The tabbed interface provides quick access to information, and flexible searching lets you search for text in any field and find contacts easily. You can organize contacts for the same company into groups that can have a subgroup hierarchy for differentiating among divisions or locations in large accounts. The Group Membership wizard lets you set conditions for assigning contacts to groups automatically. You can also create temporary subsets of data using field-based or keyword lookups for inclusion in reports and merges or for scheduling tasks or appointments en masse. The shared calendar lets you schedule events for other users and apply filters to view your appointments or those of others.
Triggers can run external programs when users enter or exit specific fields.
Periodic reminders tell you when to perform maintenance. Backups are relatively easy using the integrated ZIP backup option. The Import wizard automatically checks for and removes duplicates when importing groups or contacts. And the Data Cleanup feature lets you remove notes, history, attachments, transactions, and other information that is older than a specified number of days. In addition to the basic reports, there are some analytical reports that show such items as total time spent on activities and the source of a referral.