Standard procedures.
Address book entry can just be the start of a procedure to add a new customer. There might be visits to arrange, emails to be sent, opportunity's to create, letters to be mailed etc.
All of which could appear on a check list to ensure fullness of data.
Some tasks may need to be carried out later than the initial entry, But NOT time and date stamped to reflect the reality of administration.
A pull down list of customisable "Active procedures" would enable anyone to cover in a colleague's absence and ensure that correct company procedure was followed.
The task list would be customisable and each task could be ticked when completed.
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Peter Jones
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