This is the Large Print version of the Master Form showing the Search Section and Client Information Section. 

Records can be instantly retrieved based on the information entered in the Search Section.

Notice a complete spending history and any amount currently owed is immediately shown at the bottom of the Client Information Section. 

Marking the RedFlag field turns the Last Name field bright red to alert you of possible problems when dealing with the customer.  An explanation as to why the customer is red flagged can be made in the Client info field. 

The Client info field will hold a virtually unlimited amount of information (Unlimited Memo field).  You can even send mail, or print mailing labels based on information in this field (i.e. Enter the word Pet in the Client Info field of pet owners and later you can easily send a special mailing to pet owners).

The past referrals field shows a complete history of referrals from the customer (Unlimited Memo Field).

When entering the postal code for a new record the city and state field will automatically be filled in for you.  The city field can be overwritten in case your service area has more than one city name for a particular postal code.

To view current and past scheduled jobs simply click the "Scheduled Jobs" tab.  To view past orders click the "Past Orders" tab.

Another feature, is the ability to right click anywhere on the Master form and print a mailing label, send a letter, send an email, ect. from a pop-up menu.  Click here to see an example of the pop-up menu.