| Setting up Contact Management |
Learn about the set up options in Contact Management Setup |
2.81 |
Download |
| Operator Access in CMS |
Learn how to limit an operator’s access to different accounts and contacts in Contact Management. |
2.94 |
Download |
| Accounts and contacts in CMS |
Learn how to add an Account and a Contact |
3.03 |
Download |
| Preferences, images and custom forms in contacts. |
Learn how to select contact preferences for a Contact, add an image and a custom form for a Contact |
2.36 |
Download |
| Organization lists |
Learn what and organization list is and how to create your own list and add it to the Contact Query screen. |
2.76 |
Download |
| Introduction to Contact Query |
Learn about the Organization view, how to set preferences for the view and customize the panes. |
2.67 |
Download |
| Contact View and Search View |
Learn how to navigate to and set preferences for the contact and search views. |
2.93 |
Download |
| Activities |
Learn how to create, edit and set preferences for an activity. |
3.39 |
Download |
| Enhancements from port 35 |
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| Introduction to Contact Reminders |
Learn how to link your operators to Contact Management and enable automatic reminders. |
2.20 |
Download |
| Setting Reminders |
Learn how to set a reminder against a meeting or appointment made in Contact Management. |
2.00 |
Download |
| Adding Follow up Details |
Learn how to add follow up details to activities classified as tasks. |
2.00 |
Download |
| Setting Reminders for Attendees |
Learn how to set a reminder for activities other than meetings or appointments for attendees you have added to your activity. |
1.04 |
Download |
| Filtering Activities |
View the new filter options for activities and learn how to delete a reminder from an activity without having to delete the activity. |
1.50 |
Download |
| Calendar Integration |
Learn how to link your meetings and appointments to your SYSPRO calendar, how to add and remove activities from the calendar without opening the Post Activity program. |
3.00 |
Download |
| My Organization Query |
View the new query program which takes you directly to your own organization and contacts. Also view the preferences within this query. |
1.80 |
Download |
| Post Activity Quick Launch |
Learn how to launch the Post Activity without navigating to the Contact View. |
1.58 |
Download |
| Account to Customer Migration |
Learn how to convert a Contact Management account to an Accounts Receivable customer using a wizard. |
2.50 |
Download |
| Recording emails from Microsoft Outlook |
Learn how to records emails from Microsoft Outlook as CMS activities. This demonstration uses Outlook 2007. |
2.50 |
Download |
