Software Features | Conference Center

Features: Organization Information

  • Record all of the required information for an organization (e.g. address, phone, fax) and track an unlimited number of contact people for each organization.
  • Note that an “organization” can have many “groups”, thereby allowing you to track the overall impact of an organization. For example, a school may send multiple classes.
  • Enter organization and contact people’s information only once even though they may visit your conference center more than once.
  • Contact people may have separate addresses, phone numbers, etc. than the organization.
  • Direct your marketing messages to the most appropriate contact people.
  • Double-click on the e-mail address to automatically send an e-mail to the specified person.
  • For U.S. addresses, enter the zip code and the city and state will automatically appear.
  • Automatic formatting of dates, titles, addresses and phone numbers and automatic capitalization of names.
  • Drop-down menus for consistent and convenient data entry.
  • Mail merge into Microsoft Word™ to create form letters.
 
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