From initial contact to closing the job, keep track of conversations, meetings, agreements, and all activities related to a customer or potential customer.  Setup and save letters and postcards to send to selected groups of contacts.  Instantly review the activity history on reports.  Generate "To Do" Lists for selected contacts and/or jobs.  (All customers, vendors, and employees are automatically sent to the Contacts database.  Add others as needed.)

HINT for Warranty:  Set up a job with same job code as original job but add a W to the end of the job code.  Then track all warranty activities using the secondary job code.

CHS 2006 Movies:

• Setup and Manage Contacts

• Export Lists of Contacts

• Store Contacts Activities, Notes, and To Do Lists

• Contacts Reports, Letters, Postcards, and Labels

Movies for Prior CHS Program:

• Contacts Database / Activities

• Contacts Screen Tools - Find, Filter, Send to Excel

• Contacts Reports:  To Do Lists, Activities, Table for Outlook / Contacts Letters, Postcards, and Labels

Sample Contacts and Activities Reports

• Lists of Contacts

• Activities Reports

• Contact History, Letters...

• Setup Contacts

• Contacts Mgt Window

• Contact Lists (can export to Excel)

• Set up Recurring Activities For 'To Do' Lists

• Store Communications With Contacts / Store Notes about Customers, Vendors, Prospect

• 'Pop-up' notes that will appear when Vendor or Customer is selected during data entry.

• Create and Print Letters and Postcards to Send to Selected Contacts / Print Labels for Selected Contacts