I am a small business user in the UK. First of all I just want a simple list of my contacts, not just my customers but my professional contacts, suppliers etc, that I can use to log calls, track emails etc.
I am not really that bothered about leads and potentials although I can see how they could come in in the future.
I dont understand the accounts customers leads thing. If I add custom fields to leads such as town, village, building name to make it uk based, and click the change in accounts and contacts. I add a lead it doesnt enter the information into my accounts and contacts.
Can I not just have one tab with just contacts on it that allows me to enter their addresses, company, telephone numbers etc, type of contact, ie supplier, customer etc.
I also want to autofill and merge audit forms using word.
Confused. com