Hi there,
We are using Tap Forms on one iMac and 2 MacBooks. So far like the software. Primary reason to get it was customizable DB. We used Bento before and were relatively satisfied, but Tap Forms i better and more flexible. Looking forward to future upgrades to fully relational DB where entry in one form will automatically fill up related – connected forms.
So here are templates for:
Black list – crooks never sleep and we suffer from chargebacks through credit card processing
Call log – pretty much self explanatory. If call goes that direction operator can create CRM record right there to capture more data about prospect
CRM – everybody knows what is CRM for. We could add more fields but we really want to capture most important info, not to be overwhelmed with truckload of data
Project 1 to 4 – from CRM screen it is possible to start 4 different projects.
We do smart chip card projects and single project in CRM would not cut it so we have single customer with up to 4 different projects we can monitor. I guess it would be easy to add more if needed.
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