Active Links  

This allows you to link to the accounts database of our accounting software. By doing this, you can instantly see the current status of an account and report on all transactions made with that customer (or supplier).

This information allows you to identify those customers that have bought certain products or services, how much they have spent, and filter that information along with other information that a customer is classified by, such as postcode.

It allows you to link multiple branches to a single head-office account and convert a Cream record into an account record without entering the information twice.

This tab also displays the projects or other records associated with the record.