The People Form
This form contains all relevant
information for a Person, including Home Address
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One screen All personal details are on one screen |
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Categories Assign an unlimited number of categories/projects to people, enabling you to reach dynamic groups immediately |
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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)
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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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