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  1. Contact Management - Copy Items from Activity to Accounts and Contacts When reviewing Customers, Suppliers and Contacts it can be useful to quickly see what the last activity recorded was and to see when the next activity is due. This new feature allows you to define copy items from an activity to the linked customer, s... Read More
  2. Contact Management - List Activities in LIFO Order This new feature allows you to list the Activities for a Contact, Customer or Supplier in LIFO (Latest first) order.     Installation   Application User Facilities The option to list Activities in LIFO order is defined within the App... Read More
  3. Contact and CRM Management Contact Management is a new accessory for Datafile 2017.  CRM, or Customer Relations Management, means different things to different people.  The Datafile application allows for the recording of Contacts and Activities against a Customer an... Read More
  4. Ledger Enquiry CRM Authority Levels Datafile Software Solutions Ledger Enquiry CRM Authority Levels Within the Ledger Enquiry CRM options are available that allow you to save and record emails (subject to the mail client), word documents, notes, scans and contacts against each ... Read More
  5. Ledger Enquiry - Additional CRM Categories Datafile Software Ledger Enquiry - Additional CRM Categories The CRM panel within the Ledger Enquiry allows links to record Word documents, Notes, Scans, and Emails against the application enquiry record.Users have requested additional options t... Read More