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Feature Tour - Contact Management
Easy access to Customer and Supplier contact details - integrates with other Teams@work modules to track customer satisfaction and supplier performance
The main Contact Manager screen showing search form and contact list. Export the contact details to csv, or print out a pdf report.
The 1 minute summary
By centrally storing contact details for all individuals and organisations that relate to your business:
- ensure vital contact information is shared across your business
- relate customer complaints back to a customer contact records
-
keep track of issues with individual suppliers
-
relate on-site issues back to individual sub-contractors
-
link to contact records easily from virtually any other record using wiki-style linking
More Details
- The Teams@work Contact Manager provides a central database for storing contact details for people
and organisations that relate in some way with your organisation including
- Customers
- Suppliers
- Distributors
- Subcontractors
Problems we have addressed ...
- do you currently have an inconsistent approach to managing important contacts?
- are your important contact details accessible and visible?
- is it currently difficult to track customer satisfaction?
- currently difficult to determine supply chain problems?
- do you have a simple way to monitor supplier performance?
The Contacts Manager integrates with ...
Issue Tracker - Customer complaints added to the Tracker can be linked directly to the Customer in question, and in reverse, when viewing a Customer, their respective Customer Complaints are also conveniently listed.Task Manager - Tasks can be linked to a Customer and vice versa
Asset Manager - add providers of services such as calibration to the Contact Manager
Screenshots
[ click image to view slideshow ]
Both individual people and organisations can be stored -- people can be related back to their parent organisation
