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	Install The Check Form Online You need to know HTML in order to implement this procedure. If you don't feel comfortable with modifying your website please contact your webmaster.<BR> 1) Install FormMail.pl in the cgi-bin ... Install The Tracking of Online Marketing Campaigns Please note that this tracking system it not designed to replace the many professional online tracking systems. Its strength is based on simplicity and being able to track online and off-line campa... How To Register To register the program please follow these instructions carefully: 1) Be sure to be connected to the Internet. Maybe your antivirus can ask you if you would allow this program to connect to the In... Install The R.E.P. System Online 1) Download and UNZIP the REP.ZIP file from: http://www.aoox.com/docs/rep.zip (you can click the Action Button of the link above) to a directory in your hard drive. It is better if you name this dir... Print Envelopes to the Credit Bureaus To see video click red Action Button to the right of the File Related field. Print Envelopes to Creditors To see video click red Action Button to the right of the File Related field. Omit one or Multiple Disputes To see video click red Action Button to the right of the File Related field. See More Disputes on one Page To see video click red Action Button to the right of the File Related field. Delete One or Multiple Disputes To see video click red Action Button to the right of the File Related field. Create a Spread of Print Dates To see video click red Action Button to the right of the File Related field. Print Envelopes for Credit Bureaus and Creditors To see video click red Action Button to the right of the File Related field. Select Due to Print Disputes To see video click red Action Button to the right of the File Related field. Find and Navigate within the Dispute Center To see video click red Action Button to the right of the File Related field. Know What Dispute is Selected To see video click red Action Button to the right of the File Related field. Duplicate a Dispute and Why To see video click red Action Button to the right of the File Related field. Create a PDF Copy of the Printed Disputes and How to Retrieve them later To see video click red Action Button to the right of the File Related field. Check if a Certified Mail has been Delivered To see video click red Action Button to the right of the File Related field. Add - Modify the Dispute Descriptions To see video click red Action Button to the right of the File Related field. Copy Data from PDF and Other Places to the Account - Amount and Notes Fields To see video click red Action Button to the right of the File Related field. Create an Order for Your Disputes To see video click red Action Button to the right of the File Related field. Add New Types to the Dispute Types Field To see video click red Action Button to the right of the File Related field. Upload a Document in Word - PDF etc. to the Notes Field and How to Run it Afterwards To see video click red Action Button to the right of the File Related field. Add Creditors to the Creditors Database To see video click red Action Button to the right of the File Related field. How do I Send the Link Report to my Clients To see video click red Action Button to the right of the File Related field. How can I Upload the Progress Report to the Internet for One or Multiple Clients To see video click red Action Button to the right of the File Related field. How do I Select a Template To see video click red Action Button to the right of the File Related field. How do I Select a Creditor To see video click red Action Button to the right of the File Related field. How can I Preview the Templates Without Going to the Template Manager To see video click red Action Button to the right of the File Related field. How can I Sort by Creditor To see video click red Action Button to the right of the File Related field. How can I Sort by Client - Account - Amount - Credit Bureau - Order - Dispute Type - Status - Print Due on Date and Follow up Date To see video click red Action Button to the right of the File Related field. How do I Send the Link Report to my Clients To see video click red Action Button to the right of the File Related field. Use of Private Blog System The Private Blog System is a feature that allows you to upload to your own website a series of blogs, newsletters, tips, articles, etc. The problems when you try to send e mails to clients, let us ... Add a new contact Click the green plus sign at the top left of the Main Screen. Import a sample list of 5000 leads Log in as an Administrator. Click the icon for the Setup Section on the main screen (icon looks like a screwdriver and wrench). Click the Import/Export/Backup tab. Click "Import from other formats... Delete a Contact You must be a user whose "delete contacts" permission is not denied by an Administrator user. Click the red minus button at the top left of the Main Screen. In the Referrals field of those 5000 imported contacts, enter the words "Test List" by using Snippets. Snippets are short (or long) phrases that can be retrieved and entered into a field to provide consistency when entering data. Next to the Referrals field, click the yellow S to pull up its Snippets.... Change IN ONE CLICK the contact name to all capitals. (Hint: hover your mouse on the Proper button) Hold down Control+Shift+Alt, and next to the name field, click the yellow "P" (for Proper Case) button. This keyboard modifier will put the name in UPPERCASE, as opposed to its normal function of Pro... Change IN ONE CLICK the contact name to "Proper" capitalization. (Hint: hover your mouse over the Proper button) Next to the name field, click the yellow "P" (for Proper Case) button. The same can be done for the company and address fields. How to Use the H.O.T.S (Hands On Training System) Exercises First, read the exercise and try to perform the task. If you are unable to perform the task, click