Main Details  

This tab contains the key record information, such as name, address, contacts, notes, email addresses etc.

Records are selected via a continually active search field that allows users to select a new record simply by entering the search characters and hitting “Enter”.

The search criteria at the touch of a button to specify which fields you search within, including postcode, notes, checklist entries etc.

Key user-defined fields allow first-level classification of records, such as specifying what type of customer it is.

A message field draws attention to related issues and includes the ability to pop-up message when the record is selected.

Labels and letters can be printed simply using function keys. Labels can be printed to desktop label printers. Letters are printed via the mail merge program.

When a new record is created, it is automatically assigned a unique record number, while a separate code field allows you to categorise the records in your own way.

From here you can access all the other information about the record from the other tabs at the touch of a single function key.