BizContactz

 

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BIZ Contactz for FileMaker Pro

 

Latest Press Release (also: see Benefits & Features below)

Go directly to NEW BIZ Contactz 5.0 version webpage

BIZ Contactz 4.0 with Over 50 New Features

LIMITED TIME BIZ Contactz FREEWARE OFFER - First Time in 5 years

Click...What's New in the BIZ 4.0 Office bundle?...

Click...What Customers Say About BIZ Basics...

 

  • CONTACT MGMT MODULE ENHANCEMENTS
  • PEOPLE file adds ability to view "related contacts" for over 20 fields
  • this powerful feature lets you see a scrolling list of related contacts on the main "People" data entry layout. Click on any contact name to navigate directly to that record. For example, this lets you see all contacts from the same company, or all the contacts who purchased the same product, or who's favorite color is "Blue", etc., etc.)
  • New HelpDesk layout lets everyone at your company have access to ongoing info about each customer, vendor and lead prospect, providing you with better customer service.
  • New automated "Time Billing" on the HelpDesk layout
  • Invoices may now be auto-generated for "Time-Billing" entries at click of a button
  • Customer Profile screen adds another 10 "User-definable" fields
  • New "Company Code" field tracks multiple contacts within the same company
  • New Receive Payments layout lets you apply one payment (or Credits) across multiple Invoices (with full BIZ bundle)
  • Make Payments layout lets you apply Debit Memos or one payment across multiple P.O.s (with full BIZ bundle)
  • New "To-Do" portal lets you view YOUR personal incompleted To-Do’s at anytime
  • Updated SETUP Preferences offers improved sequencing of document #s (Inv#, CreditMemo#, etc.)
  • New Payroll portal layout, in People file, provides an EZ starting point for payroll entries (with full BIZ bundle)
  • Optional sorting of Activity and phone portals available

GENERAL BENEFITS

  • Networkable: Multi-user workgroup ready
  • Faster: Optimized for PowerMac ("native")
  • Combine Mac & Windows '95 & ‘98, NT on your network
  • Fully customizable; unlocked templates
  • Save time, stay organized, centralize
  • Provides unlimited ways of tracking data
  • Manages your schedule, To-Do's, Calendar
  • Prints attractive (customizable) reports/forms
  • Allows import of data from other db & organizers
  • HomeBase command center manages daily tasks
  • View your calendar by day, week, month
  • Allows each coworker to maintain own calendar
  • Setup "recurring" To-Do with one-time entry
  • Auto- reminders
  • Attractive 3-D colorful screens - EZ on your eyes
  • Fully documented & built-in on-line HELP
  • Add-on as your business grows (see below)

 

FEATURES

  • Built-in auto-dialing button for each phone number
  • Unlimited addresses, email & phones per contact record
  • Track meeting notes, To-Do's, calls, documents
  • "Auto-Schedule" feature tracks future follow-ups
  • Carry forward unfinished tasks to next day
  • Click on any "Activity Log" entry to view old activities
  • Creates Group Schedules & individual Calendars
  • Document Center stores library of master documents
  • Mail merge documents with One person or a Group
  • Message Center lets anyone take coworker messages
  • auto-dialing via your modem
  • Phone logs, activity reports
  • mail labels, envelopes, letters
  • set up for barcodes with your PostNet font
  • 53,000+ zip code lookups speed data entry accuracy
  • auto-reminders and more

 

AVAILABLE ADD-ON MODULES:

  • Order Center for quotes, orders, invoices
  • Double-entry Accounting module provides G/L accounting in FileMaker
  • Purchasing module tracks P.O.s & Payables
  • Project Tracking manages job costs
  • Optional DataTranzlator for Quicken® for additional report capability in Quicken

 

PRINTED REPORTS & FORMS

  • Mail labels, ship labels, envelopes
  • Printed calendars and schedules
  • Activity Log
  • Contact Lists, phone lists, address books
  • Monthly, weekly, daily calendar
  • To-Do Lists: overview, detailed breakdowns
  • "While You Were Out" messages (4-up)
  • Work completed report
  • Outgoing call reports
  • Letters, FAX covers, memos, reports, more...



To ORDER scroll to the top of this webpage and click "Download & Save!". Click on the "BIZ Contactz" software and instructions will be provided as you go.

Download price: (w/PDF User's Guide): $149

Each additional network user may be added for $99 (each)

 

 

TO ORDER ADDITIONAL USERS:
Please include credit card and address information with your email order or call (805) 522-2170.

contactz@bizbasics.net

We accept: Major Credit Cards

Sales Tax: Download Orders - Illinois residents add sales tax

OR CALL us with any questions at: (805) 522-2170 or FAX: (805) 527-7787


FileMaker Templates for growing businesses.


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