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Screenshots
Click on the pictures for a large image. |
| 10 | The Customer Card Main is the Card that hold all data about the customer and the only place where you can make changes to these information. There are all the standard fields for name, phone, address, website, logo and more. You can also set a name for your consultant and project manager that handle the customer. In the blue field to the right you can set the contact as a customer, a supplier or STOP. Customer (blue): All screens will look like those we show here. All colours are blue. "Customer" is set as default when adding a new. Supplier (green): The colours of arrows, lines and more are change to green on every part of CustomerBase when it is related to a contact that are set as a supplier. STOP (red): All colours of arrows, lines and more are change to red on every part of CustomerBase when it is related to a contact that are set as a STOP. Can be used for customers that you do not want to work with any more and this is just a reminder, so you will not forget. |
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| 11 | On the Customer Card you can access the Contact Card by clicking on a contact name. Or you can add a new contact for a customer by clicking the "Add New" button just under the contact list on the Customer Card. On the Contact Card you can enter information regarding a contact. Information as name, phone, mobile phone, mail, birthday and much more. Even a picture if you have one. You can also se a list of correspondence that have been with this conatct as well as any notes made regarding the person. You also need to select what kind of mailing lists the contact need to be on. You can change the list to match your company by click on "Change Mailing List" at the bottom. When you want to send a mailing to the persons added the "Newsletter", you click the "Export Mailing", on the new page select the mailing you are going to perform (Newsletter) and export the information you need to an Microsoft Excel (csv) file that you can use for merge in Word or copy to your mail. |
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| 12 | From the Customer and Contact Card you can add a new note or read earlier notes. When adding a new note you just click the Note icon to the right of the contact name on the contact list. This will open the Note Card where you can write the information. When done the note will appear on the note list on the Customer and Contact Card. You can select between three different kind of notes: phone, meeting or idea (an icon appear so you can see the type on the Customer Card). |
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| 13 | The Correspondence Card is open from the Customer Card - Correspondence. Here you can write a letter to the contact that is saved in the InvestigateBase system. You can insert your personal code, date and subject. A subject is for reference on the Customer Card or as the subject in a mail. You select whether the correspondence is to be send as a letter or mail. If set to be send as a mail the first footer on your right will be inserted to the letter and when you click "Send/Print" the program will open your default mail program with the mail address, subject and body inserted. You will need to click send in the mail to send it. If you set the correspondence to be send as a letter the second footer is inserted in to the body. Write your letter and change the font as you want. When you are finished click "Send/Print" to print the letter. You can preview the letter by selecting "Preview". Note that the Subject is not used when you make a letter. |
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| 14 | The Invoice Card is where you make the invoice. Set the title and date of the order. You can insert a reference number and your own reference (the drop down is the initial of the employees added. You can write anything in the field). Use the tap key to move between the item lines on the order. The discount rate is added from the standard discount but can be change to each line. The VAT and currency is added from the Customer Card Main. You cannot change this. Make the change on the Customer Card Main and make a new order. To add new items you can select from please add these to the Product Card (screen #16) that you can access from the Front / Home page. |
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| 15 | The Assignment Card is the place to add all information regarding an assignment. You can set the name, your kind of work, special conditions and much more. When you add an report for the assignment (all reports have to be added to an assignment) and you in the report set the amount of hours spend the total of all report hours will be calculated on the Assignment Card. |
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| 16 | The Report Card is the place to add information regarding todays work on an assignment. You can set the name, your kind of work, special conditions, hours used and much more. When you add an report for the assignment (all reports have to be added to an assignment) and you in the report set the amount of hours spend the total of all report hours will be calculated on the Assignment Card. |
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| 17 | On the Front / Home page you can select the Product List. The list of all items added the product database. Click on any item and the Product Card will open (next screen). Add your hour price as a product and you can easily make the invoice later on. |
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| 18 | The Product Card is the page where you add or change information regarding the items you sell. These item are those you can select when maiking an order on the Order Card. When selecting the supplier you can select between those that are set as supplier on the Customer Card Main or you can write any name you want. If you select one from the list of suppliers all the contact information is added automatically. Note that the price is a calculation of the purchase price and the variable profit. |
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| Description |
| Features |
| Screendumps |
| Screendumps 2 |
| Download |
| Price and order |
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InvestigateBase is copyrighted by Graphicalic and Jens Peter Olesen.
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Made by Graphicalic.dk | All rights reserved | FileMaker is a trademark of FileMaker, Inc.
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