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Microsoft access crm template6/2/2023 ![]() ![]() You can easily search or filter the list to find any contact's information. Contact RPT Software for details if you need this feature added.Ĭontact Screenshots:This is a list of all your contacts. ![]() Contact RPT Software for details if you need this feature added.Īccount Detail screen (Relationships Tab) Note: we removed this feature from the template. Note: we removed this feature from the template. The detail screen shows information for one account and all related information (contacts, Former Contacts, Activities, Opportunities, Invoices)Īccount Detail screen (Files Tab). The ribbon at the top allows for easy navigation to other areas of the program.Īccount Detail screen (General Tab). You can easily search or filter the list to find any account information. The other products have similar type screens, however functionality varies on each template.Īccount Screenshots:This is a list of all your accounts. Here are a few screen shots of the RPT Software – CRM Template (Advanced).
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