Contact Management System Features

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