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Gather diverse groups with a single button click and group them together for calling or mailing. Mass mailing is done with 3 button clicks and each letter may be individually changed, if desired, before printing all. Mass faxes may be prepared in the same manner. Labels or envelopes may be generated at the same time. Mass calling is done by scrolling between contacts on the History page and entering notes of your conversation as you hold it. The General Notes field shows, giving you the advantage of viewing notes on the contact as you speak.
The Mailing module comes with a few pre-loaded letters and holds as many as you care to create. Letters can be deleted,changed temporarily or permanently, and Master or template letters can easily be created and employed. Once you have created a Contact Type, a Letter Menu of the same name is automatically created and will appear with the letters you have entered into it whenever a contact of the same type is selected for mailing. Or change menus, and send a letter from another Letter Menu. Letter Menus display letter titles and the first line in the letter. Print and mail out postcards, or print labels with a couple of clicks!
Handy Reports will tell you which contacts you haven't contacted in over 30 days, and allow easy print-out of all or selected contacts.
AtoZ Business Builder™ is available as a networked version and can be customized to include specialized forms and/or to be accessible over the internet. It’s point-and-click easy.
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