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The Navigate
Contact Management window gives access to a variety of windows which
you can use to create and manage contact with customers and suppliers.
Contact
Groups
Contact groups are used to group customers and/or suppliers together
for various tasks such as producing mailings.
Contact
Management
This window allows you to create and track contact with any customer
or supplier whose details are stored in the cashbook file.
Customers
This window displays a list of the customers you have set up on the system. An
extensive range of customer contact information may be stored, such
as six different methods of contacting a customer, along with
several different contact people for each company.
Suppliers
As with customers, an extensive range of supplier contact
information may be stored. This includes six different methods of
contacting a supplier, and several different contact people for each
company.
Address
Management
This window simplifies the storage of address information for
customers and suppliers. The cashbook file maintains a list of
countries (which you may add to or alter), with each country linked
to an address format. This format is then used to combine the
address elements into a proper mailing address, for use in printouts
such as invoices and purchases.
Reports
This button displays the Report window, from where you can select a report to analyse the cashbook.
Help
This button displays the Help window.
In addition to the tasks above, the Navigate Contact Management
window allows access to the other navigation windows for the
program, through the bar down the left hand side of the screen.
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