http://www.camelotsoftware.com/camelotkb en-us http://www.camelotsoftware.com/camelotkb ActiveKB NX kb@camelotsoftware.com Thu, 09 Sep 2010 11:29:11 CDT 20 http://www.camelotsoftware.com/camelotkb/questions/64/ http://www.camelotsoftware.com/camelotkb/questions/64/ 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 ... Thu, 17 Sep 2009 09:43:50 CDT http://www.camelotsoftware.com/camelotkb/questions/65/ http://www.camelotsoftware.com/camelotkb/questions/65/ 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 ... Sat, 21 Feb 2004 00:00:36 CST http://www.camelotsoftware.com/camelotkb/questions/67/ http://www.camelotsoftware.com/camelotkb/questions/67/ 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, tr ... Sat, 21 Feb 2004 00:07:58 CST http://www.camelotsoftware.com/camelotkb/questions/68/ http://www.camelotsoftware.com/camelotkb/questions/68/ 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 wan ... Sat, 21 Feb 2004 00:07:15 CST http://www.camelotsoftware.com/camelotkb/questions/69/ http://www.camelotsoftware.com/camelotkb/questions/69/ 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 butt ... Sat, 21 Feb 2004 00:09:20 CST http://www.camelotsoftware.com/camelotkb/questions/70/ http://www.camelotsoftware.com/camelotkb/questions/70/ 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). ... Tue, 12 Jun 2007 10:49:18 CDT http://www.camelotsoftware.com/camelotkb/questions/71/ http://www.camelotsoftware.com/camelotkb/questions/71/ 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 b ... Sat, 21 Feb 2004 00:29:39 CST http://www.camelotsoftware.com/camelotkb/questions/73/ http://www.camelotsoftware.com/camelotkb/questions/73/ 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 cat ... Sat, 21 Feb 2004 00:34:47 CST http://www.camelotsoftware.com/camelotkb/questions/75/ http://www.camelotsoftware.com/camelotkb/questions/75/ 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 ... Sat, 21 Feb 2004 00:37:32 CST http://www.camelotsoftware.com/camelotkb/questions/77/ http://www.camelotsoftware.com/camelotkb/questions/77/ 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 col ... Sat, 21 Feb 2004 14:31:36 CST http://www.camelotsoftware.com/camelotkb/questions/78/ http://www.camelotsoftware.com/camelotkb/questions/78/ 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 ... Sat, 21 Feb 2004 14:30:36 CST http://www.camelotsoftware.com/camelotkb/questions/79/ http://www.camelotsoftware.com/camelotkb/questions/79/ 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 ... Sat, 21 Feb 2004 00:46:23 CST http://www.camelotsoftware.com/camelotkb/questions/80/ http://www.camelotsoftware.com/camelotkb/questions/80/ 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 C ... Sat, 21 Feb 2004 14:25:33 CST http://www.camelotsoftware.com/camelotkb/questions/81/ http://www.camelotsoftware.com/camelotkb/questions/81/ 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 Corresp ... Sat, 21 Feb 2004 00:55:49 CST http://www.camelotsoftware.com/camelotkb/questions/83/ http://www.camelotsoftware.com/camelotkb/questions/83/ 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 ... Fri, 02 Oct 2009 12:11:32 CDT http://www.camelotsoftware.com/camelotkb/questions/84/ http://www.camelotsoftware.com/camelotkb/questions/84/ 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 ref ... Fri, 02 Oct 2009 12:14:20 CDT http://www.camelotsoftware.com/camelotkb/questions/85/ http://www.camelotsoftware.com/camelotkb/questions/85/ 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 exist ... Tue, 12 Jun 2007 11:17:09 CDT http://www.camelotsoftware.com/camelotkb/questions/100/ http://www.camelotsoftware.com/camelotkb/questions/100/ 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 ... Thu, 26 Feb 2004 12:32:22 CST http://www.camelotsoftware.com/camelotkb/questions/168/ http://www.camelotsoftware.com/camelotkb/questions/168/ 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 s ... Tue, 18 Nov 2008 14:33:39 CST