A contact manager is software for storing and organizing customer information, schedules, emails, and notes. It can generate reports, backup data, and categorize contacts. It also has a search function and templates for common tasks. Different versions include internet-based systems and those uploaded to a company’s server or part of another software application.
A contact manager is software that allows a user to store, organize, and search phone numbers, addresses, dates, notes, lists, and more. Similar to a personal information manager, a contact manager is designed for sales reps and others who need to store information about customers and prospects, schedule meetings and phone calls, and organize emails and text documents. With the massive amounts of data a person encounters every day, a single location for storing that data is attractive. Features of a contact manager might also include the ability to store passwords, important dates and appointments, and the ability to share data with another computer or personal digital assistant. Some contact managers may allow multiple users to access a shared database of contacts.
A contact manager can also generate reports and organize, forecast and track sales activities. Some offer the ability to attach a photo, which is great for those who don’t always remember names or documents to the contact record. Auto backup is an important security feature on a contact manager. Another available feature is the ability to group and categorize contacts.
Instead of making notes on pieces of paper or keeping a notebook, many users opt for a contact manager with a “notepad” function. Using this feature, you can type, cut and paste or clip sections of web pages in your contact manager. The software will automatically time and date stamp your entry to help you sort your notes. Some devices also let you write notes by hand with a specialized stylus.
Like personal information managers, a contact manager might also have a calendar function. Using a calendar management program, you can keep track of meetings, holidays, birthdays, and so on. Audio reminders can alert you when a task is due or meeting time is approaching.
The search function of a contact manager is extremely valuable. You can search by date, category, phrases or other methods to find the material you are looking for. A contact manager might also contain templates for common tasks, such as phone messages, expense records, or to-do lists.
There are many versions of contact managers. Some systems are internet based, which means you don’t need to load any software. Other contact management software can be uploaded to a company’s server so that customer information databases are accessible to multiple employees. Others are part of another software application, such as Microsoft Outlook, that has an enterprise contact management feature.
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