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.