Contact Management

The Contact Management module increases your entire firm’s productivity by providing a common area to store contacts, your interactions with them, and even copies of the letters and emails you’ve sent. You can also share contacts, reminders and email with Microsoft Outlook, so your calendar and handheld are always current.

At the Core

• Contact Details. Stores all related information about a contact, including addresses, phone numbers, email and relationships with other firms.
• Efficient Correspondence Management.
  • Activities. Tracks notes from all contact interactions (e.g., calls, meetings, letters), including follow-up dates.
  • Form Letters. Provides templates to generate and store letters, faxes and emails.
  • Microsoft Outlook Integration. Seamlessly integrates with Microsoft Exchange and Outlook, enabling fast and easy sharing of contact details, reminders, and emails.
• Convenient Tools.
  • Duplicate Check. Prevents adding redundant companies and contacts.
  • Document Management. Archives shortcuts to related documents.
  • Transfers. Reassigns a contact to another firm.
• Handheld PDA Support. Forwards contact details to popular PDAs.

Taking You to the Next Level

• International Addressing. Formats according to a recipient’s home country postal codes.
• Financial Community. Provides quick access to lists of intermediaries (e.g., Accountants, Attorneys, etc).
• Customized Mailing Lists. Supports unlimited system-wide (e.g., announcements,holiday cards) and fund-specific mailing lists (e.g., calls, distributions).
• Painless Mail Merges & Email Blasts. Generates individualized letter and email correspondence with just a few clicks.