Fabasoft Folio supports the management of customers and relationships with them, including individual or campaign-controlled correspondence.
The following object classes, which represent all contacts, are available in this context:
An organization can be assigned several persons, but a person can be assigned to no more than one organization.
Note: To search for persons and organizations, search by “Contact”.
An organization represents a legal entity. It can be assigned contact persons who work in this organization. Furthermore, the associated business objects are stored. The entire correspondence with an organization, i.e., the correspondence that has been conducted both directly with the organization and indirectly via contact persons, appears in the journal.
To enter an Organization, do the following:
An Own Organization (as opposed to organizations that represent external partners) is represented through the Own Organization object class. An Own Organization can be assigned Employees. Own Organizations represent a sub-category of organizations .
To enter an Own Organization, do the following:
Persons can be entered in the roles of Contact Person of an organization or Employees of an Own Organization. Name and address details, including e-mail addresses and telephone numbers, can be entered for individual persons. Each person has a list of business objects directly allocated to the person, a list of correspondence (Communication) and a journal. Generally speaking, the person's main address is the first address entered. If, however, if the option of transferring the organization address as the main address is selected, then this is the main address.
An employee can be created in the Employees field in an Own Organization, or on the desktop.
To enter an Employee, do the following:
A contact person can be created either in the Contact Persons field in an organization or on the desktop.
To enter a Contact Person, do the following:
Note: Contact persons are not allowed in the Employees field of an Own Organization.
Persons and organizations have a Communication property, in which the incoming and outgoing communication of this organization/person is recorded.
To display the communication with a person/organization, do the following:
All business objects that have been received from / sent to this person/organization will be displayed in the Communication field.
Persons and organizations also have a time axis, on which the objects entered under Communication are displayed.
Addressee Lists can be created for bulk mailings. An Addressee List is created using sets of contacts, which can be filtered by individual countries.
The contacts determined this way can have several addresses, so a Topic (i.e. a Term) can be specified in an addressee list that gives the purpose of the addressee list (for example, TechEd invitation). In this case, the address of a contact that has this (or a higher-level) Term entered will be used. If no address is found for the Term, the main address of the contact will be used.
To create an Addressee List for bulk mailings, do the following:
Resolution of an addressee list
Before an Addressee List can be used for mailings, it must be resolved. For this purpose, the “Resolve” context menu command is available.
During resolution, the individual addresses will be determined and stored for the addressee list in the form of a CSV file. This CSV file will be stored on the “Result” tab. If, after resolution of the addressee list, you select the “Open” context menu command, the CSV file data will be opened in the assigned third-party product. If the Addressee List is used for instance as the Target Group in a bulk mailing, the CSV file generated during resolution will be used for the dispatch.
After resolution of the addressee list, the number of determined addresses will be provided in the Count field on the “Result” tab, and a preview provided in the Addressees (Preview, Maximal 100 Lines) field.
Note: Only a restricted number of addressees will be displayed in the Addressees (Preview, Maximal 100 Lines) field.