Contact Management Software for business and organization
contacts and communications. If this custom database happens to match your
requirements then it can be purchased for $800, support & source code included.
Optionally, we can create a custom-designed contact management software solution
that matches your particular requirements.
Contact with customers, clients, and vendors all need to be managed
and tracked so that your business or organization will operate efficiently.
Missing a follow up call can lead to a lost sale or a disgruntled client.
The Access contact template database was designed
to provide multiple
views of contact information. The multiple views include screens to review contacts
by associations, events and projects.
Contact management template's key components include a screen
that provides for cross category selection of contacts for distribution of
communications - by email, mailing labels, or faxes. Our Access contact
management database additional key features include the following:
Manage contact master list
Assign contacts to many projects
Associate contacts with events
Relate people to associations
Flexible query software across several groups
Output to mailing labels & emails with
Produce invoices and manage payments
Output various management and status
Completely data driven with all lists
Contact Management Template Major Functions:
Below is the main menu Welcome screen the for custom contact
management system. This form demonstrating a seamless, user friendly
contact management database interface.
Nearly all of our template software have a similar user friendly tabbed interface. There are no
popup switchboard menus or nested menus to confuse the user. All
functions are immediately available and when appropriate tabbed forms are
coordinated so that the user doesn't need to find a record again when moving
from tab to tab. This user interface design reduces database training and
Management of contact profiles is a key aspect of any contact manager software. Below is the 'People Manager' screen for the
custom contact management database. All aspects of each contact can be
managed from this one form. Embedded tabs provide easy links to Projects,
Events, Associations and Expertise data entry. Also note that emails may be
sent automatically to each contact by pressing the 'Send an Email' button. These features facilitate communication with
your customers - see below in the contact management database communications
There can be an unlimited number of projects defined in the software and
contacts may be assigned to several projects. Below is the database form used to
management of contacts by project. Management of project participants and
roles and responsibilities offers increased functionality for this contact
management software system. Below is the
form used to manage project members:
Contact event tracking, invoicing and payment reconciliation
is managed in the Events table of our Contact Manager system. Emails, USPS mail & faxes can auto magically sent for each attendee by event or multiple events. Shown below is the primary
interface for the management of events, event schedules and event attendees. The mailing tools tab provides the query
features needed to communicate to specific attendees by group or category using efficient event attendee selection on the custom
search criteria screen.
Member association affiliation and management & association
categorization offers an additional level of customization for this contact
manager software case study. Each person can belong to one or more
associations. This customer category functionality provides another way to
associate each customer contact and to use this categorization to send
communications directly to subsets of the entire contact manager software:
The Mailing Tools function of the Access contact management
offers a query interface for users to select a subset of the contacts and
members within the Contact Management software case study with unparalleled power and flexibility
- all with a user friendly, intuitive interface.
A few clicks of the
mouse allows select of thousands of combinations of contact characteristics.
Communications can be sent to spreadsheets for further process, Emails with
and without attachments, and optionally faxes.
contact and communication tools are exemplified here. In this screen we are sending emails to a member contacts. You can see on the
right side of the form a subject line for the email 'Announcement:...', and
a message body asking the recipient to attend the meeting at a specific
location and time. Optionally, an attachment to the email may be specified -
in this case we are sending a PDF document detailing the meeting agenda.
The expandable lists feature is implemented in the 'Lists' tab of our contacts manager
system. Here we
provide the user with the main tool for customizing our data-driven database system. As you
can see in the screen image below, all list choices are infinitely customizable by the
user (appropriate user-controls have been implemented).
To add longevity and speed, all lists use numeric index pointers to serve as
lookups to the actual list containing the textual data. This technique
gives the contact management template a highly compact structure that will be able to
contain many thousands of contacts without any decrease in performance:
Additionally, our MS Access contact management
template has a simple user
security system which works off of the user's network login name. This system
bypasses Access's clumsy implementation of database security.
Our Access Contact Management Software is a favorite replacement for many users of Act! software.