ContactM8 (CM8) main screen.

  • Contact details can be added, edited or deleted here.
  • Each contact can have associated Notes, Customizable details, Events and Tasks.
  • Contacts can belong to zero or many Groups.
  • There is a Schedule of tasks with a popup daily 'to do' and completed list.
  • Various Reports are available and the database is fully searchable.
  • The system offers numerous ways to correspond in a personalized way with selected Contacts.
  • Many other Tools complete the software by providing functions such as data Import, database backup and restore, a correspondence template Editor, popup help text and automatic contact address resolution.
  • ContactM8 Main Screen

    ContactM8 Groups Screen.

  • Contacts can belong to zero or many groups.
    For example, a contact might belong to the groups Employee, Friend and Sales Team.
  • Organizing contacts into groups allows for personalized correspondence with every Contact in the group using just a few mouse clicks.
  • ContactM8 Groups Screen

    ContactM8 Notes Screen.

  • Each contact can have notes assigned to them. A note consists of text and, optionally, an image.
  • Zero or many notes may be assigned to each contact.
  • Images can be included in a note using drag/drop or copy/paste operations from a local disk folder or directly from a web page. Double clicking in the image box will also invoke a file browse dialog.
  • ContactM8 Notes Screen

    ContactM8 Address Map Screen.

  • A map showing the address of a contact can be displayed by clicking the right mouse button on a contact.
  • There is also a button to show the same map live in your web browser, along with all the usual navigation controls.
  • ContactM8 Address Map Screen

    ContactM8 Custom Screen.

  • The purpose of the custom screen is to allow you to choose your own headings and captions for additional data that your business requires to be assigned to each contact.
  • There can be zero or many custom screens assigned to each contact.
  • This flexibility is designed to ensure that ContactM8 is a good match for your business requirements.
  • Database Customization is launch from the Settings screen.
  • ContactM8 Custom Screen

    ContactM8 Custom Details Screen.

  • This second custom screen further enhances the usefulness of the software by allowing you to fully customize a further 23 database fields.
  • There can be zero or one custom details screen associated with each custom screen.
  • This ensures that ContactM8 is a great match for your business now and allows for growth in the future, without having to invest in new software and training.
  • ContactM8 Custom Details Screen

    ContactM8 Events Screen.

  • The events screen keeps a record of all correspondence with a Contact.
  • Events are recorded automatically when contact is made via Email, SMS or labels are printed for post mail.
  • New entries can be added manually to record other significant events related to a contact.
  • ContactM8 Events Screen

    ContactM8 Tasks Screen.

  • The tasks screen displays tasks related to a single contact or all tasks.
  • Some tasks are created automatically during correspondence with Contacts, such as follow up actions.
  • Tasks can also be entered manually for a contact.
  • Tasks appear in the Schedule, either as 'to do' or 'completed'.
  • ContactM8 Tasks Screen

    ContactM8 Schedule Screen.

  • The schedule screen is a calendar showing all tasks, either completed or to be done.
  • Calendar entries are maintained via the Tasks screen.
  • Red and blue flags indicate that a given day conatains tasks pending or completed, respectively.
  • Hovering over a particular day in the calendar invokes a popup view of the tasks for that day.
  • ContactM8 Schedule Screen

    ContactM8 Reports Screen.

  • Various options are available for generating reports from the database.
  • The reports offered are continuously being enhanced, based on customer feedback.
  • ContactM8 Reports Screen

    ContactM8 Report Screen.

  • An example report of all contacts (with sensitive data masked out).
  • ContactM8 Report Screen

    ContactM8 Search Screen.

  • The search feature can be used to find any piece of textual data in the database and make available for selection, the contact(s) to which the data is related.
  • ContactM8 Search Screen

    ContactM8 Contact Screen.

  • The contact screen is where all correspondence is generated with one or more selected contacts.
  • Correspondence may consist of Email, SMS or Post mail and is recorded as an event against each contact.
  • Follow up Tasks may optionally be generated.
  • ContactM8 Contact Screen

    ContactM8 Tools Screen.

  • The tools screen offers a variety of useful functions such as database backup and restore and switching on or off the customizable context help system.
  • This is also the launchpad for other operations, for example, system Settings including customizations, data Import, contacting customer support and contact address resolution.
  • ContactM8 Tools Screen

    ContactM8 Settings Screen.

  • System configuration is entered through the settings screen.
  • The settings screen is also the launching point for database customizations, setting template folders, assigning SMS and email accounts and other settings.
  • The sets of allowable event types, custom types and task types are all maintained in settings.
  • Software license renewal is instigated via the settings screen.
  • ContactM8 Settings Screen

    ContactM8 Editor Screen.

  • ContactM8 includes a built in Rich Text Editor for developing template files that are used in 'mail merge' operations when generating Emails, SMS and printed documents.
  • The editor's menus allow for easy insertion of placeholder tags when creating or editing template files.
  • ContactM8 Editor Screen

    ContactM8 Import Screen.

  • Contact data can be imported from other systems that are capable of exporting to a CSV (Comma Separated Value) file format.
  • The import function is flexible in that it allows any field from a CSV file to be mapped to any database contact field.
  • Contact data can be imported directly from contacts in some versions of MS Outlook.
  • ContactM8 Import Screen

    ContactM8 Address Resolve Screen.

  • During contact address resolution, a list of similar addresses may appear if the contact address is ambiguous.
  • Address resolution uses the State default and Country default as a starting point. These are assigned in Settings.
  • ContactM8 Address Resolve Screen

    ContactM8 Support Screen.

  • ContactM8 customer support can be emailed directly through this screen.
  • Our aim is to help you quickly resolve any issues that may occur with the software.
  • We also welcome any suggestions for improvements to the software. All ideas will be considered and some may appear in future software versions.
  • ContactM8 Support Screen

    ContactM8 Customize Screen.

  • Database customizations are made in this screen.
  • These customizations will be reflected on the screen that appears when the custom button is clicked on the main screen.
  • All pop-up context help text is also fully customizable.
  • ContactM8 Customize Screen

    ContactM8 Customize Detail Screen.

  • This is the secondary or detail customization screen. Choices made here will be reflected on the custom detail screen when invoked from the custom screen.
  • Each custom field can be defined as a text box, numeric box or a check box and can be enabled or disabled. Fields that are not enabled do not appear on the corresponding custom detail screen during normal program operation.
  • ContactM8 Customize Detail Screen

    ContactM8 License Request Screen.

  • Software license renewal is performed through this screen, which is invoked from the Settings screen.
  • Purchases made here are via Pay Pal and are in chunks of 52 weeks.
  • The software should recognize new license credits within 15 minutes of purchase. This is indicated in the status bar at the bottom of the main screen.
  • ContactM8 License Request Screen