As a complete system or an ultimate plug in, Envision Contact Management provides all the features of expensive ERP systems
This page provides a partial list of the many Contact Management features. If you don't see one you're looking for, let us know, it probably is available:
- Information
- Dashboards – Quickly view important decision making information in intuitive Dashboards.
- Companies
- Specify Unlimited Contacts and their associated roles.
- Sector, Industry, NAICS, and SIC information
- Manage Companies/Organizations with multiple divisions, locations, or any and multiple hierarchal structure.
- View Google Maps, Microsoft Live Maps, or other Address Locations.
- View D&B Information
- Extend Companies into your own software as Customers, Vendors, Suppliers, etc.
- Contacts
- International Name and Address formating
- Relationships – Specify the business, family, or other relationships that one contact has with others. Great for tracking relationships like corporate hierarchy, customer households, and much more.
- One contact, many roles – Enter contact information only once and reference that contact for various roles that they may have.
- View Google Maps, Microsoft Live Maps, or other Address Locations.
- Extend Contacts into your own software as Employees, Customers, Vendors, Suppliers, etc. Specify their roles in the company, in a specific sales cycle, or in any kind of work flow.
- Unlimited Addresses, Phone Numbers, Emails/IM/Internet Addresses, Web Addresses, and other Definable Contact Mediums
- Company and Contact Quick Search Boxes – The Search contact box on the toolbar and in other parts of the system can be used to quickly find a contact. enter partial or full name or other information related to contacts and the system will present a selection window with all contacts it finds. To quickly open a contact that you have searched for previously, simply use the drop down to select the name you want.
- Company Wizard – Allows for intuitive, stepped entry of all Company information
- Contact Wizard – Allows for intuitive, stepped entry of all Contact information
- Contact Builder
- Distribution Lists
- User Experience
- Windows, Windows On Web, and Mobile Interfaces
- All the Standard User Experience Features you would expect from an Envision Accelerator System
- Common and expected UI elements such as Window Layout, Titles, sizing, mouse operations, etc.
- Beginner to Expert User Interface Support
- Record locking and Data Integrity controls
- Multiple open window support, navigation, and management
- Centrally managed, security driven, data sensitive command controls with dynamic and user customizable menu bars, toolbars, and dialog bars.
- Support for high speed, heads down navigation and data entry
- Ready to use components and controls
- Robust System Browser
- Multiple Browsers open at one time
- Tabbed browsing
- Definable, end–user customizable navigator
- Multiple definable Explorer Bars with position to and filter search selection
- Multiple pre-defined and definable Task Panes for History, Hot List, Favorites, and Folder level access to the system
- List and grid view Content windows with Configurable View searches and Column displays.
- Other pre defined and definable content windows such as Web Browser, 5250 access, image browsing, custom business content, etc...
- Multi–level Preview Pane support for detail data display and sub-browser access to related data.
- Multi–window Detailer with built in record navigation and and sub-browser access to related data
- Search and selection browsers
- Other Modules
- Zip/Postal Code System
- Remarks Module
- Skins
- Property/Code Tables
- Options
- Job Logging and Record Locking
- Security
- Supporting Tables
- Company Types (Company, Non-Profit, Organization, Public, Private, Government, etc.)
- Name Titles (Mr., Mrs., Ms., Dr., Prof., etc.)
- Name Suffixes (Sr., Jr., Esq., M.D., etc.)
- Marital Status (Unknown, Single, Married, Separated, Divorced, Widowed, etc.)
- Industry With NAICS Codes
- Sectors With NAICS Codes
- SIC Codes
- Contact Relationships (Business: Supervisor, Boss, Co-worker, Subordinate, etc. | Family: Parent, Child, Mother, Father, Son, Daughter, etc.)
- Time Zones
- Letter Salutations/Greetings (Dear, Greetings, Hello, etc.)
- Letter Closings/Valedictions (Regards, Thanks, Sincerely, etc.)
- And More
- Windows Desktop and Web Integration
- Contact Management Integration Bus
- Provides secure, single point of access to information and user interfaces
- User interface components and controls can be opened or embedded and used by other outside systems.
- Transaction monitors and logs let you know who is accessing what from where and when.
- XML based data integration.
- Bus can be utilized client-side in Windows and server-side from Windows, Web, System i, Web Services, and more.
- MS Office
- Include Contact Management modules as folders within Outlook Folders
- Create/open Contacts from Outlook Contacts and vice versa
- Create/open up Companies from Outlook Contacts
- Create/open up Contacts directly from an email using the email address
- Merge contact information into MS Word documents, Excel spreadsheets and PowerPoint slideshows
- .Net Interface Wrapper provides a standard .Net development interface to the Contact Management Integration Bus
- Active-x Interface Wrapper provides a standard Active-x interface to the Contact Management Integration Bus
- Envision Accelerator Integration
- Plug into any Accelerator developed system in minutes
- Modules can be quickly, easily, and seamlessly integrated and extended throughout any Accelerator system
- LANSA, VLF, and RAMP Integration
- Access Contact Management data directly to LANSA-based Server side or through Integration Bus
- Integrate directly into any Visual LANSA, LANSA WAMs, and Visual LANSA Framework System
- Extend legacy system information in RAMP
- Performance
- Large Transaction Volume Handling
- Scalable to multiple databases and multiple platforms
- Network Sensitive Application Design
- Client/Server Database Considerations
- Performance and Memory Management
- Application Data and Display Integrity