CRM Essentials
Frequently Asked Questions

I am a novice at using a computer - what is the easiest why to get started?
After installing new version the system continues to run the old version?
What username and password do I use to get started?
How do I Zip my files for attachment to an E-mail message?
What is the quickest and easiest way to install the demo?
How can I purchase CRM Essentials?
Is it possible to run two copies of CRM Essentials on one computer?


I am a novice at using a computer - what is the easiest way to get started?
Here is a simple way to get started. First follow the instructions to install the program. Then as soon as you start the program use the HELP button, click the 'All the Basics' and the the 'Getting Started' menu sections and read these items - Setting up the System - Getting Started. Now scan all the topics and read any that you think are interesting. Finally remember that there is context sensitive help for every screen. Click F1 to view this help each time to open a new form. Do this until you really understand how it all works. Finally a word of encouragement. The system has been designed to be as easy as possible to use. Get passed the setting up and you will find that it is really easy to run your new system and will save you masses of time - so investe a little in getting familier with how it works.
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After installing new version the system continues to run the old version?
You have probably installed the program into the wrong folder. You may find you have a nested situation such as C:\CRMEssentials\CRMEssentials – check your start up Icon and make sure the program is in the right place. Try searching for CRMEssentials.exe and check how many there are!
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What username and password do I use to get started?
When you first logon to the system you will be asked for a username and password. The demonstration system is distributed with Passwords option ON. When you first start you will need to use the user name of
admin and password admin. You should replace this user name and password as soon as you start using the system live. This can be done using Setup / Password Change.
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How do I Zip my files for attachment to an E-mail message?
1. You need to have the WinZip program to do this. If you don't, you can get it from http://www.winzip.com/. Then install it on your system.
2. Open your Windows Explorer
3. Go to the folder C:\CRMEssentials\Data
4. Check that the files displayed in the right window seem to be about the program, i.e. several files with names of Event, Hints, Password, Product etc.
5. Now, in the right side of the Explorer screen, press Ctrl + A (Hold down the Control key and press A). This should select all your files on the right hand side.
6. Now right click with the mouse over the selected files and select WinZip and 'Add to Data.zip'.
7. This will create a new file in the same folder called Data.zip.
8. This file can now be sent by attaching it to an email. Right click the Data.zip file and select Send to Mail Recipient.
9. This opens your email service and you can send it with any message.
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What is the quickest and easiest way to install the demo?
It is recommended that, unless you are an experienced user, you use all the system defaults offered. This will install your program into the C:\ folder and create shortcuts on your desktop, quick-start and Start | Programs sections.

If you decide, after using the demonstration system, that you would like to buy CRM Essentials, please select Setup and License details from the menu and use F1 Help, attached to that screen, to guide you through the process.

Once we receive your information, sent automatically from the program, and receive payment, we will send you a Customer Code to unlock your program.
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If unable to pay by BACS how can I purchase CRM Essentials?
If you cannot pay by BACS, please send a cheque to: -

Software Essentials
Brookvale
La Rue du Pont
St John
JERSEY JE3 4FF

We can only accept Stirling cheques. Please make it payable to Sentinel Software. For the amount please contact us using: -

http://www.software-essentials.com/

In order to get your copy of CRM Essentials correctly licensed you must go to the Setup | License Details menu option and using F1 follow the help provided.

The procedure outlined in the help will guide you through and automatically transmits your registration details to our on line registration system. This will enable us to return your Customer Code in order to complete the Licensing process. Your code will be sent by email as soon as your cheque has cleared.
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Is it possible to run two copies of CRM Essentials on one computer?

You cannot run more than one copy on the same Computer. The system holds the location of the data and therefore each copy of CRM Essentials would need to be installed on a seperate computer. Contact us for prices of multiple copies.
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