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Client Communiqué: Contact
Management |
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The most important part of any data intense software is
the area where the data is entered. Client
Communiqué contains seven different maintenance
screens designed to make it as easy as possible
to enter your contact and communications data.
The seven available Maintenance or “Add/Edit”
screens are as follows:
- Clients
- Personal Contacts
- Public Contacts
- Personal Web Links
- Public Web Links
- Categories
- Groups Maintenance
Clients Screen
An unlimited amount of clients can be
maintained on the Clients Maintenance screen.
Since client information is generally used by
several people in a company, the client
addresses are shared and stored in the public
files location setup in the Configuration
Wizard.
The screen is composed of six tabbed pages.
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Tax Information –
The Tax Info tab of the Client screen
contains tax specific information pertaining
to the client such as their federal ID,
year-end, tax return type, and tax return
due date.
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Groups –
The Groups tab is where each client can be
assigned to five user-defined groups and
five quick select groups which are used on
the lookup screens for quickly selecting
“groups” of clients to print, email, create
a fax transmittal, or even delete.
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Communiqué Info –
The Communiqué Info tab contains information
relating to the communiqués sent to the
client through Client Communiqué such as the
year-to-date communiqués and the last email
communiqué sent to the client.
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Notes –
The Notes tab of the Client screen allows an
unlimited amount of text to be entered for the client.
Contacts Screen
Contacts are separated into personal contacts
and public contacts. The personal contacts
address book is intended to hold the addresses
of contacts to be kept personal, whereas the
public contacts are used to hold addresses of
contacts to be shared on the public files
location. Typically the public files will be
located on a server for sharing. Both screens
are identical with the following tabbed pages as
described below.
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List View –
The List View tab page contains specific
data required to quickly identify a contact
to view or edit. Contacts are displayed in
a grid for easy browsing with options to
sort or search by the contact’s contact or
company name. There is also the ability to
filter/narrow contacts displayed in the grid
by five group codes, five quick select
groups, state, or city.
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Contact Info –
The Contact Info tab contains general
contact information, such as the mailing
address and phone number, for the selected
contact.
- Groups –
The Groups tab is where each contact can be
assigned to five user-defined groups and
five quick select groups which are used on
the lookup screens for quickly selecting
“groups” of contacts to print, email, create
fax transmittals, or even delete.
List View |
Contact Info |
Groups
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(Click Image to Enlarge) |
Web Links
Besides holding contact information, Client
Communiqué can be used to store website
addresses know in the program as web links.
Similar to contacts, web links are divided into
personal web links and public web links. The
personal web links screen is intended to hold
the web links you want to be kept personal,
whereas the public web links are used to hold
web links to be shared on the public files
location. Typically the public files will be
located on a server for sharing.
Both screens
are identical with the following tabbed pages as
described below.
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List View –
The List View tab page contains specific
data required to quickly identify a web link
to view or edit. Web links are displayed in
a grid for easy browsing with options to
sort or search by the web link category or
website address.
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Website Info –
The Website Info tab is where the web link
information, such as assigned category,
website address, last visit, is located.
List View |
Contact Info |
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(Click Image to Enlarge) |
Web Link Categories
Just as bookmarked websites in web browsers can
be organized into folders, web links in Client
Communiqué can be assigned to web link
categories. The Categories screen is used to
maintain these web link categories.
The Categories screen is divided into two tabbed
pages as described below.
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List View –
The List View tab page contains specific
data required to quickly identify a web link
to view or edit. Web links are displayed in
a grid for easy browsing with options to
sort or search by the web link category or
website address.
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Category Info –
The Category Info tab is where the actual
category information, category code and
description, is located.
List View |
Contact Info |
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(Click Image to Enlarge) |
Groups
The Group Maintenance screen is used for adding
and editing 15 character group codes for each of
the five available user-defined groups. These
group codes can be assigned to clients, personal
contacts, and public contacts and are used as
filter options on lookup screen and reports.
The groups screen is separated into two tabbed
pages as described below.
- List
View –
The List View tab of the Group Maintenance
screen contains specific data required to
quickly identify a group to view or edit.
Groups are displayed in a grid for easy
browsing with options to sort or search by
group code or description. By default, the
group code page is set to group 1, so only
group codes set up for the first
user-defined group will be displayed. To
display another set of group codes for the
remaining four user-defined groups, place
the group dropdown box on the correct group.
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Group Information –
The Group Info tab is where the actual group
information, group code and description, is
located. The overall user-defined group
screen prompt is also displayed on this
page. This screen prompt can be changed by
clicking the ellipsis (…) button next to the
group selection dropdown on the List View
tab or on the Group Configuration page of
the Configuration Wizard.
List View |
Contact Info |
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(Click Image to Enlarge) |
If you wish to ask specific questions or request additional
information, e-mail us at info@proware-cpa.com.
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PRO-WARE © 2007 |
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