Manage Clients & Contacts
Use the contact view to keep track of your clients and other contacts. Along with regular contact information, each contact records include a list of jobs for that contact as well as files and documents. Eight blank user fields are included for you to use as you choose.
- Search for jobs by nearly any field on the screen.
- All jobs for a client are shown on a list.
- Write notes about each contact.
- Notes can be formatted with bullets, bold, italics, and color.
- Write letters, proposals and other correspondence right from within the program.
- Eight extra fields are included for you to rename and use as needed.
Jobs List (see screen shot)
Each contact screen contains a list of jobs and properties for that contact. To quickly go to a job or property, just double-click it.
Click for large version
File Attachments
Keep a list of important documents and other files for each contact. To open a document, just double-click its entry in the list. You can also attach folders for added convenience.
Unlimited Notes
Keep unlimited notes for each contact. Keep track of phone conversations and meetings. Stamp each entry with the current date and user name. The comments fields are fully searchable.
Contact Fields
Below is a list of data that can be stored with each job.
- Company Name
- Contact Name
- Title
- Salutation
- Address
- City, State, Zip
- Terms
- Six phone numbers
- Email address
- Category
- Date Entered
- Comments (unlimited size)
- List of documents
- List of properties/jobs
- List of files, including PDF files, spreadsheets, or any other file on your computer.
- Scanned images
- 8 Extra fields for you to rename and use as desired