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 |