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:: Contacts ::


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