Clients Database

The Clients database stores a complete listing of client contact information. It helps you stay in touch with your clients.

To open the Clients database:

Click on Clients Database from the askSam RTS Main Menu.

     or

Choose FILE ® OPEN and select the clients.ask file.

The Clients Menu

When you open the Clients database, the following menu will appear on your screen:

From this menu, you can access many of the important features of the Clients database. Click on an underlined menu option to execute it. The menu options have the following functions:

Menu Option     Description

Add a Client      adds a client contact to your database.  You can enter personal information about each client.

Power Search     lets you combine searches using the Search dialog.

Run a Report     displays a list of predefined reports that you can run. See the Report section of this manual for a full list of reports.

Mail Merge     allows you to print, edit and create Mail Merge letters

RTS Menu     returns you to the RTS Main Menu

Resumes     opens the resume database (resume.ask)

Requistions     opens the requisitions database (requisitions.ask)

Skills     opens the employee skills database (skills.ask)

Help with this File     access instructions and documentation for this file

Exit askSam RTS     closes this file and exits askSam.

Close This File     closes the current file.

Fields in the Clients Database

Most of the fields are self-explanatory.  Some are automatically filled out. It is not necessary that you enter data into every field.

The following is a description of the fields:

Field     Description

Number[     assigns a number to each contact. This number is automatically generated.

Date[     date of first contact or entry. This date is automatically

     generated.

Type[     type of client or client industry

Company[     company name

Address[, Address2[, City[     client mailing information

State[, Zip[, Country[, Salu[

Key[     key words or phrases to locate client

Contact[, Title[     client contact name and position/title

Main Phone[, Fax     client main phone and fax numbers

Other Phones[     other client phone numbers. This field is unlimited in size.

E-mail[     client email addresses

Web[     client web address

Notes[     this field lets you enter notes about the client. This is a multi-line field. Pressing ENTER in the Notes[ field adds lines to the field. Press the TAB key to move to the next field.

NOTE: the fields in your database files are completely customizable as are the contents of the Pick Lists. See Customizing Your Databases for more information on how to reformat, add, and delete fields and Pick Lists in each of your askSam RTS databases.