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Contact
Management:
Store and manage all contact information including
addresses, phone and fax number, e-mail addresses, mobile and
home phone numbers.
Any number of contacts within a company so that
the company information is only entered and changed once.
Easily search by company or name.
Print address labels and save address lists for
mail merge and/or address labels.
Categorise contacts e.g. Contractors, Consultants,
Clients, Suppliers.
Easily search contacts e.g. all Contractors in Lancashire
or all Clients.
Never enter any details again, every where in Archetype
when any of the details are required they are selected from
the contacts database.
Create letters, faxes, e-mails, memos, minutes,
agendas; issue drawings, certificates, instructions; and never enter any
contact information.
Copy addresses to Windows clipboard for use in other
programs.
Linked to the project Distribution
Lists where Archetype records which contacts are involved in which
projects
Linked to the Archetype tasks
lists so that tasks can easily be created linked to contacts.
List all correspondence across all projects to a selected contact.
List all projects that a contact is involved with.
List all notes relating to a selected contact.
Once a contact is entered in the contacts database it never needs to be
typed again. Whether addressing a letter (and printing an optional address
label), issuing drawings, agendas, minutes, sending an e-mail, the contact
is selected from the contacts list and the relevant address details are
automatically applied.
Archetype learns as you use it which contacts are involved in your projects
and creates a project orientated contacts list
and this simplifies the selection of the correct contact and address details.
There is a link to the companies web site and also a link to MultiMap
to display the map location.
Selected address lists can be save for mail merge (Letters)
and for label printing.
Searches on contacts can be made by company name, surname, category, discipline,
keywords, location and any combination of these.
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