CONTACT Sage Features

 

The CONTACT Sage lets you:

 

Features: (“system” refers to the Contact Sage)

§         store contact information including full name, nickname, 2 full addresses, home/work/fax/cell phone numbers, preferred contact method, Social Security number/tax ID number, birth date, status (lead/client/user selectable), priority (for grouping or searching contacts), 2 email addresses, producer, risk tolerance, investment goal, income, net worth, contact dates and more

§         store family member information including birthdates and comments

§         22 searchable user defined fields (5 text/3 date/6 number/8 checkbox)

§         store notes and remarks for each contact (notes are automatically date/time stamped)

§         store and open unlimited file links from the system

§         store and open unlimited URL links from the system

§         daily activities screen with today’s birthdays, appointments, and full To Do List

§         set up and monitor appointments (if appointment is with a contact, system can automatically update that contact’s notes with the appointment details)

§         monthly calendar interface for setting up and reviewing appointments

§         appointment reminder system through pop-up windows

§         printout daily appointment schedule

§         set up links between contacts (lets you link family/coworkers/etc.)

§         duplicate selected contact information for spouses, etc

§         set up unlimited producers and assign contacts to them

§         automatically filter contacts and appointments by producer

§         automatically track status change dates for contacts (used to track contact/client progression through client acquisition process)

§         find contacts through any combination of information stored in the system (contact/ /note/remark/appointment/user defined fields)

§         scroll through the contact list returned from the search function

§         simultaneously perform 2 searches

§         automatically fill in e-mail address/subject/body for a contact or a contact group into the default windows e-mail program (Microsoft Outlook/Outlook Express/etc.)

§         interface with group email programs to send personalized emails to contacts

§         automatically fill contact information into Microsoft Word mail merge documents accessed through the system

§         user selectable contact report generator that lets you create a grouped contact based report with/without contact notes, remarks, or appointments, that are output to Microsoft Notepad, Word, or Excel (you can select which information is output and also the order that the information is arranged in for all reports)

§         automatically backup database daily/weekly

§         set up email addresses/subjects/bodies, mail merge files

§         full database cleanup and management utilities

§         arrange unique contact data display for each system user

§         password protect the system with general passwords (different passwords to control user access to system functions), or user specific passwords

§         dial any telephone number on the screen (requires a modem)

§         networkable out of the box

§         synchronize all system data with your Palm or Pocket PC PDA