The Email Logger is a special email address that can be used to enhance the way you track communication with your clients! Adding this email address as a recipient to an outgoing email will log that email as an activity under the corresponding Contact Profile in OS.   Configure Your Account By default, the email logger will […]

Keep track of important tasks and deadlines using your To Dos. Manage your own personal To Do list, or assign them directly to a colleague. Relate a To Do to a particular Contact to keep an accurate activity history with that Client. Your personal To Do list widget can be found on your My Dashboard. […]

The Communication Tab in the Contact Profile allows you to track the events and activities related to a Client. Track Client Communication The Communication Log allows you to track your communication with a client, from emails to appointments. The following elements are can be logged and reported on from the Communication Log: Call Log Appointment […]

The “New” Menu (or sometimes “Create New…”) appears in several areas of the application. For Example: The always-visible New menu to the right of the Dashboard navigation The New menu in your list of Contacts This drop-down menu allows you to created new items, from To Dos to Email, without having to leave the current […]

My Tags gives you another way to group your contacts into more abstract categories, specific to you. Tag Contacts who… Are Priority (like My Favorites) Require Follow-up Require Special Attention …and more! These groups are user-specific (only you can see your Tags) and are very flexible, as they are not based on a field in […]

Prevent duplicates before they occur! The As-You-Go Duplicate Warning System will inform you if you have just entered information that exists for another Contact in the system. Unique Entry As you enter your client information, in real time, the system will seek out possible duplicates. You will receive a warning if the system detects other […]

Since the OS is integrated with you Google Account, you can send an email directly from within OS – without leaving your Dashboard! To Send an Email From anywhere, just go to the +New menu and select Email Start typing an email address or name of the recipient. Suggestions from your Address Book will appear […]