| Category | Product | Version | Question | Answer |
| Accounting | CSM | Purchased | Do you offer integrated accounting | There is an optional integrated Accounting offering for our Purchased versions other than Solo. |
| Archieves | CSM | ALL | Does CSM archive inactive clients | CSM can archive inactive clients and allow them to be stored on removable media. |
| Assignment | CSM | All | Can I assign more than 1 professional to an engagement | Yes you can have up to 10 professionals of resource teams assigned. Depending on which version of CSM you have. |
| Assignment | CSM | ALL | How many assignments can I make to the CSM Basic | CSM Basic supports assignment of 4 professionals |
| Assignment | CSM | ALL | How many assignments can I make to the CSM Multi | CSM Multi supports assignment of 6 professionals or resource teams |
| Assignment | CSM | ALL | How many assignments can I make to the CSM Corporate | CSM Multi supports assignment of 10 professionals or resource teams |
| Assignment | CSM | ALL | How many assignments can I make in CSM Solo | CSM Solo as the name implies supports a single user, View(role), program and site |
| Biometric Fingerprint | CSM | Purchased | Does CSM Support Biometric user ID? | CSM Purchased version optionally support Biometric fingerprint ID |
| Branch Offices | CSM | ALL | Does CSM support Branch Offices | CSM supports Branch office, clinic and groups homes dependent on version. |
| Calendar | CSM | ALL | Does CSM support Calendar views | Yes CSM provides employee and Client Calendar views by individual, site, practice, program etc. Our optional HRS module adds a training calendar and a staffing Calendar as well |
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