Everyone who is able to log into the system and those who cannot log in but you schedule activities for all require a correctly completed "My record". When you first login you will land on your "My Record"
You will need a .jpg or .png image no larger than 30kb to be placed into the Library in a folder called images. The same logo can be used for letters and emails.
There are some considerations which are covered below.
Headed emails are a lot easier. Once you have the logo in the images folder let us know by emailing firstname.lastname@example.org and we will set up the stationary.
Any image you print from the internet is going to have only 75dpi so using headed paper in your printer or a black logo (so it is solid) may give a better end result.
To avoid the cost of constantly upgrading your version of MS Office and then paying for support we provide our own tools for generating letters.
Emails can have attachments assigned to them by default such as having a template with application forms attached. You can attach documents and images at the point of sending an email - bear in mind that just as with sending an email from outlook the larger the attachment the slower it is going to be to upload from your machine to WiredContact. Using the library for attachments is recommended.
Any Email template can have preset options
WiredContact makes it simple to collate vast amounts of data in moments; if however you have no control over the data going in then retrieving relevant data later on can be a challenge. Fortunately once you recognise the situation there are many tools within WiredContact to help you regain control
Avoid random data entry where possible
Whilst you or your Company may have a business relationship with another Company it is always going to be the strength of personal relationships that make the bigger picture work.
You get to customise the type of actions you want to track, create and record; you are able to adapt the system to work exactly as you need it for each department, team or process.
Pitfalls to avoid
Creating thousands of entries to call people back - don't do it you are wasting your time,
Updating hundreds of calls meetings or tasks with the same notes - don't do it you are wasting your time
The more consistency in your database the easier it will be to manage as it grows and the lower the costs associated with ownership and training.