1. 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
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 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