A-Number CRM Description and Documentation

Features

• Base Feature List
• Sales Management
• Employee Activity Auditing
• Data Security
• Multiple Databases Support
• Data Entry and Import
• Task Scheduling
• E-Mail Correspondence Management
• Filtering
• Reporting

General Description

• Quick Start
• System Requirements
• Installation

Basic Concepts

• Logging In
• Managing the Tree
• Contact’s Business Card
• Relations Between Contacts
• Look-Up Tables

Menu Items Description

• Contacts Database
• Contact
  • Create
  • Open
  • Allow Scrolling Inside the Contact Business Card
  • Use as Template
• Find Contact
• Find Next
• Replace
• Find Duplicates
• Hide/Show Tree
• Inter-Contact Relations
• Main Table View Options
• Select Database
• Fields to Show in Headings...
• Changing the Password

• Contact Statuses
• Task List
• Tasks
  • Task Contacts
  • Current Tasks
• Reminders
  • Create Reminder
  • Current Reminders
  • Reminder Display Options
• Filters
  • New Filter
  • Filters List
  • Run a Filter
  • List of Fields Available for Filtering
• Schedule
  • Send Mass E-Mail
    • New Campaign
    • Editing E-Mail Campaigns
    • Force Run Queue
    • Campaign Log
    • Checking E-Mail Addresses
  • Check Mail
    • Since Last Import
    • Re-import All
    • Add Correspondence
• Reporting
  • Reports
    • New
    • Reports Wizard Step by Step
    • Edit
  • Run a Report
  • Contacts Table
  • Contact Business Card
  • Users’ Activity
  • Program Usage Time
• Administration
  • Database
    • Create
    • Delete
  • User Privileges
  • E-Mail
    • E-Mail Setup Wizard
    • Assign Mail Field
    • E-Mail Client
    • Users’ E-Mail Addresses
    • Check Mail
    • E-Mail setup completed
  • Data Import
  • With Fields Creation
  • With Fields Assignment
  • Database Fields
    • Create Fields
    • Edit Fields
    • Delete Fields
    • Duplicates Management
    • Globally Unique Items Pools
  • Tabs
    • Add Tab
    • Edit Tab
    • Delete Tab
    • Manage Tabs...
  • Delete Contacts
  • Templates
  • Contacts Change History
  • Mass E-Mail Server Settings
  • E-Mail Campaigns' Detailed Log
  • Backup
    • Back Up the Database
    • Restore Database
    • Backup Scheduler
    • Repairing the Database
  • Structure Management
    • Save Structure
    • Load Saved Structure
  • Duties Handover
    • Hand Over
    • Take Back