With Access Ribbon functionnalities and a new email manager with a followup window
on the main form !
The advanced version include a quote manager that enables you to create different
kinds of quotes depending on the level of details you want your'e customer to see. You also get the image manager
enabling you to link images to a customer. The images are stored outside the database in an "images" folder. The
"images" folder is in the same location as the backend database (TemplateData.accdb)
What do you get ?
The product you get is a Customer Management Microsoft Access Database Template with
a pdf documentation. You can start a project with this MS Access CRM template and use it as it is or you
can modify it to suit your needs. You could also import the desired objects into your project to perform what you
need. The code is commented and you can easily follow the data flow. You will save a lot of time plus it’s a great
way to learn different techniques regarding Microsoft Access queries, forms, reports and vba programming. You have
access to all the source codes. It’s yours to use in your project. Plus you get a 1 year's worth of free upgrades
when improvements and/or corrections are made to the software. Fully customizable to add your own fields, reports, forms, macros, or VB
clients (with billing address, delivery address, contacts, tasks(with a task
summary on the main panel, notes)
products (with minimum and maximum quantity, quantity in stock)
inventory (with barcode management)
quotes (with different levels of details)
invoices (with discount field, delivery fees field, two tax
purchase orders (with quantity ordered and delivered)
mass mailings (SMTP direct)
images manager (stored outside the database)
new dashboard to monitor your business
and much more ...
List of features:
Built in Backup and compact utility
Geocode your customer addresses and display them on google map
Create quotes and transfer them to invoicing.
Create quote models that you can re-use to save time.
Work with a window displaying your invoices for the day.
Print or preview invoices or Packing slip.
Manage invoice payments.
Display users who are logged in to your backend database.
Optionally disconnect them remotely.
Link manager for your connection to your backend. Easily change your link to
a different backend database.
Manage reminders to contact your customers on a specified
Security system with login and password.
Export data to Excel.
Products with selling price scale and min/max quantity
Attached external documents to your product for specifications or anything
Barcode manager for your product.
Email/letter management. Built an email list. Send personalized emails and
Visual Dashboard to monitor your key business indicators. You can dig in to
display more details
Manage any images that you want to link to a customer.
You will learn:
How to use a scheduler in the form of a calendar
How to use gauges and graphics to display your key data
How to design a security system (With a login and password form)
How to use a calendar
How to create a rolodex manager for customers or anything you
How to send emails from access (SMTP direct)
How to create a startup form
How to manage a To Do list
How to manage reports and labels
How to use a combo-box, a list-box, a switch box
and much more ...
Here's a few screenshots. Click on an image to enlarge ...