Contact Management

Contact Management Highlights

Generations helps you effectively manage communication with clients, caregivers, and referral sources by:

• improving customer service and follow-up by centrally documenting all open issues in the Call Center,
• delegating tasks to staff and assigning a due date in the Call Center,
• eliminating duplicate data entry with integration between Generations, QuickBooks, Outlook, and
• creating and tracking appointments and follow-ups with your referral sources, clients, caregivers, potential clients, and applicants.

Letter Writer

Generations Letter Writer makes it easy for you to keep in touch with your clients, referral sources, applicants, and all other contacts. Write and save form letters, then mass mail them to groups of people easily, via email or on your own letterhead. Generations can also print mailing labels, with a choice of several label formats.