Features
   

 

 
client-Assyst - overview client-Assyst - database content client-Assyst - searching and extracting client-Assyst - exporting and mailshots client-Assyst - reporting client-Assyst - case and commissions tracking client-Assyst - investment management client-Assyst - networks and remote working client-Assyst - data load and database conversion
client-Assyst - Diary client-Assyst - documents

Searching / Extracting

To maximise the use of data in your client database for marketing or mail-shotting purposes, client-Assyst has a powerful search capability:-

  • Search on any field in the database to create 'extract lists' of clients that match specific criteria
  • Further refine these searches / extracts by performing 'extracts within extracts' any number of times
  • Pre-defined extracts for common searches are provided, plus you can define your own.
  • 'Memorise' regularly used extracts for easy future use