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Insight Contact Management Lite description:
A powerful, yet intuitive Multi-User Contact Manager
Quick search to look-up your Contacts. Customize the fields you track and display. Virtually any fields can be Listed, Sorted or Searched.
Organize your Contacts into Hierarchical Groups (which can be used as Email Distribution Lists). Works with any MAPI Email Program (non-web based email) and supports International Phone Numbers and Addresses!
Every Contact has unlimited Phone Numbers, Email and Mailing Addresses. Customize the label for each and add Other Information (like Voice Menu selections, Office Hours, and Directions).
Add Links to WEB PAGES, Scanned Images and other Documents. Insight Contact Management has Unlimited Notes and Date Reminders for Important Birthdays and other Dates. VIEW an ONLINE MAP to any Address, or OPEN the WEB PAGE, Scanned Image or Document Link with just a click!
The “Contacts Explorer” allows all of your contacts to be organized into your own groups and sub-groups (such as Business, Customers, Prospects, Restaurants, etc..). Both the groups and the contacts in them are in plain view in a unique hierarchical layout – well organized and easy to find!
You can even create temporary groups to keep track of people on a project or those you’re inviting to your weekend barbeque! Just delete the group when it’s no longer needed – the contact records will still be there. The groups can be used as an email distribution list or for a mail merge – great for keeping in touch with any group of people.
Here are some key features of "Insight Contact Management Lite":
· Multi-User Capability Both Lite and Professional Versions Are Multi-User - everyone in the company can share the Same Data.
· The 'Contacts Explorer' displays and organizes all your contacts into your own Groups and Sub-Groups.
· Unlimited Phone Numbers, Email and physical Addresses for each contact.
· Tracks local calling Area Codes and local Long Distance numbers for multiple Locations (U.S. and Canada Only).
· User definable labels for phone numbers, email addresses, dates, and special 'User Defined' fields.
· Put Voice Menu Selections, Office hours or any other information in each Phone Number, Email, or Address record.
· Get an On-line Map to most addresses in the US, Canada and 16 European Countries with one click (Internet connection required).
· Now supports International phone numbers and addresses.
· Customize virtually every field in the Database.
· Unlimited notes for each Contact.
· Reminders for important dates (such as birthday’s, anniversaries or any user defined date for a contact).
· Unlimited Links to Web Pages, Documents or folders for every Contact Record.
· Now supports any Email Program and allows address labels and hidden distribution lists.
· Import Microsoft Outlook Contacts, Distribution Lists and Categories.
· Export and Import in a variety of formats.
Limitations:
· 21 days trial
· Nag screen
What's New in This Release:
· Integrated Spell checking for Email, Notes and any Merge documents you create.
· Now supports HTML formatted Email.
· Automatic Program Updates - new updates are automatically downloaded and installed for you.
· Database upgrade - the program is now much faster and more efficient.
· The Innovative Record Search feature now has a new 'Filter' mode. Quickly display only records that match the text you type. As with the original 'Search' mode, can filter by any number of fields simultaneously.
New list formats:
· Address List: Shows every address for each contact.
· Hyperlink List: Displays all web addresses, documents, and other 'Links' to each Contact.
· Prospect / Project List [PRO ONLY]: Displays all activities and notes for each sales Prospect (or Project) you are tracking.
· Windows Vista and Office 2007 compatible.
· Many other enhancements and improvements have been made throughout the program for this new release.
