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4 The Basics of any Contact Management System

Any contact management application needs at least the following basic functionality:

  1. A mechanism to store and profile Contact information.

  2. A means to plan and organize appointments with those contacts, not only for yourself but other team members managing those same contacts.

  3. A means to schedule tasks and to-do’s for those contacts.

  4. A mechanism to record any kind of interaction with a contact, namely meetings, phone calls, e-mail, documents, etc.

  5. Some way of storing documents sent to and received from a contact.

  6. A way to send and track e-mail communication.
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