License - CRMADDON Factory
Contents
1. Group IT User Manual Created Monday September 05 2011 CRMADDON Factory GmbH Am B chle 12 86488 Breitenthal 1203 404 7508 44 207 099 1815 49 8282 800 400 www crmaddon co Group IT US copyright company All rights reserved website_url The information contained in this document is subject to change without notice This document contains proprietary information which is protected by copyright All rights are reserved No part of this document may be photocopied reproduced or translated to another language without the prior written consent of company Table of Contents 1 Welcome 2 Installation Installation without Internet 3 Licensing Upgrade license 4 System Requirements 5 Licensing Evaluation License Update license Remove computer from license Send Request Order license Order an Upgrade Order an Update Send Reset Request Send Request License Info 6 Examples how to use Group IT And Include Searches for Groups Sample Search for Companies Retrieving Saved Search Schemes 7 Basic Functions Start Group IT Main mask of Group IT Creating a new schema Fast Search Divide groups into parts 8 Configuration Information Register Support 9 Troubleshooting 1 Welcome Page http Iocalhost HelpConsole20 10 Group_IT_US _temp_PublishPDF welcome htm could not be added x Group_IT_US Installation You can download the setup of your addon here but first you need to regis2. Administrator Session ID session no vo Start session Options Cancel KX Group_IT_US 65 Configuration Changeloa Shows you what changed since your last version Documentation Download the newest documentation using this link hat shows you your recent version of Group IT and if you registered your product it will show you where you Saved the Licence data See also Register Support xK Group_IT_US xK Home gt Configuration gt Register Register GroupIT NET Local Dongle Network Dongle Si Registrate your addon here e Enter your serial number and click on Register e Choose the path where you want to save the license e Fill in your details e Click on Register online You will get more information by choosing the blue link Further Information about License See also Information Support Configuration 66 Group_IT_US 67 Configuration Home gt Configuration gt Support Support it Group Il NET Information Register Support EEE EEE et Support ers Toolbar Show Contig Icon in Toolbar W se Show Group it Icon in Toolbar Name Description Clicking the Email radio button will send an automated message to CRMAddon Factory GmbH with all the files necessary to address a problem If an automated message cannot be sent clicking the button will open a new email message with the documents attached which you can se
3. l ACTIZOOT REEL CanoriMP HE an ce gt ACLUL pntacta Documents and Settings a ra gia aaa ser D Administrator Fir Ga aaa y ACT LULMTackview ser 5 Deb ma Appla Data T EH mae pHumber bop 9 ACT for Windows 9 vii i SS Adobe 1 KB 2 u ATLOG Om WB soa boomer DI Apple Computer 41 KA Cenon N ACTLOG i Corel XML Document RD Corel Photo Abum pe D Cyberlink Sy ACTNumiber tep I Downed Harege TED E 8 Googe i KB Gtek o e E Hep i See also Welcome Installation Licensing System Requirements Licensing Examples how to use Group IT Basic Functions Configuration KK Group_IT_US Solution 2 e Close ACT e Open the directory ACT for Windows 9 e Delete file DependentDlis xml In ACT 8 ACT 2006 and ACT 9 ACT 2007 you can find the file in Documents and Settings user Application Data ACT ACT for Windows 9 In ACT 7 ACT 2005 you can find the file in the Plugins directory in the ACT directory After restarting ACT the button should appear KK Index Index PDF Index 70 Group_IT_US
4. wi cemaddon com 7 lt Back Next gt Cancel Specify here the number of licenses you would like to upgrade to type your request and provide an email you would like to get a reply to KK Group_IT_US KK Je CRMADDON Factory Wizard Send a request to CHMADDON Factory Request to CRMADDON Factory ScanIT for CRM Amount of licenses Request Your Email for contact Add here your contact email EI Ef Licensing 38 tana crmaddon com 17 Back Send request To proceed click Send Request button and on the next window click Finish to exit the Wizard Order license Order an Upgrade Send Reset Request Send Request Group_IT_US 39 Licensing Send Reset Request If you have already removed computers from licensing 2 times then you will need to send us a reset request to reset your machine from licensing You can do this by selecting Send reset request option On the following window you will need to specify your license key and registered in our system email Ze CRMADDON Factory Wizard Userinformation Information about License user ScanIT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration Insert your license key here Add your email win crmaddon com ee On the next window you will need to select a computer you would like to release from the license from t
5. Insert your license key here Add your email RT wwiw crmaddon com EB a lt Back Next gt i Cancel Here you will need to provide your license key and email you are registered with in our system To proceed further just click Next button KK Group_IT_US Licensing 36 Je CRMADDON Factory Wizard Not Responding Send a request to CRMADDON Factory Request to CRMADDON Factory ScanIT for CRM Amount of licenses 1 Request type here your request Your Email for contact ke Analyse is running it will Lake some time WIM Crmaddon com lt Back Send request Cancel Here you will need to specify the amount of licenses type your request and provide contact email where you would like our support team to send you a reply Then click Send request button to submit your request To exit the Wizard just click Finish button on the next window Order license Order an Update Send Reset Request Send Request KX Group_IT_US 37 Licensing Order an Update Select this option if you would like to purchase more licenses of the addon On the following window specify your licence key and registered in our system email Ze CRMADDON Factory Wizard Userinformation Information about License user ScanIT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration Insert your license key here Add your email
6. it will take some time Checking against Registration Server Backup license on the server for future reload Save license locally Deactivation done Click Next button to proceed and then Finish to close the Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket Q To open our User Manual please click button at the bottom of the Wizard See also Evaluation License Send Request License Info KX Group_IT_US 33 Licensing Home gt Licensing gt Send Request Send Request Use this option if you would like to send us a request concerning upgrading your ACT version ordering license adding more computers to the license or resetting a computer from license He CRMADDON Factory Wizard Options for license request Choose an option for license update ScanIT for CRM You have several options for updating your license Please choose the one If you have other requests Feel free to contact us Order license Order an Upgrade Order an Update Send reset request Send request WMA crmaddon com g lt Back _ Next gt i See also Evaluation License Remove computer from license License Info KK Group_IT_US KK Licensing 34 Home gt Licensing gt Send Request gt Order license Order License Select this option if you would like to send us a request for l
