Product Features

Features

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Contacts

General Ledger

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  Contacts
 
 

Search by Name, Contacts Groups, Matter Range or Search with no range displays all Contacts.

 

View various fields of data on one screen.

 

View/enter work/home info (address, multiple phone numbers, personal info etc).

 

Setup groups for mailings such as holiday cards, client party, announcements, etc. Sort, print and review by these groups.

 

Setup employee information with start dates, bar numbers, drivers license numbers, etc.

 

Enter Related Matters and relationships.

   




   

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