Features

• Export of Organisations, Contacts and Events to MS-Excel spreadsheet

• All records or records with certain customised BusyScreens may be selected

• Output may be filtered by Name, Post Code, Telephone, Analysis Codes

• Option to launch Spreadsheet at end of export

• Export of document summary history or User Action List for a specified date range, department or user

• Import of Account, Contact, BusyScreen, Event and Mailing Category data from comma separated value (.csv) spreadsheet files

Benefits

• New databases may be set up easily from existing records held in SAGE accounts or other Access/SQL databases or spreadsheets to provide an integrated CRM database for customers, prospects and suppliers thus providing a more efficient environment where time is saved accessing and processing data

• Marketing lists may be bought and easily imported into BusyDesk for marketing purposes such as mail shots, email shots etc so time is saved and business profitability improved

• BusyDesk data may be analysed using MS-Excel quickly and easily by exporting it in real-time and processing the data using formula within the spreadsheet including data from user-defined screens and events to provide valuable management information upon which to make business decisions fast

• Data is not "locked in" to BusyDesk and users can migrate data easily to third parties who may provide complementary services e.g. mailing houses who send shrink wrapped mailers or catalogues