CM Spec Sheet

§ Organize Subjects

Separate Activity “Folders” to allow for organization by subject within a contact master record.

§ Multiple File Folders

The ability to create as many different subject “Folders” necessary for each contact master .

§ Call back lists

Optionally note a call back entry and generate daily call back lists.

§ Hot key links

Use Hot keys for Customer Account Inquiry and Sales Order history from within CM Activity entry.  Likewise, link to CM Activity folders from other DTE applications.

§ Manage Literature requests

Requested literature packets, produce a CM ‘Fill list’ and sent on their way, efficiently via direct e-mail or fax.

§ Automatic log entries from DTE applications

Automatic DTE internal processing entries are recorded when Accounts Receivable statements or dunning letters are processed .