Client & Contact Management

Note: This document is under development and will be updated as the release date approaches

Overview

This feature gives the user the ability to do the following:

· Address book for managing clients and contacts

· Associate multiple addresses and contacts to each client

· Import and export clients and contacts from Outlook 2007 and Quickbooks

· Create appointments and send emails (Outlook 2007 required)

· Create new projects directly from client interface

Address book for managing clients and contacts

Associate multiple addresses and contacts to each client

Import and export clients and contacts from Outlook 2007 and Quickbooks

Create appointments and send emails (Outlook 2007 required)

Create new projects directly from client interface