Form Help - Company Marketing (V6)
This Form, together with the Contact Marketing Form, provides a simple means to manage your company's marketing effort. PlanChest can replace existing dedicated contact management software with a product totally integrated with your core business functions. Note for V5 users: This Form is unchanged in V6.
About the Company Marketing Form
Accessible from the Home Page by the Company Marketing button, this Form displays a list view, for all Contacts, of the information available, for individuals, as a sub-form of the Company Form.
The main purpose of this Form is to produce Filtered Reports.
Reports
For general information on Reports, refer to the PlanChest Guidance page.
Company Marketing: An A4 landscape list, generally printed as a Filtered Report.