Contact Manager

This powerful module is the heart of your customer relationship management (CRM). Each time anyone in your firm talks to a client or prospect they should create a Contact Report. Each record is automatically time and date stamped for future reference. Drop down fields allow you to document the purpose of the contact, location, items discuss and any follow up required. There are even special button to allow you to enter "Left Message with Voice Mail, Left Message with Secretary" and "Left Message With Answering Service". This information can be very important when service issues arise.

Email has become a convenient way to communicate. The Contact Manager module includes an automated email creation tool which allows you to create customized messages and is tied to your WDI FX form documents allowing standard messages to be communicated with others. Messages you wish to send are integrated with most POP 3 email programs such as Outlook, Outlook Express, Windows Mail, Thunderbird, Eudora, gMail and others.

Attention All Users

TURN OFF AUTOMATIC UPDATES ON YOUR DEVICES IF YOU ARE NOT USING VERSION 18 OR GREATER as your data will not be accessible without an update!

For those buying a new Mac - Ventura and the M2 chip are fully supported. Windows 11 is also fully supported.

If using any version prior to 18 fill out a technical support request so a time can be scheduled to update your files.

Technical Support requests send an email of the information that has been received, if you do not receive a verification email concerning your support request, then please call and leave a message on our voicemail to get service.
Contact is usually made within 4 hours during normal business hours.


Pat Bruner

Pat Bruner first started using WDI FX with a tablet in 2005 and now he can't get along without it. "The WDI FX Paperless Office has transformed my business," Pat says. With WDI FX, he can schedule pest control services, perform inspections, create graphs, insert photos, and supervise his employees right from his truck. Documents are emailed to clients, copies are synched to his office and Pat heads for home. No more sacrificing customer service or family time to go back to the office! And no more paperwork!


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