Core2 CRM is the easiest and most flexible Customer Relationship Manager. A perfect multi-user, cross-platform solution for getting your company's data centralized, organized and secured.
Now your entire company can manage all your company and individual contacts, letters, faxes, e-mail correspondence history, group calendaring, employee task lists, letter and e-mail campaigns, notes and associated documents.
With the Core CRM you are able to manage:
- CONTACTS: Specifically design to handle both individuals and organizations
- CALENDAR: Handles both individual and overlapped group calendars
- TASKS: Create, assign, prioritize, and view all tasks for you, employees and contacts
- CORRESPONDENCE HISTORY: Centrally track, create and manage staff communications (Letters/Faxes/E-mail) to customers and vendors
- NOTES: Create, view and manage all notes plus link to contact records for notable phone conversations or meeting minutes
- EMAIL/CAMPAIGNS: Create and track e-mail and letter campaigns using templates
- DOCUMENTS: organize and manage your customer and vendor files and documents Option to store the files inside the database or reference the files on a file server
- DATA EXCHANGE: designed to exchange data with Outlook, QuickBooks and Mac Address Book. Entourage integration coming soon!
Core Invoices - Optional Module
- Creates, tracks, manages invoices, payment history, reports, graphs
- Ready to integrate with QuickBooks "out of the box" option
Plus much more...!
What's new in this version:
Contacts Changes:
- Only the Contacts file closes all other files upon exit. If any other file is closed (like documents), the Core remains open.
- Removed the field validation (must be unique) for ID_Parent_PK fields. This was done in the Internet, Phones and Addresses tables. It was causing problems during the import script steps.
- Change the name of the field in the Internet table from ID_Parent_PK to ID_Contacts_PK for consistency.
- Fix several navigation bugs with the windows when closing the calendar file. This would cause problems when editing a task or even then opening the calendar by going to the incorrect layout.
- Update the reset and opening scripts to set the appropriate Outlook and Entourage folders. Preferences Changes
- Add phone formats for multiple countries
- Remove the "cntct_USER" table occurrence
- Remove the "Invoices" table occurrence . Follow the link and
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