Allbase Suite » Feature Set » Contact History

Never again will you be left trying to find that sticky note or sheet of paper from the last meeting or phone call from your client. With Allbase's contact history, all your previous meetings, phone calls, and visits can be entered and collated in one place. That way, the next time your client calls to discuss a matter from your last visit or phone call, you will have your entire contact history with that client right in front of you, and you will be prepared for anything.

You can even set up follow up reminders for yourself from within the contact history page. So whether you want to see how Joe's server upgrade went or how Betty's vacation went, you can set up a reminder to call them back on a certain date.

See Also:

• Clients