7. 372 95 4475 615 Minethe Dr 9007 Fermar TA Chris Mears 01 759 656556 65 Potters Drive Daniele H ddasury 415 555 2242 2392 Merkel St 94114 San Francisco CA Scott Nagengast 05 555 2222 6404 Mag Estate Ae 33451 Paco Robles CA Dylan Nguyen 7235 54 012 FARD South West Ce 09901 Mew Brunswick HJ Alexander O Hren 206 556 4247 edb Yonkland Ave 99452 Seatile WA Kriss Prank 602 2391 0000 24400 Sage Wray 85200 Fhoenx AS kelse Reap 0209 rajza 29 Church St TB PTY Hounsow Middlesex William Roseman 03 6604 4455 455 County Cub Ac 3344 Foltzea VIC Melar e Thompson 32 555 5627 32055 Ferfest Blvd 07701 Aed Bank Mil Rockwell Tone 310 622 1503 4075 Santa Monica 90029 Lor Angeles CA Faroe ork 310 622 1506 4075 Santa Monica 90029 Los Angeles CA From this point the contacts can be tagged and the activity in this case calling them about the upcomingb sale can be scheduled in ACT Welcome Installation Licensing System Requirements Licensing Basic Functions Configuration Troubleshooting ca Group_IT_US Examples how to use Group IT 48 MOIO gt EXdl DIeS HOW LO USE uou II Al LU Include Se alCNes And Include Searches for Groups This time Joan Smith has been informed that her company is coordinating a special training seminar for German language educators Customers who have purchased all three German products will have their registration fee waived Joan needs to let this group of customers who have purchased al
8. Search Reload Info Scheme Search test Fast Search fe Groups Contacts In no group z Compares NIE TETTO u Hand FI iat Hand w Lreate New Groups PEt eUe Specify here a group name Amount of Group Members 100 E C Number as Suffix sia ore 3 8 2011 On this form you will need to specify a group name select amount of records in this group and define suffix which will be added before the group this can be a number or a date suffix Start Group IT Main mask of Group IT Creating a new schema Fast Search KK Group_IT_US 63 Configuration Home gt Configuration Configruation I I Information Register Support See also Welcome Installation Licensing System Requirements Licensing Examples how to use Group IT Basic Functions Troubleshooting KK Group_IT_US Configuration 64 Information Here you get our contact details and links to our website and forum GroupIT NET i adii iaiia ii iisi iniiai information Register Support Info CRMAddon Factory Support Machtlfinger Stra e 26 Ae 81379 Munich changelog Phone 1 203 404 7508 Documentation Phone 44 207 099 1815 orum Support support crmaddon com Trianon GroupIT NET 1 0 16 CRMADDON Factor GmbH SIT YIOTDAA NOGGAMSI Ze pevisit Please enter the session number that was given to you You will appear in the session under the name
9. 18 KX Ze CRMADDON Factory Wizard Proxy Settings Configuration of Proxysettings CRMADDON Factory ACT Addons Please choose your proxy settings No Proxy iy O Use the local Internet Explorer Proxy Settings _ Use your own proxy settings Server and Port is required Proxy Server Proxy Port WAAL crmaddon com 7 Mext gt Cancel Then you will need to click Finish button to exit the Wizard and complete evaluation registration Each time you start the addon the program will offer you to purchase a license or to continue using the evaluation ScanService IT NET Scanservice IT WET pren You can use Scanservice IT MNET for the next 10 days Click for more information Click to buy To proceed with trial just click Ok button On this window you will see the name of the addon you are using and how many days of trial are left Group_IT_US 19 Licensing If you would like to purchase a license you will need to click Click to buy button If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket Q To open our User Manual please click button at the bottom of the Wizard See also License Remove computer from license Send Request License Info ca Group_IT_US Licensing 20 License By selecting this option you can license the product you are using To do this you need
10. download or install it again End Show License Information 7 Enter the same license key as before and check if the details name company email are correct 8 Click on Next KX Group_IT_US 9 Licensing Online Activation Enter Your Serial Number B91Dc 8Fi95 ge4cq BrkRoK HPTSM s Foy Where to find your Serial Number Enter Your Name Company Enter Your E Mail Address ChristCHTechONe email Activate the product by e mail Back Next 9 Click on Activate now Web Activation The product has to be activated online Please provide a connection to the internet and activate it Proxy settings 10 If the activation registration was successfull the following PopUp shows up Web Activation Online Activation was successful Close KK Group_IT_US KX Activation of DIAL IT NET eee EU YAOTA MOGOAMAS ur aad About to start We hope you enjoy working with this product Show License Information Licensing 10 Activation finished You have successfully activated this product u 11 If you restart the Configuration you will see the the path to the license file the addon and the version of the addon CRMADDON P License CRMADDON Factory GmbH Website 21 Support 10772 Indian Head Industrial Blvd 1 Addon St Louis MO 63132 United Skates 203 404 7509 666 558 6208 DIAL IT MET 3 4 0 Licenseinfo
11. key when you order the Addon Licensekey Paste your license key here A Info about License d Result of Analyse e some time uni crmaddon com z Back Cancel If your license key is not valid you will get a corresponding notification and will return back to the start page of the Wizard If the validation is successful the following window will appear im Info about License Addon ScaniT for CRM Type Computer Art Standard Amount of licenses 50 remaining licenses 47 L Registered Components SANNESCONIT SUSANNESCHMUCEE ACTZO1OSPIHFIIN id Result of Analyse OK EEE a crmaddon com lt Back Run registration Cancel Now you can click Run Registration to proceed with license registration KK Group_IT_US 23 Licensing CRMADDON Factory Wizard Registration Run Online Registration ScanIT for CRM ca Key Analyse is running it will take some time Checking against Registration Server _ Key Analyse is running it will take some time as WAAL CrMmaddon com lt Back Next gt Cancel After registration completing you need to click Next to proceed further KK Group_IT_US Licensing 24 gt CRMADDON Factory Wizard Completing the wizard Completing the wizard To close this wizard click Finish WIAA Crmaddan com Click Finish button to finish licensing and exit the Wiz
12. the addon you will not be able anymore to open the addon after the trial period To use the addon with the full functionality you need to register it with a valid license key KK Group_IT_US U APUNE Open the Configuration of your addon Click on the tap License Enter the license key serial number you received via an email Click on Register you do not need to select Evaluation NFR USB License Define the directory where you want to save the license CRMADDON i Support Addon Settings TAPI Settings Detail Setting lt gt Activationkey B9IDC BFI9S g24cq BEKBK HPTSM S7A5 Se O Evaluation NFR CRMAddon Factory Where should the license file be stored Please selet a FOLDER not a file 4 file on a share that everybody can access IF you are planing to use this product from several pc s you must place the di 6 A PopUp shows up there you need to click on Activate the product online Licensing 8 gt Activation of DIAL IT NET Thank you for your interest in this product Aal EU oO FTAOTIAT MOGGAMAS FACTORY Serial Number required To Further use this product you have to activate it by entering a Serial Number Unlock Key Serial Number You dont have a Serial Number In order to receive a valid Serial Number you must purchase the Buy a Serial Number product awit Notice This is the complete application You don t have to
