StaffSoft's Client Information screen enables you to track information about the organizations with whom you do business.

When you edit a  Client Record, StaffSoft automatically fills in some critical information:

• The origination date of the client’s record. 

• The identification of the recruiter entering the record. 

• Total permanent placements made to the client to date. 

• The date of the last update to the record. 

• The total billed to the client to date.

• The total paid by the client to date.

The StaffSoft Client screen lets you: 

• Enter up to four (4)  addresses

• Enter, retrieve, and print all client information, including contact names, phone and fax numbers. 

• Produce a client profile showing branch or department contacts and placement activity for each branch

• Create user-defined fields for additional client information.

• Track all assigned temporary workers and produce cash flow reports.

• Send e-mail to clients.

• Dial from the screen your clients phone numbers from a TAPI compliant devices connected to your computer (such as a modem).  StaffSoft automatically displays a Contact Manager module for recording notes.   

• Make an appointment or a to-do item with a client; the appointment or item is then automatically transferred to StaffSoft's Time Planner or Microsoft Outlook 98 or later.

• Generate and print StaffSoft-supplied form letters for clients, and create and edit new form letters for clients.  

• Access the client’s job orders.    

• Enter standard fee schedules, billing address, billing grace periods, and sales tax information  

• Enter details on company benefits, dress code, directions, and other special notes or instructions.

• Record notes in expandable notes fields which can be spell checked, and cut and pasted. 

• Add pertinent accounting information once the StaffSoft Accounting Module is enable