MX-Contact consists of a Base System, with optional add-on
Modules, namely the Sales,
Modules. The following folders are part of the Base System
- Companies: The Companies folder contains
details of the various companies or organisations that
you deal with. These are usually existing or prospective
customers but may also be suppliers, partners, etc.
- Contacts: The Contacts folder
is a listing of all the contacts that one deals with,
both individuals and company contacts. All the standard
demographic and personal information can be maintained
- Groups: The Groups folder allows
you to link groups of companies or contacts together.
A Company Group for example would be a collection of companies
all belonging to the same Holding/Parent Company. A Contact
Group is a collection of contacts linked by some common
bond, such as a family unit, a committee, board of directors,
- Calendar: Users schedule Meetings and
Appointments in their personal Calendar but have the additional
facility to link an appointment to a Company, Contact,
etc. Linked appointments are copied to the MX-Contact
shared Calendar folder so that anyone in the organisation
can see who has scheduled activities with various clients.
- Tasks: Users utilise their Outlook
Tasks to manage not only personal to-doís but also tasks
that reflect actions that need to be taken for a particular
company or contact. These tasks are still stored in the
responsible userís Personal Tasks folder but a copy is
maintained in the MX-Contact shared Tasks folder so that
Account Managers can monitor who is doing what for each
- Journals: Journal Entries record details
of events and activities that have taken place with a
particular Company or Contact. They can also be linked
to any other relevant item (opportunities, events, etc.)
- Documents: Any kind of document (Word,
Excel, pdf, jpg, etc.) can be linked to a Company, Contact,
Opportunity, etc. so that anyone can track the correspondence
relating to a customer/supplier.
- E-Mail: All e-mail sent and received
can be automatically linked to a Company and/or Contact
and copied to the MX-Contact shared E-Mail folder. Thus
all relevant, and non-confidential incoming and outgoing
e-mail correspondence can be made visible to the organisation
as a whole.
- Users: Users are those members of your
organisation that are responsible for dealing with clients/
prospects/ suppliers in one way or another.
- Teams: Teams are groups of users.
- Products: The Products Folder stores
details of the products/services that the company sells.
This folder is like the price list file for the company
from which quotes and orders can be generated. Products
can be linked to companies and contacts.