Bento Newsletter    |    Issue 20

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In this issue

Bento 3 Contact & Customer Manager

Featured Bento Template

Bento 3.0.3 Update

Bento Forum

Purchase Information

Tell Us Your Story

Bento 3 Contact & Customer Manager

How to Use the Bento 3 Contact &
Customer Manager

The free Bento 3 Contact & Customer Manager includes:

• A 30-day trial of Bento 3 for Mac
• Three pre-designed ready to use database templates, one for managing contacts and customers, one for tracking sales receipts, and another for organizing sales opportunities.

This article focuses on how to use the Contacts & Customers templates to help you manage your contacts, clients and customer details all in one place.

• Download and install the template:
  • If you haven’t already downloaded the Bento 3 Contact & Customer Manager, please visit the Bento Template Exchange to download it now.
  • Once downloaded, double click on the file “Bento Contact & Customer Manager.bentoTemplate”.
  • Now you should see the Bento Contact & Customer Manager folder in your Bento 3 Libraries List. Click on the Contacts & Customers library, and you’re ready to begin.
• Using the Contacts & Customer template:
  • Click on the Overview form, then click on the “+” sign at the bottom of the form to add a new record. Now you can begin adding contact information.
    • Enter the contact’s first name, last name and so forth.
    • To add a picture, just click in the Picture field, and navigate to the contact’s photo. You can also drag and drop a picture from your desktop.
    • In the Notes field, choose “Current Date and Time” from the Insert menu to date- and time-stamp your notes from meetings and conversations.
  • Click on the Calls, Meetings and To-do Items form. This is where you can link events and tasks from iCal to each of your contacts.
    • In the lower left corner of the “Activities Linked to this Contact from iCal Events” list, click the leftmost button to “Add related records from a list”. This will display your iCal events.
    • Choose the events that are related to this contact, and click “Add to List”.
    • Do the same for “Activities Linked to this Contact from iCal Tasks” to add upcoming to-do items and follow-up tasks related to this contact.
  • Click on the Notes & History form to add notes from meetings and conversation. Remember to choose “Current Date and Time” from the Insert menu to date- and time-stamp your entries.
  • Click on the Emails form to drag important emails related to this contact from Apple Mail.
  • Click on the Documents & Files form to store spreadsheets, contracts, resumes, or any type of file related to this contact.
    • You can drag and drop files into the files list, you can click the “+” sign in the lower left corner to navigate to a specific file.
    • Press the spacebar to view any file using Quick Look.
  • Click on the Sales Receipt form, to view sales receipt linked this contact. To create a new Sales Receipts, click the “+” at the bottom of the Sales Receipt list or use the Sales Receipt library also included with the Bento 3 Contact & Customer Manager.
  • Lastly, click on the Sales Opportunities form, to view sales opportunities linked this contact. To create new Sales Opportunity, click the “+” at the bottom of the Sales Opportunities list or use the Sales Opportunities library also included with the Bento 3 Contact & Customer Manager.

You can also use these templates with Bento for iPhone and iPod touch so you’ll always have all your customer information at hand!

Free download

Featured Bento Template

February Featured Template

The Bento Template Exchange contains many real-world uses of Bento, and downloadable templates, contributed by Bento customers and FileMaker, Inc.

February's featured template is Usernames & Passwords.

Usernames & Passwords is a simple template to organize your log-in information for your favorite websites. The passwords are password protected. Add websites for a quick link and add logos for quick referencing in grid view.

Submit your Bento template today and we may feature your solution in a future issue of the Bento eNews!

Usernames & Passwords Template

Bento 3.0.3 Update

Bento 3.0.3 Update

For those using Bento 3, you may have received an update notification about the availability of Bento 3.0.3. This update resolves an issue related to older events in the iCal Events Library and an issue related to synchronization.

Download now

Bento User Forum

Visit the Bento Forum
Have a question about Bento? Need to report an issue? The Bento Forum is designed to answer product questions, solve issues, and take your suggestions for future releases.

View Forum

Buy Now! or Try Now!

Bento brings your important information together
in one place to help you get organized.
Manage your contacts, coordinate events, track projects, prioritize tasks, and more - faster and easier than ever before.

Single: $49  
Family (5 licenses): $99

Buy now       Try now

Your info. To go.
Bento for iPhone and iPod touch is the portable version of the wildly popular personal database from FileMaker.

Purchase on iTunes: $4.99

Buy now 

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