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Overview - The Shout Contact manager is a
powerful way to organize and search for clients. A well organized
contact database will increase your efficiency, communication and
income. Most business organize their clients in server categories
whether it be by service, geographic location or status, you can do
this and more in Shout.
In addition to grouping and organising contacts each contact group
can be given a different security level. When you place a contact in a
particular group, they automatically get the security level and
attributes of that group.
The Contact manager also give you a staging ground to communicate with clients, each client has a private area where notes, contracts, documents or passwords can be kept. The client has access to this information when they log into the site. |
Overview Video Demo Quick Bits
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Tools to help you plan your contact groups, contact identifiers to make searching easier and contact info viewable on a search
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Download Group & Identifier tool PDF |
Download Search Viewable info tool PDF |
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Support Topics for Managing your Contacts
Support Topics for Contact Invoicing and Preferences