Click here to return to the "Contact Manager" information page.
Click on the tabs in the image to see other screen shots within the contact manager.

Click here to return to the "Contact Manager" information page.
Click on the tabs in the image to see other screen shots within the contact manager. CLICK HERE to see the Related Detail screen. Each record in any Information Manager has a Notes field, allowing you to type notes, or memos, about that record.This tab shows you any note you have on the current record; plus, it allows you to type or edit a note right on the screen. CLICK HERE TO SEE THIS TAB. The History tab shows any and all actions that the program has performed on the current record. It also allows you to track expenses or income for a certain record. A records History follows it wherever it goes, if you copy a record with a history to one of the other Information Managers, the history goes with it. CLICK HERE TO SEE THIS TAB. The Action Plan tab allows you to define actions or events that you need to do for that record (i.e. a reminder). Action Plan is tied in closely with Campaigns/Action Plans. CLICK HERE TO SEE THIS TAB.