Contact Management screenshot

Description
The screenshot below shows the main application window with the Organisation Search form in the background. In this form, the user has searched for Organisations whose name begins with grim. This has returned one result which the user has then double-clicked to display the full contact information form. The user is able to perform a multitude of searches with this form.

The form in the foreground shows the selected contact record. Various pages of information are available for the contact, but the user is currently viewing the general Organisation/Contact page. This shows the organisation's address details, and a list of contacts within that organisation to the left. The user is also able to assign various business sectors to the organisation. The organisation or contacts within the organisation can be assigned to various Distribution Lists to assist the user in sending out newsletters or mailshots.

Further pages on this form contain various lists of information such as:

  • Call History - listing the calls or other contacts made with the client - allowing the user to enter notes as relevant for each call.
  • Documents - a list of electronic or physical documents related to the client.  The electronic documents are hyperlinked to allow the user to instantly view or edit related documents regardless of their actual location.
  • Meetings - a list of meetings attended by the client (including a list of those who attended).
  • Projects - a list of projects that the client has been involved in.
  • Emails - a database is emails sent to, or received from the contact.
  • Reminders - a list of call-back reminders set against the contact.  These will pop up on the designated user's screen at the due date and time.

 

 
 
 
 Contact Management screenshot