Tips and Tutorials
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

Tutorial 2 - Setting up the address book options


In this lesson we will be setting up options that influence how our address book behaves. All the settings are done with one dialog.

From the Setup Advisor, click on Setup your Company Information
( You can also reach this from Tools/Global Options)

graphic

There are now a few screens to complete

1. My Record

This contains personal information about yourself which is used on invoices etc.
graphic


Fill in the details and click on Defaults on the left which will open default information like phone formats, etc.

graphic

Fill in the details and click on Operation on the left which will open the page on how CRM- Express should perform when doing certain operation

graphic

Fill in the details and click on Tax and Currency on the left which will open the next page.

Continue with the rest of the options on the left until all your details has been set up