Eliminates duplicates by checking as data is entered 

Prevents entry of client records until at least one contact detail is recorded.

Accurate and high speed recording of street addresses via a self-generating street database

Identification to management of incomplete client data entered by staff – eg. Only phone but no address, etc

Client photos - access directly from any USB digital device

Full contact details

A “Known as” field for letters and communication

Barcodes – self generating or scan in from loyalty card

Account reconciliation form

A “Distance” field for calculating mileage on farm calls

Smart street database so that full street names do not have to be retyped again and again

User-defined marketing flags and client categories

Client Communication preferences for different services (eg. No SMS but emails OK and no calls)

Record how clients were referred

Print client barcode stickers

Scan barcodes from loyalty cards

Scan multiple loyalty cards to one client account

Personalised discount schedules with time frames set up for specific products or services to be discounted for this client only and only for a defined period

Full PAR functionality

Assign clients to specific pricing categories which are automatically checked at billing

Stop Cheque - will not accept cheques at billing

Stop Charge – will not allow charge to account at billing

Default payment method so no selection required at billing

Set up different account fees or interest % for different clients

Financial history including Account, Sales, Loyalty Point and Incentive Discount History

Record Direct Debit and Cheque account details

Auto logging of first and last visit dates

Larger photo image screen

Complete sales history with invoice header at top with items displayed below

Double clicking will open the full view invoice in a MDI window

Columns can be dragged and saved for your favourite view

More details by scrolling left and right

Query built transactional search based on a combination of: 

Date range 

Staff 

Animal 

Product 

Product Category 

Product Class

Allows ad-hoc queries to extract ‘exact’ analysis required ‘on the fly’ without the need to do any reports

Full Document Manager for letters, emails, SMS and notes

Records ad-hoc notes and phone messages

Write detailed letters with the integrated word processor and use templates

View and send emails

View all SMS text messages sent to clients