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Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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I am considering a small mass emailing to promote my new book. But I do not have the technology yet to validate who has opened the email and who has not.

I once use MailGun and found that had a great technology for that kind of validation.

Does anyone have suggestions about what other things are important when validating the response rates from a mass mailing?

I need to track:
- conversion rate of a purchase, based upon the number who saw the email
- I need to know who saw the email so I could consider sending it a second time to those who did not see it the first time

What else?

What tools exist? Free is better.

I am considering Zoho because of its ability to trace whether the email was opened.

Suggestions?
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I am considering switching from using Mac's Contacts program to the FREE Edition of Zoho CRM

https://www.zoho.com/crm/comparison.html

What is the easiest way to port all contacts over to Zoho?

Also, I am considering
http://www.contactsjournal.com/

Are both pretty easy to migrate over to?

Thanks
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Our firm has been using PhoneSlips for almost twenty (20) years. Unfortunately, we have outgrown the system and we are having constant data corruption issues and our IT guy is spending more than 8 hours a month trying to constantly repair data errors.

Our needs are straight-forward and concise:

Client Profile Management. Names, addresses, contact info, etc. Unless the database is very well designed, having the ability to customize fields would be a must.

Inter-Office Messaging. We prefer an environment where this feature is not a separate program.

Appointment Scheduler. We want scheduling built into the same program. I am amazed at the number of CRM programs that have inadequate or no scheduler.

Task/Project Scheduling would be a plus.

Cloud-based of course. Our people need to access this info from their laptops, IOS and Android-based phones.

Online training videos - No Seminars. Software so complicated that people have to attend fly to a seminar somewhere is not only poorly-designed/presented, but typically not well received. One thing I have learned as a managing partner, make a job difficult for employees and they will make life difficult for you.

Good phone support. Offices becoming so reliant on these programs that good and quick software support is a must.

Please be frank. If you know someone using a system that has allowed their office to become more efficient, I want to hear about it. If they are running a system they wished they had never …
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I need a robust Contact Management for Mac with an integrated iPhone App so I can add/update/delete records from my iPhone.

I suppose a Web interface is okay instead of a Mac program, but we'll see that the choices are...

Thanks.
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I am a community developer and am trying to find a contact manager that displays a map marking boundaries of different neighborhoods as well as a list of contacts grouped together by which neighborhood they live in. Any ideas?
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I had some problems with Outlook and backups which resulted in multiple copies of various .pst files.
When I opened Outlook, a previously-existing folder in My Contacts was there.
But, when I clicked on it, it went away and has not returned.
So, I imagine that the data is in there somewhere.
How to get it back?

At the same time, the backups failed - so they are of limited help.
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I'm not sure whether I should move my contact center to the cloud or have it stay on premise?
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I have a feeling this is really easy for somone who knows code. Attached is the dialog box I am using. The end result is I want it to say:

Hello my first name is (Insert First name) and my last name is (insert last name)

First name is pulled with ${Contacts.First.Name} and Last name is pulled with ${Contacts.Last.Name}

Any idea what I put in the Formula Expression to make this work? It currently is working with the given formula. The result is just the first name.
Formula-Box.pdf
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My manage ask me to write a KPI that is traceable in numbers and can be measure in Target.

I am a Network and system administrator is there an example for this?
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Dear EE,

We are a small financial services entity that has 40,000 members who communicate with us across multiple channels.

I've been tasked with researching innovative, easy to interact with delivery channels that will provide great member fulfillment at 1st contact. It should work across all the channels (email, web, mobile, telephone, face-to-face, chat, text, etc).

Could you point me in the right direction to begin my research? What solutions do you hear about the most?
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Hello Everyone. I have a Samsung Captivate Glide i927 (AT&T). It runs stock ICS 4.0.4

My Google account isn't syncing properly. My contacts, calendar, Keep notes  are unable to sync. I keep getting an error that states that 'Sync is having problems.'  I also can't connect to the Google account from certain apps like WhatsApp & SwiftKey keyboard and as a result, I can neither back my chats to Google Drive nor download my customs words for the SwiftKey keyboard app. I can however use the Google Drive app normally. The Play Store also works properly.

I have done everything that I can think of (& read online).  They are:

1. Deleting the Google Play Services cache.

2. Emptied the phone's cache. I also formatted it & the Dalvik cache in CWM.

3. Removed my Google account from the phone. Restarted & added the Google account.

4. Reset the phone to factory settings.

5. Re-flashed the  official/stock 4.0.4 ROM by using Odin.

6. I have added a hash prefix to the localhost IP address in the hosts file in the 'etc' folder. I have also deleted it.

Syncing still doesn't work for those services. I am at my wit's end. Please can anyone suggest a solution?

Thanks.
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Hi, i have a Ms BCM 2010 running on a Win 10 Pro station which is also a fule server with SQL2008 SP4,whereas when i try to connect to its sql database from another win 10 station i get a password mismatch error ( i know the password is correct and databse properly shared...) , event 16969 logged with "remote calls to the SAM database have been denied in the past 900 seconds throttling windows" on the "server's" event log when i try to add the bcm database to the client's outlook 2010.

What's even funnier is that when i access the database with the built in admin account on the client side i get access to the database no problem..

Any suggestions would be appreciated
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I am trying to help a small non-profit choose and implement/integrate a CRM.  They have a custom application, written in MSAccess, that handles all their business.  The board-of-directors wants to move the donors into a more modern, perhaps more powerful, CRM.

