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CONTACTfile or ContactMaker:

Using CONTACTfile add-on modules

(Note that whilst CONTACTfile is mentioned throughout these videos, the subject matter applies just as well ContactMaker.)
Rather read the manual (.pdf)?
Go back to the videos for CONTACTfile Pro ?
Add-on modules overview
How do I get some add-on modules? Video: Adding add-on modules (2.5 minutes)
How do the modules link together? Video: The story of a job (3.5 minutes)
Invoicer
How do I create and send quotes to my clients? Video: Issuing quotations (4 minutes)
I issue lots of similar quotes. Some clients repeatedly request the same work. How can CONTACTfile help me save time? Video: Duplicating a job already quoted (1.5 minutes)
How do I create and send invoices to my clients? Video: Invoicing for the job (2 minutes)
How can CONTACTfile help me keep track of invoice payments? Video: Managing invoices (2 minutes)
What display options do I have when creating invoices?  And how do I work out payment plans? Video: Advanced invoicing features (3 minutes)
I have a spreadsheet in Microsoft Excel which shows what I charge for each product or service.  How can I get that information into CONTACTfile without typing it out again? Video: Importing the item list from Excel (2 minutes)
Tracker
How can I use CONTACTfile to help me keep track of my sales prospecting? Video: Sales prospecting (3 minutes)
How can I use CONTACTfile to help me keep track of the work I’m doing? Video: Task tracking (3 minutes)
How can I easily keep track of a sales campaign with a group of prospects? Video: Campaign management (7 minutes)
Pay slip
What do I need to do before I begin making payslips? Video: Setting up (1.5 minutes)
How do I tell the computer the hours my staff work and the pay they get? Video: Entering staff work patterns and pay (3 minutes)
How do I make my first pay slip? Video: Generating a new pay slip (3 minutes)
What is needed in getting the job done for the month? Video: Managing the month's pay (2 minutes)
Help desk
What do I do when someone calls for help? Video: Using the wizard (3 minutes)
How do I manage the response now that the request has been recorded? Video: Being reminded to follow up the help (3 minutes)
Club
What do I need to do before I start recording membership? Video: Setting up (2.5 minutes)
How do I record membership and the money they pay for it? Video: Membership and collecting subs (2 minutes)
How do I manage subcription payments over a longer period? Video: Subs management
What about receipts? Video: Printing and emailing receipts
I want to collect money for a special trip. How do I record this? Video: Collecting other money (3 minutes)