| Bidirectional Outlook Integration allows you to: |
- Track an unlimited number of contacts
- Import emails from Outlook to Results
- Export contacts and activities from Results into Outlook
- Save important client emails and correspondence under their
appropriate business record
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| Example:
Store all important account information in one location. Automatically link an important email from your client to your client’s Results record.
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Bidirectional QuickBooks Integration allows you to: |
- Synchronize data between Results and QuickBooks:
- Contact information - employee, vendor and customer
information
only needs to be entered once
- Synchronize payments (including credit memos and refund checks)
- Synchronize products and inventory
- Synchronize invoices and sales receipts
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| Example:
Have a new client? When you enter their contact information into Results Software, their contact information will automatically appear in QuickBooks, as well. From Results Software, you will be able to track their payment history and invoicing without switching programs.
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| Results Options Pack
allows you to: |
- Create Ad-Hoc reports and queries
- Save your customized reports
- Convert reports from Results into other formats (Excel, PDF,
HTML, etc.)
- Automatically fill city and state fields based on zip code
entries
- Submit electronic invoices in PDF format (Business Suite Only)
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| Example:
Make sure the data you enter into Results is correct with the Zip Code verifying feature. Eliminate typos and make sure your contact information is as accurate as possible.
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| Results Timesheet Module allows you to: |
- Track hours associated with a project or task
- Automate your timesheets
- Integrate project hours with your Results Calendar
- Automatically link billable hours on a timesheet to an invoice
(Business Suite Only)
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| Example:
Eliminate the need for manual time cards. Whether they are in the office or on the road, employees can enter their hours worked on a per day and per project basis.
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