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 ContactsManage your business with full contact management / CRM software. Depending on the type of contact - either customer / client, vendor / supplier, employee, or just a general contact - there are various tabbed screens specific to that type of record. Users can also directly make phone calls and send SMS messages from JobPro using standard systems like Skype, Asterisk and ClickATell. Logs of calls and messages are displayed in an Activities section. The contact management CRM module links to just about every other module in the system so there is never a need to enter the details for a contact more than once. Clicking on the Options button displays various options for a record like create quotation, job, sales order, purchase order, sales invoice, dispatch, email, letter, fax, mailshot, etc.  From a customer record users can quickly create quotations or estimates, jobs, tasks, correspondence (letters, faxes and emails) and invoices. Tab buttons allow a quick view of these areas allowing the user to click on an item to view the full details. You can enter as many contacts for a company.  On the Options screen you can do the following: Find Options... Contacts Customers Suppliers Employees You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information. For the found set of records... Print speed dials Print mini list Print phone book Print labels Create a mailshot using the Mailshot Wizard For the current record Create enquiry Create quotation Create job Create sales order Create purchase order Create sales invoice Create shipping dispatch Create eMail Create fax Create letter Print label View credit account application |
 Note: Please email us if you have any questions about FileMaker Pro software or FileMaker templates. |
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FileMaker Business Alliance Platinum Member. FileMaker Pro developers of Project, Job, Time & Contact Management Business Software for Windows and Apple Macintosh. | info@jobprocentral.com | Privacy Policy | Site Map |
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