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