ContaX 3.9.92

ContaX is an application that allows you to store, manage and communicate with your contacts, suppliers, customers and prospects with ease.

ContaX is very useful for clubs, small businesses and individuals who use their contact or membership database properly.

Here are some key features of "ContaX":

Contact Records:
· Store detailed information about your Contacts
· User Defined Contact Status
· Visit a Contacts Website by Clicking the Button next to their Web Address
· Mark your Contacts as Customers, Suppliers, Personal, Prospect, Member or Network
· Mark a Contact as Inactive, effectively Hidden, but not Deleted
· Visit a Contacts Blog by Clicking the Button next to their Blog
· TLRS - Traffic Light Rating System - Red, Amber, Green
· Store up to five 'Tagged' Phone Numbers
· Store up to five 'Tagged' Email Addresses
· Contact Template Facility
· Import Data from a Tab Delimited File
· Import Data from Apple Address Book
· User defined Contact Categories and Classifications
· Specify the allowed method of communication, Phone, Email, SMS, Post

Audio Output:
· Contact Information and Notes can be output as an Audio File for later review, Mac OSX Only.

Document Management:
· Document Storage and Management, accessible from the Contact
· Documents entered and stored in the Vault with ooSooMpro supplied with ContaxCRM

Email Integration:
· Email a Contact by Clicking the Icon next to their Email Address, the eMail is Written to Contact History
· Automatically Capture Incoming Email and Apply to Contact

Twitter Integration:
· Update your Twitter Status from within ContaxCRM
· Send Twitter @Reply Messages to Contacts, Recorded in the Contact Notes

iCal Integration:
· Insert iCal Entries from within ContaxCRM, Linked to Contacts and Recorded in their Notes

Searching:
· Fast Searching, Sorting and Filtering of Contact information
· Contacts can have User Defined Tags applied

Notes and History:
· Notes Drop Zone: Drag and Drop Text Documents into Contact Notes, Recorded as History
· History of Inserts, Imports and Edits
Enter your own Notes against a Contact with an Event Type:
· Event Types: General, Email Sent, Email Received, Outgoing Call, Incoming Call, Visit or Order Received

Tasks:
· Outstanding Tasks For a Contact, Always Shown in ContaxCRM and within ooSooM

Live Mapping:
· Geographical Mapping Information showing Physical Proximity between businesses
· Icon on Google Map coloured appropriately according to your TLRS
· Appropriate Icon for Contact Types shown on inbuilt Google Map

Graphs and Charts:
· Real-time Charting

Connections and Relationships:
· User defined Connections / Relationships
· Unique 'Connections' Feature - Show the Relationships and Links between You and your Contacts and your Contacts and Each Other.

MySQL Multi-User Server Edition:
· Multi-User MySQL edition features Users screen with Full Security Features

General:
· Full Screen Toggle
· Extensive use of Keyboard Shortcuts

Open:
· You can use any generally available SQL Query tool to create your own Reports and exports if you wish.
· ContaxCRM does not 'Lock you in'
· Export Capability

· Capabilities in Conjunction with other Arten Science Products
· Each Contact can be Encrypted using your R10Cipher license.
· R10BatchMail can use your ContaxCRM data for bulk email marketing and communication
· R10Cipher can directly use your ContaxCRM database to populate it's Key Management Database
· Specify the allowed method of communication - R10BatchMail will not include contacts if 'Mail' is not selected.

Support:
· Online Manual
· Tutorial Movies
· Support Forum
· Email Support
· Telephone Support can be provided at additional cost

Additional Functionality and Features Coming Soon:
· Additional ContaxCRM Modules: Sales and Purchase Orders, Products, Sales Invoicing
· De-duplicate and Merge Facility
· iPhone and iPad Version
· Web Edition

What's New in This Release: [ read full changelog ]

· Includes a New Version of docXpert Help and Documentation System
· Backup to CD / DVD Option - Mac OSX Only
· Sales Orders now Check Credit Limits
· Sales Orders Option to Show Credit Limit Calculations
· Sales Orders Minimim Price Check
· Sales Orders Target Price Advice
· Sales Orders On Hold Check
· Sales Orders On Stop Check
· Sales Order Credit Check Over-ride Code
· Sales Orders Cannot Print if Not Checked
· Sales Orders Cannot Invoice if Not Checked
· Sales Orders Cannot Complete if Not Checked
· Sales Orders - Area Allocation
· Sales Orders - Resource Allocation
· Sales Orders Overview - Outstanding Only is now the Default
· Quotations Cannot Print if Not Checked
· Quotation Conversion can now be done from the Main window
· Mini Product Window, Sales Script, T&C's Etc.
· Refresh button to the Sales Daybook window
· Outstanding Sales Invoice Report
· New Projects Overview window
· Enhanced Projects window
· Sales Order Daybook, Filter by Area and/or Resource
· Credit Limit Checks and Over-rides written to History
· Enhanced...