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  •  Most of our system is built around a customer/vendor management system.
    When TeamBooks was first built we wanted to give as much information in front of your staff that deals with customers and vendors as possible.  The beauty of having a ERP package built around a contact management system is that you have more power with an integrated system like this versus having a standalone contact management system or a modular system.  Top this off we used an active window concept to put this information in front of your staff so that it is only a glance away not a series of clicks.
    
    More Features
    
    • Unlimited Notes per vendor or contact
      • Automatically inserts date and time stamp for searching purposes.
    • Search customers and vendors by any address fields, product history, user defined fields, notes, documents, or sales volume.
    • Stores documents in document window from any windows based application to appropriate Customer Or Vendor.
      • Store all your office documents in the document handler for easy access and sorted by customer and vendors. Documents supported are Word, Graphical etc.
      • Create documents in office applications within the document handler and have it copy information from template i.e.: Logo etc.
      • Automatically inserts company information through DDE into your documents and templates.
    • Create Document Templates in any Windows based application complete with linked Customer or Vendor Information from TeamBooks Software.
    • Contact Window
    • Customer Window sorts are user defined
    • Employee Scheduling
    • Create your own fields tagged to customer entry or order entry; Date, Alpha-Numeric, Numeric or Table Lists field types
    • Use user defined fields in extensive searches in conjunction with city, sales rep., order entry keywords, notes, documents and more to narrow customer lists.
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    • Calendar
      • Schedule appointments
      • Lookup co-workers appointments
      • Schedule orders and tasks for technicians