a by-product of maintaining contact information, the organization will be able to produce reports and listings including:
  • Labels
  • Reports by Category, Date and Staff
As with all other modules, the Contact Management module is fully integrated with the word processing capabilities of the system as well as having the ability to produce PDF documents.