CRM Documentation

SelectionFile type iconFile nameDescriptionSizeRevisionTimeUser
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If you do not link them, they will not come!  29k v. 1 8 Mar 2011, 02:05 Andrew Longman
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How to add an existing Contact to a different account  47k v. 1 8 Feb 2011, 09:04 Andrew Longman
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How to create an Org chart or define Contact hierarchies in Wintouch  162k v. 1 10 Feb 2011, 09:02 Andrew Longman
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The one they've all been waiting for - how to create reports and dashboards in Wintouch.  595k v. 1 6 May 2011, 07:11 Andrew Longman
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Yeah Baby, he's solid GONE! He's outta here. She's history!  59k v. 1 21 Mar 2011, 07:54 Andrew Longman
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How to export from Wintouch to Excel.  93k v. 1 7 Feb 2011, 08:05 Andrew Longman
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How to install the Wintouch Live Environment on your PC.  210k v. 1 7 Feb 2011, 08:11 Andrew Longman
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How to install the Wintouch test environment on your PC.  91k v. 1 7 Feb 2011, 08:08 Andrew Longman
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Instructions on how to group Accounts in Parent/Child Structures and mark those that are not to be used.  78k v. 1 11 Feb 2011, 09:00 Andrew Longman
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Meet, Greet, Retreat....and above all - Log it!!  297k v. 1 7 Apr 2011, 03:16 Andrew Longman
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In order for Wintouch to be able to send emails as part of the process flow, Wintouch needs to know how and where to send the emails. So tell it!  53k v. 1 26 Apr 2011, 09:22 Andrew Longman
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This is the out-of-the-box document from the writers of the application. Most people will (a) need to get Outlook installed first and (b) point to Office11 rather than Office12.  4443k v. 1 24 Feb 2011, 08:30 Andrew Longman
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All the basic stuff for using Wintouch. (Revised)  1134k v. 2 25 Feb 2011, 02:49 Andrew Longman
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Instructions for setting up a Wintouch Lite database on your laptop.  138k v. 1 7 Feb 2011, 08:04 Andrew Longman
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If you have suffered from a Java update and it has wiped Wintouch off your desktop, read on................  412k v. 1 7 Apr 2011, 03:07 Andrew Longman
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Describes the different tools available for managing Activities.  59k v. 1 14 Feb 2011, 07:27 Andrew Longman
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Newsletter cum minutes of the meeting thingy  173k v. 1 30 Mar 2011, 04:29 Andrew Longman
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