Overview & Features
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Everybody you deal with gets
entered into the Contacts module except for prospects or enquiries.
Depending on the type of contact - either customer/client,
vendor/supplier, employee, or just a general contact - there are various
tabbed screens specific to that type of record. The Contacts module links
to just about every other module in the system so there is never a need to
enter the details for a contact more than once. Clicking on the Options
button displays various options for a record like create quotation, job,
sales order, purchase order, sales invoice, dispatch, email, letter, fax,
mailshot, etc.

From a customer record users can quickly create
quotations or estimates, jobs, tasks, correspondence (letters, faxes and
emails) and invoices. Tab buttons allow a quick view of these areas
allowing the user to click on an item to view the full details. You can
enter as many contacts for a company.

On the Options screen you can do the following:
Find
Options... Contacts Customers Suppliers Employees
You
are not restricted to just finding records based on these buttons. On the
data entry screen, clicking the 'Find' button allows you to find records
based on any type of information.
For
the found set of records... Print speed
dials Pr
the found set of records... Print speed
dials Print mini list Print phone book Print labels Create a
mailshot using the Mailshot Wizard
For
the current record Create enquiry Create
quotation Create job Create sales order Create purchase
order Create sales invoice Create shipping dispatch Create
eMail Create fax Create letter Print label View credit account
application
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