Companies/Customers

• Address/Contact details summary.
• Quick link to edit customer record.
• Company fields include Company Name, Category, Description, Address, Telephone, Fax, Website, Lead details and optional alternative invoice address.
• Core tabs are Contacts, Notes, Correspondence, Reminders and Groups.
• Additional tabs for Invoices, Projects and Bookings.

Contacts

• List of all contacts linked to customer record.
• Quick links to edit contact record and send email to contact.
• Contact fields include Firstname, Surname, Position, Email, Mobile and Birthday with options to set as Main Contact, Invoice Contact and whether to send emails.

Notes

• Add a note that relates to a specific contact in the company or just the company itself.
• Tag notes so they can be found easily.
• Record who added the note and when.

Correspondence

• Shows a list of all emails sent from the database to contacts from the company.
• For standard emails the email name is logged but for personalised emails you can view the email in a pop up window.
• All emails sent are automatically logged in the correspondence.

Reminders

• A list of all diary reminders set for the company.
• Edit a reminder to change the due date or redisplay it on the front page.

Groups

• See a list of the current groups that any of the company contacts belong to.
• Quickly add a contact to an existing group or add a new group.
• Remove contacts from groups.

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