| Contact Management
Highlights: |
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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. |
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Optionally note a call back entry and
generate daily call back lists. |
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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. |
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Hot Links from contact points within
other DTE applications directly to Activity entry. |
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Automatic DTE internal processing
entries when Accounts Receivable statements or dunning letters are processed. |
| |
Maintain consistent prospect and
customer contact with efficient management reports. |
