Below are images and information of the client screen, a comprehensive pane which is very clear and easy to understand - and easy to use!

FEATURES ON SCREEN

Entering/Viewing Data

• Enter their details including e mail address if you have it.

• Enter how they heard about you i.e. 'Yellow pages' 'Retailer' etc (it's good to know where they heard about you).

• Choose what type of client they are i.e. 'Domestic' 'Commercial' etc

• Change a client's mail preference instantly. Not every client is a good one and there maybe one that you really don't want to contact again. Simply tick the 'No Mail' box and they will never receive any mailshot again!

• Send them a letter by the button - maybe you want to send them a Thank You letter?

• Create an invoice or quotation (with a choice to e mail it).

• Search for a client, either alphabetically click through or by their name or address. Best of all you can search for a telephone number - great for when you get a message on your machine that you cannot understand. Even search by postcode - great for seeing all the clients for a particular area.

• Upon finding the right client, you quickly want to know where they are - simply click the VIEW MAP button next to their postcode and a map will pop up showing you exactly where they are! print it off and take it with you. Excellent if you are in a rush.

• See exactly what this person means to you. You will notice 3 tabs - one for Invoice history, one for quotation history and one for marketing history. Instantly see what service this person has received before and how much they spent. If you wanted to see in more detail what any particular invoice had, then simply click the magnifying glass and that invoice will pop up. The marketing history tab will show you what letters you have sent them - essential information you need before contacting them (or if they ring you). Particularly useful when you have sent an offer letter and you need to know whether they have any discount due.

• Total Spend - Gives you a figure of how much all their invoices add up to. Great for knowing how important they are to you.

• History of invoices (and quotations) - at a glance. For a more detailed view of any particular invoice simply click on the magnifying glass or double click the entire highlighted line.

• History of what letters you have sent them - when they ring, you need to know what letter they have received.