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The main screen (simple, advanced, and expert)
Hide icons and toolbars
Show full menu
Conversions utility
The black arrows
Manage Contacts
Add contact
Duplicate contact
Delete contact
Find contacts
Compare contacts
Add user-defined fields
Contact status fields
Send email to contact
Contact note feature
Add a contact note
Note templates
Contact groups
One-click groups
Change group labels
Assign contact to a one-click group
Select contacts from one-click groups
Add user-defined group
Assign contact to a user-defined group
Select contact from a user-defined group
Set private group
Show number of contacts assigned to each one-click groups
Memorized groups
Add a memorized group
Modify a memorized group
Set private memorized group
Select contacts from a memorized group
On the fly groups
Assign a contact to an on-the-fly group
Add selected contacts to an on-the-fly group
Show number of contacts assigned to each on-the-fly group
Set tooltip on an on-the-fly group
Select contacts from an on-the-fly group
To do groups
Add contact to the to-do group
Add selected contacts to the to-do group
Add contact to the done group
Select contacts from a todo and done groups
The Next To Do button
Select contacts
Select contacts from the main screen
Select contacts from the list screen
Select contacts by first name
Contacts List
Contacts list - mini view
Show contact information
Sort based on field
Sync select records to list
Select contacts in the list
Contacts list - full view
Select fields to show in a list
Copy list to clipboard with selected field
Copy emails+names to clipboard
Copy emails to clipboard
Workflow Manager
Add a workflow
Action Types
Auto-Responder System
Templates to use in autoresponders
Create a set of autoresponders
Assign contacts to autoresponders
Invoice System
Types of invoice
Create an invoice
Create recurrent invoice
Process recurrent invoice
Set default invoice type
Reset last invoice number
Making payments
Positive vs negative invoices
Account Payables
Add a payable
Account Receivables
Add a receivable
Find receivables based on status
Reports
Create report
Create manila labels
Create spine labels
Create CD labels
Create DVD box
Create business card
Template Manager
Compare templates side by side
Agent Task Scheduler
Schedule a task
Task is done. What's next?
Link a contact to an agent task
Add agent tasks to the Task Manager
Instant Messenger
Send an instant message to an agent
Send an instant message to a contact
Messages color legends
Ignore messages
Receive messages
Set number of seconds to check messages
Setup agent instructions
Setup contact instructions
Create shortcut messages
Knowledge Database
Add a topic
Parsing System
Parse list snippets
Add a parse scheme
Select a parse scheme to use
How to parse
Password & License Manager
Add a password entry
Link contact to a password entry
Show all password entries linked to a contact
Copy username + password
How to use the description and license information field
Add general notes to password entry
Encrypt and decrypt data
Create shortcuts
Generate password
Purchase Manager
Add a purchased item
Link contact to a purchase item
Show all purchase items linked to a contact
Virtual Desktop Manager
Add virtual desktop entry
Run virtual desktop entry
Find icons
Google for descriptions
Create shortcuts
Group virtual desktop entries
Reorder virtual dsektop entries
Personal Agenda & Payment Reminder
Add an agenda/reminder
Set shortcut description
How to use the shortcut buttons
Create a task using the agenda/reminder entry
Task Manager
Assign contact with a task
Assign other agents with a task
Create a follow up task
Task assistant
Show tasks in a calendar
Show tasks assigned to a contact
Time Manager
Add time record
Show time records linked to contact
Setting up consultation time to clients
Postcard Creator
Setup printer
Create a postcard
Business Lead Finder
Find business leads
Find contacts by city
Find contacts by zip code
Find contacts matching find fields
Setup
Company Information
Add company
Agent Privileges
Set default company to Invoices, Template Manager, etc.
Restrict agents from selected areas
Prevent contact fields from showing
Restrict agents from modifying contact fields
Set required fields in the contact information
Set automatic tasks and notifications
Import/Export and Backups
Create system backup
Miscelllaneous
Change database password
Setup default calculator
Set default city, state, and country for new contacts
Add a phone format
Set default phone format for new contacts
Show label names as tooltips inside fields
Group/Field Labels
Assign group to new contacts
Set user-defined field to new contacts
Setup action button
Lists
Add sales source commission level
Add agenda classification option
Add invoice paying term option
Add invoice discount option
Add invoice/receivable payment type option
Add invoice shipping via options
Add product status option
The main screen (simple, advanced, and expert)
