
- Multiple address and phone number fields, emails, and URLs
- Callbacks, new calls and notes
- Skype dialer
- Titles, talent and instruments
- Important dates
- Groups
- Record Search
- vCards
- Client logos
- Add/edit rates by contact
- Create new Tasks
- Set up billing and tax information
- Invoices, Rates, Client Media
- Auto log
- View and Jump to previous projects
- Menu preferences
In addition to improvements to the speed, responsiveness, and ease of use, the following new functionality has been added to SS Xi’s Contacts module:
- Import data from AddressBook & Outlook MAC & PC
- Import contacts from QuickBooks.
- Contacts can be linked to Rate Cards.
- Initiate and send SMS messages
The Communications module works in conjunction with the Contacts module, enabling you to create and store a complete history of calls, letters, faxes, emails & messages.
- Compose a letter, fax, email, or text
- Access stored messages
- Customize and edit form letters
- Email blasts