+ 31 299 - 411 800 archie@archie.nl

Relationship Management

Organization and Contact Person data

Archie displays the Organization and Contact Person data in a single, well-organized window. The Contact Persons involved in the Organization in question are displayed with the available information, without the need for any clicks or opening tabs. Displayed Organization information includes e.g. address, telephone and website details. Also visible are the Contact Persons’ mobile phone numbers, e-mail addresses and birthdays.

Additional information

If you have linked specific attachments (such as images, PowerPoint presentations or Word documents) or assigned special properties to the Organization or a Contact Person, these will also display in the same window. Any received correspondence is indicated by a green ball icon. This also applies to e.g. history (meeting reports), notes, social media and sales information. Everything is conveniently arranged along the side of the window.

Any activities planned for the relation are displayed at the bottom of the window, together with the involved contact person (if any), and the location of the relation is indicated on a map.

Attachment