Contact Manager
Create new companies and contacts using our easy to use New
Contact / Company Wizard. Allows many contacts to be linked
to one company. Attach new contacts to existing companies.
Every field can be searched on using English like words, no
computer jargon! Notes can be stored against a company or
the contact and each note is categorised. If data is entered
incorrectly for a large number of contacts we provide a group
data change facility that easily lets you change for example
the Country from "UK" to "United Kingdom".
Most drop down lists (combo box's) can be edited using the
Drop Down List Editor. Extensive use of the right hand button
for power features like last contact, last company list.
Create MS Word, MS Excel or MS PowerPoint directly from your
desktop without the need to provide the documents with names.
Totally seamless links between the contact and Microsoft documents.
Create Fax and Email documents using pre-saved templates directly
from the contact screen into MS Word. Full document database
using point and click on the left hand filing cabinet. Create
unlimited MS Word templates with divisions by department and
category. Use our unique facility, Document Groups, to create
groups of templates which aids setting up of standard office
procedures. Reporting is wonderfully easy with full integration
to the world's number one reporting tool, "Crystal Reports
Professional". Comes complete with a number of pre-written
standard reports and lets you create unlimited user-defined
reports using the Crystal reporting tool.
Finally the module includes links to MS Explorer direct from
the company which gives full access to the world wide web
and talks to MS Autoroute to help you plan your visits to
your customers
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