Client (company) information is entered into the system first for as many companies as you need. Once you have added a client, an unlimited number of contacts (people) can be added to each client. People can be associated with more than one company so you don't have to edit their information in numerous places if something changes. You can create general notes, dated notes and tasks and associate your notes and tasks with companies, people or projects for easy project management and contact management.
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Client/Contact Search
Client List
Edit / Add Clients
Contact List
Contact Summary
Edit / Add Contact
View contact search results.
Manage details for a client.
Review a short summary of your contacts.
Display results of a client search.
Review and manage contact details
Search for clients / contacts by Company Name, Address, Phone Number, etc.