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Couple of Questions


neil-uk

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Hi Guys,

 

I am new to Reflect, but think it is a brilliant product!!

 

I've a few questions I wondered if people may be able to help me with, I should point out I'm using Mac;

 

1) Is there a way that I can get a 'popup' or something that notifies me when I need to contact a client? I guess just something that reminds you without having to look for it or be logged into the software, if that makes sense?

 

2) In respect of the previous question, would it be an 'event' or a 'to do' to get a notification?

 

3) There are various fields such a 'lead source', 'industry', etc. Is there a way to customise these options?

 

4) Is there a way to customise reports?

 

I am literally using this on my Mac, so I've no Web links etc.

 

Cheers

Neil

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  • 1 month later...

I too am new to reflect, although I have been using Express Account for some time, I would also like to be able to modify the drop down fields available, eg 'industry' - I am on a PC. Another thing, is it possible to link between Express Accounts and Reflect?

 

Cheers

Sandra

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