Contact/Customer Relations Manager
It provides users with a fast and easy way to schedule activities, access notes & information, and produce personalized letters. It does the work of customer service, sales, collections, purchasing, and general office management. From our Contact/Customer Relations Manager tool, you're only a click or two away from:
- Accessing data: No more closing Oak Street screens and opening others to locate the data you need...just click a tab!
- Managing Contact Information: For any customer, prospect, vendor, sales rep, or inventory item, enter unlimited notes, including subject and time, date, and user stamps.
- Scheduling call-backs, to-do's, or other activities: Clicking on the scheduler icon launches Microsoft Outlook, allowing for quick and easy scheduling, including 'copy & pasting' the current
contact for scheduling callbacks, 'to-do's, or other activities.
- U.P.S. tracking: Why go to the Internet or the U.P.S. machine to track a package?: Do it right from our Contact / Customer Relations Manager tool.
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