MyOffice Contact Management
Online Contact Management Solution for small and medium sized businesses
MyOffice provides a powerful and flexible online contact management
system ideally suited to the needs of small and medium enterprises. Our
contact management module allows you to quickly, simply and securely
manage your business contact data online.
The benefits of managing your contacts online with MyOffice
Carry out contact management tasks from your desktop PC, your laptop,
or your Windows Mobile Pocket PC.
No requirement to synchronise devices ... MyOffice gives you online access to your
contacts at a secure, central location.
Unlike browser-based systems, MyOffice allows you to continue to manage
your contacts even when you've no access to the internet.
There's no limit to the amount of contact information you can manage online
with MyOffice.
Customise the system to store and retrieve your own data fields.
Organise your contacts into Contact Groups and control the user access to these groups.
Assign contact-related tasks to your users, and have the tasks appear in their Today window.
Share contacts with your colleagues
You'll probably want to share your contacts with other users in your account. You do this
by organising your contacts into Groups and controlling which users have access to the different
groups. Your own private contacts are held in a group called 'My Private Contacts' which no-one
else can see.
Customer Relationship Management (CRM)
Managing your customers is vital to the success of your business and MyOffice has many CRM
features to help you. You can log actions that you have taken or plan to take .... and you can schedule
follow-ups, actions, and tasks at future dates.
Link contacts to diary appointments
When you make an appointment you can link the appointment to one or more contacts. This enables
you to go to a contact and see all appointments booked with that contact. It also avoids having to
enter the contact details manually in the appointment record.
Configure your own fields
Each business is different and you'll want to record your own specific contact data.
You do this by setting up your own tabs in the contact window with your own 'user defined fields'.
In this way you can 'classify' your contacts and store additional information relevant to your
business.
Looking up contacts
Searching for contacts is easy. Just enter any data that you know exists in the contact record
(including user defined data) and the search will find and list the matching contacts. You can
also configure the list of contacts to show only those columns you want to see.