The Contacts & Conversations
module is used to record the names, addresses, phone numbers, etc... of
all clients and contacts associated with the firm. It is also used
to log and record conversations between employees and contacts. Data recorded
in the Contacts and Conversations module is used in many other areas
of the program and simplifies the creation of mailing addresses for transmittals,
billing invoices, correspondence letters, envelopes, and more.
The Contacts & Conversations module is joined to many other areas of the program (i.e. Proposals & Contracts, Billing Invoices, Transmittal Logs and Correspondence Records). The data from these joined databases is combined with data entered in the Contacts & Conversations database and is used to:
Create addressee data for invoices, correspondence, transmittals, etc...
Record and log conversations between employees and clients/contacts
Create client, consultant, contractor, etc... reference lists
Cross reference - create lists of contacts involved with specific projects
Create and print mass mailing lists, envelopes, and mailing labels
Create and print contact data onto Avery rotary cards for desktop reference
Update Database Regularly 
Alternate
Record Creation Info 
Contact Reference Shortcut