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Our Contacts Manager module is a powerful way to manage a listing of departments and contacts in your organization.
This can be used for both external and internal users of your web site or intranet.
It also includes a built in contact form which allows viewers to send messages to the people in the contact list.
The details of the contact form are also stored in the database for easy tracking and follow up. Key features of the module include:
- Ability to setup and manage a hierachical list of departments
- Ability to assign contacts to departments
- Contacts includes standard demographic data, optional photo and up to 5 optional fields which can be custom labeled
- Customizable contact display template
- Export to excel of all contacts and customers (those who filled out the contact form)
- Quick response form to respond to any new customer requests
- Quick bulk mail functionality to send a message to all customers who have "opted in" for further contact.
- DNN Security roles can be used to control what users can manage various contacts and what users can view various contacts.
For example, the VP of Support can be assigned to manage his/her own list of contacts.
And he/she can then determine which logged in roles on the site can see those contacts.
So if there are more than one level of support, only users who are in each approved role can see that level of contact information.
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Key Features
1. The administration screen allows for full and easy management of all contact data
2. When adding a new department, the Department Title and Parent Deparments can be defined. You can also define if the department is the default to be displayed.
3. Contacts are added into the system and assigned to departments. Both administrative and viewing security can be set for each contact. Up to 5 custom fields can be set for each contact.
4. Existing contacts can be easily managed
5. Global settings can be defined for the module. An HTML template can be easily customized to control the lay out and styling of the contacts details. In addition, you can define up to 5 custom fields for each contact.
6. Contacts are listed by department - in this case we are seeing the "View All" parent department
7. Now the contacts are filtered down to just the sales department
8. This is a sample contact details page.
9. This is the contact form that allows a site visitor to send an email to the selected person.
10. Customer contact data is managed in the admin screens. Customer can be quickly responded to with a response. Note that customer contacts can be exported to Excel.
11. Individual customer contacts can be viewed and managed.
12. A bulk email capability is built into send emails to all "opt-in" customers
