• 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.
This database system is a successful solution. View Testimonial

If you are interested in a demonstration, contact MBC at 808-739-9797.
ref no:6330

Please send questions about this website to webmaster
Copyright© 1996 - 2023 MacBusiness Consulting. All rights reserved.
Terms of Use / Legal Disclaimer / Privacy Statement
Site Designed and Managed by MacBusiness Consulting