Custom Search Forms

Building on the Form Builder (not sure my English teacher would like that intro), we are releasing an even easier tool to customize your own search screens.

Even better--different Form Sets can have their own search screens to make sure that each group or partner, or each staff group using a particular Form Set can use the Search Screen that best meets their particular needs.

And to make it all even faster, you will notice a new panel to the left that gives you direct access to the last 10 client records you worked with.

There are a few other fine points designed to assist you, but you'll need to check them out to see for yourself. I'm not giving it all away on line here.

Think about how this kind of flexibility works to engage partners. Most folks are used to software that forces them to adapt to the tool, not the other way around. With VisionLink technology you can respond easily to the distinct and different needs of each partner, and yet working together you can all save money on the same technology platform.

Design at will!

Douglas Zimmerman
President & CEO

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