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Organizer
is
a versatile, customizable and easy to use personal information and
contact manager for you and your business.
A
software solution packed with more than 30 useful applications,
Organizer
enables you to
track contacts,
e-mails, correspondence etc, PLUS use related applications such
as Invoicing, Expenses, Multiple-currency banking, and Time management
for your scheduling, diary, journal, reminders and alarms.
It is also a
great CRM (Customer Relationship Manager) - whenever you contact
a customer you have a note of every phone call, email and letter
youve ever sent the company over the years. And with a comprehensive
Loyalty Scheme, you can track sales and reward your best customers
with special deals and discounts.
Advantages
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More than 30 integrated
applications to organize your home and business
Full security to protect your database, contacts and correspondence
Instantly review a record's complete
contact information and
contact history
Send group e-mails to your Contacts with direct linking to your
client program
Group and filter Contacts with user-defined Category and Custom
fields
Fast text search through all correspondence AND throughout your
database
Store
unlimited date- and time-stamped notes for each contact
Instantly view a contact history - every letter, fax, e-mail or
note of any kind
Sort, select and find records quickly using search fields, keywords,
user-defined categories and custom fields
Find
anyone or any detail quickly using numerous search features
Associate several people with a record
Send multiple mailings to selected records
Search contact details for all records
Global
Text Search throughout your database - great if you have forgotten
where you have stored information
Password protect records and documents
Associate Alarms and Reminders with a record
Mail
merge letters, faxes, e-mails, envelopes, and mailing labels for
quick and easy personalized correspondence
Link
all your correspondence to associated contacts for a complete record
of everything sent and received
Save
time using pre-formatted templates for e-mails, letters, memos,
and faxes.
Correspondence automatically
saved:
no naming and saving documents to folders
Set up standard paragraphs and letters
Send e-mails and group e-mails, automatically linking to your
e-mail client program
Instantly retrieve any document for printing or editing
Assign default letterheads and print options for individual records
Print labels
Diary
and Journal:
Day, Week and Month views with unlimited text
entry. Includes Special day field and Calendar. Text search and Print
appointments/journal entries
Reminders: associate
reminders with a record, add notes, text search, set a frequency and
assign and sort reminders by category.
Alarms: associate
alarms with a record, add notes, reset and snooze alarms
To Do list: organize
your daily, weekly and ongoing tasks. View To Do tasks by Date, Priority,
Done, Not Done etc., add notes, text search, link To Do tasks with
Address Book and Diary. Print tasks by several criteria, such as priority,
completed, and due
Multiple-currency personal and business banking
Reconcile statements showing the date of entry, type, amount,
payee and
category
Sort and filter transactions by payee, category,
date, type,
and amounts
View a summary of balances across
all accounts
Review account information - instantly check the bank details
of any account Set nup
standing orders for transfers and credit or debit transactions
Receive payments from Organizer's Campaigns, Invoices, and Clubs
and nPublications
Print statements with full transaction history, print reports
across all accounts by npayee,
category or transaction
Clubs
and Publications
Designed
for running an Association, Club, Society or Publication or newsletter.
Instantly
view a records subscription history, track memberships, renew subscriptions,
print a complete history of all members and subscriptions. Link contributors'
payments to an Organizer
bank account
Invoices
Include tax, carriage, insurance, services,
charges, terms and conditions. Product price lists simplify entry.
Link an invoice to an Organizer
bank account. Instantly review a customers
invoice history, enter invoice payments and print statements. Issue
progress payment invoices
Expenses
Comprehensive expense account management.
Save, edit and print expense reports by date or category.
Campaigns
Perfect
for fund raising, tours and conferences etc. Track memberships,
set up subscription fees, receive payments and contributions, and
select records for mailings. Link a campaign to an Organizer
bank account to post donations or entry fees automatically.
Financial
Calculations
Record
each transaction for later editing, copying or printing:
Quick Calculator for simple additions and subtractions
Memory Calculator for more complex calculations;
Finance Calculator to calculate annuities, car loans, depreciation,
investments, personal loans, pensions, savings, mortgages and home
equities
Security
Multi-layered database protection:
Owner Password (usually reserved for the owner or system administrator)
Security Password (optional: enter each time you log on)
Confidential password: protect records and correspondence
Personal Information File: a protected file for each user to
store information
And there is much more to Organizer!
Import/export
spreadsheet and database files, supporting *.txt and *.csv data
file formats
Scrapbook:
three-tiered structure to write reports or organize lists with
limitless item headings
Notebook:
create any type of headed Note. Spell check, text search, print
and use standard paragraphs
Quick List: create itemized lists
in date or alphabetical order
Quick Sum:
make simple additions by any unit of measure
Quick Total:
add items by Quantity and Price, create a simple invoice or list
of expenses and purchases
Quick Stock:
for inventories or stock lists such as Materials, Ships stores,
Insured items or household goods
Shopping List:
list items to buy from each store and the estimated cost. Print
lists with items grouped by store
Clipboard:
store and edit up to about 18 pages of text in each clipboard
TimeZone:
access the time and international dialing code of any city or
country in the world. Create and edit lists of 'favourites': before
you make a call, check the local time with the click of a button
TimeLog:
track time spent on a project and print summary showing the start
and stop time of each session and the hours spent on the project
StopWatch:
time events such as phone calls and web downloads. A 'resume'
facility lets you record cumulative elapsed time
Conversions:
Imperial, Metric and US formats for weights, pressure and volume,
length, area, distance (land and nautical), temperatures
Fuel consumption:
calculate in miles/kilometres per litre/gallon (including US)
Telephone list:
easy access Roladex format to preview contact numbers, e-mail
and web addresses
Web management:
store your web page addresses in folders for easy sorting and
grouping
Mailing Manager:
name and edit mailing letters, e-mailings and telephone surveys,
and use responses to your mailings to select records for unlimited
follow-up mailings
Loyalty Scheme:
reward customers and encourage repeat business: a simple and effective
customer-based sales analysis tool
FreeNotes:
a flexible tool with a familiar yellow background: jot down phone
numbers or memos, then scroll through your notes showing both
heading and text
Also includes a Phonetic
alphabet and Date
and time dialogue box - just
drag it where you want it on the screen
Both
Notebook and Organizer
can be used for many purposes:
Notebook
and Organizer from Freedom Software - your Personal Information
Manager, contact manager, personal organizer, rolodex, address
book in one easy to use programv
If you are
looking for an online PIM, try
Digitalme
- Web-based personal information manager and organizer from Novell.
Features include address book, one-click universal updating, single-click
sign-on, and automatic form-fill
Personal
Information Manager
for managing the technical elements of your liquidweb account
is the Personal Information Manager System
Online
Personal Information Management: online calendars, to-do lists
Keepoint:
Your Personal Web Information Manager
Server.com:
web based Personal Information Manager
My
Wedding Organizer:
wedding planner and organizer
List
Organizer: e-book for people who want to organize lists and
instrructions
Big6
Assignment Organizer: organizer for grades 7-12 using a data
chart or other graphic organizer
Graphic
Organizer makers: Graphic organizer generators allow you to
make graphic organizers by filling out a simple form
Risc
Organizer: personal organizer for Acorn RISC OC computers
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Awesome
capabilities, with numerous ways to group, filter, and extract the records
you want
