Contacts and Correspondence

eTrack Benefits


Benefits of eTrack contact management include:

  • Quickly find any contact such as Clients, Consultants, Suppliers, Builders, Councils, Town Planners etc.
  • No double entry since synchronised with MS Outlook.
  • Never miss a follow up call by automatically viewing all your actions when you log in and using email alerts .
  • No duplication since the correspondence note becomes the action note.
  • Embed or attach letters or documents using the full interface with MS Word.

Contacts

eTrack comes with utilities to simply import your existing contacts.

Click on a contact to view details.

Use powerful Find of any Contact.

Directly view projects related to each Client, Consultant or Council etc.

 

Correspondence


eTrack includes simple but useful contact management.   Notes may be added to summarise a conversation and a Notify created to remind you to follow up along with an email.  You may chose to view all Notifications when you log in.

MS Word documents such as letters and faxes may be embedded or linked and edited through eTrack.   When selected the appropriate program is automatically launched.

 

 

Related Capabilities

 

  • Document Management
  • Email Alert Definition
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