How important is your list of contacts?
posted by gabriel in Business Improvement, Gabriel Coch, Zoho Creator- 242 views
- 0 comments
I am resuming my contribution to this blog by addressing a subject that is critical to me and one that continues to be a headache to manage. My Contacts are without a doubt the most valuable information I maintain and need for different purposes, including messaging, project tracking, marketing and sales and invoicing. Unfortunately, I don’t have a master contact list accessible across the different applications I use (MS Office Groove, Outlook, Skype, Zoho CRM, Gmail, MSN Messenger, Quickbooks Online and other). More than likely I am not alone here.
This unresolved issue has led me to think about using Zoho Creator as my Master Contact Manager. Here are some of my reasons:
- Control over the Form design. I can design and modify the Contact Form to fit my current/future needs. Some systems have too much information and some others don’t have enough and modifying them isn’t that easy.
- Integration with other ZC Apps. The Customer Retention post is a good example. Linking ZC apps is very easy to accomplish.
- Many filtering and export options. There are many ways of filtering the data, which is very helpful for multiple reasons, including exporting subsets of data to other apps. Ideally, I would like to automate this process, but I don’t know of a clean method yet.
- Selective Information Sharing. I determine what contacts I want to make available to others by creating a shared view, rather than maintaining different databases.
- Embedding Contacts in other web apps. It is useful for me to have the list of people involved in a project (and their information) embedded in a project blog or wiki.
In my next post, I will describe an application that tracks the details of a Real Estate Closing, which involves multiple contacts (i.e. Buyer, Agent, Attorney and Lender). Stay tuned.
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