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.
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
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.
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.
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.
Card files may be sorted and searched on any field for fast access. An embedded keyword search may also be performed on any field.
Record up to 6 screen pages of information which may be retained for each card file record.
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.
Switch from record view to list view of card file details at any time.
Custom designed forms may be printed based on card file records.
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.
Supplier Invoice Link
Card files may optionally create supplier invoice transactions.
Service Manager Link
Card files that generate invoices may optionally be link to Service Manager for project costing.