With the Sirius Contact Organizer/Mailing List application, you have the ability to track contacts for current or potential customers, combined with selective mailings. The Contact Organizer is designed to start with the initial letter to your new prospect/customer. The system allows you to maintain general information and notes about each prospect; select prospects due to be contacted; generate selective letters and labels; create, save and print quotations to each contact; and track on-line contacts made.
The Contact Organizer can be run as a stand-alone module or be interfaced to other applications of Sirius GT Accounting. When integrated with Accounts Receivable, on-line inquiry into the sales history of each customer is available in the Contact Organizer. Automatic transfer of customer data to and from Accounts Receivable is also supported. If Sirius Order Entry is available, quotations can be transferred directly into Order Entry. In addition, database files can be loaded from other sources, or the Contact Organizer master file can be unloaded into another database file.
BENEFITS
 | Track Marketing and Sales productivity |
 | Generate and Print Quotations |
 | Copy Quote Function - to speed up input |
 | Automatic call back and quote tracking |
 | Import/export with most word processors |
SPECIFICATIONS
 | Contact Number - 8 numeric |
 | Contact Name - 35 characters |
 | Contact Company - 35 characters |
 | Contact Address - 2 lines 35 characters, plus city, state, zip |
 | 3 Names and Titles per Contact |
 | Maximum Contacts per Company - 99 million |
 | Maximum Quotations - 99 million per Company |
INPUT & MAINTENANCE
 | On-line Update/Inquiry of Contacts |
 | Update Notes and Schedule Next Contact, Print a Hard Copy of the Contact Record, |
 | View Accounts Receivable Sales History |
 | View Service customers and items |
 | Print Letters to New Contacts And Automatically Add to Mailing List |
 | Create, Update, Save, Print Quotations for Each Contact
 | Transfer Accepted Quotations to Order Entry (If Available) |
|
 | Maintain Multiple Letters Per Company |
 | Selectively Print Letters, Labels, Envelopes, Rotary Index Cards |
 | Sort By:
 | Contact Number |
 | Alpha Sort Key |
 | AR Customer Number |
 | State |
 | Zip Code |
 | Telephone Number |
 | Salesperson |
|
 | Select by
 | Type, Status |
 | SIC Code or Other User-defined Code |
 | Four Optional User-defined Codes |
 | Date of last order |
 | Date for next contact |
|
 | Option to Update Notes Automatically For Each Mailing |
 | Assign leads to contacts |
 | On-line inquiry/update leads/lead status |
 | Print follow-up of leads assigned to contacts |
 | Print leads status, summary, labels |
 | Maintain 180 lines permanent notes per contact |
 | Print Labels: 1-up, 2-up, 3-up, Laser, Shipping, and other User-defined Forms |
 | Load From Other Files, Unload to Other Files |
INQUIRY & REPORTS
 | Inquire By
 | Contact Number |
 | Alpha Sort Key |
 | AR Customer Number |
 | State |
 | Zip Code |
 | Telephone Number |
 | Salesperson, Next Contact Date |
|
 | Inquiry And Report By Sic Code |
 | Print Master file In Detail Or Summary
 | Sort By:
 | Contact Number |
 | Alpha Sort Key |
 | AR Customer Number |
 | State |
 | Zip Code |
 | Telephone Number |
 | Salesperson |
|
 | Select By
 | Type, Status |
 | SIC Code or Other User defined Code |
 | Four Optional User-defined Codes |
 | Date of last order |
 | Date for next contact |
|
|
 | Print Contact Due Report For Selected Date Range Or All Dates, Sorted By Salesperson |
 | Print letters, labels, fold-up mailers, laser postcards, etc. |