TorSoft Website  |  Help Contents  |   How & Why  |  Window List |  Copyright

  

   

Company Windows


Accounts Windows


Money Windows


Sales & Purchases Windows


Contact Management Windows

 

 
 

Navigate Contact Management

 
 

 


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.