Address / Phone Numbers Tab (Contact Info Screen)
On the Contact Information Screen, you will see the Address/Phones tab. The Mailing/Billing Address fields are the main address where you send mail or invoice the client (Bill To address). Often for a residential client this will also be their site address. Notice as you type in the zip code, ...
- Client / Contact Information Screen
The contact information screen is the place to go when you need to update any information about a client. It is the screen that will appear when you choose to enter a new client, or edit an existing client. As you enter the different values here, you can use the [Tab] key on your keyboard to mov ...
- Client Key Note
On the Profile tab of the Contact Information screen, there is a place to enter what is called a "Key Note". This would be a quick reminder about this customer for you that pops up whenever you select the client.Also, this Key Note will be shown each time you select a client, but it will not be ...
- History tab (Contact Info Screen)
The History tab on the Contact Information screen will list the orders (estimates, work orders, and invoices) for the client. Remember that any grid in the program can be sorted by whichever column you'd like, so commonly you will sort the orders by the Date so they are listed in chronological ...
- How do I delete a client?
You can delete any client from your list by right-clicking on the client's row and choosing Delete. If the client has history, that is there are multiple site records, work orders or invoices, transactions, mailouts, or phone calls, then the program will warn you about this history and ask if yo ...
- How do I enter a new client / contat?
You can click the Clients/Contacts button from the main menu navigator, and if the client you are looking for is not in the list and you need to add a new record, simply click the New Contact button at the bottom of this screen, and then fill in the information on the Contact Information Screen.
- How do I merge duplicate client records?
If you happen to find that you have the same client record entered twice, then you can merge the two records without losing any history from either by simply right-clicking on the row that you want to merge with another client and choosing Set Contact To Be Merged. Then find the contact record ...
- How do I search for a client or customer?
When you click the Clients & Contacts button from the main menu Navigator screen, you will first see the Client and Contact list screen, very similar to the Quotes and Orders list screen. It is called Clients and Contacts because you may have not only people who are your clients, but people ...
- How do I select different search fields on the Find Contact screen?
When you click on the Search For button (the label at the upper left corner is actually a button) on the Client/Contact list or the Quotes/Orders list screen, you will see the Select Search Fields screen. This is where you can choose from the available list of fields on the left and move them to ...
- How do I track referrals?
Referral tracking is accomplished by setting the Referred By information for a client on their client/contact information screen. On the Referrals tab of that screen, you can mark who referred the client by clicking the Set Referred By button and then choosing the referring client from the clien ...
- How do I turn off the popup warning about a client’s balance?
From the Misc/Setup pull-down menu, choose Company/Misc Info to access the Company Setup screen.Right-click on the reddish-colored text there that says Company Setup, and choose the View Technical Program Defaults tab option.Now in the grid you will see, scroll down to probably near the very bot ...
- How to Implement a Demographics Tracking System
The Contact Special Facts (Custom Fields) are where you may store demographic information about your customers and prospects. Demographics simply stated are identifying characteristics of a group of people. They reflect a group's likes, dislikes, interests, financial status, and concerns, etc. T ...
- Mailouts tab (Contact Info Screen)
The Mailouts tab of the Contact Information screen is where you add Mailouts to send to a client, and see the mailouts that have been sent. Your mailout description comes from the list of Correspondence Definitions that you setup. Each Correspondence definition either has a Mail Merge Report tha ...
- Notes tab (Contact Info Screen)
The Notes tab on the Contact Information screen is where you can enter general date/time stamped notes about a client that aren't really phone calls; just general notes that you want to be able to access when you view information about this client. To add a note, click the Add Note button there, ...
- Phone Calls tab (Contact Info Screen)
The Phone Calls tab on the Contact Information screen is where you can log phone calls you have had with a client, or schedule a phone call to make that will appear on the appropriate day on the Calls and Mailouts screen. Remember that these rows here can be sorted by whichever column, so again, ...
- Profile tab (Contact Info Screen)
The Profile tab contains more fields you can set to better classify your client records. Contact Status: This is just another way for you to classify a client as being one you really want to cater to (VIP), or one you want to avoid (ALERT!), or values in between. Each status has a different colo ...
- Referrals tab (Contact Info Screen)
The Referrals tab of the Contact Information screen is where you can mark who referred this client by clicking the Set Referred By button and then choosing the referring client from your client list. Once you have set the referred by, you can then click that same button to mark to send the refe ...
- Sites tab (Contact Info Screen)
On the Sites tab of the Contact Information screen, additional sites for this main billing client can be listed. This is commonly used when there is an owner of multiple properties that you may be servicing. You can usually wait to enter those as you create new orders for the client, but you can ...
- Transactions tab (Contact Info Screen)
The Transactions tab on the Contact Information screen shows you a list of the Bills and Payments for the client. Bills are positive transactions, while payments are negative transactions. You can also enter payments for clients here by clicking the Add Payment/Correction button. If there is mo ...
