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SYSTEM CAPABILITIES AND FEATURES

DEMONSTRATION SYSTEMS

ORIENTATION VIDEOS WITH “VOICE-OVER” NARRATION

DETAILED INFORMATION BOOKLET

PRICING AND ORDER FORMS

ADDITIONAL MODULES

THE FOUR VERSIONS OF AGENCY EXPERT

REMOTE ACCESS CAPABILITY

EXAMPLES OF SCREENS AND REPORTS

SIDE-BY-SIDE COMPARISONS TO THE COMPETITION

IMPORTANT “SHOPPING TIPS”

CONSIDERING A “WEB-BASED” SYSTEM?  LEARN MORE HERE...

 

DISCOUNTS AVAILABLE

TRAINING AVAILABLE

SYSTEM HARDWARE REQUIREMENTS

GBS, INC. REFERRAL POLICY

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FAQ - DAILY PLANNER

Q1: Why don’t the Appointments and ToDos pickup address and phone number automatically?
Q2: Can I view the Calendar in full screen?
Q3: Can I view the attached record on a ToDo or Appointment?

 

A1:
The 6.5.0 release and higher has a Phone number field for Appointments and ToDos. There is no room for the address so that has not been added. You can always view the client record by right-clicking and clicking view record.

 

A2:
Yes, you just need to double click on the daily/weekly/or monthly tab.

 

A3:
If you click on a ToDo (or Appointment), then right click and select View Record it opens the attached record.