Created in Microsoft Access, any Microsoft Office application can benefit from its built-in integration. The Company Manager Form allows you to search, sort and assign unlimited categories to each company. The Company Detail Form allows you to keep more details such as parent company name, dba name, products/services, annual sales, employees, organization type, lead source, physical location, D&B rating, SIC code and 7 user-defined fields. Simply type in the postal code and the look-up table automatically fills in the city, region(state) and sub-region (county). You can even use a pop-up form to search for zip codes by city or county. Changes like new phone types (i.e. fax) can be added on the fly. A mouse click takes you to any other form in the system.
The Contact Manager Form allows all the necessary information about the contact to be saved. Unlimited phone numbers, categories and addresses can be assigned to each contact. The contact can be related to unlimited companies or can stand alone and not be related to any company. You have total flexibility. Any phone number showing in the database can be dialled with a mouse click. You can even designate a particular phone number as the default number.
The Contact Details Form contains details such as gender, birthdate, social security number, marital status, spouse name, spouse birthdate, children, anniversary and nine user defined fields. The Contact History Form can record all inbound and outbound actions, such as phone calls or faxes. All actions are totally user definable. Each record is date and time stamped. An action timer can permanently record the time you spent on the action for future needs. This is helpful if you bill your client by the hour. A full note field allows details for each record to be saved. There is no limitation on the number of contact history records. This form can be accessed directly from a scheduled event in the scheduler also.
Contacts Unlimited has an impressive Scheduler which allows a view of all scheduled transactions by day, week, month, quarter or year. You can display all dates - past or future. A pop-up alarm will remind you of a scheduled event. A simple mouse click shows all events, calls or meetings, making this a valuable organization tool for sales people and managers. Setting defaults for the scheduler such as your day starting and ending time or appointment frequency time (such as 10 minute increments) is easy with this form. We allow 5, 10, 15, 20, 30 and 60 minute frequency settings.
The Scheduler allows unlimited items and each user can have his own appointments. Each scheduled item includes the date, start and end time, priority, alarm, action, contact person in item, event description, a full note field and completed item check field. A simple mouse click will change the scheduler to show the tallies of the scheduler, such as start time count, action count and contact count. Any item can be easily rescheduled. An important feature is that you can have overlapping appointments if you choose to. The setup allows you to enable or disable this feature.
Any user can schedule reoccurring events such as an on-going weekly meeting on Tues at 10:00 a.m. or third Tuesday at 7 p.m. You simply click on the calendar day you want to choose the first event. Choose the frequency, such as monthly by weekday. Next choose the duration (such as 3 months) , run and you're done. Any event can also be copied.
The main function of the Database Viewer is to select a group of records to use in three primary ways: (1) to build a table for Mail Merge Documents; (2) to populate the Manager form with a specific group of records; (3) to produce reports based on a group of records. The Database Viewer form allows you to generate the group of records based on combinations of these criteria: (over 40 possible combinations), Country, Postal Code (zip code), Region (state or providence), Sub Regions (county), Categories, Area Code, City.
This selection process allows you ultimate control over the records you wish to select. Once the list of records is generated, you can even select all or any of the list. Combining the power of this form with the power of categories there is almost no limitation in how you can group and/or view your records.
Contacts Unlimited allows importing from: Excel, Access, ASCII, Lotus, SQL, and Word. With little effort you can import from your existing contact manager such as Act, GoldMine or Maximizer. Contacts Unlimited has an import structure to convert your existing data into the proper tables and fields. The import process is explained in detail in the printed documentation. Access to Business will be happy to assist you if you have special needs for importing/exporting. Contacts Unlimited allows you to export your data in any of the following formats: Excel, Access, ASCII, Lotus, SQL, and Word. You can share that data within the Microsoft Office environment. You can even map data from your existing data to our 18 user-defined fields.
Our Project Manager allows you to keep track of items by project. Each project allows a name, status, reference number, brief description and notes. You can estimate the start/end date of the project and later record the actual start/end date. Unlimited items per project allow you to list all the details. You can prioritize each task, assign task to another person, write notes and record start/end times. You can even plan a project and reassign the entire project to another user on the network. Projects can be sorted by dates, description, priority and assigned-to. Managing mail merge (repetitive letters) documents is simple in Contacts Unlimited.