| Desktop Environment |
|
| Windows 11 |
Yes |
| Windows 10 |
Yes |
| Windows 8.1 |
No |
| Office 2019 |
Yes |
| Office 2016 |
Yes |
| Scalability |
|
| Categories / Tables |
800 |
| Fields per Table |
250 |
| Views |
2000 |
| Views Label Length |
50 |
| Connections |
1000 |
| Color code templates |
1000 |
| Import/Export templates |
600 |
| Agents |
1000 |
| Letter templates |
600 |
| View filters |
8 |
| End User Features |
|
| Mobile Link |
| Sync with Outlook |
Yes |
| Sync with Google |
Yes |
| Sync with Commence Cloud CRM |
Yes |
| Single and Bidirectional Sync |
Yes |
| Style Preferences |
| Ribbon Image |
Yes |
| Toolbar Color |
Yes |
| Background Color |
Yes |
| Office 2016 Styles |
Yes |
| Office 2013 Styles |
Yes |
| Ribbon Interface |
| Quick Access Toolbar |
Yes |
| Grouped Commands |
Yes |
| Minimized Mode |
Yes |
| Contact Manager with Sales Forecasting |
| Dashboard |
Yes |
| Social Networking |
Yes |
| Account Management |
Yes |
| Organization Chart |
Yes |
| Contact Management |
Yes |
| Time Management |
Yes |
| History Tracking |
Yes |
| Opportunity Management |
Yes |
| Sales Management Reporting |
Yes |
| Sales Forecasting |
Yes |
| Sales Funnel Reporting |
Yes |
| Team Sales Funnel Reporting |
Yes |
| Automated Business Processes |
Yes |
| Excel Analytic Reporting |
Yes |
| Attachments |
Yes |
| Expenses |
Yes |
| Calendar & Scheduling |
| Drag and Drop |
Yes |
| Day, Week, Month modes |
Yes |
| Appointment Alarms |
Yes |
| Time Conflict Checking |
Yes |
| Natural Language Date and Time |
Yes |
| Time Slot Display |
Yes |
| Work Week Mode |
Yes |
| Mini-Month Week Numbers |
Yes |
| Mobile Integration |
| via Mobile Link Subscription |
Yes |
| via Outlook Synchronization |
Yes |
| Outlook Integration |
| Calendar Synchronization |
Yes |
| Contact Synchronization |
Yes |
| Task Synchronization |
Yes |
| Supports Merged Calendar and Task Categories |
Yes |
| Third Party Email Marketing |
| Constant Contact via Connect for Email |
Yes |
| With MailChimp via Connect for Email |
Yes |
| Email Integration |
| Send Message via email field type |
Yes |
| Log and store attachments from Outlook |
Yes |
| Email Logging via Outlook Add-in |
Yes |
| Literature Fulfillment via Connect for Email |
Yes |
| Email Merges via Connect |
Yes |
| Supports PDF, DOC, HTML |
Yes |
| Supports XLS, PPT Attachments |
Yes |
| Supports Office 365 |
Yes |
| Job Scheduling |
Yes |
| Office Integration |
| Print, email, and fax merges |
Yes |
| Save in draft mode |
Yes |
| Preview mode |
Yes |
| Auto letter logging |
Yes |
| log non-merged documents |
Yes |
| Insert database images |
Yes |
| Embedded views |
Yes |
| Connection data |
Yes |
| Excel Analysis Reporting |
Yes |
| Viewing and Reporting |
| Desktop Styles |
Yes |
| View Linking |
Yes |
| Sorting / Filtering |
Yes |
| Report Writer |
Yes |
| Graphical printing |
Yes |
| HTML, PDF, RTF, XLS export |
Yes |
| View Linking / Filtering |
Yes |
| Report Wizard |
Yes |
| Subreports |
Yes |
| Dynamic Refresh |
Yes |
| Active Reports V12 |
Yes |
| Chart in Report Viewer |
Yes |
| Calendar in Report Viewer |
Yes |
| Maps in Report Viewer |
Yes |
| Tables with Data Overflow |
Yes |
| Multiview |
Yes |
| Multiple Primary Views |
Yes |
| Selected Item toolbar |
Yes |
| Search Text Toolbar |
Yes |
| Date Range Toolbar |
Yes |
| Indicates active pane |
Yes |
| Grid View |
Yes |
| Supports copy/paste |
Yes |
Web Integration
via Web Companion |
Yes |
| via Web Lookup |
Yes |
| Google Map Search |
Yes |
| Google Financial Search |
Yes |
| Save as HTML |
Yes |
| Direct fields |
Yes |
| Indirect fields |
Yes |
| Usability |
| Update Utility |
Yes |
| Synchronization Progress Bar |
Yes |
| Active Log |
3 MB |
| Supports International Date & Time Formats |
Yes |
| Synchronization retry |
Yes |
| Secure FTP synchronization with SSL |
Yes |
| Cloud based file storage and sharing |
Yes |
|
| Design Features |
|
| Detail Forms |
| Multiple tab organization |
Yes |
| Help / Instructional Text |
Yes |
| Graphics and icons |
Yes |
| Frames |
Yes |
| Flexible design engine |
Yes |
| Connection Controls |
| One-to-many Relations |
Yes |
| Many-to-many Relations |
Yes |
| Connection Filtering |
Yes |
| Connection Sorting |
Yes |
| Grid style display |
Yes |
| Display custom fields |
Yes |
| Programming |
| SQL Integration via Commence Professional Services |
Yes |
| Intelligent forms via VBS |
Yes |
| Access to Commence Database API |
Yes |
| ActiveX |
Yes |
| HTML Events |
Yes |
| Automated Processing |
| Event Triggers |
Yes |
| Conditional Criteria |
Yes |
| Multiple Processing Actions |
Yes |
| Data Manipulation Functions |
Yes |
| Keywords |
Yes |
| Workgroup Monitoring Tools |
| Client sync alert |
Yes |
| Daily analysis |
Yes |
| Uses local mail client |
Yes |
| Uses internet mail server |
Yes |
| Reports on workgroup status |
Yes |
| Identifies client/server errors |
Yes |
| Includes client sync pointer |
Yes |
| Recommends resolution |
Yes |
| HTML report format |
Yes |
| Installer |
| Current user profile |
Yes |
| All local profiles |
Yes |
| Supports custom database templates |
Yes |
| Supports Microsoft Windows 8.1 (non-tablet) |
No |
| Supports Microsoft Windows 10 (non-tablet) |
Yes |
| Supports Microsoft Windows 11 (non-tablet) |
Yes |
|
