| Contact Management
Highlights: |
 |
Separate
Activity "Folders" to allow for organization
customer contact by subject within a master
record. |
| |
The
ability to create as many different subject
"Folders" necessary for each contact
master. |
| |
Optionally
note a call back entry and generate daily
call back lists. |
| |
Hot keys
for Customer Account Inquiry and Sales Order
history from within Activity
entry. |
| |
Requested
literature packets to be identified, produce
a ‘Fill list’ and sent on their way,
efficiently via direct e-mail or
fax. |
| |
Hot
Links from contact points within other DTE
applications directly to Activity
entry. |
| |
Automatic
DTE internal processing entries when Accounts
Receivable statements or dunning letters are
processed. |
| |
Maintain
consistent prospect and customer contact with
efficient management
reports. |
