Post on 04-Jan-2016
What’s New in ContactEase? (Version 9.24)
Export / Import Excel and Automatically Update!
Link Multiple Records to a Master Record
Private Records from Outlook to ContactEase
Enhanced Searching Capabilities
Automatically Assign Category by Display Name
From:
To:
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
What’s Coming in ContactEase?(Version 9.30 – August 2007)
History Reporting via Email
Web-Based History Reporting
Automated Support Reports
History Querying
Security Settings in Advanced Outlook
New ‘Marked By’ Find Options – Search Outlook Folders
New Field Re-Label Options
New Auto-Format Options for Telephone Numbers
Identification of Master Fields
Aqua – Fields inherited from the Master
Yellow – Master fields overridden for this record
Master Fields Expanded
Global Search/Replace For Activity and Assignments
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
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
What’s The Future of ContactEase?
What’s The Future of ContactEase?
• Enhancements in Product• Greater Outlook Integration• Web Enhancements• Time & Billing Connectors and
other Integrations