Vedatrak Contacts 2.1

Overview

Vedatrak Contacts includes Dashboard and Contacts to easily transform the calendar solution to the CRM solution. Dashboard helps you pick up where you left off yesterday and plan your work for today. In one convenient window, you can preview daily appointments and quickly access important information. 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. Additional modules can be purchased and seamlessly integrated with at any time.

Features

• Instant Web Publishing (+)
  Full IWP support allows users to easily access and edit data from virtually any web browser without purchasing or installing additional FileMaker Pro copies.
• Quick Find (+)
  The convenient find field in Dashboard searches the full database for criteria matches.
• Daily Appointments Overview (+)
  Dashboard provides a preview of your daily appointments for easy reference.
• Individual Bookmarks (+)
  Add bookmarks to database spots you access frequent for easy navigation directly from the Dashboard.
• Team Member Notes (+)
  Other database users can post notes to appear on your Dashboard and vice versa.
• Recently Changed Information Summary (+)
  Dashboard includes a quick overview of recently added or modified data. You can easily track the changes made by you, another user or all users.
• 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.

See also

Compatibility

Purchase*

* These modules require the purchase of Vedatrak Calendar in order to function.

Related products

Purchasing a support package in conjunction with Vedatrak Contacts will enable you to rest assured that all technical aspects of using our product will be handled so you are free to provide you or your team with the professional support to effectively use it.