SoftGuide > Functions / Modules Designation > Contact persons

Contact persons

What is meant by Contact persons?

"Contacts" refer to individual persons or representatives within or outside an organization who can be contacted for specific matters or information. These details are typically managed in software to facilitate efficient communication and information management.

Typical Functions of Software in "Contacts":

  1. Contact Management: Capture and management of contact details such as name, position, company, email address, phone number, etc.

  2. Organization Assignment: Assigning contacts to specific organizations or groups.

  3. Communication History: Logging communication history with each contact person, including sent emails, calls, or meetings.

  4. Task Management: Linking tasks or activities with contacts for task tracking and reminders of scheduled activities.

  5. Calendar Integration: Integration with calendar systems for scheduling and managing meetings and appointments with contacts.

  6. Search and Filter Functions: Quick search and filtering of contacts based on various criteria such as name, position, company, etc.

  7. Group Management: Managing groups or categories of contacts for better organization and segmentation.

  8. Import and Export: Capability to import and export contact data to and from various file formats or external systems.

  9. Security and Access Control: Ensuring the security of contact data through access rights and privacy policies.

  10. Notifications: Notifications about new contacts, updated information, or pending tasks related to contacts.

 

The function / module Contact persons belongs to:

DB Content

Customer master data

Software solutions with function or module Contact persons:

audius:CRM – the cross-functional standard software
audius:Energy for power engineering companies
audius:Event for Event Management
audius:Finance for financial service providers
audius:Seminar for training and seminar management
audius:Software & Consulting for IT, software and consulting companies
CAS genesisWorld
ERP twyz.enterprise
KeepTool - Tools for Oracle Databases
Microsoft Dynamics 365
Show all 38 programs with Contact persons