ContactEase - Outlook Synchronization

	ContactEase in the News
	*Announcing the Release of Client Relationship Console* Cole Valley Software announces the immediate release and availability of the latest addition to its suite of CRM products, Client Relationship Console (CRC). Client Relationship Console integrates with any CRM, VoIP phone, and time and billing system and provides users with data they want when they need it – collections, billing, and client relationship information, all at the user’s fingertips. A popup window on the desktop provides the lawyer with a clear view of the caller's financial and contact data immediately, before the second ring of their phone. >> Click here to read the full article

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	ContactEase version 9.30 is now available! Including the new E-mail Campaign Manager, Outlook Cleanup Tool and other exciting features! Click here for more information or to schedule your upgrade.

	Check out the latest add-on features available to ContactEase users! >> Click here for more info

A firm's business development efforts are stifled without current, consistent data on contacts and companies known by the firm. In many cases, this data is kept in office contact management systems like MS Outlook. Cole Valley recognizes this, and understands that by leveraging existing systems the firm ensures that contact data will be accessible firm wide. ContactEase synchronizes contact information from your office e-mail system with the ContactEase database. In this way, ContactEase implementations are able to maintain existing office procedures resulting in less impact on the firm.

Users Access Data Through Familiar Interface

Allowing users to access and maintain contact data through a familiar interface offers obvious advantages. By utilizing e-mail software, little to no training is necessary. This translates to a smooth transition, where users are more likely to support the new system by maintaining accurate contact data.

Benefits
Users simply enter a contact in Microsoft Outlook, which synchronizes with ContactEase (except for contacts marked private). A duplicate checking process is run on the data as it is entered to ensure that the ContactEase database does not contain duplicate contacts and companies. Changes made to the records by another Outlook user (with proper permission) will be updated in ContactEase, and in turn reflect back to any other copies of that record in any user's Outlook file.