M1 provides a total solution to your contact management requirements.

M1 Contact Management organises your customer and supplier details, including locations, contacts, tasks, appointments and memos. Use M1's mail merge utility to improve communications with your contacts.

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Organizations
Document specific contact details for all customers and suppliers, including email and internet addresses. An organization can be a customer as well as a supplier. Record all default settings here to improve data entry efficiency throughout M1. Up-to-date aging information may be viewed on a number of screens in M1.

Locations & Contacts
Each organization may have multiple related locations and contacts. Locations are used for quoting and shipping. Each contact contains individual details. Create contact groups to improve marketing opportunities.

Follow Ups
Create tasks and appointments by contact and assign to the most appropriate user. Control the progress, status and priority for each follow up. Access to all follow ups for yourself are available on the Start Page.

Price and Availability
View by customer, the quantity on hand, quantity in production and quantity on order for a selected part. This utility will also advise you of the price options available for that customer, and from the same screen, create a quote or an order.

Mail Merge
By using the Mail Merge facility, you are able to merge M1 fields into any mail merge document. Send off documents to multiple contacts at once. This facility can be used from within any module. Increase your marketing power by combining this facility with the contact groups to quickly and easily transmit advertising material.

Mail Merge can be used to forward correspondence to multiple contacts at the one time.
Format in Word, Email (Attachment) or Email (Text).

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Organization Explorer
Use the Explorer to access all records and transactions relating to an Organization. Numerous searches provide immediate information in grid format. Open the source documents directly from the grid.

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