Category Archives: Contact Manager

Mr. Ronald Black Lives Here…

Mr. Ronald Black has been a loyal Sage 300 ERP Sample Company Inc. customer for a long time – certainly since the ACCPAC Plus days if not before. But did you know that all this time Mr. Black has been living in a very nice 6 bedroom / 3 bathroom spanish style home with huge back yard with a four car carport?

Neither did I until the other day when I was testing a new feature in the 2014 version of the Dingosoft Contact Manager product which provides Google Maps integration for the main customer and vendor addresses in A/R and A/P. (Previously Google Maps integration was only available for “contacts” addresses).

Customer contacts screen
Customer contacts screen

Most of the addresses in the sample data are obviously fake (I can confirm that there really isn’t an “Anytown CA”), but clicking on Mr. Ronald Black’s address took me to a real address here:

Ronald Black's House
Ronald Black’s House

So there you go. You now know what Mr Ronald Black’s house looks like 😉

By the way, Contact Manager isn’t really a “contact manager” app. – what I mean is it’s not a CRM wannabe – it’s really just an awesome central contact database which allows you to attach multiple contacts to customers, vendors and trust accounts.

The central contact maintenance screen in Common Services.
The central contact maintenance screen in Common Services.

We actually had to develop this product to go with our Trust Accounting module as we needed a database of clients as well as payors/payees. Unlike A/R and A/P where the payors/payees are always the customers/vendors, with trust accounting the payor/payee could be anyone. For example, a real-estate agent must hold a clients pre-paid advertising funds in a trust account when selling a property. When it comes time to take money out of the account to pay for advertising, the payee will be whichever newspaper/website/etc. that the property was advertised in. (Of course, the invoice from the newspaper will probably be for multiple properties which isn’t a problem for our T/A app as a single payment can be easily split across multiple trust accounts – something most cheaper T/A products can’t do. Just sayin’ 😉 )

Dingosoft

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