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Thread: Need Program

  1. #1
    Silver Lounger
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    Need Program

    Anyone know of a program that would allow me to make lists of clients by their names, addresses, recall date for their next appointments, etc.? I want something that will automatically pull up a list of client
    H Lewton

  2. #2
    Plutonium Lounger Leif's Avatar
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    Re: Need Program

    Perhaps Outlook - by adding the next appointment date in the Contacts' Anniversary or Birthday field?
    I'm sure there must be some custom view that could be accomplished to get what you need.

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    Silver Lounger
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    Re: Need Program

    Leif,

    Thanks I knew Outlook could keep track of dates and post reminders but I'm not sure it is powerful enough to do everything else like the billing, which I know I didn't mention, and other requirements that I'm sure I'm not even thinking about at this time.

    I guess I'm really looking for something that can keep track of current appointments as well as future ones. I also would need to create labels, which I think Outlook is capable of doing. But, I think I would also like the same program to be capable doing billing, keeping track of any forms like insurance forms if necessary, and printing reports. I really believe, with programming, that Access is the answer but I thought there just might be some small business program that someone is familiar with and could recommend. Since I don
    H Lewton

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    Gold Lounger
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    Re: Need Program

    Hlewton--

    You also might want to take a look at ACT Version 6.0. Costco did have it in stores 2 months ago at a considerable discount for a while and could still on their site.

    Best Software's Act 6.0
    Best's Site

    It retails for about $200 but can be found reduced.

    10 Reasons to Upgrade to Act 6.0 Slide Demo

    A lot of people really like the setup features of this which may not take as much time to drill as Outlook would to set up some of the same functionality and it may be what you need. A number of people in the Office Depot or Office supply stores may be able to sit down and show this to you.

    You have been hiding. <img src=/S/hiding.gif border=0 alt=hiding width=70 height=24>

    SMBP

  5. #5
    Gold Lounger
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    Re: Need Program

    Hlewton--

    Forgot to add. You can get ACT for
    Pocket PC PDA's
    Palms

    SMBP

  6. #6
    Silver Lounger
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    Re: Need Program

    SMBP,

    Thanks for the info. Will look into it.
    H Lewton

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