Every column allows filtering (numerous ways to filter) This is an filtering by groups.įiltering by Query (these are queries the user has created in Microsoft Access)įiltering on a List screen. The database works in conjunction with Microsoft Word to provide custom word merge documents.įiltering and searching can be done in numerous ways. Reporting is usually customized for each client’s needs.Įmailing is very flexible and lets you send single or multiple custom emails with customizable email templates (txt and HTML) emails. There are a few types of reports available in this template. This is the list screen that list the activities.
The detail screen shows information for one contact and all related information (Activities, Opportunities, Former Companies)Ĭontact Detail screen (Relationships Tab)Īn activity is used to record various types of information (appointments, meetings, phone call, emails, task/to dos etc…). The ribbon at the top allows for easy navigation to other areas of the program.Ĭontact Detail screen (General Tab).
You can easily search or filter the list to find any contact’s information. The detail screen shows information for one account and all related information (contacts, Former Contacts, Activities, Opportunities, Invoices)Īccount Detail screen (Relationships Tab) The ribbon at the top allows for easy navigation to other areas of the program.Īccount Detail screen (General Tab). You can easily search or filter the list to find any account information.
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If you have a question about what kinds of functionality we can incorporate into a custom database feel free to contact us. Microsoft Access Recovery v.7.06.03 Repair access database with microsoft. Documents can be created easily with any level of complexity. Here are some screenshots from one of our CRM templates (see products for more info). Mail Merge for Microsoft Access 2007 v.2.0 4TOPS Mail Merge for Microsoft Access is the ultimate solution if you want to create Microsoft Word documents or emails using data in your Microsoft Access database.