Core3

The Core3 CRM allows you and your entire company to intuitively manage all your company and individual contacts, letters, faxes, calls and e-mail correspondence history, group calendaring, employee task lists, marketing e-mail or letter campaigns, notes and associated documents. In addition to providing your company with a solid CRM foundation, Core3 has a complete sales and opportunities system that tracks opportunities, estimates, orders and invoices. Not only can you track your sales leads and customers through the sales process, the Core3 also offers you the ability to track projects and time spent on those projects. Other features include management and employee dashboards, reports, integration with Outlook, QuickBooks, Apple's Address Book, iCal and credit card processing and if that isn't enough, the system can be 100% customized to fit your specific needs. Built using the award winning FileMaker Pro cross-platform database engine, Core3 is also one of the few CRM solutions that will work on both Apple and Windows computers so that everyone in your organization can access a single solution no matter what platform they are using.

What is new in this release:

Core3 File Changes: NEW FEATURES: - Wide Area Network optimization (WAN) to allow remote connections to Core3 CRM. - Outlook Manipulator for Mac plug-in integration. - Optional Software as a Service (SaaS) subscription. UPDATED: - Entourage Manipulator is no longer supported. - Updated opening script so that proper layout is opened. - Updated batch import process - can now import 500 contacts in 35 seconds. - Updated method for creating and assigning groups in the Core3. - Fixed error in data population for invoices and orders created from estimates. - Updated import of monthly recurring events in Outlook for Windows. - Updated tax handling when pushing an invoice to QuickBooks. - Updated housekeeping scripts when importing email from Outlook and iCal. - Updated letter layout in Activities detail view. - Updated Contacts and Activities report print-outs. - Updated record linking in Activities sub-tab. - Updated Result(s) windows when using FM Books Connector. - Fixed an error with contact names when linking a record with an opportunity or project. - Updated button functionality next to the Inventory Log tab. - Updated billing and shipping information for estimates, orders, and invoices. - Updated sample data. - Updated "Custom Menu Set 1." - Updated date/time fields in Dashboard portal. - Updated layout script trigger for Invoice_List_Print from "Module=Estimates" to "Module=Invoices." - Updated tax field and item inventory for invoices. - Updated line items for inventory to turn red if quantity on hand below zero (invoices, orders, and estimates). - Tested the Core3 for recovery. - Updated handling group records imported from Outlook. - Updated merge fields in email campaign templates.

Requirements:

FileMaker Pro 11

Limitations:

Limited records