Rick Shaddock
TM Consultant

TeleMagic Help
Sage CRM, SwiftPage

Washington, DC
1-202-829-4444

Welcome to TeleMagicHelp.com dedicated to supporting and customizing TeleMagic for a wide variety of organizations in the metro Washington D.C. area, and around the world! 

TeleMagic has been purchased by Sage Software, called Sage CRM in 1992, and is now owned by SwiftPage.com

Our Mission

Our mission is to help our clients serve their customers better through the effective use of TeleMagic.

TeleMagic is the leading totally customizable contact manager designed to manage contacts and activities across entire organizations. Click here to download a fully working demo of TeleMagic.

To learn more about how TeleMagic can help your organization improve productivity, call us or send an email to: Help@CICorp.com

Courses

Introduction

Intermediate

Advanced

 

TeleMagic Clean Up - a utility to help you clean up your TeleMagic database

TeleMagic Enterprise Software General Features and Capabilities

Contact Management and user-customizable software that enables you to build better relationships.

TeleMagic for DOS Versions 11 and higher (single or multiuser)
TeleMagic for Windows Versions 1 and higher (single or multiuser)
 

Convert fromTeleMagic to your CRM of choice
Convert to
 TeleMagic from your current contact manager

TeleMagic Enterprise (Windows) General Features
 

GLOBAL POWER FEATURES.

bullet Designed for networks or stand-alone PC’s (includes record locking)  
 
bullet Three-level relational contact database
 
bullet Full featured Activity Manager
 
bullet Built-in fax capability
 
bullet Wireless Messaging access integrated with e-mail, activities and the Contact Manager
 
bullet Built-in e-mail 
 
bullet Auto-dialer
 
bullet Branch Scripting with activity history generation and input fields linked to your contact records
 
bullet Sales Forecasting, including links to contact records and extensive reporting with graphs
 
bullet Spell Checker 
 
bullet Custom and quick reports
 
bullet Automation Server for dedicated print, fax, e-mail and wireless message processing 
 
bullet Import and export using popular file formats 
 
bullet Mail merge integration with Microsoft Word¨, WordPerfect¨, WordPad¨ and WordPro¨
 
bullet System and field-level security and password protection 
 
bullet Context-sensitive help
 
bullet Record and system synchronization through Data Synchronization Server with automatic packet transfer 
 
bullet Configurable toolbars 
 
bullet User-definable macros 
 
bullet TeleMagic contact import formats that include linked activities 
 
bullet Database Utility Program for system maintenance 
 
bullet Export to FoxPro, dBase III+, SDF, Delimited formats and user-definable formats 
 
bullet Year 2000 compliant 
 


 

 

FULLY CUSTOMIZABLE.

bullet Add your own fields and decide the number, type, length, placement and configuration 
 
bullet Field types include character, date, number, OLE, calculated, unique number counter, phone, fax, wireless messaging, FTP, e-mail, web, newsgroup, check box and notepad Easy-to-use Screen Designer to customize how information is displayed 
 
bullet Multiple views for each level - customize how each user views information 
 

 

CONTACT MANAGER.

bullet User-defined List Boxes allow rapid and consistent data entry 
 
bullet Data entry templates, default values, calculated fields and validity checking for any field 
 
bullet Powerful record search capability 
 
bullet Editable Browse window 
 
bullet Browse list of pending activities 
 
bullet Duplicate record checking 
 


 

 

ACTIVITY MANAGER.

bullet Scrollable daily, weekly and monthly views 
 
bullet Reschedule and re-prioritize using “drag and drop” 
 
bullet Single-click check-off of completed tasks 
 
bullet Associate Contacts with Activities and To-Do’s 
 
bullet Assign and view status of tasks assigned to others 
 
bullet View and modify other users’ schedules (with permission) 
 
bullet To-Do display includes indication of time until or past deadline, and completed items 
 
bullet Multi-day activity scheduling 
 
bullet Recurring activity scheduling 
 
bullet Scheduling conflict warnings 
 
bullet Automatically search for available time slots 
 
bullet Calendar security 
 
bullet Alarms with or without TeleMagic loaded 
 
bullet Activity Browse
 
bullet Activity Archive 
 
bullet User-defined weekends and holidays 
 
bullet Group activity scheduling 
 
bullet Assign resources to activities 
 
bullet Reassign activities from one user to another user 
 
bullet Move groups of activities to a new time slot 
 
bullet Automatically create an activity for all contacts in a filter and assign them to one or more selected users 
 
bullet Configurable Activity Views 
 

 

 

WIRELESS MESSAGING.

Send Wireless Messages to contacts or TeleMagic users, to all contacts in a filter, or to everyone in a user group 

Send messages from the local workstation or from a dedicated server 

Send Wireless Messages based on activities

Maintenance screen for messages sent locally 


 

REPORT GENERATION.

