Managing client communications is a crucial function in any business so Plum Software provides a comprehensive diary system that enables you to organise your correspondence in a variety of user-definable ways. Correspondence including Mail shot and e-shot details, snap shots of fact finds, individual letters, faxes, e-mails and scanned documents can be attached against individual client diaries. Diary entries can be created for every action you take so that you have an accurate audit trail to support your compliance requirements. Common administrative procedures can be tracked and prompted in individual To Do lists so that you never forget to follow something up. Diary entries are linked to your New Business Registers, Time recording and To Do lists.