| Youmehub description |
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Youmehub (single user) is a fully functional business management framework built upon the award wining database foundation of FileMaker Pro. Targeted around design studio businesses or individuals, Youmehub will help you manage many aspects of a office work-flow.
The system tracks contacts, customers, clients and suppliers; manages an office diary; allows you to create marketing campaigns and mail shots; stores an inventory of products and provides an easy method for creating and tracking sales, purchases and expenses.
The projects, jobs, schedules, files and timesheets modules allow project managers to track and manage people, time, costs and file assets. Finally software and hardware inventory modules help you manage all your hardware and software assets.
Here are some key features of "Youmehub":
CRM
· Separate Company and Contact databases - link multiple contacts to a single company, which makes things easier when updating company details
· Post code lookup engine
· Custom fields
· Bulk editing of contact fields
· Print address lists, envelopes and labels
· Assign company records with a unique client ID
· Create sophisticated categories or mailing lists by linking any amount of contacts to any amount of groups.
· Define opportunities with your own processes and stages.
· Monitor current sales status with Pipeline graph
· Log customer communications such as phone calls, emails and letters.
· Perform Mail Merge with Current Contact, Current Lookup, All Contacts or a Selected Mailing Group into Microsoft Word TM
· Create effective marketing campaigns with mMail which enables you to manage letter or email contact with individuals or user-definable groups
· Send bulk text or HTML email
· Automatically record outgoing email and mail merge communication history
· Quickly compose and send emails to contacts directly within Youmehub
· Attach notes to companies and contacts
· Create contact payment profiles
· Attach files to contact records
Calendar
· Multi-user calendar
· View appointments in month view, week view and day view
· Use the filter to quickly show or hide individual staff appointments from the screen
· Set reminders for your Appointments
Notes
· Store general office notes, articles, technical knowledge records etc
· E-mail a note with a single click
Staff
· Create Time Sheets and log time spent on specific Jobs
· Create staff Expense Sheets
· Bill Expense items to any active Job
· View tasks in My Schedule which gives staff an overview of all schedule activitiesProjects
· Store and track specific project information. Jobs, Schedules and File assets.
· Link any number of Contacts and specify their responsibality
· Track and manage Jobs - the billable stages of a project
· Real-time overview of accumulated staff time costs and job expenses against budgeted costs
· Create project schedules with activities, actions and deadlines attached to each phase
· View or print schedule lists or colourful Gantt charts
· Sync individual schedule activities with the Calendar module
· Asset manager can track media files which can be linked to projects or jobs and categorised
· Track version history of individual file assets
· Bill Job action will collect all accumulated time costs/expenses and compile an invoice to the client
Sales
· Manage an inventory of products, their prices and stock levels
· Filter and view by date product sales performance
· Group products into Product Group categories - useful if you regularly sell a specific group of products
· Create and track Estimates, Sales Orders and Invoices
· Overdue payment notification
· Record Sales Order and Invoice payments
· Perform Mail Merge with Current Record, Current Lookup or All Records into Microsoft Word TM
Purchases
· Manage an inventory of regularly purchases products
· Create and track Purchase Orders
· Create an unlimited amount of account codes
· Perform Mail Merge with Current Record, Current Lookup or All Records into Microsoft Word TM
Inventory
· Maintain an inventory of all your office Hardware assets including make, model, manufacture, serial number etc.
· Maintain an inventory of all your office Software assets including software title, publisher and license keysImport/Export
· Import tab-separated or comma-separated text data from other sources, including Apple Address Book, Microsoft Outlook and Entourage
· Import/export tab-separated or comma-separated text data, Microsoft Excel, DBF, DIF, BASIC, FileMaker Pro 9, Merge, SYLK, WK1/WKS (Lotus 1-2-3), HTML Table, and XML
· Export contact records in vCard format
Preferences
· Easy to use setup wizard
· Comprehensive global settings for your company information, letter header logo, templates, user log-in accounts, value lists and networking settings
· Multi-language interface support - load a different language or create your own language file to localize your product.
Access/Sharing
· Create user accounts
· Specify privilege and access levels
· Privilege choices include, Standard and Admin
· Delegate/ assign tasks and schedule activities to other users
· Create and assign multiple users to an appointment
· Access Youmehub's database on the current computer, on the local network or over the Internet
· Database record locking
· Host Youmehub over a network using FileMaker Pro's built in peer-to-peer sharing or opt for the enhanced security and increased performance of FileMaker Server.
Database
· Customizable with FileMaker software. Extend Youmehub to better meet your business needs
· Built on the award winning FileMaker Pro database platform
· Use on desktop computer, laptop or server on LAN or WAN.
· Share database over a network to other FileMaker Pro clients*
· Create backups
· Built-in migration tool to help you migrate your data and preferences from your previous Youmehub database file
Requirements:
Hardware Requirements
· Macintosh computer with Power PC G3, G4, or G5 processor;
· Macintosh computer with Intel-basedprocessor;
· 256MB of RAM, CD or DVD drive;
· Hard Disk drive, Display with
· resolution of 1024X768 or higher
Software Requirements:
· Mac OS X 10.3.9 for Power PC processors; 10.4.5 for intel-based processors;
· FileMaker Pro 9 or higher for (Multi-User) products only
Limitations:
· 30 day trial.
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What's New in This Release:
· Interface enhancements
· Dynamic window resizing.
· Active field indicator, highlighting the active field.
· Improved user interface icons and colors.
· Improved setup and migration wizard with support for importing preferences and user accounts.
· Preferences can now be accessed and edited from a client computer.
· Improved company & contacts modules
· Improved companies & contacts import wizard with support for Apple Address Book and the option to subscribe imported records to a mailing group.
· 10 Custom fields in contacts module.
· Powerfull bulk editing of contact fields with replace field, copy field and swap filed.
· Improved logging of customer communications with support for phone calls, emails and letters.
· Mail Merge tool allowing users to perform Mail Merge with Current Contact, Current Lookup, All Contacts or a Selected Mailing Group into a Microsoft Word template.
· New opportunities module
· Forecast and track sales from initial inquiry through to a close.
· Sales opportunities can be viewed all at once or filtered by user, stage, etc with the search tool.
· Create follow up calendar reminders and appointments.
· Define opportunities with your own processes and stages.
· Monitor current sales status with Opportunities Graphs and Sales Pipeline reports.
· Send mail functionality built directly within Youmehub.
· Create SMTP email accounts for each user for outgoing mail. Youmehub no longer relies on external client email software.
· Rich Text and HTML email support allows you to create media rich emails with images, graphics, columns, various fonts and colours.
· New 'Preview E-mail' and 'Send Test Email' feature added.
· Mail Merge support with Microsoft Word
· Support with Microsoft Work Mail Merge allows you to create personalised letters and pre-addressed envelopes or mailing labels for mass mailings, estimates, sales orders, invoices and purchase orders.
· Create your own mail merge templates to make production of frequently used documens faster and easier. A template can be created for each type of document you commonly use. Templates can include text, styles, formatting, merge fields and graphics. . ... [
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