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AccountMate - Contact Manager Module
AccountMate’s Contact Manager module is a full-featured contact management program that helps you manage your business cycle more effectively and efficiently. The Contact Manager module fully optimizes Microsoft Office to provide a complete and automated contact management system that offers an all-in-one solution for managing multiple contacts.
Contact Manager stores all vital business and financial data about contacts and customers including names, addresses, phone numbers and e-mail addresses as well as notes and contact history. It allows you to sort and categorize contacts. In addition, it integrates with Microsoft Word, includes an enhanced report designer, provides contact filters, mail merge, e-mail and report functions and offers automatic dialing and e-mail addressing features. You can perform mass search and replacement of contact and customer data.
When integrated with AccountMate’s Sales Order module, you have a complete order-entry system that displays updated customer information at the touch of a button.
User-Defined Fields
Up to 48 user-defined fields can be added to contact records. Users can define each field name, type (character, date, logic or numeric), width and number of decimal places, and add the Lookup feature to the field. This makes Contact Manager readily customizable.
Easy-to-use Contact Management Database
Search and retrieve contact records by company name, contact name, zip code, telephone number, recall date, salesperson number or by using any of a wide variety of other search filters. Further enhance sorting abilities by setting up user-defined filters using data fields that are standard with AccountMate or the userdefined fields users created. Use the Mass Search and Replace function to quickly update data in one or more fields for all customers who qualify under the defined search criteria.
Seamless Integration with Microsoft Word
The Contact Manager database seamlessly integrates with Microsoft Word for easy mail merge and correspondence. Users can retrieve documents and labels created in Microsoft Word to customize and print them from within Contact Manager.
Integration with Sales Order and Accounts Receivable Modules
When integrated with the Sales Order module, users can create a sales quote or an order directly from the contact screen and fax it “on the fly”. Users can also drill down from the contact screen to gain instant access to sales order details or quickly examine critical financial information such as sales-to-date, SO backorder data, open credits or balances due without having to leave Contact Manager.
When integrated with the Accounts Receivable module, users can view invoice and payment transactions recorded using the Accounts Receivable module. They can summarize, compare and graph monthly invoice transactions for any customer.
Other Features
• A pop-up calendar
• A record count function that can filter most fields for specialized sorting
• The ability to generate transactions analysis by customer or inventory item
• Set up customer alias to facilitate grouping of related customer records
• Maintain customer web address
© 2008 AccountMate Software Corporation. All rights reserved. Reproduction in whole or in part without permission is prohibited. The capabilities, system requirements and/or compatibility described herein are subject to change without notice. Contact AccountMate or an Authorized AccountMate Solution Provider for current information.
Contact Manager Features
- User-Defined Fields
- Easy-to-use Contact Management Database
- Seamless Integration with Microsoft Word
- Integration with Sales Order and Accounts Receivable Modules
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Other Features
About AccountMate:
Since 1984, AccountMate Software Corporation has provided customers with powerful and flexible accounting and business management software. AccountMate provides the most stable and technologically innovative modifiable accounting solutions for the mid-market. The accounting systems are sold by the module which enables customers to acquire the software they initially need and add modules as their business needs evolve. The availability of source code makes this software highly modifiable so that it can be adapted to any changing business environment.
Software That Fits:
AccountMate is real-time, customizable financial and business management software designed to address the needs of small to mediumsized businesses. It takes advantage of the speed of client/server technology and the latest productivity-enhancing tools in Microsoft’s suite of products to help you better manage your business.
This leading-edge application combines the full functionality of our award-winning AccountMate system with the power of Microsoft’s SQL Server. It offers AccountMate users enhanced investment protection for the long haul with superior scalability, up-time performance, stronger data security and software applications.
A SQL database also optimizes the application’s performance so users can experience uniform highspeed performance—no more system slowdown at the end of your reporting period.