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What a wonderful program this is - I am thrilled with it! It's the best kept secret within MK! I rarely get excited about things such as software, and it's even more rare for me to e-mail a company to rave about a program, but I had to make an exception here. Thank you so much. 
R. Knoebel
The Consultant's Assistant
The Consultant's Assistant
Contact Management
C ontact Window displays different information depending upon the type of contact selected with 5 different contact displays. The Customer window displays profiles, past purchases and sales information, Consultant windows display weekly summary information as well as consultant information. Contacts are moved freely from one type to another. Up to 15 user defined contact types. (customer, consultant, adoptee, director...) Generate Reports, Mailing Labels, Merge Letters and Export Files for virtually any group of contacts. (Customers, Consultants, Birthdays, Anniversaries, Spouse's Birthday, Accounts Receivable, Product On Loan...) Print Profiles. Automatically tracks your Preferred Customer program giving you reports for additions, deletions and changes.

Tracking your customer's sales has never been easier. Designed to process reorders while your customer's on the phone. Talk with confidence with her entire history at your fingertips. Add or edit with a click, enter a sale or payment, schedule her next appointment while viewing your appointment calendar, and move on to the next person on your callback list. System remembers the call back period for each customer. Get more reorders done in less time while the system takes care of your inventory and weekly summary.

An example of one of the 5 different contact displays. Record an invoice, payment, schedule a call back, print an individual mailing label or letter, dial your phone, prepare an email, print past invoice, history or past purchase report directly from the contact window.
Customer Window
Consultant Window

The coloring used throughout the system is determined by you. Setup different color combinations to give your system a distinctive look. Different contact types can be displayed using different color combinations.

Record up to 10 phone numbers per contact. Auto dial included.

Track up to 10 birthdays, anniversaries... per contact. Birthday reports are customizable, limiting date types or contact groups.

Customer profile and past purchases are visible at the same time. Click on past purchases to view, print or edit a customer's past invoice.

Consultant window includes "Recruiter" "Director", "Unit" and "Consultant Number".

Also displays the consultant's Weekly summary information and yearly sales.

User Defined Mail Groups
With the Assistant's mail feature, you can setup 20 different contact lists that are used for mailings and various reporting options. The Mail categories are setup by you, giving them your own descriptions. Your contacts are not limited to just 1 category but can appear in as many as apply.
Direct Mail Mail categories let you setup different mailing lists that can be used for labels, reports, letters, envelopes or emails.
Contact Lister

The Contact Lister is used to create reports, labels or merge letters for contacts based from a wide variety of criteria. The Lister can also be used to locate contacts in the contact window by clicking on the contact's name. Lists can be edited, adding or removing contacts before printing labels or reports. Pull up a list of your consultants and use the lister to locate your consultants' records as you process through calls, dropping the people you get hold of from the list as you go. Then print out mailing labels just for the people that you could not get hold of or schedule call backs and call them again at a later date. The lister can also be used to manage your mailing lists, transferring groups of contacts into or out of your various mailing groups. (add all of your consultants to a Christmas list all at once)

Mailing Labels
Mailing Labels Mailing label features are extensive. Create labels for any group of contacts or individually. Set your own fonts, and alignment. (2 Fonts for general labels and 4 fonts for shipping labels) Print labels starting anywhere on the page. No more wasting partially used pages. Print labels for spouses or with both names. Also includes shipping labels with customizable image, fonts and layout.

PricingTrial Downloads

The Consultant's Assistant
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