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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.

  

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ContactEase version 9.30 is now available!

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Keep Users Informed of Changes in Their Data

When sharing critical information about contacts within a firm, it is extremely valuable to be notified of significant changes made in that data. Communication of changes is often the best way to ease concerns of sharing information, and the ContactEase Change Tracker lets users know what is happening to their data. Now, ContactEase can automatically email reports to users, displaying changes made to their contacts, and reflecting information before and after any change, including who made them.

The report contains summary information about which contacts are shared with other users, as well as those that are unique to them.

The summary report displays the quantities of contacts a user has, those that are unique, those shared, and those shared by one or more users. The values returned can be clicked on as links and a list of those individual contacts will be returned.

ContactEase Change Tracker Report
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