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Integrated Accounting Software
Databases |
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CAPITAL
Office accounting and business management software allows you to create
an unlimited number of user configurable card file databases for managing
your business
information. These card files may exist as standalone databases, or may
interconnect with your business management software.
Because card file
information is stored in the widely accessible DBF format, it is easy to
access card file information using applications such as Microsoft Word,
Access and Excel, WinFax Pro and many other software packages. |
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Create
Your Own Business Databases |
Some
possible uses include:
- Mailing
Lists
- Contact
Lists
- Phone
Directories
- Referral
(Marketing) Databases
- Archives
of Old/Obsolete Stock Records
- Bad Debt
Customer File
- Price
Lists
- Policies & Procedures
- Document & File Links
- Registration Information
- Warranty/Service Information
- Fax
Bulletin Lists
- Sales
Leads
- Press
Release Info
- Occupational Health & Safety Data
- Capture of additional information during transaction entry
- Old
customer records
- Old
supplier records
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Mailing
List Management |
Name,
address and contact details stored in card file databases can be mail
merged using popular word processing applications such as Microsoft Word, |
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Record
Copying |
Card
file records may be copied or moved from one card file database to another.
For example, sales leads may be transferred to "hot", "re-contact",
"no interest" and "sale" databases. |
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Integrated
Record Transfer |
Card
file records may be moved to customer, supplier, stock or service manager
files. Records from these files may also be moved into card files. Bad debtors
can be transferred from the Customers database into "Bad Debts"
by pressing a few keys. |
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Exhaustive
Sorting/Searching |
Card
files may be sorted and searched on any field for fast access. An embedded
keyword search may also be performed on any field. |
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Multi-Page |
Record
up to 6 screen pages of information which may be retained for each card
file record. |
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Note
Management |
1
- 99 note pads may be created for each card file database. Note-pads may
be given their own titles and users can store an unlimited amount of information
in each. |
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List
View |
Switch
from record view to list view of card file details at any time. |
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Record
Printing |
Custom
designed forms may be printed based on card file records. |
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Customer
Invoice Link |
Card
files may optionally create invoice transactions. Suitable when a large
amount of background detail must be kept relating to the transaction. For
example, travel details, seminar attendance details, etc. |
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Supplier
Invoice Link |
Card
files may optionally create supplier invoice transactions. |
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Service
Manager Link |
Card files
that generate invoices may optionally be link to Service Manager for
project costing. |
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