Contacts and accounts
The creation of contact database is groundwork for the proper operation of the application. The contacts tab serves as a means for complex management and record-keeping of all company as well as personal contacts of a company. It enables the authorised users to share contacts and to define relations between persons and organisations including record-keeping of all relevant details, such as the professional orientation of a company, work positions of individual employees, etc. The system also makes it possible to register relations between parent and subsidiary companies, divisions, and branches.
Filling-in of contact form is facilitated by code lists (e.g. code list of post codes), that enables checking of correctness of a respective contact address. An optional amount of pictures can be attached to any contact. It is possible to create an account with every contact. Any person or organisation with an established relationship to your company can become an account. It can be an employee, a client, or a business partner of your firm. The interconnection of the whole system makes it possible to open selected details of a particular account in the "CRM" tab and get access to the complex information of an account - its financial situation, the history of mutual cooperation, the realised marketing and business campaigns, and other activities in real time. The contacts can be similarly utilised in messaging, record-keeping of time sheets, etc. The use of individualised bulk mail means a substantial reduction in time demand and overall expenses.
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Contacts and accounts