Rick Shaddock TM Consultant

TeleMagic Help Sage CRM, SwiftPage Washington, DC 1-202-829-4444

GLOBAL POWER FEATURES. Designed for networks or stand-alone PC’s (includes record locking)     Three-level relational contact database   Full featured Activity Manager   Built-in fax capability   Wireless Messaging access integrated with e-mail, activities and the Contact Manager   Built-in e-mail    Auto-dialer   Branch Scripting with activity history generation and input fields linked to your contact records   Sales Forecasting, including links to contact records and extensive reporting with graphs   Spell Checker    Custom and quick reports   Automation Server for dedicated print, fax, e-mail and wireless message processing    Import and export using popular file formats    Mail merge integration with Microsoft Word¨, WordPerfect¨, WordPad¨ and WordPro¨   System and field-level security and password protection    Context-sensitive help   Record and system synchronization through Data Synchronization Server with automatic packet transfer    Configurable toolbars    User-definable macros    TeleMagic contact import formats that include linked activities    Database Utility Program for system maintenance    Export to FoxPro, dBase III+, SDF, Delimited formats and user-definable formats    Year 2000 compliant        FULLY CUSTOMIZABLE. Add your own fields and decide the number, type, length, placement and configuration    Field types include character, date, number, OLE, calculated, unique number counter, phone, fax, wireless messaging, FTP, e-mail, web, newsgroup, check box and notepad Easy-to-use Screen Designer to customize how information is displayed    Multiple views for each level - customize how each user views information

CONTACT MANAGER. User-defined List Boxes allow rapid and consistent data entry    Data entry templates, default values, calculated fields and validity checking for any field    Powerful record search capability    Editable Browse window    Browse list of pending activities    Duplicate record checking        ACTIVITY MANAGER. Scrollable daily, weekly and monthly views    Reschedule and re-prioritize using “drag and drop”    Single-click check-off of completed tasks    Associate Contacts with Activities and To-Do’s    Assign and view status of tasks assigned to others    View and modify other users’ schedules (with permission)    To-Do display includes indication of time until or past deadline, and completed items    Multi-day activity scheduling    Recurring activity scheduling    Scheduling conflict warnings    Automatically search for available time slots    Calendar security    Alarms with or without TeleMagic loaded    Activity Browse   Activity Archive    User-defined weekends and holidays    Group activity scheduling    Assign resources to activities    Reassign activities from one user to another user    Move groups of activities to a new time slot    Automatically create an activity for all contacts in a filter and assign them to one or more selected users    Configurable Activity Views

WIRELESS MESSAGING. Send Wireless Messages to contacts or TeleMagic users, to all contacts in a filter, or to everyone in a user group  Send messages from the local workstation or from a dedicated server  Send Wireless Messages based on activities Maintenance screen for messages sent locally    REPORT GENERATION.   Standard reports on various areas of TeleMagic, such as faxing and sales forecasting    Activity reports including printout to popular “day planner” format    Envelope, label, and “rotary index” printing    Contact and Phone Lists    Quick reports for novice users    Configurable Reports Menu    Custom report writer including Report titles and summaries, Multiple fonts, pitches and styles, Page orientation and size selection, Calculated fields with input prompts, Full color illustration and OLE support, headers and footers by page and group, and Print Preview        WORD PROCESSING.   Supports Microsoft Word¨ 2.0, 6.0, 7.0, 97; Word Pro¨ 97; WordPerfect¨ 6.0, 7.0, 8.0; WordPad¨    Base new documents on previously created templates    Share documents between users, or keep personal documents private    Link documents to contacts and create rollup lists of linked documents on contacts’ records    View lists of documents printed or faxed to a contact

E-MAIL.   E-mail application can run independently from TeleMagic    Works with your existing MAPI e-mail server or as a stand-alone    Link e-mail messages to contacts in your TeleMagic database    Create rollup lists of messages linked to contacts    Automatically link incoming messages to contacts    Include attachments, such as files and merge documents, with your messages    Establish multiple e-mail accounts for each user   Record e-mail activities in the Activity Manager automatically    Send locally or process through Automation Server    Filters    User-defined folders    Extensive search   Address book        FAXING CAPABILITIES.   Fully integrated faxing system    Send immediate faxes to individual contacts or to all contacts in a filter (broadcast or batch fax)    Include merge fields in all pages being faxed    Extensive fax preferences to customize faxing    Fax locally or from a dedicated server    Multiple servers and queues    Support for unlimited servers processing faxes, with up to eight fax modems per server    Links with the Activity Manager and contact records for fax history tracking    Fax TeleMagic reports    Fax maintenance for faxes sent locally     Fax external documents generated in other applications   Fax documents using any of the supported word processors and automatically selects the correct word processor for each document

DATA SYNCHRONIZATION SERVER (DSS).   Unparalleled power combined with one-click synchronization provides both flexibility and ease-of-use    Create unlimited remote and satellite sites - each with unique settings    Easily change the record set any site receives    Only synchronize the data each site needs to see for maximum data security    Control which fields in which records are included in synchronization for any site    Synchronize Activities and activity permissions, Contact records, Database structure changes, E-mail, Filters, Indexes, List boxes, OLE fields, Preferences, Program updates, Screen design changes, Security and Users    Powerful administrative assistance through DSS    Automatic program updates and upgrades to all sites    Changes to databases are automatically transferred and updated at all sites    Maintain personnel for sites anywhere in the world from one central location    Control security at the remote sites, even assign users to a group remotely    Create user preferences in the central location and copy them to users at remote sites    Update each field using pre-defined rules and further qualify the selected field rule by creating a user-defined expression that provides the user total control    Save data that is being replaced in any memo field    Create scripts to automate processing at the remote sites - synchronization at remote sites is as simple as clicking an icon     Create servers at the central site to control what occurs when you select to process    Have multiple servers processing simultaneously for high volume synchronization    Set up continuous synchronization at the server - changes can be exchanged between sites within minutes    Choose to automatically transfer packets using TeleMagic’s e-mail or FTP transfer

STRATEGIC PARTNERS (Third Party Products).   Links to numerous accounting applications    CTI integration and call center management    Receivable and inventory tracking    Bid and Proposal Order entry system    Candidate search and proposal generation for placement agencies   Newspaper and magazine template to assist sales and production of ads    Planning guide for database design    Campaign Management    Real estate prospecting and contract management system    Sales Tracker    And More      SYSTEM REQUIREMENTS. Minimum hardware requirements: IBM-compatible, Pentium 133 with 32 MB of RAM; VGA screen with 640x480 resolution and 64 MB of free disk space. Recommended: Pentium 200 with 64 MB of RAM and 64 MB of free disk space. OPTIONAL SUPPORT: Class 1 or 2 FaxModem or other serial-attached phone dialer. Printer access through Windows printer setup. Wireless Messaging access to a carrier terminal that supports modem transmission. SOFTWARE: Microsoft Windows 98, 2000, XP Pro, Vista Pro, Windows 7

TeleMagicHelp.com
ConvertTeleMagic.com

TeleMagic
sold to Sage Group in 1992
then InterAct 1993
Symantec 2002
Best Software Inc.  2005
SwiftPage 2010

Rick@CIcorp.com
ConvertInformation.com

1-202-829-4444
1-202-449-9500 Fax