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Introduction to contact management

If you are new to CONTACTfile or ContactMaker , this is the course to do first. Bring your own laptop if you can. If you do, your installation will be upgraded to the lastest version free of charge.

General

  • Basic principles of contact management
  • How to cope with having several computer programs side-by-side

Program Function

  • Entering new contacts
  • Finding them again by name and company
  • Categorising organisations and people
  • Using specialist searches - by age group, company name, town, postcode, categories, and telephone number
  • Setting up reminders
  • Keeping track of communications
  • Printing labels, lists, tick lists, and badges
  • Sending individual emails
  • Sending individual text messages
  • Sending bulk emails
  • Sending bulk text messages
 Tuesday
06/07/2010