CONTACT MANAGEMENT MODULE

Keep accurate records of calls to donors, plan events, keep ongoing to-do lists, all with V-Manager. Use it to assist you in time and contact management. Your calls will be on time, on the mark -- and on the money -- with the contact management module.

 

• Calender at a glance-daily, weekly, and monthly.
• To-do's and appointments connect to donors in the master database.
• Zoom in for better visual schedule and calender.
• Ability to view detailed information about meeting.
• Filter the on-screen view by appointment or calls.
• Print daily, weekly, or monthly calender.
• Assign a priority level to each entry.
• Manager recurring entries -- call a specified donor once every month.
• Each user can maintain a separate calender.
• See from the donor's record a history of contacts from different users.
• Ability to add, edit, and delete the data entered.