Skip to content

Companies & Customer Relationship Management » Contacts

Much like the address system, contact management in SQLWorks is easy, yet powerful. You can assign the same contact to multiple companies so personal contact details and information are shared. You can also set up to eight levels of contact type independently of each other, so that the right contact appears in the right area of SQLWorks that you are looking at. You can export information for mail merge and email reports, statements, invoices and more directly from within SQLWorks.

  • Separate personal and work contact details by sharing the same contact with multiple companies
  • Eight independent contact types
  • Integrated throughout the system
Contacts

What Is SQLWorks?

  • Delivers fast & accurate information on Windows, Mac and Mobile systems
  • Proven 20-year track record based on client driven development
  • Cost effective, flexible and fully configurable for all types of business

Accounts & Finance

  • Complete transaction history, in depth statistics and advanced reports are available in an instant
  • Intuitive design and layout can be configured per company, per team, or even per user
  • Fully integrated with all other systems including warehousing, CRM, diary and more

Sales Order Processing & Stock Management

  • Full sales order progression and automated/manual stock allocation
  • Component based stock ledger for bill of materials and kitting allowing for alternate construction models
  • Transaction history provides batch level recorded traceability from incoming purchase order through to outgoing delivery note

Companies & Customer Relationship Management

  • Setup and control companies with as much detail as you like sharing single contact and address records between them
  • Fully functional calendar and word processing features allow for even more integration with multiple areas of the system
  • Project/campaign management, pdf writer, built in e-mail client, spell checker and more

In Depth Features

  • Take advantage of our focused development programmes, driven by client demand
  • Become a development partner and help develop new features for future versions
  • Explore some of the key features of SQLWorks and see how they can work for you