what’s new in contactease? (version 9.24). export / import excel and automatically update!
TRANSCRIPT
![Page 1: What’s New in ContactEase? (Version 9.24). Export / Import Excel and Automatically Update!](https://reader035.vdocument.in/reader035/viewer/2022081421/56649f085503460f94c1d535/html5/thumbnails/1.jpg)
What’s New in ContactEase? (Version 9.24)
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Export / Import Excel and Automatically Update!
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Link Multiple Records to a Master Record
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Private Records from Outlook to ContactEase
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Enhanced Searching Capabilities
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Automatically Assign Category by Display Name
From:
To:
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What’s New In 9.24
• Expanded import/export functionality• Multiple linking to a Master Record• Private Records from Outlook into
ContactEase• Enhanced Search Capabilities• Automatically Assign Categories by
Display Name
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What’s Coming in ContactEase?(Version 9.30 – August 2007)
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History Reporting via Email
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Web-Based History Reporting
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Automated Support Reports
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History Querying
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Security Settings in Advanced Outlook
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New ‘Marked By’ Find Options – Search Outlook Folders
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New Field Re-Label Options
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New Auto-Format Options for Telephone Numbers
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Identification of Master Fields
Aqua – Fields inherited from the Master
Yellow – Master fields overridden for this record
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Master Fields Expanded
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Global Search/Replace For Activity and Assignments
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Other Significant Features
• Reminders in a single dialog • New menu items under View
– View all activities at this company– View all assignments at this
company
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What’s New 9.30
• History Querying• History Reporting• Search by User Outlook Folder• Rename Fields• Telephone Number Formatting• Master Field Improvements• Global Search/Replace in Activities and
Assignments
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What’s The Future of ContactEase?
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What’s The Future of ContactEase?
• Enhancements in Product• Greater Outlook Integration• Web Enhancements• Time & Billing Connectors and
other Integrations