Contacts are companies, clubs, private persons or something like that. These are divided into anyone who’s interested, customers, suppliers, customers and suppliers as well as other. A lot of information can be stored in contacts. Also additional files like pictures can be attached. Many other data in other modules in Verpura can be assigned to contacts or contact persons. One contact can also be assigned to many other contact persons. Contact persons can be for example employees of a company. It is also possible to set a primary contact person. When creating mass emails or export of data for transmission, at first the data of the contact person will be used – if it’s not available the data of the contact will be inserted.
Contact persons are the central element in the contact management. They are assigned to a contact. If a contact is a private person it will be also the default-contact-person. A contact can also have more contact persons. Contact persons can be assigned to actions which contain features, interests, contact supports (email, phone, fax, meeting, etc.). Contact types are determinable absolutely free and they can store anything. To a contact person much information can be stored. If this is not enough on request also further storage possibilities can be added. Should there be no information at the contact data in the mass mail module or at the export then the information will be automatically assumed to the contact if there is some available. An interface to Facebook, Xing and LinkedIn is in progress.
The action-list can be used in addition to assign tasks. These tasks are simultaneously assigned to a contact person. Tasks can be opened or done. A task can be assigned to a person or to the whole company. This will be realized in the actions in Verpura. So an action can be a task, a demand and a quality etc. of a contact person. It is achievable to filter the contact persons in the action to distribute for example only useful information for one target group. A task also has a date – in the business process it is very necessary to keep contacts – in this way it is very simple to create a reminder for example in six months.
The todo list can be used in addition to assign tasks. These tasks are simultaneously assigned to a contact person. Tasks can be opened or done. A task can be assigned to a person or to the whole company. This will be realized in the actions in Verpura. So an action can be a task, a demand and a quality etc. of a contact person. It is achievable to filter the contact persons in the action to distribute for example only useful information for one target group. A task also has a date – in the business process it is very necessary to keep contacts – in this way it is very simple to create a reminder for example in six months.
Newsletter or Massmailer is called a module, with it a personalized and formatted email is possible to be sent simply to defined groups of participants. It is possible to filter contact types (customer, interests, suppliers, employees, etc.), territorial filtering (countries, zip code areas) and to filter by actions (and with it interests, last contact, etc.). Furthermore the mailing can be also monitored. The emails are sent through the Verpura’s-own mail server. These data can also be exported in formats like CSV, XLS, XML and PDF, sending or generating personalized emails is possible through other programs. With personalized it means that the receiver is personally addressed with salutation, title, first name and last name and that it will be possible to send the information preferably targeted.
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