voo:people for managing contacts
Intuitive contact management
You can create contact records for people and companies in voo:people. Add people to companies simply, to gain a complete view of the relationships between the companies and people you work with. You can also mark the contact records you regularly interact with as Favourites, giving you an at-a-glance view of the information you need.
voo:people enables you to create contact groups, which you can then add your companies and people to. Creating contact groups is a useful way to keep track of the types of activities you perform with your contacts. Seeing how many contacts you have in a certain group, enables you to make key decisions on whether certain groups need, for example, to be grown. Contact group creation is fully customisable, so you can create groups that are directly applicable to your business, and decide who should be able to see each group. Contact groups also make it easier to report on contact-related areas of your business.
You can create customised contact methods, assign each an icon for quick viewing, and record validations methods to ensure the information captured about your contact is applicable to the contact method assigned. Multiple contact methods can be assigned to your people and companies, making it easy and convenient to share information.
Image and icon management
Customising your contact records is straight-forward with the voo suite applications file management tools. You can add add a customised icon for each person and company in your voo:people module, personalising your records.
Capture comprehensive details
voo:people lets you capture comprehensive details about your contacts. You also have the freedom to customise each record with further details, such as multiple addresses and contact methods, to ensure you have all the data you need for each contact.
Roles and permissions
You can control the levels of access and interactivity your staff members have with your contact records. This ensures sensitive information remains locked-down while also making sure your staff have the access they need to perform their daily duties. All of this is controlled through the suite applications role and permissions manager.
Smart modular integration
The contact records you create and manage in voo:people will be available for you to interact with across all of the modules you use in the voo suite application, providing you with a detailed, joined-up approach to managing your business.