CRMHaven 3.3

To understand a CRM we must come to grips with a few concepts. Firstly your contacts are shared (if you have multiple users in your groups) so any changes you make are reflected on their computers. Secondly, you need to get your contacts into CRMHaven somehow. Thirdly, you need to be able to edit your contacts. And finally you need to do something with your contacts. Send bulk e-mails, view on Google Maps, MailMerge to Word, export to Excel. It imports Clients from tab-delimted (txt), comma-separated-value (csv) files or Apple Address Book. Find Duplicates quickly. Copy an address to the clipboard for quick insertion into a word-processor. View a Client's Web site. CRMHaven refers to your contacts as Clients, but please note that these Clients can be anybody - friends, family, work contacts, sales contacts, school children. Also, you must note that every client belongs to one and only one Group. Group details should be agreed upon before entering clients. The final area to understand is marked clients and Quick Contacts. We mark Clients before we perform actions on them and we set Clients as Quick Contacts if we need to access them regularly.

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