Feature
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Contacts
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Activity summary
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Contact information
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Relationships
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Custom fields
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Recurring dates
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Contact lists
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Messaging
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Notes
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Word merges
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File links
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Envelopes/labels
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Advanced search features
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Flagging/collaboration
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Export contact data to 6 external
file types
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Task Management
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Non-chargeable tasks
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Chargeable tasks
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Tasks Viewer
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Project/task templates
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Charges
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Time or disbursement charges created
on the fly
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Task clock
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Review Charges
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Ability to create history notes
from charges (and vice versa)
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Billing
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Project and Task billing
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Interim, final and draft invoices
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Client account analysis
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Payment processing
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No re-load historic WIP analysis
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No re-load historic AR analysis
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Reports
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Multiple aged WIP reports
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Aged AR reports by client
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Combined aged WIP/AR
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Sales analysis reports
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Production statistics
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