on the exercise name and the solution will appear. Perform the solution steps to *learn by doing*. Retrieve tasks that are Pending Now Click the "Contacts Related Options" button (blue and yellow heads) on the honeycomb Roadmap on the Main Screen to open the Task Manager and UDFs. Click the "Find Pending Now" button. Now you can ch... Retrieve ALL your Tasks In the Task Manager, click the yellow "A" next to "Find Pending Now" to see ALL your tasks. Clicking "Find Pending Now" only shows tasks due now, not all including future ones. Retrieve your Pending Tasks for the Pacific Time Zone In the Task Manager, click the letter "P" for "Pacific" time-zone, next to the "Find Pending Now" button. You can also click the other time-zone letters to get tasks for contacts in that time-zone. Change the Time Zone manually for the current contact Under the contact's basic fields, to the right of the "Phones" field, there is a little watch. To the right of that is a box for a letter, which corresponds to the time zone. Click it to change the ti... Set the Time Zone automatically for the current contact Under the contact's basic fields, to the right of the "Phones" field, there is a little watch. To the right of that is a box for a letter, which corresponds to the time zone. Click the little watch to... Using Assignment Snippets, assign this task to yourself: "Follow up on a trial" In the Task Manager, click the blue "A" (for "Assign"). Choose a page by clicking the green numbered buttons. When you find the appropriate snippet, click the circled "I" (for "Insert") icon next to... Using the Assignment Snippet add a task to follow up for a trial to another Agent. Follow the same steps for assigning a snippet to yourself, except instead of choosing "Self" at the end, choose another agent from the drop-down list and click "Select". Using the Agent Metrics system, assign a metric to yourself indicating that you have contacted the current contact and spent 10 minutes with him. On the Main Screen, click the orange "M" (for "Metrics") next to where you navigate through contacts. Under "Code", choose the appropriate code for this action. Under the time, enter 10 minutes. Cl... Enter the E-mail System On the Main Screen, click the envelope icon at the top. Add a new contact Click the green plus sign at the top left of the Main Screen. Delete a contact You must be a user whose "delete contacts" permission is not denied by an Administrator user. Click the red minus button at the top left of the Main Screen. Import a sample list of 5000 leads Log in as an Administrator. Click the icon for the Setup Section on the main screen (icon looks like a screwdriver and wrench). Click the Import/Export/Backup tab. Click "Import from other for... In the Referrals field of those 5000 imported contacts, enter the words "Test List" by using Snippets. Snippets are short (or long) phrases that can be retrieved and entered into a field to provide consistency when entering data. Next to the Referrals field, click the yellow S to pull up its Snippets.... Change IN ONE CLICK the contact name to all capitals. (Hint: hover your mouse on the Proper button) Hold down Control+Shift+Alt, and next to the name field, click the yellow "P" (for Proper Case) button. This keyboard modifier will put the name in UPPERCASE, as opposed to its normal function of Pro... Change IN ONE CLICK the contact name to "Proper" capitalization. (Hint: hover your mouse over the Proper button) Next to the name field, click the yellow "P" (for Proper Case) button. Find your e-mails to Read. Go to the E-Mail System and click the TO READ icon to list of the E-Mails you have to read. For a contact that has e-mails in the system, go to the Email System to verify that all emails sent TO and FROM this contact are automatically displayed From the main screen, click the E-mail System icon. Once you get to the main screen, if any emails were sent to or from this contact, they should automatically be displayed. If no correspondence has... Send an e-mail based on a template to a contact Choose a template next to the Templates field on the main screen. Once selected, click the envelope to the right of the Template name to email that template to the current contact. While in the E-Mail System, select all the e-mails belonging to the currently selected contact. Click the button labeled "E-mails Related To" next to the e-mail address of the current contact. While in the Main Screen, go to the Automessenger System in one click and assign an Automessenger to the current contact. The Automessenger System can be accessed from the Templates Manager, but a shortcut to it is to view Contacts Related Options (click the blue and yellow people in the Honeycomb roadmap) and click the ... While in the Main Screen, go to the List View and once there explore the three different views. On the Main Screen, click the List View icon (fourth icon from the top-left) to view contacts in a List. Click "1-line view", "multi-task view", or "selectable fields view" to see contact information... Go to the first, next, previous, and last records of All records in the database. Click the appropriate button in the navigation module at the bottom of the Main Screen to browse contacts. For example, click "All" to view all contacts, then click "last" to view the last contact, ... Determine how many people named "John" there are in the system, and navigate through them. Perform a "quick find" for John (click "Find" at the bottom of the Main Screen, type John, and press Enter). A list of all the Johns is displayed. The number of returned matches is at the top. Click... Know and practice the most basic shortcuts: Control+1, Control+4, Control+5 and Control+7 Control+1) Brings up your "quick notes". Just simple notes you can write to yourself, on different pages. Control+4) Find a contact. Control+5) Go to the E-mail System (in the state you last left it... Use the keyboard shortcut for FIND and search for a group of contacts using at least two different fields (such as area code and last name) Press Control+4 to bring up the Find dialog. Search for terms that can be found in different fields, such as area code 954 and last name "smith", separated by a space, as in "954 smith". View contacts in a list, as opposed to browsing mode. Click the "Find List" button, next to the Find button. Alternatively, click the "List View" icon, found at the top-left of the Main Screen. Reschedule a task by changing the date and time manually. Open the Task Manager. Click "Find Pending Now" to find some tasks for yourself. Click the magnifying glass to bring up the current contact's tasks. Click right on the time or date information for ... 