Contact Management

The Contact Management module is an alternate way to look at customer data, with an emphasis on treating customers as sales prospects. The Contact Management module feature involves several new fields in the Customers table, a new form, and includes a new report template.

The Contact Management form has some additional features:

Copy button icon yellow Copy button copies the customer name, address, city, state, zip, phone, fax, contact, title and email into the Windows clipboard, for easy pasting into other applications.
Email button icon Email button works like a web page “Mail-to” control, launching the default email program with the address specified in the Email field already loaded in the To field of a new email message.
Web button icon Web button launches the default Internet browser, and goes to the address specified in the Website field.

Also, the form itself is resizable. By default, it is always displayed at the maximum size. It was designed for a minimum screen resolution of 800 x 600 pixels, so at its smallest size, it’s still larger than most Mobile Resource Manager screens.