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Using Approach for Contact Management?

Using Approach for Contact Management?

Using Approach for Contact Management?


We use Approach as our primary DB for our client base, etc...and we use ACT and SalesLogix for Contact management...

Is there a way we can add contact management functions to Approach...all we really need is a way to schedule reminder calls by user...ie...if we have 5 people accessing Approach...we would like a way that if person A schedules a call, they get a pop reminder of the call and then Person b does not see it...etc

RE: Using Approach for Contact Management?

You could add a "callback" database to your Approach application and put into it the ID of the client, the callback date, and the user name at a minimum. You might also want to have a purpose of the callback and a place for notes as to how the call went.

Join this database to the client database on that unique ID. Users can now do FINDs by date and user name to pull up only their own activities.

Sue Sloan

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