Key Features

Summit Contact Manager Key Features

Three addresses - Work, Home and Other (all with web and e-mail address)
Import from multiple sources with automatic "on the fly" duplicate checking
Unlimited number of records per database (registered software)
User-defined profiles
Additional user-defined fields
Detailed contact history
Detailed event attendance history
Assign people to user-defined groups
Instant mail-merge, address label or e-mail
Powerful organiser tracks contacts to do, contacts done and follow ups
Track for any staff member or all staff
Produce To Do and Done lists
Produce for current date or any nominated date range
List upcoming birthdays and christmas card lists

Reports

Ad hoc reporting with Reporter - select some or all people and then:
Produce lists with user-defined column contents
Produce address labels with barcoding for bulk mail discounts (Australia, USA and UK only)
Export information to a variety of formats
Mail-merge to selected people
Bulk e-mail to selected people
Send selected people to a Summit event file
Record contacts against each selected person
Broadcast fax them a document
Standard reports
Christmas card list
Event attendance by event
Event attendance by person
People in groups by group
People in groups by person
Possible duplicates
Upcoming birthdays

Summit Event Manager Interface (requires Summit version 4 or higher)

Import from Summit event files with duplicate checking (optional component)
Import automatically updates cumulative event participation history (optional component)
Have name and address changes made in event file automatically mirrored in the Summit Contact manager database (requires Summit Pro 2000 version 7.06 or higher)
Export single person to a Summit event file with duplicate checking
Export multiple people from Reporter to a Summit event file with duplicate checking
Cumulative history records participation as:
Delegate
Presenter
Exhibitor
Sponsor
Advertiser
Session Chair
Organiser
VIP

Reports

Event attendance by person
Event attendance by event
Select by event and participation from the Reporter

Information Exchange

Copy Summit Contact Manager database to diskette or e-mail to recipient
Recipient downloads the Summit Contact Viewer free-of-charge
The Summit Contact Viewer can:
Open Summit Contact Manager databases of any size
See all information about people on the database but not modify it
Produce all standard reports
Produce user-defined Reporter listings