5 Habits of Highly Successful Salesmen The term "born salesman" is something that gets thrown around a lot in sales circles. Very often, when we think of a successful model for selling, we think of the guy who just oozes charisma. This is ... While in the Main Screen create a new task manually (not using the Snippets) and then change the Time in one click to be set 30 minutes from now. Open the Task Manager and click the green plus button to create a new task. Choose "Self" to assign this task to yourself. Type the task description. Next to the word "Time" (above the task descrip... Now, clear the time of the recently created task and notice how NO ACTION changes to TO DO Before you created the task, your "Task Status" was "NO ACTION". This means that you don't have any tasks which should be done now. When you first created the task, "NO ACTION" changed "TO DO". Thi... Change the date of the current task to tomorrow in one click, then set it for the day after tomorrow in one click. Next to the Date field for a task, you can click the yellow "T" button to set the task due for today. Hovering over the button, you see that holding Shift while clicking the button will add a day to ... Clear the date of the current task and change it, in one click, to a week from today, then clear it again and set it up to a month from today. Along the same lines as setting the task date to tomorrow, hold down control and click the "T" button to set the task date to a week from today. To clear the date, go into the field and press Delete ... Using the current task that should be scheduled for a month from today, add one day to the schedule in one click. Shift-click the "T" button to add one day to the current date of the task. Select 4 PM for the current task. Click the time field for the current task and choose 4PM from the drop-down menu. You can also type in the time. Mark the task as "Done". Click the yellow "Done" button, signifying that the task has been completed. In the History tab for the contact, a note detailing the task's completion will be displayed. Create a new task for yourself and then type today's date in one click inside the task. Steps to do it: Create the tasks normally and then use the shortcut control + "-" (the control key together with the dash key or minus sign. You can use this shortcut anywhere in the program. Learn by heart, understand and practice the following e-mail shortcuts. 1) From the Main Screen use SHIFT + 5 to go to the E-mail System. In this case you ARE going to the e-mail system WITHOUT selecting e-mails belonging to the current contact but to the last screen visi... Virtual Contacts Related Did you know that you can view in seconds directly from the program ANY Internet portal that you had uploaded? Ideal to supervise the ongoing work of your affiliates and employees. Import a Credit Report from Privacy Guard into the Disputes Center To import a credit report from Privacy Guard, log into the client's account at www.privacyguard.com . We recommend using Internet Explorer as the web-browser of choice, as Firefox and others don't alw... Import a Credit Report from Credit Keeper into the Disputes Center To import a credit report from Credit Keeper, log into the client's account at www.creditkeeper.com Navigate to view the client's report, and be sure to click the "View Full Report" button at the t... Import a Credit Report from TrueCredit into the Disputes Center To import a credit report from TrueCredit, log into the client's account at www.truecredit.com . We recommend using Internet Explorer as the web-browser of choice, as Firefox and others don't always w... Import a Credit Report from Kroll Factual Data into the Disputes Center To import a credit report from Kroll Factual Data, log into the client's account at www.factualdata.com Navigate to view the client's report, highlight all of it (right-click, choose "Select All"),... Import a Credit Report from Credit Plus into the Disputes Center To import a credit report from Credit Plus, log into the client's account at www.creditplus.com Navigate to view the client's report, highlight all of it (right-click, choose "Select All"), and cop... Import a Credit Report from Credit Check Total into the Disputes Center To import a credit report from Credit Check Total, log into the client's account at www.creditchecktotal.com . We recommend using Internet Explorer as the web-browser of choice, as Firefox and others ... Check the Templates Manager to be sure Dispute Templates are assigned to the Dispute Center Go into the Templates Manager (link available from the Main Screen, or from the Dispute Center). Where it says "Click below to select Category", select the category "Defaults (Legal)". Make sure the... Add one Dispute manually To add a dispute manually, click "Add" at the top left of the Dispute Center. Then, simply fill out the Description, Creditor, Template, Dispute Type, Credit Bureau, and other details about this dis... Add a real or fictitious creditor. To add a new creditor to your Creditor's List, click "Add" at the top of the Creditor's List screen. Then, at the left, add the name and contact information for the Creditor. The creditor will show up... View the list of Creditors you have in your database. To view the creditors you have in your database, click the button labeled "Creditor's