| Filing | Contact details | Diary | Telephone call | E-mail Meeting minutes and notes | Forecaster | Write a letter | ||
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Filing
screen Filing screen showing count of each type of event in contact folder and relevant time periods. |
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Contact
details screen Contact details box showing display of contacts within the company and their relevant details. |
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Diary screen TCM 4000 Diary daily view showing all calls and highlighted e-mail displayed in bottom display. |
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Telephone
Call screen The call screen contains telephone numbers for contact and company (not fax numbers), with compatible equipment you can dial off screen or simply click connect to start the call timer. |
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E-mail screen The TCM E-mail screen with history in top display box showing image of a letter. |
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Meeting minutes and
notes screen Meeting minutes are automatically filed into the folders of all attendees and their companies as well as the daily archives and diaries of TCM Users. |
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Forecaster
screen The TCM Forecaster screen showing active forecasts for this contact at the top of screen and the new Forecast below. Note that forecasts can be for sales or purchases. |
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Write a
letter Your completed letter is saved into the TCM Work File pending tray from where it can be filed by linking into the contact folder. |
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