Contact & Business Units

Contacts and Business Units are the cornerstone of your customer data management. JobTrack allows you to differentiate between a company and a person, and associate a person with a company as an employee.

We understand that providing a high level of customer service is crucial to the success of your business and with this in mind we have designed JobTrack to allow easy access to a complete view of all relevant information for a Contact or Business from one Summary screen.

Contacts Features in JobTrack

• Search for Contacts based on provided information such as email addresses, post codes or date last modified
• Manage a hierarchical Business Unit structure such as companies and departments, with associated Contacts
• See the big picture by viewing a history of Emails, Quotes, Jobs, Purchases, and more … for each Contact
• Ensure that requests don’t fall through the cracks by managing Tasks connected with Contacts
• Attach associated documents in their original formats such as pictures, documents and spreadsheets
• Send offers and newsletters by email to a Contact list using custom templates
• Import Contacts from an existing database
• Use the Quick Add function to add simple Contact details whilst you are on the phone
• Track the success of marketing by identifying the enquiry source

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