13. 33 1 46 93 28 M 13 Rue StFerreol 13007 Marseille Juliette Fiosseux 212 555 2485 13 East 54th St 10008 New York NY Jon Ritter 602 381 0000 34900 Sage way 852001 Phoenix AZ Danielle Middlebury 415 555 2242 2392 Market St 94114 San Francisco CA Chris Mears 01 789 656556 bb Potters Dive Neilson Watts 0164 222223 52 Billingham Road 1545 30A Cleveland Kyle Wetmore 480 555 2146 3458 E Poinsettia D 85028 Phoenix AZ Mr McGuire 310 987 4500 248 Environmental 90048 Los Angeles C Drew McLintock 4589 N Taylor St 99155 Seattle WA Jacques Antone 0155110011 56 boulevard de la 75020 Paris 5 Computer Trade Ass Sam McCord 310 622 1505 4075 Santa Monica 90029 Los Angeles CA William Rosemann 03 680 4 4455 468 Country Club Re 3944 Portsea VIC Greg McMakin 972 555 4476 615 Minette Dr 75007 Perryman TA Ty webb 561 622 9800 1800 Boca Club Dm 33487 Boca Raton FL Sample Search for Companies Retrieving Saved Search Schemes KK Group_IT_US KK Examples how to use Group IT 50 Home gt Examples how to use Group IT gt Sample Search for Companies Sample Search for Companies Imagine that Joan is trying to plan business trips for the next few months She wants to visit as many Spanish clients as her schedule allows Rather than looking at groups she wants to look at companies to select and contact the ones that are located close to each other and to make sure she includes the biggest clients in her visits However she wants to exclude the c
14. ALTZOLOSPIHFIIN Cd Result of Analyse DK WAAL crmaddon com 7 Next gt Cancel On this window you will find information about the license owner number of used and available licenses what addon is the license for To proceed further you will need to click Next button and then Finish to close the License Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket a To open our User Manual please click button at the bottom of the Wizard Evaluation License Remove computer from license Send Request Group_IT_US 45 Examples how to use Group IT nome gt Examples Now TO Examples how to use Group IT Or Exclude Searches for Groups Joan Smith is a marketing director for a company selling foreign language courses in the private education market Her company is offering a sale on its old French high school courses to clear out old inventory before their new courses are released She wants to call customers who have purchased elementary and junior high courses and prospects who have expressed interest in French to let them know about the sale but she wants to be sure not to contact customers who recently purchased the high school course since they would not be happy to learn that the product they just purchased is now available for less money The first step of course is to create and name a new Search as de
15. Application publisher ou should only run software from publishers you trust 9 This file does not have a valid digital signature that verifies its How can decide what software to run Click on Yes if you want to install the addon KX Group_IT_US 3 Installation Question CRMADDONS installation DI Do you want to download the latest version from the Internet On the following PopUps click on Next CRMADDON s setup Welcome to the Installation Wizard Welcome to the CRMADDON s Setup program This program will install CRMADDON s Setup on pour computer gt It is strongly recommended that you ext all Windows programs before running this Setup program Click Cancel to quit Setup and close any programs you have running Click Next to continue with the Setup program WARNING Thi i tected b ight d C R MAD DO N international a AREE ORI Pe I Facto y Unauthorized reproduction or distribution of this program or any portion of it may result in severe civil and criminal RINO Yelle penalties and will be prosecuted to the maximum extent possible under law Wizara Back Cancel I CRMADDON s setup License Agreement Please read the following license agreement carefully Please closely read the following licenze agreement Do you accept all the terms of the following licenze agreement END USER LICENSE AGREEMENT FOR CRMADDON ADDONS FOR ACT YOU SHOULD READ CAREF
16. Search Numbers of Contact fitting to the left hand selection 35 Numbers of Contact fitting to the whole selection 27 PM Once the search is completed the results appear on the Contact List screen in ACT As you can see there are no duplicate entries even though some contacts were in more than one of the groups included in the search KX Group_IT_US 47 Examples how to use Group IT a Contact List View Groups Look For Edt Mode IT Tag Mode Tag All Untag l Contact lt Phone Extension Address 1 ZIP Code City Slale Gracie Anderson 400 555 3 764 1965 Golden Ad 59207 Tempe A George Bailey 315 985 5700 100 E Bavsrd Si 123148 Seneca Falls HY Will Blake 602 331 0000 34900 Sage way 852001 Phoenix A Andy Bosson 0151 896265 4268 1 The Courtyard L10 SFT Liver Lancashire Nathan Cutting Britth 310 622 150 4075 Santa Monica 90029 Los Angeles CA Frdri Dulac DI 2244 33 44 44 rue de la Dico 92000 Boulogne g2 Kriek Elmandart 01 6555 54 Graferburger Ales 1 9865 Mrechan E mma Francis 935 555 622 Frospect House 0x1 4ER Ustond Usfordshre Dorothy Gale B5 83415709 G30 5 Farcactvwe DEEDS Topeka ES Herman Getter 91 8 555 2451 FAAS Utica 74137 Tuka DE James Gutierrez 45959 M Taylor St 98155 Seattle al Ella Hamison 01 47 3322 150 New Road fle JF Glasgow Scotland Mar Manicotti 400 59 4912 coll Pasta Way 65456 ocottsdale AL hir McGuire 310 398 4500 245 Environmental gt 30048 Loz angeles CA Greg eM aki
17. ULLY THE FOLLOWING END USER LICENSE AGREEMENT BEFORE INSTALLING THIS Software Addon BY INSTALLING COPYING OR OTHERWISE USING THIS Software Addon YOU AGREE TO BE BOUND BY THE TERMS OF THIS AGREEMENT IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT YOU ARE NOT AUTHORIZED TO USE THE Software Addon This Softerare Addon any printed materials any online or electronic documentation any and all copies and derivative works of such Software Addon and materials are the copyrighted work of CRMADDON Factory GmbH Alwe of the Software Addon is governed by the terms of CRMADDON Addons for 4CT lt Back Cancel KK Group_IT_US I CRMADDON s setup Readme Information Please read the following information about the CRMADDON s Diallt for ACT carefully Important information about CRMADDON s We at CRMADDON Factory GmbH are specialized in programming Addons for almost all versions of ACTI ACT Users contact us defining their objectives and goals and as a result we offer the best ACT Addons currently available Looking for a special report or an addon you just cant seem to find Ask us Our motto If you can define it we can do it Feel free to contact mallto infoi crmaddon com us if you have any questions or suggestions 5 inte bs lat Las in En bm wl mm Lo ae riale tana vot l noo TT ae ANO awl CRMADDON Addons for SCT lt Back Cancel Click on Yes if you want to download a
