Docman Solutions - DMSPRO Accountants – Business Contact Database

  

 

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Accountant Product Information
BUSINESS CONTACT DATABASE

DMSPRO™ stores Third Party Contacts such as Banks, Solicitors, agencies enabling the practice to build up a database of individuals, businesses and suppliers contacted on a regular basis.
The database includes the function to add details of Third Party Contact employees.

Documents created within DMSPRO™ to a Third Party Contact are automatically addressed to the correct Contact, and Contact employee. This correspondence is stored in the Correspondence file for the Client to which the document relates. This feature is UNIQUE to DMSPRO™.

The CONTACT DATABASE is accessed within DMSPRO™ via the SHORTCUT BAR. The database includes the function to add details of Third Party Contact employees.

 
Key Features
  • All Contacts dealt with by your practice stored in one system
  • Letters to Contacts are stored in the Client file to which the information relates. This ensures continuity of information in the Client Correspondence file.
 
Imagine . . . the ease of having access to every contact you deal with and the ability to track all related correspondence.
Click on the Image in the top left to enlarge.
 
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