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ContactMD upgrade



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


Click the image for a view of: Improved integration with online registration
Improved integration with online registration
Click the image for a view of: Controling fields that appear to the user via online registration
Controling fields that appear to the user via online registration
Click the image for a view of: Improved print options
Improved print options
Click the image for a view of: Select which fields to appear on your printed report
Select which fields to appear on your printed report
Click the image for a view of: Lots of new print report options
Lots of new print report options
Click the image for a view of: New interface to streamline working with slected records
New interface to streamline working with slected records
Click the image for a view of: One click to instantly look up a term via the Thesaurus (and Filter Codes)
One click to instantly look up a term via the Thesaurus (and Filter Codes)

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