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Enter the
names of all of the people with whom
you communicate and/or do business. GallerySoft can manage as many addresses, phone numbers and
personnel as your business requires. Enter alternate locations for each
client and recall original locations when you want.
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Personal history files are established for each
individual allowing you to review at a glance their artist(s)/categories of interest,
client history, total sales, follow-up dates, and more... all without having to
change screens.
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A field is also available for adding notes regarding topics of
previous discussions or reminders for a future meeting.
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The Select Record drop boxes make it simple to find exactly what you're looking
for in the shortest time possible.
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Choose
category(s) and interest(s) for
each client to make selection for reports and labels even easier!
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Keep track of how clients found out about you with
the SOURCE field. Source reports can be created based on this field in order to analyze your marketing and advertising strategies. See
which advertising medium is working best for you based on where your
clients found out about you.
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Email your
client directly from here or click their web address to go right to their
website...
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GallerySoft-Theo
clients can send Digital
Photo Packs - emails with embedded images that link the client
directly to their website!
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Clients
can be chosen from the Client
Selection Screen for reports, statements, mailing labels, and mail
merge letters.
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Choose
from a multitude of client
reports to help you better understand your clients and
their interests.
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Create
and print mail merge
letters directly from GallerySoft.
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Choose
from a large selection of mailing
labels and formats.
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Print Client
Statements for clients with a balance owing.
