Tips And Tricks
For using the EconoAccounting system
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How many transactions have you used?
Go to Help/About to see how many transactions you have used for any one company. We'd really like to know the highest number of transactions our users have captured. Email us on info@econoaccounting.co.za
The highest number we know of so far is 11694 transactions. Can you beat it?
Contacts contain some very useful features:
We have over 4000 contacts in our contacts list. We store our customers, suppliers, and leads in this database. If we did not have EconoAccounting, we would have had to purchase some complex, expensive CRM system.
Categorise your customers:
Use Categories in contacts to manage your customers, suppliers. We even use the category feature to manage this very mailing list. We have created a category called NEWSLETTER, and all contacts, who are part of this category will be emailed the newsletter. (For the actual emailing we use our other product EconoMail).
Manage your day with the Task Manager:
The task manager in contacts helps us manage our day, just like a calendar or diary. Every time someone phones we try to record it in the task manager, especially support calls so we can build up a knowledgebase.