• 6) History System

• Tweet

The MBC Contact Manager Database comes with a robust History Management System that makes tracking and managing contact's past activities very easy. View screen shots below.

History System Key Features

• Completed follow-ups are posted to a contact's history with a date/user stamp.
  
• Insert history feature allows you to insert history from the contact file or the Follow-Up Summary List.
  
• View a contact's history from the from Notes/History layout or the Follow-Up Summary List.
  
• E-mail directly from the History Summary List a history record.
  
• Batch E-mail a group of history records from the History Summary List.
  
• Dynamic search of history records that can include criteria from the History and the Contact file.
  
• Batch assign history to a group of contacts (see batch processing).
  
• Extensive validation system to ensure the integrity of the history data.

Back to the top



ref no:4547

1. Back
2. Home
3. Directory
4. MBC Contact Manager Tour