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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
Tutorial 3 - Adding contacts to the address book
In this lesson we will start to enter our first contacts into the address book.
From the Main Window of CRM-Express click on
Address book
The address book will then open. Click on the
New
button to create a new contact.
The following dialog will be displayed. Type in the fields as required.
Note: The only field that is required is the
surname
field but we have typed in some more.
Click on
OK
when completed and the contact is added to the address book
