|
Home
Phone Calls for any Category filtered company and their contacts can now be tracked.
If a follow-up action is required a scheduled item at a future date can be added for that company and contact.
Follow-ups will display in Home's "My Scheduled Items for Today" list as it becomes actionable.
Company & Contacts
Phone Calls for companies and contacts can now be tracked. If a follow-up action is required
a scheduled item at a future date can be added for that company and contact.
Follow-ups will display in Home's "My Scheduled Items for Today" list as it becomes actionable.
Jobs, Invoice & Estimate
Phone Calls for Job Related companies and contacts can now be tracked. If a follow-up action is required
a scheduled item at a future date can be added for that Job and job related companies and contacts.
Follow-ups will display in Home's "My Scheduled Items for Today" list as it becomes actionable.
Equipment
Insurance Schedule and Report has been added to Equipment. Check box identifies equipment for
submission to Insurance Agent for inclusion in insurance policy.
|
More Features:
- Runs on FileMaker® Pro 5.0, 5.5 or 6.0.
- Pop up Lists are Owner Editable.
- Printout forms accessible by password to customize
layouts.
- Change type specifications in text blocks and fields.
- Move fields and text blocks.
- Change page size for different printers.
- To maintain the program's integrity, field
definitions may not be modified.
- APA - ASMP membership benefit discounts available.
Order your program today.
Call 323 938-6287
PI/E®; PRO/INVOICE ESTIMATE
Free Mac/Windows runtime Demos available.
|
