Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express for simultaneous users?
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
 Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book

CRM-Express - Problem installing? Windows 7, Vista, XP etc?

CRM-Express runs on the latest versions of Windows 7, Vista, XP, as well as all server editions of Windows (32-bit and 64-bit)  as well as all older versions of Windows produced later than 2000.

Requirements: The software must be installed by a user having administrative rights on the computer. That means the setup.exe which is used to install the program must be run by such a user.  If this is not done then there might be a problem with user rights
 
If you are getting problems after installing it might be a problem with permissions
 
Do the following
 
  • Click on Start > Computer > Local Disc > Program Files (x86)
  • Right click the folder: CRM-Express Professional then select Take
    ownership

 This will allow access to the folder so the system can read and
write to it.
 


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