Contacts management functionalities

Functionalities

Contacts management

Agenda management

Projects management

Alerts and reminders

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F.A.Q.

Schedulia is software for managing your customer relationship and your appointments.

Schedulia is a software to easily organize your address book and your appointments).

Schedulia.com ©2008-2009

The contacts managment is one of the main functionalities of the software Schedulia

Each contact has a complete sheet where you can read all the information available for this type of contact (individual, customer, supplier, etc.). It is also possible to supplement this information by adding notes, alerts, task (appointment, meeting, etc..) or to link the contact to a project.

Main functionalities for contact management :

Card models

The contact management is based on the concepts of card and card model. A card model for is defined for a kind of contact (individual, supplier, customer,prospect, ...). It allow to defined all the relevant information for this type of contact.

Each user of Schedulia with special needs, it is possible to create and edit your card models.

Note : Several card models are provided with the software.
Cards

Each card is created from a card model.
Cards are grouped by model and it is possible to add a comment for each card.
Links

For each card, it is possible to add notes, alerts, task (appointment, meeting, etc..) or to link the contact to a project.

Schedulia is software for managing your customer relationship and your appointments - Functionalities - Contacts management - Contacts management functionalities
Contact and customer relationship management software - Customer relationship management (CRM) - Prospecting software
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