Product Support
|
RM 4.0
latest release |
RM 3.6
|
RM 3.5.2*
|
| Available for sale | yes | yes | no |
Service Packs
Product Enhancements | yes | yes | no |
Technical Support
(Telephone) | yes | yes | no |
| |
Desktop Environment
| RM 4.0
latest release | RM 3.6
| RM 3.5.2* |
| Windows 7 |  | | |
| Windows Vista | | | |
| Windows 2003/XP | | | |
| Internet Explorer 7.0 | | | |
| Internet Explorer 8.0 | | | |
| Office 2010 (32-bit only) | | | |
| Office 2007 | | | |
| Office XP/2000 | | | |
| |
End User Features
| RM 4.0
latest release | RM 3.6
| RM 3.5.2* |
| Ribbon Interface |
| Quick Access Toolbar | | | |
| Grouped Commands | | | |
| Minimized Mode | | | |
| Contact Manager with Sales Forecasting |
| Dashboard | coming soon | | |
| Social Networking | coming soon | | |
| Account Management | | | |
| Organization Chart | | | |
| Contact Management | | | |
| Time Management | | | |
| History Tracking | | | |
| Opportunity Management | | | |
| Sales Management Reporting | | | |
| Sales Forecasting | | | |
| Sales Funnel Reporting | | | |
| Team Sales Funnel Reporting | | | |
| Automated Business Processes | | | |
| Excel Analytic Reporting | | | |
| Attachments | | | |
| Expenses | | | |
| Enhanced Detail Forms | | | |
| Calendar & Scheduling |
| Drag and Drop | | | |
| Day, Week, Month modes | | | |
| Appointment Alarms | | | |
| Time Conflict | | | |
Natural Language
Date and Time | | | |
| Time Slot Display | | | |
| Work Week Mode | | | |
| Mini-Month Week Numbers | | | |
| Mobile Integration |
| via Mobile Link Subscription | | | |
| via Outlook Synchronization | | | |
| Outlook Integration |
| Calendar Synchronization | | | |
| Contact Synchronization | | | |
| Task Synchronization | | | |
Supports Merged Calendar
and Task Categories | | | |
| Supports MS Security Update | | | |
| Email Integration |
Send Message
via email field type | | | |
Log and store attachments
from Outlook | | | |
Email Logging via
Outlook Add-in | | | |
Literature Fulfillment via
Connect | | | |
| Email Merges via Connect | | | |
| Supports PDF, DOC, HTML | | | |
| Supports XLS Attachments | | | |
| Supports PPT Attachments | | | |
| Job Scheduling | Multiple
Jobs | Multiple
Jobs | Multiple
Jobs |
| Office Integration |
| VBA macro | | | |
| Print, email, and fax merges | | | |
| Save in draft mode | | | |
| Preview for single merges | | | |
| Preview for multiple merges | | | |
| Auto letter logging | | | |
| log non-merged documents | | | |
| Insert database images | | | |
| Embedded views | | | |
| Connection data | Direct and
Indirect Fields | Direct and
Indirect Fields | Direct and
Indirect Fields |
| Excel Analysis Reporting | | | |
| Viewing and Reporting |
| Office 2007 Styling | | | |
| Windows Vista Styling | | | |
| Windows Vista Black Styling | | | |
| Windows XP Luna Styling | | | |
| Windows XP Royal Styling | | | |
| View Linking | | | |
| Sorting / Filtering | | | |
| Report Writer | | | |
| Graphical printing | | | |
HTML, PDF, RTF, XLS
export | | | |
| View Linking / Filtering | | | |
| Report Wizard | | | |
| Subreports | | | |
| Dynamic Refresh | | | |
| Multiview | | | |
| Single Primary View | | | |
| Multiple Primary Views | | | |
| Selected Item toolbar | | | |
| Search Text Toolbar | | | |
| Date Range Toolbar | | | |
| Indicates active pane | | | |
| Grid View | | | |
Web Integration
via Web Companion | | | |
| via Web Lookup | | | |
| Google Map Search | | | |
| Google Financial Search | | | |
| Save as HTML | | | |
| Direct fields | | | |
| Indirect fields | | | |
| Usability |
| Update Utility | | | |
| Synchronization Progress Bar | | | |
| Mouse Wheel Support | | | |
Supports International
Date & Time Formats | | | |
| New view and toolbar icons | | | |
| Synchronization retry | | | |
| |
Design Features
| RM 4.0
latest release | RM 3.6
|
RM 3.5.2* |
| Detail Forms |
| Multiple tab organization | | | |
| Help / Instructional Text | | | |
| Graphics and icons | | | |
| Frames | | | |
| Flexible design engine | | | |
| Connection Controls |
| One-to-many Relations | | | |
| Many-to-many Relations | | | |
| Connection Filtering | | | |
| Connection Sorting | | | |
| Grid style display | | | |
| Display custom fields | | | |
| Programming |
| Intelligent forms via VBS | | | |
Access to Commence
Database API | | | |
| ActiveX | | | |
| HTML Events | | | |
| Automated Processing |
| Event Triggers | | | |
| Conditional Criteria | | | |
| Multiple Processing Actions | | | |
| Data Manipulation Functions | | | |
| Keywords | | | |
| Workgroup Monitoring Tools |
| Client sync alert | | | |
| Daily analysis | | | |
| Uses local mail client | | | |
| Uses internet mail server | | | |
| Reports on workgroup status | | | |
| Identifies client/server errors | | | |
| Includes client sync pointer | | | |
| Recommends resolution | | | |
| HTML report format | | | |
| Installer |
| Current user profile | | | |
| All local profiles | | | |
| Supports custom database templates | | | |
| Supports Microsoft Vista | | | |
| Supports Microsoft Windows 7 | | | |
| |
| Scalability | RM 4.0
latest release | RM 3.6
| RM 3.5.2* |
| Categories / Tables | 800 | 800 | 800 |
| Views | 2000 | 1000 | 1000 |
| Connections | 1000 | 1000 | 1000 |
| Color code templates | 1000 | 1000 | 1000 |
| Import/Export templates | 600 | 600 | 600 |
| Agents | 1000 | 1000 | 1000 |
| Letter templates | 600 | 600 | 600 |
| View filters | 8 | 8 | 8 |
| |
|