M1 Contact Management organizes your customer and supplier details, including locations, contacts, tasks, appointments and memos. Use M1’s mail merge utility to improve communications with your contacts.
Organizations of M1 Contact Management Module:
Document specific contact details for all customers and suppliers, including email and internet addresses. An organization can be a customer as well as a supplier. Record all default settings here to improve data entry efficiency throughout M1. Up-to-date aging information may be viewed on a number of screens in M1.
Locations & Contacts of M1 Contact Management Module:
Each organization may have multiple related locations and contacts. Locations are used for quoting and shipping. Each contact contains individual details. Create contact groups to improve marketing opportunities.
Follow Ups of M1 Contact Management Module:
Create tasks and appointments by contact and assign to the most appropriate user. Control the progress, status and priority for each follow up. Access to all follow ups for yourself are available on the Start Page.
Price and Availability of M1 Contact Management Module:
View by customer, the quantity on hand, quantity in production and quantity on order for a selected part. This utility will also advise you of the price options available for that customer, and from the same screen, create a quote or an order.
Mail Merge of M1 Contact Management Module:
By using the Mail Merge facility, you are able to merge M1 fields into any mail merge document . Send off documents to multiple contacts at once. This facility can be used from within any module. Increase your marketing power by combining this facility with the contact groups to quickly and easily transmit advertising material.
Organization Explorer of M1 Contact Management Module:
Use the Explorer to access all records and transactions relating to an Organization. Numerous searches provide immediate information in grid format. Open the source documents directly from the grid.
Finance Companies & resellers of M1 Contact Management Module:
M1 gives you the ability to link finance companies and/or resellers to a customer and the ability to link finance companies and resellers to multiple customers.