The enquiries data download feature provides the ability to download a list of enquiries within a selected date range. The feature is available via the on-screen options on the enquiries summary screen.

RedView provides an Outlook add in that extracts data from the selected email and uses this data as the basis for creating a new enquiry record.

RedView provides a comprehensive Enquiries Dashboard of analytics to help understand how business development efforts are progressing. If enquiries are not being updated then opportunities may be missed and dashboard statistics can be skewed.

New functionality to monitor for duplicate names when adding new enquiries.

Key to having a good marketing database is information and processes to allow professional staff to easily capture data are critical.

Currently, the source of client and contact information in RedView CRM is from the practice management system that it integrates with. These records can then be tagged with further information in RedView to allow easy identification to include them in marketing lists and with events and campaigns.

Functionality has now been included in RedView CRM to check on potential duplicate names when a new enquiry is added.

RedView CRM provides the ability produce a history report for the enquiry. Select the context menu for the enquiry and select History Report.

RedView CRM provides a Location field to capture data against an enquiry. This field is a user defined lookup list and can be used to categorise the enquiry by, most usually, the physical location.

RedView CRM provides the ability to capture notes against a contact so that a complete record of activity is kept.