Using wildcard searches, search globally within your database and retrieve related records. Search by partial name of account, address, phone number, equipment id, etc and find all matches to your search across entities. Global search is available on every screen!
Add e-mails and attachments to associated account in firepro365 directly from Outlook.
Use activities to track tasks, appointments, phone calls and e-mails. Activities can be created directly from Outlook.
Be able to see additional data regarding your customers and prospects directly within Outlook interface as well – document attachments, notes, activities, contacts, opportunities, work orders and much more…
Eliminate duplicate data entry and make life easier with synchronization of data between firepro365 and your existing accounting system.
Create column, bar, area, line, pie or funnel charts from any list to help you better visualize your data. Customizable charts can be saved to be used in the future with one click or can be added to dashboards.
Microsoft Excel Integration
Easily create Excel templates and workbooks that tie into your data. Data can be exported and reimported for mass updates.