Contacts

A single electronic repository for all people and organizations with whom you work. You can search (Find) on any word or name in any field such as first name, last name, company, category (e.g. vendor, client, etc.), industry, city or zip. Finds in FileMaker are really fast. Click a button to add any Studio Manager contact to the OSX Contacts app.

Directly integrated with all the other data in Studio Manager 14.5. Contact information automatically feeds into your estimates, schedules, jobs, invoices and reports, letters and custom forms. You save sets of people and save messages with those sets of people for future use – great for marketing campaigns and Christmas lists. Click the screenshots to view them at full resolution.

Contacts is a control center for your entire system. For example, from the Clients tab you can view all the jobs, estimates, invoices, contacts and mail log entries related to a particular client. And with one click, go directly to that record for further reference.

Track what you want. You can add any number of fields to suit your particular situation. The difference between FileMaker Contacts and OS X Contacts is that you have power to automate and relate all sorts of things to contacts. You can easily export selected contacts to your favorite email service such as Constant Contact or MailChimp in standard formats like Excel or cvs. We can help you link up the data accumulated in those online services to Studio Manager contacts, making that information a lot more useful to your marketing team and account execs.

You can customize the reports, labels and entry screens to any typeface and add your logo where appropriate. If you know how to use a word processor or page layout program, you already know how to modify the layouts without further training. Studio Manager 13 object styles can be changed to match in-house standards changing all standard reports in a few steps rather than layout by layout.

See also, Marketing & Sales. Once you’ve seen the basics here. Stop over at our Marketing & Sales page for information on our sales and marketing capabilities under the Marketing tab.

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