Introduction - Welcome to ContactManager

ContactManager allows you to setup and edit contact information for your firm in a virtual file cabinet.

The tools provided in ContactManager facilitate your customer relationship management and allow you to securely store sensitive contact information.

ContactManager also allows you to :

• Add/edit contacts.
• Insert a digital item.
• Export digital items to a private client site.
• Send email.
• Enter client contact notes.
• Start a workflow project.
• Access the private client site.
• Share information.
• Search for specific contacts.
• Generate contact query specific reports.
• Import client database information.
• Assign security padlocks