Installation Instructions


BACKUP - Before you start please be sure to back up your system. If things go wrong you may need to restore to your original set up. This is most unlikely but just a wise precaution.

Locate the setup file you have downloaded from the Internet or been sent and double click the file to run it.

Installation Process

First confirm that you wish to install the CRM Essentials System.

On the Welcome screen just click the [NEXT] button.

On the License screen read the license and if you are satisfied click the I accept the agreement button and then click the [
NEXT] button.

On the Select Additional Tasks click the Quick Launch box if required or leave it as it is set and click [NEXT].

On the Ready to Install screen just click [INSTALL].

Once this is complete click [
FINISH] to complete the installation.

When Installation is complete click [OK]

That's all there is to it.

You can now start the program by clicking the desktop icon. To logon at first use the Username
admin with PW admin to get started but then read Help with regard to passwords and users.

There is extensive help on most aspects of the program. There is plenty of information in help about everything you need to know. Please use the Help system as much as you can and use F1 every time you open a new form. Most forms have their own specific Help. If you cannot get your system loaded after installation you can read help directly from the CRMEssentials\ Help folder. The File is called CRMEssentials.hlp. Double click this file to start it.