Studio Manager 9

Say "yes" to great design and "no" to scrambling to avoid missed deadlines, job overruns and negative cash flow

General Navigation

Studio Manager Home
SM9 New Features
Download our Free Demo
Studio Manager Bulletin
Studio Manager FAQ
SM News Archives
Customer Stories
Pricing
Upgrades
Consultants
Customization
Tips
Contact Us
Tokerud Domain
FileMaker Fever blog
Tech Ronin blog

Screenshots Tour

Contacts Database
Job Tracking
Marketing & Sales
Estimating
Estimate Options
Scheduling
Timesheets
Billing
Receivables
Payables
Mail
Purchase Orders
Security

Contact Us

Janet Tokerud, Principal
Janet's email

Sally Shannon, Admin & Customer Support
Sally's email

Tokerud Consulting Group
Tel: 415 789-5219
122 Marinero Circle
Tiburon, CA 94920
USA



Studio Manager 9 Contacts Module

Clients, Vendors, Marketing, Employees

See Also, Marketing & Sales

Once you've seen the basics here. Stop over at our Marketing & Sales page for information on our new beefed up sales and marketing capabilities under the new Marketing tab.

Your Contact Control Center

  • A single electronic repository for all people and organizations you deal with. You can simply find on any word or name in any field such as first name, last name, company, category (e.g. vendor, client, etc.), industry, or city or zip. Finds in FileMaker are almost instantaneous.
  • The contacts module is directly integrated with and feeds contact information into your faxes, letters, custom forms, estimates, jobs file, schedules, invoices and reports. You save sets of people and save messages with those sets of people for future use - great for marketing campaigns and Christmas lists.
  • We've made the contacts file a control center for your entire system. For example, from the Clients tab you can view all the jobs, estimates, invoices, contacts and mail log entries related to a particular client. And with one click, go directly to that record for further reference.
  • You can add any number of fields of any type to suit your particular situation.
  • You can customize the reports, labels and entry screens to any typeface and add your logo where appropriate. If you know how to use a word processor or page layout program, you already know how to modify the layouts without further training.
Clients Entry Screen - Jobs tab.
Clients Entry Screen - Invoices tab.

TOP