They need to be able to track donations, do strategic queries, and support both email and snail mail activities.

In addition to my own search results, I wondered if any of you might have some recommendations.
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we are in the process of standardizing  the company IT device policy and  need some help from the HR and IT personal on the sample policy and the business process . our current practice is HOD and CIO will decides on the device requirements . for an example desktop vs laptop decision taken by the department head and the CIO . sometime we have to come a cross issues due to the   laptop mobility issues .

I hope these policies has to implement from the HR ? or IT department ?  please share some sample policies for me to have look in advance my meeting with HR
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We are running AD in a Win2012R2. We have an OU where we keep all  contacts. I have an excel sheet xlsx that contains the following columns: Department, Description, Display Name, Emails address, First Name, Job Tittle, Last Name, and Telephone Number.
This excel sheet contains updated information for some contacts, New contacts to be added, and current contact that information has not changed.  My question is:
what is the easy way to import this excel sheet into my AD that will updates contact info, create new contacts, and leave as it is some contact information that has not changed.
I have no issue deleting the OU contacts and simple add the new spread sheet.
Please advise what it easy. I appreciate any comments. In addition the list I have it is about 26,000 contacts. I do not want to kill my AD. Should I do it in part? (Please advise)
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I purchased a Pixel phone and added my Gmail account.  The phone automatically synced my contacts.  I don't want the Gmail, Google contacts.  I want to transfer my iPhone contacts because that's an up to date version of my contacts I wish to have in my phone.  I have since deleted contacts in Gmail and disabled auto add of contacts. However, the contacts sync feature under settings of the Pixel failed to update accordingly even when turning off/on the sync feature.  The contacts contain a recent sync time but same old lousy contacts.  Can anyone fill me in on why the contacts auto populate crap contacts?  How do I prevent those contacts from populating?
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Hi. A company I'm working in has Siebel CRM and I noticed that they manage their relationships with the Contacts entity. My former employer who also has Siebel manage their relationships with Accounts entity (and Contacts, if necessary). Which is the best practice, why, and what are they winning or losing in each case?
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Hi,

I received this message from my customer and it is below:

"Just a query – I am unable to make up Group/Distribution lists on my email.  I have gotten my friend, Len, to email me his list from his Outlook to me – is there a way I can transfer/save this “Distribution” list straight onto my Outlook?  You know, save me manually doing it?"

Can someone advise?
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We are getting a CRM and want all users to the contacts they want from their personal account to a global one so that all other users can see.

We need to make sure it does not remove the contact from the users out look and that list is accessible so all employees can add to it.

What do you all recommend and how do implement this.

Thank you
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When I make changes to contacts in Outlook, how do I automatically update the contact information on my iPhone?   I do not use iCloud contacts in Outlook.
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Almost we tried a plenty of CRM systems for our company. But the result is not much good because one or more requirements are missed or budgets, etc. Then one of our clients recommend ACT CRM, it helps to manage our customers and contacts. But now we're facing some problems in the ACT.

Recently, we upgraded our machine into windows 10. Afterward, ACT not fully supported with windows 10. This issue raised once upgrade finished, still now we stuck with an operating system issue. Then sometimes crashing occurs, any solutions are available in outside. Share your suggestions, thank you.
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It does not make sense for my Zoho to associate my customers to accounts. It is Business to Customer not B to B.

Is there a way I can delete the whole account part? It makes no sense to track.
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This user has 3 PCs involved in this issue. They are each at a different site.
PC 'A' is running Outlook 2010.
PC's 'B and 'C' are running Outlook 2013.

The issue is with one of the contact groups the user has created. There are 5 people in this group.
The expected behaviour is that once the group is created, it will be visible on all 3 PCs. This does work.

The issue is that, sometimes, when the user is on PC 'B' or PC 'C', the contact group will change. It will be missing people, usually only one will be left. This never happens on PC 'A'.
I took a look at the details of each contact and noticed one had an incorrect email, I fixed that hoping it would stop the issue.

It has occurred once again since that change, so it didn't help.
My first thought is that it has something to do with the different versions of Outlook installed but am not sure what to do or check based on that.
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Hello EEs,

I have to setup a call/contact center & someone has suggested below 2 options:
1. OpenScape Contact Center Enterprise V9 (UniFy)
2.Cisco Call Manager BE6000

Here I need your Expert's Advice...which one is better in-terms of Stability, scalability, Cost effective; reliable & easy to collaborates with existing voice system (currently I am using Cisco UC560 & Cisco phones)
I might need to have social media & SQL server [in-house application server] integration required.

Awaiting for your advice/feedback at earliest possible.

Thanks in advance..
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I need to be able to have a shared contact list that I can use as follows:
When I am sending out an email I want to be able to access the entries in this shared contact list by clicking on the "To" field and being able to see that shared contact list among the drop down option under "Address Books".

Currently I can do this in the Outlook client by using Public Folder contact list and right clicking on it, selecting Properties, Outlook Address Book tab and checking the box to "Show this folder as an email Address Book".
The problem is this type of Public folder is not view able from O365 OWA.

Does anyone have any options?

Thank you,
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Contact Management

A contact manager in its most basic form is a software program that enables users to easily store and find contact information, such as names, addresses and telephone numbers. Sophisticated contact managers provide calendar sharing features and allow several people in a company to access the same database. Some contact management systems have evolved into customer relationship management (CRM) systems to analyze and plan for an organization’s interaction with current and future customers.

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Contact Management
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