Features

• Records all relevant personal information including e-mail address on one form
• 20 user-defined data fields for your particular customization needs
• Contact management features for recording notes and more on each individual
• Financial transaction system with user-defined account names
• Dateminder features for establishing important dates for each client record
• Correspondence history: all client correspondence is tied to each client record
• Easy-to-use comprehensive query builder
• Word processor is seamlessly integrated within the database
• Mail merges are automatic and completed with 2 mouse clicks
• Has predefined point and click reports (lists, detailed reports, mailing labels, etc.)
• Allows definition of new custom reports
• Extremely easy to use, but also exceptionally powerful