Address Book
(Client Administration)

The Address Book module provides all the necessities for good client administration. It has a database of street and postal addresses, phone numbers, e-mail, etc., and associated contact personnel. It has powerful "drill-down" facilities to respective jobs, timesheets, invoices, notes, and debtor balances and payment history, for the client you are viewing.

You can send e-mail from within the software (including broadcasts to a number of selected clients), and place details on the Windows clipboard for pasting into a letter in your word processor. It generates word processor mail-merge files (including merge-to-email), and can print bulk-mailing labels.

Its "user-defined fields" are very useful for storing additional long-term information on your clients, especially items that you will use for searching and selecting. There are analysis reports on these user-defined fields, and they can also be used for selection/filtering purposes in various reports in other modules such as Time & Cost, Debtors, and WorkFlow.

Click here to view a List of Features for the Address Book

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