18. a screen allowing you to browse through and select saved search schemes Select a scheme from the drop down menu and click on OK and that scheme will appear in the Group IT window See also And Include Searches for Groups Sample Search for Companies KK Group_IT_US Basic Functions 54 Home gt Basic Functions Basic Functions In this section you will find a description of the basic functions of the Group IT addon This software does not make any changes to your ACT database It only performs searches and groups data I III Start Group IT Main mask of Group IT Creating a new Fast Search Divide groups into schema parts See also Welcome Installation Licensing System Requirements Licensing Examples how to use Group IT Configuration Troubleshooting KK Group_IT_US 55 Basic Functions Home gt Basic Functions gt Start Group IT Start Group IT There are 2 possibilities to start an application of Group IT Click on the HF icon and Group IT will start or go to Tools crmaddon com GM GM Application Tools fa Spelling Alt F Define Fields Design Dashboards Manage Users ie be Manage Teams Password Policy Database Maintenance b convert ALT 3 0 6 0 Items Scan for Duplicates Copy Move Contact Data Update Salutation Field 9 Timer Shift F4 ACT Scheduler Synchronize b Synchronization Panel Handheld Setup Outlook Ac
19. ard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket To open our User Manual please click button at the bottom of the Wizard See also Evaluation Remove computer from license Send Request License Info KK Group_IT_US 25 Licensing Update license To update your license you need to open License and support window in your addon and follow License tab there On this tab you need to click Wizard for Registration button ee O This will start licensing Wizard where you can select License option to proceed with updating Wizard For Registration fe CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanIT for CRM Please select an option before proceeding License Send request vana crmaddon com ee On the next window you will need to select whether you would like to analyse your current license or update the license with online backup KK Group_IT_US Licensing 26 Ze CRMADDON Factory Wizard Options for existing licenses We found an existing license on your system Choose an option to take care of this license ScanIT for CRM There is an existing license on your system Please choose an option to proceed with the license Analyse of local License tata crmaddon com o 7 Back Next gt Cancel If you select Analyse of lo
20. cal license you will need to click Analyse button on the opened window to get details about your current license To proceed with updating you will need to select Update license with online backup The further steps will be the same as when you register for the first time Please find detailed instructions on the License page If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket To open our User Manual please click button at the bottom of the Wizard See also KX Group_IT_US 27 Licensing nome gt Licensing gt Remove computer Tron license Remove computer from license This option allows moving the license to another machine It is possible to change computers only twice then it will not be possible to reset a license For example if you have a single machine license you can change the computer twice In case you need to do this more times you will need to create a ticket for our support team To remove the computer you need to click License and support button and then select Wizard for Registration on the License tab Setup Lice Res Tou can also register your free trial version with this P The Registration Wizard helps you in all license questions button Pr Wizard For Registration e On the opened window you will need to select Remove computer from license option De Wizward Licenseopti
21. contacts from a search Example If you are sending information about an upcoming product sale you may want to send it to all groups of contacts that have expressed interest in the products on sale However you might want to exclude the group of contacts that have recently bought those products The Include option is most useful with And searches since it allows you to include contacts that would otherwise be excluded from a search Example If you want to send an end of year thank you message to your very best customers you would probably search for groups that purchased A B and C products However if you also wanted to include clients who made their first purchases with you that year even if they re not yet among your best customers you could just click Include and then click on the group of new customers and they would be included in the search and in the subsequent mailing Group_IT_US 59 Basic Functions Start Group IT Creating a new schema Fast Search Divide groups into parts KK Group_IT_US Home gt Basic Functions gt Creating a new schema Creating a new schema Click on New to create a new search schema OK Cancel 1 Name your schema 2 Select whether you want to search for a group or a company 3 Click on OK to submit your settings or on Cancel to cancel your settings See also Start Group IT Main mask of Group IT Fast Search Divide groups into parts KK Bas
22. d record Options for Deactivation Computer ScanIT for CRM Please select if you want to deactivate the local computer or another one Local Computer C other computer select the next page from list aa cemaddon com cal Licensing 30 Cancel If you need to deactivate some other machine please select Other computer option the following window will open Group_IT_US 31 Licensing e CRMADDON Factory Wizard Deactivation Deactivation of registered component ScanIT for CRM List of registered records N SANNESCANIT C SUSANNESCHMLICKE ACT2O10SPIHFIIN _ SERG F9DC794EFB wwwucrmaddon com lt Back Run dereaistration cancel Here you can select the computer you would like to deactivate click Run deregistration button to proceed further If you select Local Computer option the system will ask you to confirm deactivation CRMADDON Factory ACT Addons Please confirm deactivation of SERG F90_794EFB Click Yes to proceed with deactivation KK Group_IT_US Licensing 32 gt CRMADDON Factory Wizard Registration Run Online Registration ScanIT for CRM mr key Analyse is running it will take some time checking against Registration Server a crmaddon com i er Once the system finishes license key checking the following text will appear notifying that the deactivation was completed ca Key Analyse is running
23. d side choose Exclude or Include In this example Joan needs to select Include this time e Choose which group or groups to include in the search In this example Joan selects the German prospects group e Once you have made your selections click on Save to save your search then on Preview to preview your search The Preview screen summarizes the elements of the search e You can see how many contacts match the search e If you wish to change the search click Okay to return to the GroupI T NET screen If you are ready to perform the search then click on Search KX Group_IT_US 49 Examples how to use Group IT fig GroupiT MEI Preview Left Hand Right Hand German elementan 4 German High School 8 German junior High 6 Geman Prospects 17 Numbers of Contact fitting to the left hand selection O Numbers of Contact fitting to the whole selechon 17 Search Once the search is completed the results appear on the Contact List screen in ACT As you can see there are no duplicate entries even though some contacts were in more than one of the groups included in the search From this point the contacts can be tagged and the activity in this case calling them about the special offer can be scheduled in ACT Contact List I k For sa Edit Mode m 1 Mode Tag All I zu on Mikola 212 555 2465 13 East 54th St 000S New York hi Louis Renault 491
