Learn more about The Exceptional Assistant

TEA’s core modules:

Client

Business

Loan

Project

Custom Report Builder

Rolodex

Calendar

Additional Modules

Rolodex

TEA allows you to enter a complete list of contacts you do not consider your
clients such as community partners, banks and government agencies. This list is kept separate from your list of Clients so that the two are not confused. Rolodex contacts can be added, edited, deleted or imported from other address databases such as Microsoft ® Access or Excel.

The Rolodex provides you with many addtional tools such as the ability to track the services used by the individual, book appointments, track all contacts and attach related documents. A Grouping function also allows you to categorize the entries in the Rolodex for fast access to frequently used service-providers.