{"id":69890,"date":"2019-12-24t12:00:03","date_gmt":"2019-12-24t17:00:03","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=69890"},"modified":"2019-12-26t09:48:36","modified_gmt":"2019-12-26t14:48:36","slug":"centralize-contact-administration-4","status":"publish","type":"post","link":"\/\/www.g005e.com\/2019\/12\/24\/centralize-contact-administration-4\/","title":{"rendered":"centralize contact administration"},"content":{"rendered":"
<\/a>your practice management application will be home base.<\/strong><\/p>\n by roman h. kepczyk<\/i> many firms today maintain contact information within multiple applications such as practice management, outlook, tax systems, and other marketing and crm (customer relationship management) programs.<\/p>\n more: <\/b>cutting your quickbooks costs<\/a> | how to transfer files securely<\/a> | going digital with a\/p processing<\/a> | avoid over-auditing with \u2018document containers\u2019<\/a> | beyond email: new digital tools<\/a> | who deletes documents and when?<\/a> too often, a significant amount of time is wasted in firms pulling contact information together, reconciling and verifying lists for mailings, invitations, and even organizers. it is critical that firms centralize the updating of contact information for consistency.
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