MoneyWorks Cashbook

Names Database and Contact Management

Store details of customers and suppliers, including names, addresses, phone numbers, email and web addresses. Graph sales and purchases by customer or range of customers. Determine who has purchased nominated items, and who hasn't. Prepare form letters or emails to nominated customers or suppliers.

Features

• Complete database of business contacts.
• Alphanumeric customer/supplier codes up to 11 characters in length.
• Record banking information.
• Tax code override, for unregistered or overseas customers and suppliers.
• Colour coding.
• Default allocation code speeds recording of service invoices.
• Import from Address Book (Mac)
  You can re-import to keep in sync with your address book. Existing information will be updated in MoneyWorks.
• Address lists & mailing labels.
• One-click sorting.
• Comprehensive searching facilities.
• Send emails to selected customers.
• Store URLs for quick access to supplier web sites.
• Record details of customer/supplier calls with automatic follow-up reminders.
• Name templates for easy setup of new or casual customers.