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Solved
Contact management
Posted on 2016-07-27
Say, storing contacts and getting access to them, I find, has been an on-going issue. I am looking for a cloud-based software with good management of contact (name, surname, contact numbers, addresses etc). It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options. It's also important that Custom contact fields can be created. A Good To Have, would be a history of changes to the contact, eg. if address changes or phone numbers change, that the history is kept, thanks, Shaun.
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16 Comments
Active 6 days ago
It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options.
Active today
depends on what you want to do with it
for example sales force has contact management https://www.salesforce.com/au/form/semfy17/sales_accounts_contacts.jsp
or you can try https://www.bitrix24.com/uses/free-online-contact-management.php
again, there are too many of them, and you just need to the one you like
for example sales force has contact management https://www.salesforce.com/au/form/semfy17/sales_accounts_contacts.jsp
or you can try https://www.bitrix24.com/uses/free-online-contact-management.php
again, there are too many of them, and you just need to the one you like
Active 6 days ago
Please ensure that suggestion complies with below request as cannot see this in the above as yet:
Say, storing contacts and getting access to them, I find, has been an on-going issue. I am looking for a cloud-based software with good management of contact (name, surname, contact numbers, addresses etc). It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options. It's also important that Custom contact fields can be created. A Good To Have, would be a history of changes to the contact, eg. if address changes or phone numbers change, that the history is kept, thanks, Shaun.
Say, storing contacts and getting access to them, I find, has been an on-going issue. I am looking for a cloud-based software with good management of contact (name, surname, contact numbers, addresses etc). It's important that we can access the database via an ODBC link or direct link from within Microsoft Access. Kindly suggest Open Source and Paid for options. It's also important that Custom contact fields can be created. A Good To Have, would be a history of changes to the contact, eg. if address changes or phone numbers change, that the history is kept, thanks, Shaun.
Active today
SalesForce
Online
MS Access capability: https://www.progress.com/blogs/link-or-import-salesforce-com-data-in-real-time-to-microsoft-access-in-15-minutes
Cost: Paid
Custom field: https://help.salesforce.com/HTViewHelpDoc?id=adding_fields.htm
History: https://help.salesforce.com/apex/HTViewHelpDoc?id=tracking_field_history_for_standard_objects.htm
Online
MS Access capability: https://www.progress.com/blogs/link-or-import-salesforce-com-data-in-real-time-to-microsoft-access-in-15-minutes
Cost: Paid
Custom field: https://help.salesforce.com/HTViewHelpDoc?id=adding_fields.htm
History: https://help.salesforce.com/apex/HTViewHelpDoc?id=tracking_field_history_for_standard_objects.htm
Active 6 days ago
Tx - this is a great answer. Cost of product is too high for us... Any lower cost or open source options please?
GoldMine CRM
Not completely cloud based but has got one at additional cost. is on premise
Cost : per user + SQL database license but will work on SQL Express
Dolibar
https://www.dolibarr.org/
Cost : Free Open source
SugarCRM
Cheap hosting option
http://www.sugarcrm.com/
Not completely cloud based but has got one at additional cost. is on premise
Cost : per user + SQL database license but will work on SQL Express
Dolibar
https://www.dolibarr.org/
Cost : Free Open source
SugarCRM
Cheap hosting option
http://www.sugarcrm.com/
Active 7 days ago
You can also do all of that with Act! - www.act.com
Might be a bit less expensive than some other options.
Might be a bit less expensive than some other options.
GoldMine fits your needs perfectly, sorry I forgot to provide a link
http://www.goldmine.com/
This has the ability to have custom fields, contacts , history (including field level change logging (requires configuring to achieve)
http://www.goldmine.com/
This has the ability to have custom fields, contacts , history (including field level change logging (requires configuring to achieve)
Active 6 days ago
Does it allow ODBC access?
PS I'm really looking for something low cost or open source with the above requirements - and other suggestions? We don't need anything fancy - its really just to store our contacts.
PS I'm really looking for something low cost or open source with the above requirements - and other suggestions? We don't need anything fancy - its really just to store our contacts.
Active 7 days ago
Act! does allow ODBC access.
Instructions listed here: http://kb.act.com/app/answers/detail/a_id/22989
Instructions listed here: http://kb.act.com/app/answers/detail/a_id/22989
Active 6 days ago
Tx any other suggestions
PS We are a non profit - any software tailored for a non profit?
PS We are a non profit - any software tailored for a non profit?
If you want free with customization, ODBC access then I suggest Dolibar as per my original post
Dolibar
https://www.dolibarr.org/
Its open source, it uses mySQL for the database which has its own ODBC drivers, its PHP based and has lots of options.
I started looking at this for another client a month ago and was pleasantly surprised with it.
Dolibar
https://www.dolibarr.org/
Its open source, it uses mySQL for the database which has its own ODBC drivers, its PHP based and has lots of options.
I started looking at this for another client a month ago and was pleasantly surprised with it.
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