Overview | Contents

I. General

II. Importing/Creating/Modifying

III. Searching

IV. EMailing

V. Web posting

VI. Calendar (Scheduling Activities)

VII. Notes/Attach Documents

VIII. Submitting/Linking/Placements

IX. Reporting (Hardcopy, PDF, HTML)

X. Lookups

XI. Customizing

XI. Step by Step Screenshots

XII. cBiz C-Profile

XIII. Other