Contacts

Contacts are other businesses, organizations and individuals that you do business with as well as people that work for your business . The standard Contact information able to be stored by the application covers most of what you need to know about your contacts.

BOSEnterprise

In BOSEnterprise the information stored with each of your contacts is limitless. If the standard fields are not enough you have the ability to add as much additional information as you need. Contacts are stored as Customers (Company or Individual), Suppliers and Staff members.

All the information about your Contacts can be used for many automated tasks. Features include:

• Reporting - You can create many different reports based on your Contacts
• User Access - Users can be restricted from viewing editing contacts that are not relevant to them
• Multiple Delivery (Shipping) addresses can be linked to Customers
• Bulk E-mails - Send personalized E-mail notifications, statements etc. to groups of Contacts
• Communication history - Record all your communications from and to Contacts for future reference
• Transaction history - View all transactions linked to a Contact
• User-defined fields - Additional information can be linked to Contacts using an unlimited number of user-defined fields.
• Customize Grids and Views
• Contacts Viewer - Easily search and find Contacts by name, number, e-mail etc.

Reporting

A number of fixed Reports and Summaries are available as standard. In addition, Custom Reports can be created. These might include:

• Customer/Supplier Summary - An overview of Detail, Contacts, Accounting and Transactions
• Staff Summary - An overview of Staff Detail, Leave and Productivity
• Sales Activity
• Quotation hit rate
• Customer Relationship Management (CRM)
• Many other reports are available, already set up and easy to use