24. e HS Installation Codes Copy protection activated 1 Fl ee Modules Dialit IT NET Advanced Number of licenses per Computer 2 thereof 0 are available Activation done Dialit IT WET Advanced Act Release 12 Dialit IT NET Advanced Update Subscription available valid for 60 davis Fy System Enter Activation Key a DK Cancel Activation Key Deactivate Activation Key Refresh Info Options Close Afterwards you can see how many licenses you have and how many are still available ca Group_IT_US KX di License Yiewer un Company CH TechONE H A Installation Codes Copy protection activatedi1 aar Modules Ei Dialit IT NET Advanced Number of licenses per Computer 7 thereof 5 are available ER Activation Keys oo ACT2010 INSTALL cow VT CRM 1 oof Dialit IT NET Advanced Act Release 12 jo he zn Dialit IT WET Advanced Update Subscription available valid for 60 day s Eley System een License File C Documents and Settings Administrator My Documents CRMADDON crmaddondialitadyanced_ lic on License File ID 2008061029 en License File Version 2600 o License File Date 2 14 2009 12 52 09 PM ni Advanced Security Level Licensing 12 Group_IT_US 13 System Requirements Home gt System Requirements System Requirements ACT 2006 ACT 8 ACT 2009 ACT 11 ACT 2010 ACT 2011 ACT 2012 See also Welcome Installation Licensin
25. g Licensing Examples how to use Group IT Basic Functions Configuration Troubleshooting KK Group_IT_US KX Licensing 14 Licensing When you install a new addon it is required to be licensed For testing purposes trial period is offered so you are welcome to start with evaluation and then purchase a license if you decide to continue using the product Almost all addons offered by CRMAddon Factory have 14 days fully functional trial period The following addons have some limitations 1 Dial IT Repair Phone Numbers feature is not available Import IT Scrambles importing lists i e does not allow to import information exactly as it appears in the source file allows only 10 records importing SQL connect is not possible as well 3 Scan IT allows scanning only 5 business cards per run 4 Export IT allows exporting only 10 records per run For licensing a convenient license wizard will open You will need to follow its steps to evaluate or register the product with your license It has the following look Licenzeoptions Available Liceseoptions Scanservice IT WET Please select an option before going forward Evaluation _ License _ Remove computer From license _ Send request License Info WIM crmaddon com amp f Cancel With this wizard you can start evaluation register your license remove computer from license send request to our support team or get information about
26. he drop down list type in your request and add contact email KK Group_IT_US Licensing 40 gt CRMADDON Factory Wizard Send a request to CRMADDON Factory Request to CRMADDON Factory ScanIT for CRM Release Computer SANNESCANIT Request type here your message Your Email for contact specify your contact email usi crmaddon com 17 lt Back Send request Press Send Request button to submit your request Order license Order an Upgrade Order an Update Send Request KK Group_IT_US 41 Licensing Home gt Licensing gt Send Request gt Send Request Send Request You can use this simple form to send us a request J ust type in your question and provide the email you would like us to reply to gt CRMADDON Factory Wizard Send a request to CRMADDON Factory Request to CRMADDON Factory ScanIT for CRM Request type here your request Your Email for contact Insert your contact email herel tan crmaddon com 7 lt Back Send request Order license Order an Upgrade Order an Update Send Reset Request KK Group_IT_US Licensing 42 home gt Licensing gt License License Info Here you can check the license code for your computer and for other machines where the license is installed If the machine is in evaluation mode then Evaluation option will be active if there is a license specified for this machine then Evaluation will be inactive as shown on the
27. ic Functions 60 Group_IT_US 61 Basic Functions Home gt Basic Functions gt Fast Search Fast Search Fast search window opens by clicking on the Fast Search button and has the following look RE GroupIT NET Rees PE PEA EE ee De ee De es ee Search in Contac Azz e a i a ee ee ed i Search in Companies Replace Lookup _ Add Lookup O Narrow Lookup Searchstring Operator Contains JL toop ose Search in Contacts Check this option if the search should be performed only in Contacts Search in Companies Check this option if the search should be performed only in Companies Check both options if the search should be performed both in Contacts and Companies Replace Lookup Create a new lookup instead of the previous one Add Lookup add a new lookup Narrow Lookup Searchstring Type in the search string Operator Select an operator here which will be applied during the search Start Group IT Main mask of Group IT Creating a new schema Divide groups into parts KK Group_IT_US Basic Functions 62 Divide groups into parts If you would like to divide existing groups during the search into several subgroups this can be easily done by clicking on the Divide groups into pats button in the main mask of the Group IT Right after clicking on it the following window will appear a GroupIT NET g 0 ff CIDI xX A J Load New Save Delete Preview
28. icense ordering The following window will open Je CRMADDON Factory Wizard Send a request to CRMADDON Factory Request to CRMADDOR Factory ScanIT for CRM Amount of licenses Request type here your request Your Email for contact vour contact email wi crmaddon com gt Send request On this window you will need to specify the amount of licenses you would like to order type your request and provide your contact email See also Order an Upgrade Order an Update Send Reset Request Send Request Group_IT_US 35 Licensing Order an Upgrade Here you can order an upgrade of your ACT version If you do not change your ACT version and would like to get a software upgrade within the same version release for example upgrade 2 3 version to 2 6 version this will be done for free However if you would like to upgrade from 2 x x version to 3 x x version then you will need to purchase an upgrade You will get the upgrade already starting at as low as 10 of the addon license cost The support for the latest version is provided for free In case you have an old version you will need to purchase support units or upgrade to the latest version The following window will open after you select Order Upgrade option Ze CRMADDON Factory Wizard Userinformation Information about License user ScanIT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration
