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 It's
really a very good software. In single click I can find all
details about contact information. Its also time saving because
it removes the problem of hierarchy of folders. We do not have
to bother, eSecretary takes care of it.
M. P. Manasia, Sr. Executive,
Edinms Technologies, Mumbai
Best feature is
the storage of all details of the customers & suppliers contacts etc. at one
centralized place . Have not tried other features.
Tejal
Damani, Director, Jhaveri Creations, Mumbai
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Contact Management |
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Organize Contacts & use contact
information for varied purpose
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Simple & Quick
addition & update of contacts. |
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Unique Contact
ID that can be used during contact interaction.
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Record of
birthdays & anniversary dates ,alerts on due Greetings. |
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Attach documents
like agreements, price list, vendor/customer information, customer
specific drawing etc. |
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Pick up of
address for letter drafting. |
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Pick up of
addresses for mail merge . Also Prints Labels/Envelops for Merged
contacts. |
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Pick Up email ID
for email merge |
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Attach
correspondence & documents ,Retrieve quickly.
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Print Labels /
Envelops for the selected contacts and of the desired quantity for
each contact. |
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Dial number
automatically if modem is attached. |
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Electronic
Telephone Diary. |
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Physical File
Index , Print whenever you want. |
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Creates list of
specific contacts in excel , useful for extended tours.
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Profiling of Contacts
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Facilitate
defining of contact type for each contact like Customers,
Suppliers, Friends, and Business Associates & Relatives etc. |
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Retrieve contacts
on the basis of contact type & helps perform specific tasks upon
them. |
Multiple Categorization of Contacts
Assign multiple
categories, Retrieve back on the basis of these categories & helps
perform multiple tasks on the filtered contacts.
Labels & Envelop Printing
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Print Mailing
labels with predefined size for the selected contacts and desired
quantity for each selected contact group. |
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Mailing Labels
Preparation in MS Word by automating database connection, You can
choose size of labels and fonts & font color and also define your
own size too. |
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Print Labels or
Envelops for mail merge contacts at one go. |
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Print labels or
envelops for all correspondence of the day at one go.
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Powerful Search
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Basic Search
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Instant retrieval by Contact ID. |
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Quick Filter with beginning characters of values of
contact information filed. |
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Text Search on values of contact information filed. |
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Advance Search
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Retrieve list of all contacts based on the value of any
information fields*. |
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Further Nested Filter on filtered contacts to resolve
your complex queries. |
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Dual / Triple Search facility by Look for on queried
contacts. |
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Creation of Group of Contacts for Group Communication needs
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Create Group of
contacts |
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Simplify
mail/email merge with Microsoft Word |
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Record every
group communication |
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Phone call
campaign and tracking status and remarks for each call |
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Export list of
contact in a Group to Microsoft Excel. |
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Repeat
communication to an existing group of contacts |
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Group
communications to selected group |
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Print Labels &
Envelops for mail merge activity |
Import
Contacts with check for duplication
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Import contacts
from excel spreadsheets & dbf files by mapping of fields
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Pre-mapped &
Simplified import of contacts from Microsoft Outlook contacts |
Export of Contacts
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Export contacts
in excel spreadsheet and dbf format too. |
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