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TELEMAGIC FEATURES
Global Features:
Designed to fit your business requirements.
- 3-Level contact relational database and activity database
- Designed for networks or stand-alone PCs (includes
record locking)
- Write interface with mail merge
- Configurable toolbar
- Built in e-mail
- User-defined function keys/macro capability
- Integrates with major word processors
- Context-sensitive help
- Auto-dialer
- Right mouse button support
- Branch Scripting
- Sales Forecasting
- Datasync Server provides simplified systems administration
- Ability to define update criteria on a date sensitive
basis
- Select records based on if new, deleted and changed
- Field by field security with merge updates, coordinates
ownership of changes
- Merge file of only changed records for quick updates
- Activities and contacts assigned to or from the user are
automatically updated
- Notepads chronologically rearranged
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Fax Capabilities:
Increase productivity of faxed-based activities.
- Fully integrated internal fax software
- Send up to 10 merge documents in one fax
- Support up to 10 fax queues
- Fax any printable document or graphic
- Supports multiple fax servers
- Fax status tracking notification
- Full merge capability
- Broadcast fax capability
- Comprehensive fax reporting
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Fully Customizable:
All aspects of the Contact Manager are user-definable and
fully-customizable.
- Standard report and faxing support
- User defined database layout
- Screen formats and fields are user defined
- Unlimited notepad number and size
- Multiple views of each level - customize how each user
views information
- Calculated and OLE fields supported
- Definable field length, type, and usage
- Roll-up data from one level to the next
- Unlimited phone fields
- Add your own fields and decide the number, type, length,
placement and configuration of the fields
- Easy-to-use Screen Designer to customize how information
is displayed
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Activity Manager:
Tools to manage your billable time.
- View and print day, week & month calendars
- Icons indicate activity type
- Link activity to any contact record
- Multi-User scheduling with built-in conflict resolution
- Delegate activities to others
- Automatic scheduling of recurring and extended activities
- Alarm feature for notification of pending activities
- Drag & Drop schedule and re-prioritize
- Filter activities for reporting purposes
- Activity browse of complete and uncompleted activities
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Contact Manager:
Collects contact data, activity history and current status
information.
- Reassign "child" records
- Filtered indexes
- Automatic recall setting
- Quick dial phone buttons
- Automatic timer of each call made
- Conversation log records all information to contact
- Automatic date & time stamp of notepad
- Quick link of activity to current record
- Create simple or complex filters to view groups of contacts
- Indexes on any field on all three levels
- Group tag or individual record tag
- Fully configurable editable contact Browse window
- Quick-filter builder of any field for quick access to
any record
- Mass mailing capability
- Pop-up list boxes or menu choices an any field
- Sample screen templates included
- Quick pasting of contact data to Windows clipboard
- User-defined List Boxes allow rapid and consistent data
entry
- Data entry templates, default values, calculated fields
and validity checking for any field
- Powerful record search capability
- Editable Browse window
- Browse list of pending activities
- Duplicate record checking
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Powerful Report Generator:
- Information from all three levels an be integrated into
fully-customizable reports.
- Many standard reports, labels, envelopes, and much more
- Custom report writer (multiple fonts, pitches and style,
page orientation and size, custom headers and footers and
an expression builder)
- OLE fields
- If/Then statements, calculated fields
- Form letters or contracts
- Quick report printing for current record
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System Administration:
Features designed for company-wide and network use.
- Field by field security for view and edit, view only and
no access
- Security by groups
- Imbedded security
- Activity archive by date, user and type
- Definable user, database and system-wide preferences
- dBASE Expression builder for field structure, reporting,
filters and indexes
- Import and export to/from common database formats
- API kit available for further customization
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Data Synchronization Server (DSS):
- Unparalleled power combined with one-click synchronization
provides both flexibility and ease-of-use
- Create unlimited remote and satellite sites - each with
unique settings
- Easily change the record set any site receives
- Only synchronize the data each site needs to see for maximum
data security
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Telephone Integration:
Increase productivity of telephone-based activities
- North American Dialing Plan Support
- Support for outbound as well as inbound calls even without
a modem
- Interface with most PBX's, digital and analog
- Full telephone support: answer, hold, conference, dial,
redial, transfer, caller ID and other features*
- Automatic logging of date, time, agent, call duration
and call notes
*Available through add-on product.
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