29. l three products know about the special offer but she also wants to pass word on to her German prospects since this might prompt them to purchase a package deal on all three courses in time for them to attend the training seminar Again the first step is to create and save a new Search e In this example Joan would select an And search e The next step is selecting the groups to be included in the search In this example because it is an And search only customers who are in all three groups selected German elementary German high school and German junior high will appear in the search Scheme German Special Offer Fast Search f Groups Companies Left Hand Right Hand fe And Exclude Of Reset f Include Reset 1 Chris Networking Breakfast Group Chris Networking Breakfast Group C Customers C Customers 0 Database Users J Database Users C Employees C Employees C French Elementary French Elementary EJ French Junior High L C French Junior High French prospects DJ French prospects C Friends Friends F German elementary C German elementary M German High School C German High School German junior High i CD German purior High 0 German Prospects fa German Pros pec ts NATIE Board Members NATIE Board Members C Prospects C Prospects Recently Added Contacts Recently Added Contacts On the Right Han
30. le WA George Bailey 315 988 6700 100 E Bayard St 13146 Seneca Falls NY Theodore Barrett Sr 206 555 4410 4589 N Taylor St 98155 Seattle WA Bruce Baker 480 555 2144 555 Bayale Di 85111 Picacho AZ ACT Training Anabeth Koler 602 981 0000 34900 Sage Way 852001 Phoenix Ad Betty Browser 212 555 2485 13 East 54th St 10008 New ork NY Rich Makina 877 661 5200 PU Box 270514 9207 Dallas TX Ashley Allar 679 555 8890 315 Center Dr 92109 San Diego CA Harry Lime 330 j4 93 62 60 61 22 Hugo Blvd 6200 Nice Edward Moets 614 555 7394 6161 Busch Blyd 43229 2508 Columbus OH Peter Bailey 315 988 6700 100 E Bayard St 13148 Seneca Falls NY Wilhelm Loke 619 555 8892 315 Center Dr 92109 San Diego CA Computer Trade Ass Will Blake 602 981 0000 34900 Sage Way 852001 Phoenix AZ Tommy Morgan 509 838 2711 515W Sprague Ave 55110 St Paul MN George Limnoff 480 555 2144 1234 Yale St 65256 Scottsdale AZ From this point the companies and their contacts can be tagged and the activity in this case calling to plan and schedule visits can be scheduled in ACT And Include Searches for Groups Retrieving Saved Search Schemes Group_IT_US 53 Examples how to use Group IT ome gt Examples how to use Group IT gt Retrieving Saved Search Schemes Retrieving Saved Search Schemas If you wish to use a saved search scheme again for example if Joan Smith wants to send reminder messages on the French course sale click on Load This will bring up
31. lients that have already been visited this year on other trips For this Joan would want to search by companies rather than by groups e Click on New to create a new search scheme e In the previous two examples you used the Groups option In this example instead of selecting Groups select Companies e Enter a Scheme name e Click OK Scheme name Spanish Clients Companies God hm nn nn nn OK Cance Rather than bringing up lists of groups this will bring up lists of companies e Select And or Or and select the companies that you wish to search for In this example Or is selected along with the companies that have expressed interest in or purchased Spanish products e Select Exclude or Include and select the companies that you wish to include in or exclude from the search In this example companies that Joan has already visited this year are excluded Group_IT_US 51 Examples how to use Group IT Scheme Spanish School visits g Fast Search t Groups e Companies Left Hand Right Hand C And Exclude e Dr Reset C Include e Save the search scheme J AEI Trainers O ABI Trainers 0 Ace Pet Store Franchises Ace Pet Store Franchises FJ AK Educators DJAK Educators OJAL Online A AL Online F Arcadia Ave Florist DJ Arcadia Ave Florist H Arizona State High School Arizona State High School Best Lender Financing Bes
32. mpanies screen Do you want to perform an L Fei miie en Exclude search or an Include And Oh Escude search ar In this example Joan would want se Ur Reset Include Reset an Exclude search J Chris Networking Breakfast Group E O Customers se J Chiis Networking Breakfast Group fa Customers Choose which groups to exclude from the search In this example i sn z ue French high school customers are m 4 French Elementary French Elementary excluded from the search 2 fy French Junior High 9 French Junior High em 4 French prospects French prospects Once you have made your i Friends OO Friends selections click on Save to save C NATIE Board Members Q NATIE Board Members your search then on Preview to Prospects El C Prospects preview your search Recently Added Contacts Recently Added Contacts oT Recently Edited Contacts Recently Edited Contacts Upcoming Birthdays Upcoming Birthdays 7 Upcoming Opportunities Upcoming Opportunities fia GroupiT NET Preview Left Hand Right Hand French Junior High 8 The Preview screen summarizes the elements of the search French Elementary 17 French Junior High 8 French prospects 11 You can see how many contacts match the search If you wish to change the search click Okay to return to the Group IT screen If you are ready to perform the search then click on
33. nd install the addon Question xi _ Do you want to download files from internet server 7 Click Yes to download Files from the webserver or No to specify the location If the addon was installed completely you will see this PopUp CRMADDON s setup Installation Complete CAMADDON s has been successtully installed Press the Finish button to exit Setup program CRMADDON Factory Installation Wizard KK Installation 4 Group_IT_US 5 Installation Installation without Internet ATTENTION PLEASE MAKE SURE THAT ON BOTH COMPUTERS THE SAME ACT VERSIONS HAVE BEEN INSTALLED and that you have not installed any other addon of CRMADDON If you want to install the addon on a computer without internet connection at first you need to follow these steps 1 download and save the addon on a computer which has internet access File Download Do you want to open or save this file Name setup zip Type Compressed zipped Folder 484KB From www crmaddon com Open Save IY Always ask before opening this type of file While files from the Internet can be useful some files can potentially harm your computer IF you do not trust the source do not open or save this file What s the risk 2 extract the exe and run it once on this computer If you do not have any other CRMADDON addon installed there will be new files created in the directory of the exe C Documents and Setting
34. nd manually This may take several minutes to complete Show Config Icon Activate this if you want to see the Config Icon in in Toolbar your toolbar Show Groun iT icon Activate this if you want to see the Group IT Icon a D in the toolbar ou can also activate both icons E Mail See also Information Register KK Group_IT_US KK Home gt Troubleshooting Troubleshooting Problem Several buttons are grayed out Solution Save the Map Problem The button in the toolbar is not displayed Solution Reset the toolbar e go to tools e customize e reset menus and toolbars ACT By Sage ee De mit yew Lodi gomat gupa Comiganies sheik Whe Repons Tools neip ofthe HB onrat f oau G ee O b Pe Sting nu Contact Detail c E corsi Lat la i crops Contact Christina Raaba Database Mainterarce Ri amaplist TI Cee Cort ACT 3 0 6 0 lame a Scan for Dupkkabes Copy Move Contact Data Lipdate Salutation Field After restarting ACT the button should appear Imr Shitsr E mail Troubleshooting 68 Group_IT_US 69 Troubleshooting BACT for Windows Fie Edt View Favorites Took Help Ok if SD Search rollers MI Address C Documents and Settings Deb Applicaton Data ACT ACT for Windows 9 Foders Gea Fi pi LEE Ramenis u Act ULIG oup Detail iew ser ea e al Disk C
