|
1. |
Address Book |
| |
 |
New Address
Book |
 |
New Contacts
|
|
|
 |
General
information
|
 |
Business
information |
 |
Home
information |
 |
Personal
details
|
|
 |
Search/Print
Contact details |
|
|
 |
Book
name
|
 |
First
name,
middle
name,
last
name |
 |
Date
of birth |
 |
Address
(area,
city,
state,
country) |
 |
Gender |
 |
Email id |
 |
Alphabetical
search |
|
|
|
|
|
2. |
Scheduler |
|
|
 |
Setting
of alarm |
|
|
 |
Types of event (casual, regular) |
 |
Status (active, de-active) |
 |
Subject |
 |
Notes |
 |
One-time setup |
 |
Daily-time setting |
|
|
|
|
|
|
3. |
Bank Book
|
|
|
 |
New bank
account |
 |
Deposit/Withdrawal
entry
|
 |
Search
entry
and
print
bank
statements
|
|
|
 |
Name |
 |
Bank account number |
 |
Deposit/ withdraw |
 |
Cheque status |
 |
Cheque number |
|
|
|
|
|
|
4. |
Cash
Transactions
|
|
|
 |
Cash
receive/payment |
 |
Search
and
print
transactions
|
|
|
 |
Party name |
 |
Particulars |
 |
Transaction date |
 |
Receive/payment |
|
|
|
|
|
|
5. |
Inquiry
Management
|
|
|
 |
New
inquiry
entry |
 |
follow
up
inquiry |
 |
inquiry
status
|
 |
search
inquiry
|
|
|
 |
company name |
 |
contact person |
 |
pending, in-progress and complete status |
 |
product name |
 |
priority (high, medium, low) |
 |
date |
 |
follow up date |
 |
followed by |
|
|
|
|
|
6. |
Service Call |
|
|
 |
New
Service
call |
 |
follow
up
Service
call |
 |
Service
call
status |
 |
Search
and
print |
|
|
 |
Caller name |
 |
Address |
 |
Company name |
 |
Phone number |
 |
Service call date |
 |
Service call followed up person |
|
|
|
|
|
|
7. |
Task Allocation
|
|
|
 |
New Task
generation |
 |
view
employee
task
|
|
|
 |
Task start date |
 |
Task complete date |
 |
Employee name |
 |
Task status (in-progress, complete) |
 |
If completed (successful, fail) |
|
|
|
|
|
|
8. |
Bill Printing
|
|
|
 |
New bill
generation |
 |
Search
|
|
|
 |
Bill number |
 |
Client name |
 |
Product |
 |
Date |
|
 |
Bill
printing
|
|
|
|
|
|
9. |
Utilities
|
|
|
 |
Letter
writing |
 |
Measurement
conversion |
 |
Time
zone |
 |
Personal
diary |
 |
Help |
|
|