The Contacts module helps optimally organize contact information for business activities. Within any customer's card, you can easily access data in all linked modules, including completed and planned meetings, documents and correspondence.
Organized Contacts
Contacts
are defined by type within a customizable set of categories, like
Vendor, Customer or Lead,
for example.
Contact Properties
All
contacts have standard properties, like address and phone number.
Additional custom properties may be added at your discretion.
Contact Types
Associated
contacts can be added to any existing contact, called a Parent
contact. When working within any contact card, you can see its
Parent contact or any nested contacts. The set of contact types is
customizable.
Shared Contact
Information
Each Vedatrak
user may access all information and interaction history for any
contact.
Linked Items
Each
contact can be associated with different tasks, correspondence or
documents.
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