35. ons Available Liceseopkions CRMADDON Factory ACT Addons Please select an option before proceeding Evaluation O License USE License Remove computer from license Send request next gt Then you will need to provide your license information and proceed by clicking Next KK Group_IT_US KX Licensing 28 Ze CRMADDON Factory Wizard Userinformation Information about License user ScanIT for CRM Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration Insert your license key here Insert your registered email here WAAL crinaddon con g Back Cancel On this window you need to select connection options you have If you have direct connection to the Internet then select No proxy option Group_IT_US 29 Licensing De Wizward Proxy Settings Configuration of Proxysettings Scanservice IT NET Please choose your proxy settings No Proxy Use the local Internet Explorer Proxy Settings O Use your own proxy settings Server and Port is required Proxy Server Proxy Port a crinaddon corn 7 lt Back Next gt Next gt On the next window please select an option you would like to proceed with whether you would like to deactivate a local computer or select another machine from the list KK Group_IT_US KK Je CRMADDON Factory Wizard Reset registere
36. rmation Advanced Yersion C Documents and Settings Administrator My Documents CRMADDON cemaddondialitadvanced_ lic Documentation 2 Knowledgebase DI News SE E Download YOU can see Version of Addon 3 Path to license file Group_IT_US 11 Licensing Home Licensing Upgrade license Upgrade License You recognize on the email you receive if it is an upgrade The email looks like this Upgrade activationkey for 3 more licenses Shows you for how many licenses the upgrade is Import CRMADDON COUNTER Professional IT NET Which addon and version is it for CGFSX 8Fd95 u23cW BtW8P WPC5M 36A59 1 his shows the new license key If you want to add additional licenses or to upgrade your addon go to Show License I nfo CRMADDON Support Addon Settings TAPI Settings Phone numbers Detail Setting gt Info License Licence Activationkey Register O Evaluation Esel tem C NFR C USE License Advanced Further Information abouk License Ll Logging for registration you must restart ACT ShowLicenseInfo Path to Licence File C Documents and Settings Administrator My Documents CRMADDONIcrmaddondialitadvanced_ lic The following window appears There you need to click on Activation Key and enter the activation key in the next window Li License Yiewer Ed SHE Manufacturer CRMADDON Factory wi Company CH TechON
37. s Administrator Desktop setup File Edit View Favorites Tools Help G Bak E Search gt Folders i amp x 15 Fo Address E C Documents and Settings Administrator Desktop setup Date Modified attributes 492 KB Application 10 30 2009 10 49 AM E RMADDONS exe E CRMADDON s exe 10 219 KB Application 10 30 2009 11 01 AM A if General exe 11 078KB Application 10 30 2009 11 01 AM A if DevExpress914 exe 4 152 KB Application 10 30 2009 11 02 AM opy these 3 files to a USB or any other removable disk 3 you need to copy the new created files on a USB or removable disk depending on the addon there can be 4 exe 1 General exe 2 DevExpress exe 3 CRMADDON s exe 4 move the USB removable disk to the PC where you want to install it 5 install each packet in the stated order 1 General exe 2 DevExpress exe 3 CRMADDON s exe 6 After you installed all packages the addon will run on your computer Please note to license the addon you need internet connection without internet the registration is not possible KK Group_IT_US KK Installation 6 Group_IT_US 7 Licensing Home gt Licensing Licensing You can test each of our addons 14 days totally free The demo version has all the functions as the full version except Import IT and Export IT At the end of the trial period you will be noticed that the evaluation version will expire soon If you do not buy
38. screenshot below You need to select the following option on the License Wizard to check your license information CRMADDON Factory Wizard Licenseoptions 4yailable Liceseoptions ScanIT for CRM Please select an option before proceeding Evaluation O License USE License C Remove computer from license Send request WMA crmaddon com 17 Next gt On the next step you can select whether you would like to analyse the local license or update it You need to select the first option Analyse the local license to get details about the license KX Group_IT_US 43 Licensing CRMADDON Factory Wizard Options for existing licenses We found an existing license on your system Choose an option to take care of this license ScanIT for CRM There is an existing license on your system Please choose an option to proceed with the license B Analyse of local License tata crmaddon com 1 F Back Il Next gt Cancel The following window will open KK Group_IT_US KX Licensing 44 Je CRMADDON Factory Wizard Licensekey Information about license key ScanIT for CRM Please put your Downloadkey in You get the key when you order the Addon Licensekey a717fa11 556f 4667 aa022 aba34549f96e CRMOLS a Info about License Addon ScaniT for CRM Type Computer Art Standard Amount of licenses 50 f remaining licenses 46 Registered Components SANNESCONIT SUSAMNESCHAUCKE
39. scribed previously To create this search first look at the left hand side of the screen e Do you want to perform an And search or an Or search In this example Joan would want an Or search e Once you have selected And or Or select the groups you want to include in the search In this example the included groups are French Elementary customers French Junior High customers and French prospects Scheme French Course Sale Groups Companies M Left Hand C And Or Reset J Chris Networking Breakfast Group H Customers n Database Users H C Employees M French Elementary L M French Junior High BA French prospects Friends NATIE Board Members H O Prospects Recently Added Contacts Recently Edited Contacts C Upcoming Birthdays C Upcoming Opportunities KK Group_IT_US To create this search first look at the left hand side of the screen Do you want to perform an And search or an Or search In this example Joan would want an Or search Once you have selected And or Or select the groups you want to include in the search In this example the included groups are French Elementary customers French Junior High customers and French prospects Examples how to use Group IT 46 Scheme French Course 5 ale Fest Search f Groups Then look at the right side of the Co
