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ArchAdministrator’s Clients & Contacts module is used to record the names, addresses, phone numbers, etc. of all clients and contacts associated with the firm. It is also used to store (and log duration of) conversations between employees and contacts. Data recorded in the Clients & Contacts module is integrated into many other areas of the program and simplifies the creation of addressee data for transmittals, billing invoices, correspondence letters, envelopes, and more. Contacts can be linked to an unlimited number of projects. This linking feature provides a cross referencing of clients and contacts associated with specified projects. The Clients & Contacts module is joined to many other areas of the program (i.e. Proposals, Contracts, Invoices, Transmittals, Correspondence etc.). The data from these joined databases is combined with data entered in the Clients & Contacts database and is used to do the following:

  • Simplify creation of addressee data for invoices, letters, transmittals, etc.
  • Record and log conversations between employees and clients/contacts
  • Establish conversation log follow-ups with automated reminders
  • Cross reference teams of contacts involved with specific projects
  • Find contacts and conversations based on user defined search criteria
  • Print envelopes and labels for mass mailings of holiday and marketing materials
  • Easily import/export contacts from/to Microsoft Outlook, Act! and more

Other Applications

The following applications are designed to work hand-in-hand with Clients & Contacts Module:

"Clients & Contacts Module" is part of the ArchAdministrator line of products, developed by PS Software Solutions, LLC..