Digita Contact Manager

Digita Contact Manager lies at the heart of Digita software integration providing a single list of contacts that are the core data for the tax and accounting applications.

As client details are shared, changes to client details in Digita Contact Manager or any other Digita application can automatically flow into any other Digita application, or any third party application that follows the ICAEW xPS open data standard.

But unlike other integrated databases, with Digita this flow has intelligence; you decide whether or not you wish to accept changes.

Digita Contact Manager offers a simple and intuitive interface giving everyone in the practice a clear view of a definitive list of clients and contacts and all their associated information. It is designed to help practices collate client and contact information into one place and then make that information available to the tax and accounting applications.

With this central list, you can categorise Clients and Contacts into groups for administration or marketing purposes. Create lists of Golfers, Christmas card lists, by industry and by type. It is all completely customisable letting you to create categories and query them whenever you want.

With Digita Contact Manager you can stay in touch easily with your clients by email or letter and as it intelligently links businesses and people, and staff with their clients, you can make the most of your practice data whilst removing the need for re-keying common information across your Digita software.

Download the product PDF for more information.

Key Features:

Staff	Risk	Outlook Integration	Marketing
There is a single Microsoft Windows log on with integrated Windows security. Staff members are created in Digita Contact Manager and matched to Windows users. Log on to Windows and no further user names or passwords are required. Full staff details are managed, including contact details, roles, tasks and rates.	With the advent of new regulations regarding money laundering and fraud, no practice can afford not to follow best practice. Digita Contact Manager offers a simple method of managing risk and identity verification, allowing the practice to record an audit trail of steps taken on a client by client basis.	Import your existing contacts into Digita Contact Manager from Microsoft Outlook. Letter Writing Digita Contact Manager fully supports letter writing and mail merging. By using Microsoft Word templates we give the user the ability to integrate data from Digita Contact Manager into easy to edit templates.	Digita Contact Manager has made marketing your ancillary services to your existing client base a breeze. Simply create your own criteria and add contacts to it. Manage and generate lists of Christmas card recipients, your IFA service clients or your insurance service clients. You could, for instance, easily send a letter or an email to all those clients who weren't taking advantage of those services.