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MacBusiness Consulting
Follow-Up System
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The MBC Contact Manager Database comes with a robust Follow-Up Management System that makes tracking and managing contact's future activities very easy. View screen shots below.
Follow-Up System Key Features
- Follow-Ups are created and managed on a user by user basis (each user sees only their follow-ups).
- Completed follow-ups are posted to a contact's history with a date/user stamp.
- View a contact's history from the Follow-Up Summary List.
- Insert a contact's history from the Follow-Up Summary List.
- E-mail directly from the Follow-Up Summary List a follow-up E-mail.
- Batch E-mail a group of follow-ups from the Follow-Up Summary List.
- Dynamic search of follow-ups that can include criteria from the follow-up and contact file.
- Batch assign follow-ups to a group of contacts (see batch processing).
- Extensive validation system to ensure the integrity of the follow-up data.
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