CRM Software - How do I setup CRM-Express on a network?
See Tips and Tutorials below
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
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
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
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
Setting reminders
Using reminders
More than one user can connect to the same address book from different computers with CRM-Express.

Example: You have 2 or more users that want to share a address book and calendar with CRM-Express. Here's how to do it.

1. Install CRM-Express on both computers
2. Start CRM-Express on the 1st computer
3. Create a new Address book by clicking on the New button below.
4. Enter the name test (you can use any name) as the new address book name and use the defaults for the other options.
Click on OK and a new address book will be created.
Make a note of the name of the folder in which the new address book was created.
This will be the folder to share on the network.
This is 
  C:\Documents and Settings\All Users\Documents\CRM-Express\AddrBooks\test  
in this case where we named our database test


The message that the address book was created will be displayed. Note the username and password for the admin user

5. Still on the first computer, start Windows Explorer and browse to the folder in (4) above. Right click on the folder and select Sharing and the following dialog will be displayed. Click on the Share this folder and then on OK and the folder is shared on the network.


This concludes the setup on the 1st computer for the CRM Software.

To setup the 2nd computer, start CRM-Express on the 2nd computer.
6. Click on the New Link button


7. Enter the name for the address book, it can be any name so I have chosen test on my second computer for the name.

In the folder field type in or browse to the folder on the 1st computer. Press OK and the setup is complete.

You can now use the address book , calendar etc from both computers with CRM-Express.