Microsoft Works
MSWorksDBDoc
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Company
Address1
Address2
Prov/State
Postal Code
Country
Area Code
Phone
Extension
Title
First Name
Last Name
Business Type
Contact Date
Purchases
Last Purchase
Credit Limit
Need Followup
Followup
FollowUp Done
Comments
Position
Bank Info
Acct Number
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Area Code, phone, extension
nsion
ould be completed
CUSTOMERS
COMPANY
Company Name:
Address:
City:
Province / State:
Postal Code:
Country:
Phone:
Contact:
Title, first name, last name
BUSINESS INFORMATION
Type of Business:
Date of First Contact:
Made Purchases:
Date of Last Purchase:
Credit Limit:
 Information:
Account Number:
CURRENT ACTIVITY
Followup Needed:
What is Needed:
Date Completed:
COMMENTS
Type Yes or No
Leave blank if none
Job Title:
Enter follow-up completion date.
Area Code, phone, extension
Followup
No Purchase
Contacts List
CONTACT PHONE DIRECTORY
This report is part of the Customer AutoStart template.
It lists all customers and contacts, sorted by last name.
CONTACT NAME
COMPANY
PHONE
Company List
CONTACT AND CUSTOMER COMPANY DIRECTORY
This report is part of the Customer AutoStart template.
It lists all customer and contact companies, phone and fax numbers, sorted by the company name.
POSITION
PHONE
Contact: 
Followup Needed
FOLLOWUP LIST
This report is part of the Customers AutoStart template.
It lists all of the followup tasks pending, grouped by date for completion, using the Followup query.
Company Name:
Address: 
City:
Phone: 
Ext: 
Fax: 
Contact: 
What is Required:
Name & Address
COMPANY NAMES AND ADDRESSES
This report is part of the Customers AutoStart template.
It lists all companies, their addresses, phone numbers, and contacts, sorted by company name.
Address: 
City:
Phone: 
Ext: 
Fax: 
Contact: 
Potential Cstmr
POTENTIAL CUSTOMERS
This report is part of the Customers AutoStart template.
This report utilizes the No Purchase query to identify contacts who have not made a purchase.
Date First Contacted:
Address: 
City:
Phone: 
Ext: 
Fax: 
Contact: 
Date of Contact
CUSTOMER FIRST CONTACT DATES
This report is part of the Customers AutoStart template.
It lists all customer companies, sorted by the date of the first contact.
DATE FIRST CONTACTED: 
Address: 
City:
Phone: 
Ext: 
Fax: 
Contact: 
Postal Code
COMPANIES LISTED BY POSTAL CODE
This report is part of the Customers AutoStart template.
It lists all contact and customer companies sorted by postal code.
Company Name:
Address: 
City:
Phone: 
Ext: 
Fax: 
Contact: