Virtual Office

Everyone needs to do their part and sometimes a little help is what it takes.  Every user in your organization can have a User Name and Password. When they login, they will see their Virtual Office, a contact management system tool used to schedule, track, and manage client communications.

The Virtual Office will display My Organizer which will show messages connected to contacts. These messages can include appointments, notes, reminders, information received from website forms, customized entries, archived messages, and details about emails sent from the Marketing Email application. Contact appointments, notes, and reminders can be entered from your communication log. The types of communication log entries used in the Virtual Office can be customized by your organization.

Main Virtual Office Screen - Virtual Office Application User Interface