Manage your contacts by clicking on the Contact/Clients button at the top of the calendar scheduling grid or by right-clicking on a scheduled appointment in the calendar. Our professional billing software lets you manage information for both clients and contacts in the same database. Contacts and clients can also be imported, exported and synchronized with Microsoft Outlook using the features available from our calendar icon menu. In addition, contacts can be synchronized to the database on the Palm Pilot®, or Pocket PC®. Another big advantage is the ability to track time and bill clients using the contact management software module of our integated staff scheduling, time and billing system. Our calendar scheduling software grid lets you convert appointments into time entries at the click of a button! Use the project issue and task tracker to help you keep on top of every stage of every project!
The following small business contact management software screen shows prospect, task information and a powerful report feature (shown on the right side of the screen). Address and phone information is shown below the name and contact information. You can enter as many address and phones as you like and flag an entry as a client or a contact. Client notes can be used to monitor contact messages and other important exchanges. Email blasts can be sent to groups of clients using our email blaster - see below. Contacts that become clients can be billed using our time and billing software. |
