CRM FREE contact management                        

Linking Projects to Contacts

Projects can be used for any number of things in CRM FREE and each can be assigned to one or more contacts or groups. Contacts can be assigned to a project from either the contact record or from the project. To link a group to a project it must be done from the project record in the Contacts / Groups Assigned section. When a contact is added to or removed from a project a note is entered both in the contact record and the project with the name and time of the person making the change.

Features

Contact Management
    Contacts
    Searching
    Grouping
    Important Dates
    Custom Fields
    Import & Export
    Capture from Web Forms

Calendar
    Adding Items
    Calendar & Lists
    Alerts

Email
    Templates
    Creating New Contacts
    Adding Notes
    Adding Calendar Items
    Linking to Contacts

Projects
    Using Projects
    Linking to Contacts

Document Storage

Administration
    User Access
    Billing

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