CustomerTRAX Online Tutorials

TO VIEW THE TUTORIALS: Right mouse click on the file you want to view, select "Save Target As..." and save the zipped movie file to your desktop. Once it finishes downloading, open the zipped folder and play the .avi file that is inside it.


To view the films full screen (recommended), type Alt+Enter once it starts playing.

XP Users: Windows XP does not contain the codec (Compressor/Decompressor) TSCC that is required to open these .avi files. Luckily, the codec TSCC is fast and easy to download. Simply go to the TechSmith website and choose "Download TSCC Codec." Save the file to your computer and when it has downloaded, click "Open." Now all .avi files will play on your computer.

Download Windows Media Player

*NEW* CustomerTRAX v.2.5 Updates and Additions

*NEW* Drill-Down: Drill-Down Reporting

Logging In: Logging on to CustomerTRAX, Side Bar Components

Lookup Screen: Contact Searches, "and/or" Style Lookup, Keyword Search Lookup

Navigation: Contact Detail, Toolbar and Tabs

Notes & History: Notes, History tab

Activities: Scheduling Activities, Using the Calendar Views, Clearing Activities, and the History Tab

Attachments: Attaching Files to Contact Details and Viewing those Files

Sales/Opportunities: Adding a New Sales/Opportunity for a Contact, Updating a Sales/ Oppotunity

Queries: Performing a Query

Groups: Creating and Managing Groups

Email: Send Email to one contact or a group of contacts

Letters: Compose and Address Letters to one contact or a group of contacts

M.I.M. & Sold Equipment Search: Search Machine Inventory and Sold Equipment in the JDIS business system

Quote: Integrate your data with and access JDQuote

Reports (Standard): Overview of the basic Reporting options, Running Predefined Reports, Report Wizards

Reports (Advanced): Exporting Contact Data, Viewing the Data in Excel, Creating Labels

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