General Questions

General Questions

A Cases is simply a task that is associated to a contact. Typically you would use Tasks for creating tasks for yourself or for any of your staff (who also have Akubo login accounts). A example of a Task would be *pick up business cards from printer*. An example of a Case would be *Joun Smith's order to be shipped on Monday*. Tasks and Cases have a field indicating the status as New, In-Progress, Done and Deferred.
Notes are for storing internal documents for yourself or shared among your staff (who also have Akubo login accounts) or to the public (via shared public URLs). Letters are for publishing and printing documents for your contacts groups. Mail-merge features are available for Letters so you can automatically insert data fields like *name, address, organization* in your letter.
Yes, Akubo can export data to Quickbooks in IIF Format.
Yes, you can export your Akubo information into CSV (opens in Excel) and RTF (opens in Microsoft Word) files.
Akubo uses the same security encryption that financial institutions use to protect their data much more than your typical email accounts and Facebook which is only protected by your account login and password. With Akubo you get an email alert if someone is trying to get into your account by guessing your password and the account gets locked after several unsuccessful attempts. And you can also further restrict access by location.
There is an Add an Activity feature that you can access from the contacts listing page (in the "SELECT Action" dropdown). For example if you want to add an activity log entry for contacts who belong to an organization (e.g. if you had a meeting with all of them today), bring up a listing of those contacts (you can either search for them or bring up a listing via the Contacts menu > Org/Company) and when the contact list comes up, put a checkmark on all the contacts (by clicking on the checkbox in the column header) and click on "SELECT Action" and choose "Add an Activity". You will then see the Add an Activity form and when you submit that form, all the contacts you had chosen will get a new activity log entry.
Yes, just click on the column name with Sort icon.
Yes, multiple entries can be separated by a comma.
3MB for files (csv, doc, docx, pdf, ppt, pptx, rtf, xls, xlsx, txt, zip), 5MB for images (bmp, gif, jpeg, jpg, png).