40. t Lender Financing Dy Black Forest Baking C Black Forest Baking O Boomers Artwors DJ Boomers Artworx C Brandee s Bakery DJ Brandee s Bakery CD Brushy s Golfing World C Brushy s Golfing World e C CH Holding l C CH Holding C Circle Photography DJ Circle Photography C Freemont Corp DO Freemont Corp 7 Honolulu Online School Honolulu Online School F LA Virtual High School C LA Virtual High School e Click on Preview to preview the search The Preview screen summarizes the elements of the search e You can see how many contacts match the search e If you wish to change the search click Okay to return to the Group IT screen e If you are ready to perform the search then click on Search fig GroupiT NET Preview Right Hand AL Online 7 Honolulu Online School 11 Arcadia Ave Flonst 0 Arizona State High School 7 Honolulu Online School 11 L Virtual High School 9 Numbers of Contact fitting to the left hand selection 30 Numbers of Contact fitting to the whole selection 19 Search KK Group_IT_US Examples how to use Group IT 52 Once the search is completed the results appear on the Contact List screen in ACT Look for m Edit Mode m Tag Mode Tag All ZIP Code Ton Sa Mary Bailey 100 E Bayard St 13148 Ceneca Falls My Morty Manicotti 480 555 4512 6800 Pasta Way 85256 Scottsdale Ad Theodore Barrett Jr 206 555 4414 4589 N Taylor St 98755 Seatt
41. ter on our website or login with your current login details on the My Account page www crmaddon com downloads ATTENTION ACT and all other ACT dependent processes must be closed You can select whether to open or save the file If you select Save a ZIP file be saved on your computer This ZIP file can be saved on a removable disk USB stick and then you can install the addon on computers which do not have access to the internet File Download x Do you want to open or save this file Name setup zip Type Compressed zipped Folder 484KE From Waww crmaddon com Open Save IY Always ask before opening this type of file harm pour computer IF you do not trust the source do not open or 9 While files from the Internet can be useful some files can potentially save this file What s the risk Click on the file and then on Run Ba C Documents and Settings Administrator Local Settings Temporary Internet Files Content IES 4D6 File Edit View Favorites Tools Help Back gt search F Folders X 19 E Address E C Documents and Settings AdministratorLocal Settings Temporary Internet Files Content IES 4DEZSHYEN setup 1 zip crmannons Application 495 KB No 492 KB 2 10 15 2009 8 57 AM File Download Security Warning Ea The publisher could not be verified Are you sure you want to run this software Mame CRMADDONS Addon Publisher Unknown Publisher Type
42. tivities re Export to Excel Customize b Preferences rT crmaddon com kb Workflow b Manage Add ons it TAPI Net lan Table Manager gt Scan IT OutReachIT gt St GM gt al Export Li KK Group_IT_US te it GM GM Application Configuration KK Main mask of Group IT Creating a new schema Fast Search Divide groups into parts Basic Functions 56 Group_IT_US 57 Basic Functions Main mask of Group IT The main mask of Group IT tool has the following look Below are described the options available on it SiqGroupIT NET E ID I x amp It I le Load New Save Delete Preview Search Reload Info Scheme Search test Fast Search Groups Contacts In no group 0 Companies E Divide groups into parts Right Hand Exclude f Include LJ Customers oO Database Users O Database Users Su Employees O Employees O Prospects o0 Prospects oO Recently Added Contacts DO Recently Added Contacts oO Recently Edited Contacts O Recently Edited Contacts Su Upcoming Birthdays 0O Upcoming Birthdays 0 Upcoming Opportunities 0 Upcoming Opportunities Name Description ci Load a search scheme you have already created DI Create a new search scheme New ou can search by groups or by companies Save the schema which you defined before x D ee elete an existing schema Delete 9 BS p Preview your search schema revie
43. to specify the registration key you received from our team The license is provided per user computer i e single licence is for 1 machine where the software is installed If you purchase 3 licenses you will receive one license key which should be used for all machines The system automatically connects to the server and checks your license e g if there are free licenses for your computers or not CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding _ Evaluation Send request _ License Info una cremaddon com Mext gt Cancel On the next window you will need to specify your license key and email registered in our system KX Group_IT_US 21 Licensing e CRMADDON Factory Wizard Userinformation Information about License user CRMADDON Factory ACT Addons Please put your Downloadkey in You get the key when you order the Addon Email is necessary for registration Your license key Your registered email vani crmaddon com 3 7 lt Back Next gt Cancel On the next step the system will check if your license key is valid or not this might take some time click analyse button to start analyse KK Group_IT_US Licensing 22 gt CRMADDON Factory Wizard Licensekey Information about license key ScanIT for CRM Please put your Downloadkey in You get the
44. w FA Perform your search Group_IT_US KK Basic Functions 58 U Reload Reload a schema Men pel Open the configuration by clicking here Allows you to make a faster search Contacts in no group The contacts which do not belong to any group will be searched for Divide groups into parts An indicated group can be divided into parts for search Left Hand C And Or Reset QJ Chris Networking Breakfast Group C Customers C Database Users C Employees Friends C NATIE Board Members E C Prospects Recently Added Contacts DJ Recently Edited Contacts Upcoming Birthdays C Upcoming Opportunities Right Hand Exclude Include Reset Chris Networking Breakfast Group C Customers J Database Users U Employees C Friends EZ NATIE Board Members Prospects C Recently Added Contacts 7 Recently Edited Contacts Upcoming Birthdays C Upcoming Opportunities KK On the left hand are the options And and Or If you select And the Group IT will only search for contacts whicht appear in all of the groups you selected If you select Or Group IT will search for contacts whicht appear in any of the groups you select On the right hand are the options Exclude and Include The Exclude option is most useful in Or searches since it allows you to eliminate certain
45. your license Group_IT_US 15 Licensing di Ws amp Evaluation License Remove computer Send Request License Info from license See also Welcome Installation Licensing System Requirements Examples how to use Group IT Basic Functions Configuration Troubleshooting KK Group_IT_US Evaluation Licensing 16 To start free trial period you need to select Evaluation option on the Start Wizard page KX e CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding Evaluation C License USE License Remove computer from license _ Send request License Info a crmaddon com ce On the next form you will need to provide an email you registered the trial with Group_IT_US 17 Licensing He CRMADDON Factory Wizard Userinformation Information about License user CRMADDON Factory ACT Addons Please put your Downloadkey in You get the key when you order the Addon Email and Name are necessary for registration your registered email WAL crmaddon com 12 7 Back Next gt Cancel On the next step you will need to specify you connection settings If you use proxy for connecting to the Internet then please add server and port to the corresponding fields No proxy should be selected if you use direct connection to the Internet KK Group_IT_US Licensing
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