TBF CRM

TBF CRM captures a history of contact details for both existing and prospective customers. The details stored include brief summaries, full descriptions, links to external files, and copies of emails. A To Do List shows all incomplete Activities. This refreshes automatically every five minutes. Users can enter their own values to "categorize" the Company, Contact and Activity details. These values are held in drop-lists to ensure consistency and are used by the built-in Intelligent Search engine. The search facilities are both simple to use and comprehensive in their coverage. The intelligent search embraces AND plus OR relationships, exclusion (NOT) matches, and automatically searches across all data types (Company, Individual or Contact, and Activity details). This Intelligent Search allows for multiple searches that operate on the results of the previous search. In addition, specific searches on any field are also supported. The location of a company can be viewed in Google Maps by double-clicking the Post Code. Telephone Calls can be made through Skype by double-clicking a telephone number. Double-clicking an email address opens the Users preferred email client. Any URL can be opened in a Web Browser - highlight the URL, right-click and select Open URL. Integration with smartphones can be achieved by Synchronizing with Outlook. For optimum legibility, users can also set the size of text to suit their personal requirements.

What is new in this release:

Version 4.02.01.001 includes the following updates:

• Adopt the revised Update Checker
• Revise the link to Google Maps to accommodate the updated API
• Permit multiple birthdays on a day

What is new in version 4.01.18.001:

Version 4.01.18.001 includes the following updates:

• Add custom settings for the size of text
• Add a Snooze All option for Reminders
• Add a distinctive flag for the selected Type when Mapping All Locations
• (for example show the locations of a Branch Office and the related Customers)
• Add Summary DataGridViews for Places and People
• Add a facility to Export a Custom Selection of Records
• Add a facilty to duplicate a Task
• Add a facility to check for duplicate records
• Automatically insert a missing Project when updating a Task
• Optionally hide IGNORED People from the Calendar
• Add support for SQL Azure
• Add support for MS Access 2016
• Add support for Office 2016
• Adapt support for .Net Framework 4.6.1
• Add support for 64-bit MS Access

What is new in version 3.02.10.01:

Version 3.02.10.01 includes the following updates:

• Add compatibility with Windows 10
• Add a utility that provides custom exporting
• Report the number of deleted items in each panel on the Contacts form
• Show Reminders when switching to a different database
• Set the Calendar to start with a six week display
• Adjust Time Zone Offset for Daylight Saving Time when synchronizing Events in Google Calendar
• Reset Time Zone for Events in Google Calendar
• Identify the Projects, People and Tasks that contain the results of a Search
• Automatically delete completed Tasks from Google Calendar during sync
• Allow birthdays on 29 Feb to sync with Google Calendar
• Adapt to Google's Calendar API V3

What is new in version 2.08.04.01:

Version 2.08.04.01 includes the following updates:

• Display Today's Date on Contacts form
• Improve the accuracy of GeoCode mapping
• Allow early termination for 'Map All Locations'

Requirements:

Microsoft Access 2013 Runtime