COMPANIES are also contacts, but business entities, hence they may demand different requirements for data management.
For example, it is common to have many contacts working in one company, whereas you seldom have one contact
working in multiple companies.
Nevertheless, you still need to connect and stay in touch with Companies in your database, track and manage data, but with a higher level of flexibility.
COMPANIES section contains records or information about organizations you have added to your database.
Main company records are displayed in the topmost table, with detailed (attached, linked, miscellaneous, custom fields) information shown in other tables below the main table in a Master-Detail relationship.
Companies may be associated with individual contact(s) or be without any such association.
In your record entries for companies:
You store various information such as company name, address, telephone numbers etc., add the company to any or none of the groups you have predefined
You can link (attach) one or many contact(s) to a company. The contact records you must have created earlier in the CONTACTS section)
You can browse company info either by scrolling the listview (table) or by double-clicking the record to invoke a dialog form
You can view detail (attached, cross-linked) info for the company by selecting the company's record in the master table (the top table).
You can set automatic anniversary message sender to companies in your database
As usual, apart from browsing the records, you can filter(search) records by columns or, using the search form, carry out complex search with multiple combinations of criteria, sort records by columns, view records in separate forms.
You can re-arrange the columns to suit your preferences and also export(save) the records into files on your system. Excel, PDF, CVS file formats are supported.
Simple Toolbar Filtering with search word auto-complte enables you to filter recods using on any column of the listview
Complex Filtering on multiple columns (fields) using various search criteria.
Built-in Mailer at no extra cost
Built-in Mailer is another tool you can use to send Newsletters to contacts in your database or/and launch your E-Marketing compaign without additonal cost
Subscribers' list management is also supported
Interface with customizable options
Most of the features are customizable. 7 fanciful themes. You can perfectly adapt the software look and behavior to your taste, modify the notification system, theme, colors and style to match your individual preferences.
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