RedView CRM provides the ability to capture notes against a contact so that a complete record of activity is kept.
Searching and analysis of all activities against all contacts in the system is now available via a new global enquiry tool. This is available via the Client & Contact Activity menu item.
A summary list will be displayed which can be filtered for detailed analysis.
Some example use cases for this functionality might be to:
See all activity that has occurred with a particular contact
Identify all Contacts that have been invited to any event
View activity of clients & contacts in a city you are planning to visit
View all notes by subject e.g. Client Feedback
Monitor the activity of all staff with members of an organisation
Review your five star activity.
Standard RedView view features are available to provide view management capabilities. This allows the creation of different views, sorting and grouping of data, and extraction of data to Excel spreadsheets.
The RedView Team