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Most programs allow you to
enter the customer name, address and phone number and Windward System
Five is no exception. However, Windward offers much more and can be used
as a full contact management system where you can track your calls, comments,
appointments, past history, and much more.
Some of the features include:
• Mail Merge capability based on customer details and filters
• Web and E-mail Address
• Unlimited number of Contact names and phone numbers
• Invoice history at the click of a button
• List of all items purchased with comments and prices
• Many different types of comments
• Appointments for sales meetings or receivable collections
• Links to Word, Excel or other types of computer documents
• Credit Limits
• Open Purchase Order Numbers for repeat purchasing
• Set customer price levels and exceptions to those prices.
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