The Original FileMaker Community
Business Templates - Demo Apps - Video Tutorials -Samples - Help - 46000 Member Forum

The Leading Filemaker Developer Tools

Core5 Starter Edition – Sales Module

Get real time updates directly on you device, subscribe now.

This video reviews the Sales module in the Core5 Starter Edition CRM, including how to: create an estimate, order, and invoice, link to a contact, and how to push invoices to QuickBooks and pull balances into Core5.

Core5 Starter Edition is a streamlined CRM solution setup to integrate with your QuickBooks file. Users can efficiently manager areas including contacts, sales, document storage, appointments, tasks, and dashboard overviews. The Core5 Starter can be accessed on your desktop, laptop, and iPhone or iPad.

Added functionality: Starting with version 1.0.2.0 text placed in the Notes field on an invoice will now push to QuickBooks as a Statement Memo on the invoice.

Please visit www.Core5CRM.com for product details and to purchase.

Contact us:
• Website: http://www.productivecomputing.com
• Email: support@productivecomputing.com
• Phone: (760) 510-1200
• Forum: http://www.productivecomputing.com/forum

This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Read More