- Save Custom Contact Groups in the List Builder
- Customer, Address, & Unit List Toolbars
- Export Customers to InTouch® or Other Applications
- Create an Entry in the Contact Log
- Create a Log Entry for Multiple Contacts
- View Entries from the Contact Log
- Filter & View Wish List Items
- Preferred Customer Program Report
- Set Multiple Contacts Inactive/Active or Move to a Different List
- Tracking Backordered Product
Customer & Address List
Add customers (or import them from online) and store complete profile information such as product preferences and past purchases, notes, birthday, anniversary, follow-up dates, and much more.