 

bullet Standard reports on various areas of TeleMagic, such as faxing and sales forecasting 
 
bullet Activity reports including printout to popular “day planner” format 
 
bullet Envelope, label, and “rotary index” printing 
 
bullet Contact and Phone Lists 
 
bullet Quick reports for novice users 
 
bullet Configurable Reports Menu 
 
bullet Custom report writer including Report titles and summaries, Multiple fonts, pitches and styles, Page orientation and size selection, Calculated fields with input prompts, Full color illustration and OLE support, headers and footers by page and group, and Print Preview 
 


 

 

WORD PROCESSING.

 

bullet Supports Microsoft Word¨ 2.0, 6.0, 7.0, 97; Word Pro¨ 97; WordPerfect¨ 6.0, 7.0, 8.0; WordPad¨ 
 
bullet Base new documents on previously created templates 
 
bullet Share documents between users, or keep personal documents private 
 
bullet Link documents to contacts and create rollup lists of linked documents on contacts’ records 
 
bullet View lists of documents printed or faxed to a contact 
 

 

TeleMagic Enterprise General Features

E-MAIL.

 

bullet E-mail application can run independently from TeleMagic 
 
bullet Works with your existing MAPI e-mail server or as a stand-alone 
 
bullet Link e-mail messages to contacts in your TeleMagic database 
 
bullet Create rollup lists of messages linked to contacts 
 
bullet Automatically link incoming messages to contacts 
 
bullet Include attachments, such as files and merge documents, with your messages 
 
bullet Establish multiple e-mail accounts for each user
 
bullet Record e-mail activities in the Activity Manager automatically 
 
bullet Send locally or process through Automation Server 
 
bullet Filters 
 
bullet User-defined folders 
 
bullet Extensive search
 
bullet Address book 
 

 

 

FAXING CAPABILITIES.

 

bullet Fully integrated faxing system 
 
bullet Send immediate faxes to individual contacts or to all contacts in a filter (broadcast or batch fax) 
 
bullet Include merge fields in all pages being faxed 
 
bullet Extensive fax preferences to customize faxing 
 
bullet Fax locally or from a dedicated server 
 
bullet Multiple servers and queues 
 
bullet Support for unlimited servers processing faxes, with up to eight fax modems per server 
 
bullet Links with the Activity Manager and contact records for fax history tracking 
 
bullet Fax TeleMagic reports 
 
bullet Fax maintenance for faxes sent locally  
 
bulletFax external documents generated in other applications
 
bulletFax documents using any of the supported word processors and automatically selects the correct word processor for each document
 

 

 

DATA SYNCHRONIZATION SERVER (DSS).

 

bullet Unparalleled power combined with one-click synchronization provides both flexibility and ease-of-use 
 
bullet Create unlimited remote and satellite sites - each with unique settings 
 
bullet Easily change the record set any site receives 
 
bullet Only synchronize the data each site needs to see for maximum data security 
 
bullet Control which fields in which records are included in synchronization for any site 
 
bullet Synchronize Activities and activity permissions, Contact records, Database structure changes, E-mail, Filters, Indexes, List boxes, OLE fields, Preferences, Program updates, Screen design changes, Security and Users 
 
bullet Powerful administrative assistance through DSS 
 
bullet Automatic program updates and upgrades to all sites 
 
bullet Changes to databases are automatically transferred and updated at all sites 
 
bullet Maintain personnel for sites anywhere in the world from one central location 
 
bullet Control security at the remote sites, even assign users to a group remotely 
 
bullet Create user preferences in the central location and copy them to users at remote sites 
 
bullet Update each field using pre-defined rules and further qualify the selected field rule by creating a user-defined expression that provides the user total control 
 
bullet Save data that is being replaced in any memo field 
 
bullet Create scripts to automate processing at the remote sites - synchronization at remote sites is as simple as clicking an icon 
 
bullet  Create servers at the central site to control what occurs when you select to process 
 
bullet Have multiple servers processing simultaneously for high volume synchronization 
 
bullet Set up continuous synchronization at the server - changes can be exchanged between sites within minutes 
 
bullet Choose to automatically transfer packets using TeleMagic’s e-mail or FTP transfer 
 

 

 

STRATEGIC PARTNERS (Third Party Products).

 

bullet Links to numerous accounting applications 
 
bullet CTI integration and call center management 
 
bullet Receivable and inventory tracking 
 
bullet Bid and Proposal Order entry system 
 
bullet Candidate search and proposal generation for placement agencies
 
bullet Newspaper and magazine template to assist sales and production of ads 
 
bullet Planning guide for database design 
 
bullet Campaign Management 
 
bullet Real estate prospecting and contract management system 
 
bullet Sales Tracker 
 
bullet And More 
 

 

SYSTEM REQUIREMENTS. Minimum hardware requirements: IBM-compatible, Pentium 133 with 32 MB of RAM; VGA screen with 640x480 resolution and 64 MB of free disk space. Recommended: Pentium 200 with 64 MB of RAM and 64 MB of free disk space.

OPTIONAL SUPPORT: Class 1 or 2 FaxModem or other serial-attached phone dialer. Printer access through Windows printer setup. Wireless Messaging access to a carrier terminal that supports modem transmission.

