DDH Software, LLC Making a big world smaller

SmartAssets Mobile Contact Manager v3

Author:Darren Humphries [Send Author Email]

October 12, 2005
Description:A Fairly darn comprehensive Contact Manager

With this set of tables you can track customers, contacts, activities, notes and opportunities.

Hope you find it useful.
Has Data:Yes
Has Forms:Yes
Filters:- Can filter activities to show overdue, due today, completed, etc.
Version:HanDBase v.3.0x or greater
File:sacontactmanager.zip          Downloads: This Month 16 / Total* 5823
Note:MAC Users will need to enter the filename sacontactmanager.zip when saving this file.
* since October 1, 2000.

Other Titles from Darren Humphries

10/12/2005 SmartAssets Route Sales [Phone-Calls/Sales-Tracking]
This database includes tables to track Accounts, Activities, Inventory, Samples, Orders, Notes, and Catalogue.

Route sales requirements vary greatly from organization to organization and I have tried to make this application as comprehensive as possible. Obviously you will want to customize to fit your requirements but this should give you a decent launching point.

This is the main table you will work with. From here you will be able to access all relevant account info such as Contacts, Orders, Samples, On-Hand Inventory, Activities, and Notes.

I have included a field called Route ID# which you can use to group accounts to create your route. Once you have inputted these you can filter on this field to see only the accounts you are visiting today.

This table is used for creating new orders for your client. You tap on this field (from the Account table) to create/edit a record. Fill in the order#, PO#, ship date, etc. Tap on details to add/review items. You will be seeing the linked table �saRte_OrdDetails�. From here you can add items by tapping the item field, which will open the Catalogue table. Select the item you want and the item, price, product#, SCU, and description fields will automatically be populated with the correct information. You can then add the quantity and discounts applicable and the calculations will be done automatically.

10/12/2005 SmartAssets Contact Manager [Sales]

Comprehensive Contact Manager!!!

Thanks for taking a look at the SmartAssets Contact Manager. In taking a look at what is available for Sales Professionals for the Palm and PocketPC there does not seem to be much that is comprehensive. As a Sales Guy I have learned to use technology to help me in being as successful as possible.

My idea of a good Contact Manager is one that will do what you need it to, with lot's of flexibility but most importantly is quick and intuitive. I think that the HandBase application is a fantastic way to build and customize business applications very inexpensively and quickly. While the interface may not be the most stunning (sorry DDH) it is certainly quick and straight forward.

With the SmartAssets Sales App you will be able to track contacts, record history, track opportunitues, and input completed orders. You will be able to see what opportunities you have for the month and/or for any particular company. You will be able to input info quickly and work the way that suits you best.

Hope you find this application useful.

10/12/2005 SA Contact Manager RUNTIME PPC [Sales]
This is not just HanDBase databases and files but a FULL RUNTIME for the PocketPC.

This application does not need HanDBase to run. If you already have HanDBase you can get the database and forms here

This is a standalone application that shows what you can do using the HanDBase Runtime Builder (info). The Runtime Builder allows you to create your own royalty free application for either the PocketPC or Palm.

This Contact Manager has databases and form for you to track your Contacts. You can make notes that are automatically time and date stamped. Create activities that are associated with contacts for tasks, calls, meetings, e-mails, etc. There is also an Opportunity database for Sales and business types to log revenue opportunities.

I hope you enjoy the SmartAssets Contact Manager. If you have any questions, comments or suggestions feel free to e-mail me.

06/21/2004 Contract Timer [Time Tracking]
This little applet is used to keep track of the time you spend on a project, with a client or on a particular task. It is not fancy, just useful. :)

You can assign a task or project name, the start and end time and the date is assigned automatically. The form has two big buttons to use for the start and end times. What can I say, I'm a visual type. ;)