Toggle between a detailed view of one contact and a list of all contacts. Quickly find the contact you’re looking for with the Find option.
Flexible Screen Layout
You choose which of the tabs of data you wish to appear in more detail in the center of your detailed view. Simply click and drag the tab you wish to see into the center.
Use notes to document the outcome of an activity and to record interactions with an account, contact or opportunity. The notes you add appear in the Notes and Notes/History tabs of account, contact and opportunity Detail views. A Filters option lets users quickly access the information the want. When a user views the Notes/History tab, all interactions such as meetings, phone calls, to-dos, and literature requests, are visible as are the notes associated with each interaction.
The Personal tab under Contacts holds personal information, such as Birthday, Spouse Name, Directions, Alumni information and Year Graduated about the contact.
Associate a contact with another contact. This allows you to note that Joe is a client of Mary or James is a business associate of Carl. Instantly navigate between associate records.
Parent and Subsidiary Accounts
Accounts can be assigned a parent or subsidiary designation, to enable you to establish this account’s relationship to other accounts.
Keep details such as Pager, Department, Referred By, and Local Time on the Contact Details tab.
Keep a vast number of details about your accounts. Region, Time Zone, Stock Ticket Symbol, Credit Rating, and SIC Code are just of few of the details you may track.
Associate a lead source (e.g. trade show, magazine) with each contact to track from where your business is originating.
Link files to your Accounts, Contacts, and Opportunities for easy recollection.
A quick view of your next and last call, meeting, and to do for the contact.
Add your own tabs to hold custom information unique to your organization.
Track the opportunities associated with your client, including the status and potential dollar value.
Groups are a collection of accounts, contacts or opportunities that share a common condition or characteristic. Use groups to work with a subset of your accounts, contacts, or opportunities; select data to print on reports; and to send mailings, e-mails, and faxes using the mail merge feature.
Use associations to create relationships between contacts and between accounts. You could, for example establish accounts for each division of a company, and a separate account to represent the company as a whole. You could then associate each divisional account with the parent account. Contacts within the different divisions can then be associated at a contact level.
Schedule literature requests to notify your fulfillment department that you would like marketing materials or other documents sent to one or more contacts.
If the Sage CRM SalesLogix Support Client is installed and active, you can view the details of your contacts’ open and past support issues. From this view, you can quickly schedule a phone call, meeting, or to do to ensure the issue is being resolved to the contact’s satisfaction.