CBMS Modules - click button of interest then use Backspace (or Alt Left Arrow) to return
	Comprehensive Contacts Management System. Stores all Accounts, Customers, Suppliers and Prospects in one convenient place. The powerful Contact Profiler enables you to assign any number of attributes that you wish to track against each contact and later find contacts with the powerful Profile Query. Really valuable for proactive selling of your products and services.
	Region Manager enables the setting up of geographical regions using county groups of your own selection. This enables you to analyse sales and activity by specific regions of your choosing.
	Enables the setting up of your product range, prices, analysis group and commission rates for each item or service. Sales are generated by selecting items from the product list thereby ensuring the correct price is charged, that the item sales are analysed correctly and that the correct commission rates are evaluated for the sale.
	Sales Ledger enables the tracking of payments against each sale and managing the outstanding balance for each client. A complete audit trail is kept of every entry together with the user who made the entry.
	List the Sales for any period you wish instantly. Analyse the Sales by Groups that you setup and produce reports and graphs of the results in seconds. Also produce an Aged Debtors list for Current, One Month, Two Months, Three Months and over at the click of a button.
	Calls Manager enables you track each communication with a client by user so that what has transpired between the company and the client is instantly available across all users. Lets the left hand know what the right hand is doing with regard to negotiations with clients. Includes a target Date and Time to carry out promised tasks and CBMS will remind you of imminent calls that you have setup to do.
	List the Purchases for any period you wish instantaneously. Analyse the Purchases by Groups that you setup and produce reports and graphs of the results in seconds. Also produce and Aged Creditors list for Current, One Month, Two Months, Three Months and over instantly.
	Electronic Scribble Pad that acts as an aide memoir. Includes a target Date and Time to carry out events and CBMS will remind you of imminent Jobs that you have setup to do.
	Each user has a personal diary in which to log events for every half hour period of any / every day. Easy to implement with a customisable legend list from you select the most common events thereby reducing typing input.
	View the Sales for any period with options to Analyse by Analysis Headings that you setup. Enables you to track the results achieved by each product or service group and to take quick action on any items that appear to be lagging behind.
	Each Sale is assigned to a Sales Person, each Item making up the Sale is assigned a Product Code and each Product is setup with a commission structure (% Rate or Value). View the Commissions achieved instantly with this Commissions Manager.
	Review the activity within CBMS by how many Contacts, Calls, Quotes, Sales, Purchases and Subscriptions have been entered by each user of the system. Great for tracking and forecasting what is in the "Business Pipeline".
	Allows different users to login to CBMS. Each user has a set of access rights which controls what he/she can or can't see or modify. Also, every entry into the system is logged against each user so that activity can be monitored.
	Allows the location of the master database to be set for this terminal. On a multi-user system each terminal is set to communicate with the same database - normal situation on a communal, shared file server.
	Throughout the CBMS system entry is made easier with the use of lookup lists from which the user simply selects an entry rather than having to type it in (with the inevitable typos). This List Manager enables you to setup what appears on each list within CBMS.
	Here you will find all the reports that are available for the CBMS system. These are grouped into Contacts, Sales, Purchases, Tax and Cash. Most reports ask for a date range by which the results will be constrained. All reports are first shown on the screen with and option to print a hard copy.
	Enables you to configure how CBMS works for you. Also the locations of both MS Word and MS Outlook need to be set here so that CBMS can use these while generating documents and email.
	Quick Start is a Help document introducing the user to the basic operation and functions of CBMS. Each module is explained and there are step-by-step exercises to follow to achieve results quickly.
	About DataCraft and the Version of CBMS you are using