| Training: videos, manuals and online help | |
CONTACTfile or ContactMaker Rather read the manual (.pdf)? |
(Note that whilst CONTACTfile is mentioned throughout these videos, the subject matter applies just as well ContactMaker.) |
Getting Started
I’ve downloaded CONTACTfile, where do I start? |
Video: Starting up, setting up, and closing down (3 minutes) |
| What details can I record about my contacts? | Video: Entering new contacts (2 minutes) Video: Customising (3 minutes) |
| I’ve been using Excel spreadsheets to store my information. How do I get it to CONTACTfile? |
Video: Importing from Excel (3 minutes) |
| How do I keep my information safe? | Video: One way of backing up your data (1 minute) |
Sorting and searching
I have types of customers or members. How can I record this? How can I manage them all? |
Video: Using contact manager (5 minutes) Video: Categorising (2.5 minutes) |
| How can focus groups help organise my business and maximimise profit? | Video: Using focus groups (3 minutes) |
| I know how to use the search box in CONTACTfile’s Contact Manager – now I want to do a more complex search. How do I do this? | Video: The advanced data extractor / advanced reporting (5 minutes) |
Using CONTACTfile data elsewhere
| How can I automatically embed my data into Microsoft Word documents, so I don’t have to type it all out again? | Video: Using mergeable Word templates (3 minutes) | |
| But how do I create the Word template in the first place? | Video: Making Word templates (4 minutes) |
For the technically-minded
|
Projects and the Project manager
What's this all about? Can I have an overall picture? |
Video: Understanding projects (3 minutes) |
|
What is the process for dealing with lead generation opportunities? |
Video: Keeping on top of your lead generation opportunities (5 minutes) |
|
| I have a spreadsheet in Microsoft Excel which shows what I charge for each product or service. How can I get that information into CONTACTfile without typing it out again? |
Video: Importing the item list from Excel (2 minutes) |
Videos were created by Heather Godfrey and are © BarnData Ltd.
