Contact History
Contact history is a perfect way to keep track of all of your contacts with a client, which can be extremely useful in solidifying your relationship with them. So, whether you've sent an email, made or received a phone call, or even sent a letter, this is where you can record it, as it allows you to keep track of all messages while still allowing other people to see it.
Contact Import-Export
You may want to import addresses, leads, or other record forms into the software from other sources, such as an email program, a spreadsheet, or your phone, to keep track of all your customer data in one location. If you want to do additional calculations or run your own reports, you can export your data to Excel or create a static Excel spreadsheet if you want to capture all of the data at a single point in time.