Optimize Your Contact Management Database for NPOs

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hi I'm Carl from rained and today I want to show you how you can have all your information about your customers in rainnet beautifully arranged and in one place simply when a customer calls I want to know immediately what we've done who's dealt with them and when let's take a look the foundation is the contact information management where I can regularly search sort and most importantly categorize how I'd like for example how much we've already sold to them how we found them who the salesperson is where they operate or ing to what further potential we feel they have or when we last contacted them simply I can categorize clients ing to what's important for me like this I can switch between categories with a single click the address book appearance can be modified as well I can select the column the order color clients or set filters that I currently need foreign how to do it in a separate mini video inside the article your contact database is built step by step so first import the data you already have into raynet and you can find the import templates for this in the raynets administration the new contact will go in like clockwork check this out when adding a new customer into the address book just fill in the company name the address then save it and it's done I keep a record of everything I need in the detailed client card I can use the fields that are preset in Rainier like these or make my own custom fields for instance to sort out dispatching thing about this is that from now on everything that concerns candy core every email every offer business deal meeting records or every scheduled task simply everything can always be found here in one place in the history tab [Music] and that's it if you're interested in a more detailed description of the customer management function or you want to create your own Fields check out the following videos in the article below take care and I'll see you next time [Music]