Extracting Information Push button queries make it easy to extract those specific clients you wish to fax, mail or Email. Selection criteria are applied by pushing buttons which correspond to the selection criteria you wish to apply. For example if you wish to mail all those customers and prospects at the coast inviting them to a new product launch - then you click on the area button and drag across those coastal areas you are targeting. The mailing facility in Advantage makes contacts easily available at the click of a button. Reporting Highly flexible reports are used to show prospect status, customer servicing activity analysis, customer budget Vs Actual Graphs, prospect forecasts, activity schedule, client cards, overdue activities, market analysis report, profiles and competitive information.
Most reports have several options available to provide as much flexibility as possible.
You can also use tools such as MS Excel and MS Access to develop user-defined reports and graphs. Making Appointments Clicking on the new activity button allows you to enter your activity details such as contact person, type of activity, activity date and time, duration and comment. Microsoft Office Integration Advantage is designed to integrate tightly with Microsoft Office. Reports can be converted from Advantage into MS Excel and MS Word at the push of a button for further analysis or publishing. MS Access can be used to access Advantage native MDB file structures to perform user defined reports and analyses.