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Contact Management

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Contact Management...

 Contact with customers and potential customers is key to your business operations. Accurate and easy access to past conversations is a tool necessary for good customer relations. Down To Earth gives you both with Contact Management.

 Contact Management tracks and organizes past, present, and future business contacts with minimal time investment. Contact with potential or current customers and vendors is logged within the Contact Management application.  Or entered directly from other Down To Earth applications.

Coding for automatic Folder entries can optionally record an event such as A/R Statements, in a split second. Easy Call back reports keep you on top of communication.  All playing a vital roll for future business.

 Below are just a few of the great features offered with the Contact Management application or link to our CM Spec Sheet for even more …

Contact Management

Contact Management Highlights:
  Separate Activity "Folders" to allow for organization customer contact by subject within a master record.
  The ability to create as many different subject "Folders" necessary for each contact master.
  Optionally note a call back entry and generate daily call back lists.
  Hot keys for Customer Account Inquiry and Sales Order history from within Activity entry.
  Requested literature packets to be identified, produce a ‘Fill list’ and sent on their way, efficiently via direct e-mail or fax.
  Hot Links from contact points within other DTE applications directly to Activity entry.
  Automatic DTE internal processing entries when Accounts Receivable statements or dunning letters are processed.
  Maintain consistent prospect and customer contact with efficient management reports.

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Current Release:

DTE Business Suite  v7.0  
Water Management  v7.0