Contact Management Solution
Problem/Need: Client needed a solution for a large number of contact. The need to need to targeted direct mail, fax broadcast and broadcast Email was critical.
Solution: Implementation of an MBC Contact Manager Database solution (template, customization and training).
Key Features included:
- Easy to use interface and navigation.
- Powerful On-line Help with step-by-step instructions.
- Cross-Platform Ready - Mac OS and Windows.
- Fast Search feature to efficiently find a contact.
- Correspondence Layouts to efficiently generate letters, faxes and E-mail.
- Powerful Email System - allows you to send personalized Emails with HTML (images/styled text) and/or Text format directly from FileMaker Pro to an individual or a group of contacts. It also allows you to include attachments.
- Robust Keyword System to organize contacts into groups.
- Robust Follow-Up System.
- Robust History System.
- Robust Batch Functions for creating/assigning Follow-Ups, History and Keywords.
- Letter Template Library - Create and edit a list of predefined letters that can be easily pasted into correspondence layouts.
- Special Events Management - Track birthdays, anniversaries, etc.. of your clients, family and friends, etc.
- Validation - We have added a variety of validation routines to minimize the entry of bad data.
- US Zip Code Lookup - Will lookup city and state after you type in the zip code.
- Hawaii Demographic Lookup - When you type in a Hawaii zipcode, it will automatically lookup the island. Also shows a Oahu region (i.e. Central Honolulu, Windward, Leeward, etc.) if applicable.
If you are interested in a demonstration, contact MBC at 808-739-9797.