& CrystalSolutions

Clients/Patients

Introduction

You can use the Client screens for logging information about your clients (or patients, if you are using the Therapy business-model). The information you can store currently includes:

• Full Contact Name

• Company Address

• Telephone, e-mail, web-site, fax

• The company's industrial sector

• The requests they make (what they wish to purchase from you)

• The responses you give (what you actually sell or give to them)

• When you first and last made contact with them.

• Global and Client specific Notes fields

General Information

In all business-models there is more than one page for entering client details. You reach these other pages by clicking the Page buttons at the bottom of each screen.

For instance, if you are running the Therapy business-model, there are 3 screens available to you. The second and third screens contain medical related facts about your patients (including medical conditions and medicines or treatments applied).

You can add a client to your list of contacts by clicking the Add/Modify button at the bottom of the work area. This command also takes you to the contacts screen.

Further details about this screen are available in the application's Page Help facility. If you require assistance regarding any part of the product, please contact us on: Support@CompactOffice.co.uk.

We can add further information fields to any of the application's screens (where there is space for the addition of fields). You can place a request with our support team, who will be happy to take down the details. However, inclusion of new information-fields into a released version of the product, depends on the general suitability of the fields in question.

Alternatively, we can provide you with a customised version of the product, at your request. For details about creating customised applications and all our other services, please e-mail our sales department on: Sales@CompactOffice.co.uk.