ContactEase

ContactEase™
Lotus Notes® Synchronization

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 Lotus Notes, and users are already familiar with the product. 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 the individual Lotus Notes address books with the ContactEase database, with no user intervention. In this way, ContactEase implementations are able to use existing applications, resulting in little or no additional training. ContactEase then coordinates this previously uncoordinated information, and adding a whole new level of knowledge and eliminating multiple data entry points.

Users Access Data Through Familiar Interface
Allowing users to access and maintain contact data through a familiar interface offers obvious advantages. By utilizing existing software, little to no training is necessary, and procedures do not need to be substantially changed. This translates to a smooth transition, where users are more likely to support the new system by maintaining accurate contact data.

Easy to Use
Users simply enter a contact in Lotus Notes Address Book, 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 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.

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