BizContactz

 

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BIZ Contactz for FileMaker Pro

PRESS RELEASE (also: see Benefits & Features below)

Go directly to the NEW BIZ Contactz 5.0 version webpage.

FIRST COMMERCIAL CONTACT MANAGER FOR FILEMAKER PRO 4.0 OPTIMIZES "RELATIONAL" CAPABILITIES

 

SIMI VALLEY, CA --- Working Solutionz Software ships their first fully customizable "relational" contact manager, BIZ BASICS CONTACTZ for FileMaker Pro 4.0. This integrated set of 10 relational FileMaker templates, from the BIZ Basics family of business modules, bundles three solutions; contact manager, correspondence manager and a database of 53,000 zip code lookups. BIZ Contactz tracks every "activity" (phone call, message, meeting, To-Do item, document, reminder and scheduled calendar item) quickly and easily. This new version now provides a built-in HELP and relational "Activity Log" which auto-updates for each "activity" created.

 

BIZ Contactz 4.0 sports a new "form-based" data entry interface which displays familiar looking graphics such as the traditional pink "While You Were Out" note pad, for message taking. Letter entry screens resemble notebook writing paper while meeting notes display the familiar yellow legal pad to promote greater ease-of-use. Monthly, weekly & daily calendar views are included for assistance in scheduling To-Do's and meetings. Workgroup scheduling may be assigned and monitored by supervisors and coworkers. A "Carry Forward To-Do's" button helps you avoid forgetting important tasks by automatically reposting uncompleted items to the current date. You may now "auto-schedule" future documents & reminders. A HomeBase command center provides buttons to automate daily operations such as "Check MY Schedule" and "Check MY Messages".

 

EZ Letterz CORRESPONDENCE MANAGEMENT BUILT-IN
In addition to contact management, BIZ Contactz bundles the company's popular EZ LETTERZ module which features a unique new way to create, store, merge and manage letters, fax cover sheets, office memos, agreements and more. EZ Letterz takes advantage of the FileMaker 4.0 word processing features and introduces a powerful database "Document Center" that increases the speed and efficiency of managing your correspondence library. The thing that makes this program unique, from the everyday word processor, is that all correspondence is created and stored inside one library file of letters, eliminating the hassle of searching through hundreds of letters scattered all over your hard disk. You may "Send to One" or "Send to a Group" depending on your document needs. "Print Option" buttons include preformatted multi-page layouts for: 3 standard styles of business letters, one personal letter format, a fax message cover sheet, an interoffice memo form, #10 envelopes, popular Avery mailing labels and an editorial layout which handles reports, proposals, agreements press releases and more.

 

53,000 ZIP CODE LOOKUPS
The third product in this bundle is the company's timesaving SHIPZIPZ product which insures the accuracy of your data entry. It integrates with BIZ Contactz to auto-lookup a contact's city, state and country from any of 53,000 zip codes including U.S. and Canadian postal zones. It also comes preset to meet the U.S. Postal Service requirements for PostNet barcoding.

Click for more ShipZipz details

BUNDLE PRICING. BIZ Contactz requires FileMaker Pro 5.0. The template bundle ships with full documentation at a $149 SRP. You may also download the product directly if you choose to save on shipping and time. Downloaded versions include digital copies of documentation, only, in addition to our on-line HELP. For a limited time, additional "workgroup" users may be added at $99 each. Additional integrated business modules may be added on as needed (see "Products" page on WEB site). Working Solutionz Software, 2191 Rosecrans St., Simi Valley, CA 93065, (805) 522-2170; FAX: (805) 527-7787; WEB: http://www.bizbasics.net/

 

## FileMaker is a registered trademark of Filemaker, Inc..

 

 

BIZ Basics 4.0v4 bundle Now Shipping with Over 50 New Features

Click...What's New in BIZ 4.0 ?...

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

 

  • CONTACT MGMT MODULE ENHANCEMENTS
  • PEOPLE file adds ability to view "related contacts" for over 30 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
  • Make Payments layout lets you apply Debit Memos or one payment across multiple P.O.s
  • 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
  • Optional sorting of Activity and phone portals available

GENERAL BENEFITS

  • Networkable: Multi-user workgroup ready
  • Faster: Optimized for PowerMac ("native")
  • Combine Mac & Windows '95 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
  • Accounting module provides G/L accounting in FileMaker
  • Purchasing module tracks P.O.s & Payables
  • Project Tracking manages job costs
  • DataTranzlator for Quicken® eliminates double-entry

 

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...


BIZ Contactz module Download price: (w/digital docs): $149
BIZ Contactz - Downloadable only.


 

 

TO ORDER:
Click "Download & Save!" below and select the desired product.
Please include credit card and address information ready to register your license.

DOWNLOAD & SAVE!

IF you have questions CALL us at: (805) 522-2170 or FAX: (805) 527-7787

FileMaker Templates for growing businesses.


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