Version 11.0 is now ready
Some of the main improvements:
Activities
The ContactMD v11.0 has a much improved integration with online registration and a relatively new product called ContactOR (online registration).
Briefly, information about an activity / event is recorded in Activity Central and it is associated with your contacts. The activity is exported to a file that is place on a website running ContactOR. Bulk email messages are sent out with an automatically generated ID that immediately lets the contact click a link and register directly online. The process is very simple for the contact and only takes a couple of seconds to register.
Once the activity / event is over, the information on the website is imported back into the ContactMD. This means a historical record is kept of all activities and a record of a contact's responses.
A couple of other improvements have also been include: record information about who to contact and show / hide various fields. Especially useful when sending out a bulk mailing campaign to verify and update each person contact details.
Print reports
The new approach of offering you a large variety of choices when generating printed report is now included in the ContactMD.
Sort options:
- Last name
- Organisation
- Last name, Organisation
- Organisation, Last name
- Area
- City
- Country
- Unique ID
Print options - List layout:
- List
List (field names)
- List (2 columns)
- List (2 columns and field names)
- List (small images)
- List (medium images)
- List (large images)
- Activities list
- Activities list (field names)
- Activities list (2 columns)
- Activities list (2 columns and field names)
- Membership list
- Membership list (field names)
- Membership list (2 columns)
- Membership list (2 columns and field names)
Thesaurus and Filter Codes
There is now an improved by of instantly looking up any term in your Thesaurus or code in the Filter Codes.
Selected records
This is a new feature to simplify working with selecting records, i.e. record identified for printing or exporting. You can now interact with on interface:
- Remove a selected record
- Remove all selected records
- Show the total of all records selected
- Open all contacts selected and view full details
- Open Print and Export options