Contact Management

MyOffice is a cost-effective internet hosted service that allows you to access your contacts from anywhere and share them with colleagues.

It combines diaries, contacts, email, tasks, reminders and a file store into an integrated set of tools that you can access from anywhere in the world using a PC or Pocket PC.

The Customer Relationship Management (CRM) features in Contact Management are ideal for small to medium-sized businesses ... not too complicated to use but powerful enough to help you respond to your customers' needs.


Online shared contacts example click to enlarge

Share contacts with your colleagues

You'll probably want to share your contacts with other users in your account. You do this by organising your contacts into Groups and controlling which users have access to the different groups. Your own private contacts are held in a group called 'My Private Contacts' which no-one else can see.

Customer Relationship Management (CRM)

Managing your customers is vital to the success of your business and MyOffice has many CRM features to help you. You can log actions that you have taken or plan to take .... and you can schedule follow-ups, actions, and tasks at future dates.

Link contacts to diary appointments

When you make an appointment you can link the appointment to one or more contacts. This enables you to go to a contact and see all appointments booked with that contact. It also avoids having to enter the contact details manually in the appointment record.

Configure your own fields

Each business is different and you'll want to record your own specific contact data. You do this by setting up your own tabs in the contact window with your own 'user defined fields'. In this way you can 'classify' your contacts and store additional information relevant to your business.

Looking up contacts

Searching for contacts is easy. Just enter any data that you know exists in the contact record (including user defined data) and the search will find and list the matching contacts. You can also configure the list of contacts to show only those columns you want to see.