SOFTWARE: Microsoft Windows 98, 2000, XP Pro, Vista Pro, Windows 7

 

News

TeleMagic Enterprise for Windows V5 contains hundreds of new features and enhancements.  TeleMagic V4 Users with annual maintenance will receive the V5 Upgrade beginning in August, 2001.

The latest release of TeleMagic's Internet Suite of products, allowing access to TeleMagic Databases over the internet ... and more.  Click here to learn more about the TeleMagic Family of Products.

TeleMagic's NetClient and Web Browser access allows people in your company to access your database over the internet, subject to security you control.  The Prospect and AutoResponder modules allows anyone on the internet to key their contact information directly into a new record in your database, and to select materials to be automatically emailed or faxed to them

TeleMagic NetClient

TeleMagic NetClient is a web-enabled, three-tier application consisting of the Client, the TeleMagic Application Server (TMAS), and TeleMagic databases. Using the latest remote data access technology, TeleMagic NetClient reads and displays the database structure and data from TeleMagic. This means that your installation of TeleMagic can reside in Seattle and be directly accessed by users in New York, London, Sydney, or anywhere in the world. TeleMagic NetClient remote users are working in an environment that looks and behaves very similar to TeleMagic itself.

Test drive the Browser Edition CRM module

At the login screen, enter "VIS" (without the quotes) in the User ID field. There is no password.


Test drive the Browser Edition Prospect module

No user ID or password is required.


Click here to visit the Downloads page

For more information on TeleMagic NetClient, see the NetClient White Paper and the NetClient Browser Edition FAQ.

TeleMagic Enterprise for Windows V5 contains hundreds of new features and enhancements from Group Activity Scheduling to improved Word Processing/Document Management.   

Ask us to show you how TeleMagic can help your organization.

TeleMagic University Training

TeleMagic has certified several dozen consultants nationally as "TeleMagic Authorized Training Centers."  Ask us about customized on-site training classes for your company.  Classes include:

Introduction, Intermediate and Advanced TeleMagic Training.

dBase Expressions: A "super-advanced" FoxPro expressions class. A must for database administrators who want to clean up or adjust their databases for more marketing effectiveness.

Upgrading to V5: A class designed to help experienced users of TeleMagic plan the upgrade to V5 and take advantage of the new features-- New!!

Data Synchronization: A special class on how to manage the integration of remote sites with TeleMagic, whether they are branch offices with dozens of users or a handful of remote sales people, or just one person who wants to work with the data a home from time to time.

Why TeleMagic?

Customization:

Thousands of firms around the world use TeleMagic because it is the only database that is fully customizable by an experienced end-user.

Ease of Use:

The ability to customize TeleMagic lets us design screens so that users only see the fields they need to, in the sequence they need to. This makes what otherwise could be a complex data entry process as easy as possible.

Ask us about some options designed for TeleMagic:

Hot Buttons

The ability to link multiple databases and more. By using this proven option that works seamlessly with DataSynch, and with TeleMagic versions 3, 4, & 5, we are able to go beyond TeleMagic's 3-level database structure. Just a few examples include separate databases for Course Registrations, Products, Invoices, Billing Records, Fixed Assets, all linked to each other and to contacts or companies. Effective use of this program enables TeleMagic to be used to manage an entire enterprise, not just sales contacts.

Dynamic Filters

Allows filter specs to be entered on the fly, avoiding the need to program multiple filters. Can also be used in reports.

More TeleMagic Options:

Data Synch - to easily exchange data between remote sites

Sales Track - manages automated processes to automatically manage sales prospects

Handheld PC Links - link TeleMagic databases to the Palm and other handheld PCs

Phone-Link - Lets TeleMagic dial your phone and "pops" the screen with inbound calls.

Help Desk - A system designed specially to handle customer service / help inquiries.

Merge-Magic - Essential for importing and managing data files.

Accounting Interfaces - for most popular accounting systems

R&R Report Writer - a powerful reporting utility

Crystal Reports - another powerful reporting utility

Custom Screens - designing effective and easy to use field layouts

Database Fixit - Pack and Reindex

Specialists in Relationship Management Software Systems to track Customers, Prospects, Friends, Conversations, and To-Do Activities on LAN's, Desktops, and Laptops

TeleMagic Files - DBF's and related files

Microsoft FoxPro - the engine behind TeleMagic

TeleMagic Help Resources

Help with TeleMagic on 64 bit Windows: Telemagic.zoft80.se

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TM helps us achieve our full potential and is scientifically verified.
We can do the magic of converting your database to or from TeleMagic
the invention of Michael McCafferty, cognized by the TM Guru.
See more about his company at MichaelMcCafferty.com or DBLM.com

TeleMagicHelp.com
ConvertTeleMagic.com

TeleMagic
sold to Sage Group in 1992
then InterAct 1993
Symantec 2002
Best Software Inc.  2005
SwiftPage 2010

Rick@CIcorp.com
ConvertInformation.com

1-202-829-4444
1-
202-449-9500 Fax