The People Form
This form contains all relevant information for a Person, including Home Address

One screen
All personal details are on one screen
Categories
Assign an unlimited number of categories/projects to people, enabling you to reach dynamic groups immediately
View all activity
See everything you have ever done related to a person--all correspondence, notes, meetings, invoices, expenses
Groups
Create related groups of people (e.g. family groups)

 

Correspondence
Create instant correspondence from templates - only type
once and send as letter, fax or email
Documents
Documents saved in Word or Excel can be attached the persons file - just drag and drop documents to be associated with a person

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