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Pro Intensive

If you have been using CONTACTfile or ContactMaker for some time, this is the course that will ensure you are doing everything in the most efficient way. 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
  • Creating and using contact groups
  • Customising fields