There are 50 features listed in SUMMARY below. In order to see if any change is worth considering, please mark as follows:

Yes means this is something you:

  • want or need AND
  • do not currently have

No means any of these:

  • do not want
  • do not need
  • already have it in my current system

Create Your Own Unique ID - Up To 25 Numeric - i.e. first 3 digits of phone + mmddyyyy birthday, no / or -  *
Sales, Prospecting, Advertising, Production, Agencies, Email, Letters & Faxes All Linked *
Y N   
Unlimited Notes For Each Company, Person and Advertisement *
Y N   
Query Follow Up Calls By Date Range/Sales Code/Call Priority OR User Defined Query *
Y N   
Have System Remind You When Important/Key Data Is Missing *
Y N   
Option To Validate Data Input In Key Fields *
Y N   
Know What Data You Have And Where It Is From The Main Company View *
Y N   
Link One Company To Two Agencies, Link Any Agency To Unlimited Companies *
Y N   
Instantly Find/Sort/Add Data From Same Location, By Company, Name, Email, Phone & More *
Y N   
34 User Defined Fields That You Can Name And Rename *
Y N   
Built In Data Backup/Restore *
Y N   
Link To Your Accounting System Or Internal Accounting *
Y N   
Generate Call/Activity Reports For Past Or Future Planned Calls *
Y N   
Export Data For Computer Based Fax Or Mass Email System *
Y N   
Handle Single Or Split Sales Accounts *
Y N   
One Click Map Or Driving Directions *
Y N   
Ability To Copy Companies  *
Y N   
Full Control Over Who Can See And Edit What Records *
Y N   
One Click Copies Name, Title, Company & Address To Windows Clipboard *
Y N   
Every Update Gets An Automatic Time, Date, User Stamp *
Y N   
See Client And Up To Two Ad Agencies On Screen Simultaneously *
Y N   
Send Advertising Confirmations And Invoices To Same Or Different People, Automatically *
Y N   
Run Multiple Sessions Simultaneously *
Y N   
Build/Rebuild SM4 Help To Suit Your Needs *
Y N   
Online (Internet) Manual Continually Updated *
Y N   
Import Data From Almost Any Source *
Y N   
Option To Have Customizations Added At Any Time *
Y N   
Sell Ads In Unlimited Media Types - i.e. Magazine, NewsPaper, Newsletter, Web *
Y N   
Track All Guaranteed Positions To Prevent Accidental Over Selling *
Y N   
18 User Defined Rates Per Ad, Charge/Discount, Dollar/Percent, Gross/Net *
Y N   
Customize Tag Line For Invoices And Confirmations *
Y N   
Unlimited Ad Status Levels, Such As 25%, 50%, 75% 100% *
Y N   
Enter Contracts With Fixed And Open Dates *
Y N   
Store And View Ads On Line *
Y N   
Four Customizable Forms i.e. Confirmation, Insertion Order, etc. *
Y N   
Verify Contract Dates Before Placing New Ads *
Y N   
Track New Ads Vs. Renewals *
Y N   
Advertising Reports May Be Saved And Have Over 2000 Variations *
Y N   
Short Rate and Rebate Reports *
Y N   
Commission Reports That Track Split Commission *
Y N   
Competitive Ad Tracking And Reporting *
Y N   
Full Production Reporting *
Y N   
Remind User If Important Fields Are Not Filled In *
Y N   
Unlimited Media Frequencies i.e. monthly, weekly, daily . . . simultaneously *
Y N   
Ability To Close Ads Singly Or As A Group (No More Editing) *
Y N   
Unlimited Production Notes For Each Ad *
Y N   
Custom Report Writer *
Y N   
Customer Sales Report Comparing Last Year To This Year *
Y N   
Over 25 Stock Ad Fields And 9 User Defined Fields *
Y N   
Automatic User, Time And Date Stamp When Ads Are Updated *
Y N   
Archive Old Advertising, But Keep Available For Reporting *
Y N   
Separate Or Combine Multiple Media Advertising For Each Company *
Y N   
Mark Special Ads As Not Commissionable *
Y N   
Leave As Is. This Will Be Automatically Calculated.

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