List" at the top of the Dispute Center. On this screen, you can modify the contact information for creditors to be... Find the Creditor "American Express" in the Creditor's List. Go to the Creditor's List, and click "Find" at the top of the screen. Type in "Amer Expr" or similar expression and hit Enter. Set the Type of Dispute to Late Payment To alter a dispute's Dispute Type, simply use the drop-down menu in the dispute's row to select the type of dispute, one of which is "Late Payment". Automatically set the correct Template and Description for the current dispute. Click the red 'S' (for 'Set') button next to the Dispute Type to automatically set the correct template and description for the current dispute. Notice that you could also set ALL the templates for se... Set the Credit Bureau for the current dispute. To change the Credit Bureau for a dispute, select it from the radio buttons in the dispute's row. Ex = Experian, Eq = Equifax, Tr = TransUnions. Set the Status of the current dispute. To change the status of a dispute, use the drop-down menu on the dispute's row to select from "In Progress", "Deleted", etc. Set the Account ID and Amount for the current dispute. To change the Account ID and Amount for a dispute, simply type into the appropriate fields in the dispute's row. Set the Dispute Type to Inquiry. To change the Dispute Type of a dispute, select a type from the drop-down menu. In this case, choose "Inquiry". Now, notice that you need to use the Amount/Other field to enter the Date of the Inquiry... Filemaker Server Does Not Start stays in a loop Go to RUN CMD services.msc Check if Filemaker Services is started. Virtual Contacts Related Did you know that you can send dated tasks and notes to an Internet Portal where you or yout affiliates can retrieve them and modify them as appropriate? Virtual Contacts Related Did you know that you can see maps in your Internet Portal? Ideal for sales people looking for direction on the road. Virtual Contacts Related Did you know that you or your affiliates can send e-mails from the Internet Portal and received a copy of the e-mail sent inside the program? Tip of the Day Did you know that this F.A.Q. had been created directly from the program? Tip of the Day Did you know that you can use the program as a standalone or in a network environment? (additional third-party software require for a network environment) Marketing Did you know that our program features an unlimited level commission system? Marketing Did you know that our program includes a full-feature domain manager? You can control unlimited domains and all its data, expiration dates and much more. Marketing Did you know that you can track marketing campaigns online and off-line? Be in control of your marketing campaigns know your ROI and much more. Marketing Did you know that you can manage recurrent marketing campaigns? For any serious marketeer is important to know when to revise a campaign or what is the cycle of attention that you need to give every c... Marketing Did you know that you can extract lists of prospects from search engines like Google? Marketing Did you know that you have at your disposal 15 telemarketing merge-capable script areas to sustain your telemarketing efforts? Do telemarketing in a very powerful way. Telephony Did you know that you dial phones with one click directly from the program if you have a modem in your computer? Telephony Did you know that you dial phones using a soft-phone and headset and the SIP protocol directly from the program? You can make free calls with certain carriers like voipcheap.com and cheap calls using ... Marketing Did you know that you can post web pages to the Internet even sending pages to hundreds of different domains with one click? Marketing Did you know that you can submit your domains to Goggle directly from the program? Tip of the Day Did you know that you can change the case of one or a thousand names and companies with one click? (i.e. john smith to John Smith) Marketing Did you know that you display the downline of any of your affiliates with one click? Tip of the Day Did you know that you can compare two or more records and move data from one to the other? Ideal to consolidate duplicates. Tip of the Day Did you know that you can check for duplicates with one click? This is no ordinary duplicate search, it will search for duplicates crossing all phone numbers, all e-mails and their URL for a truly eff... Tip of the Day Did you know that you can duplicates contacts with one click? Tip of the Day Did you know that you display a map of your client's address? Tip of the Day Did you know that you can check your client's address against the USPS service and enter back their response? This guarantee that their return address will be correct. Tip of the Day Did you know that you can check the weather of your client's address? Ideal for small talk. Tip of the Day Did you know that you can tell the astrological sign and age of anyone based on his date of birth? Tip of the Day Did you know that you can tell what agent created the record and when? Tip of the Day Did you know that you all you notes will be "signed" automatically with your agents ID and time stamped? By the way only the administrator can change that. Marketing Did you know that you can assign different commissions to the same agent based on the client? (i.e. An Agent gets 20% with client John Smith but 25% with client George Hamilton) Tip of the Day Did you know that you can have unlimited phone numbers and all of them will be searched? Tip of the Day Did you know that you can enter phone numbers in any way ad they will be formatted correctly every time even from different countries? Tip of the Day Did you know that you can set the state and time zone plus know the current time based on the phone number for one or multiple contacts with one click? Tip of the Day Did you know that you can select contacts by time zone? Tasks Related Did you know that you can select your tasks by time zone with one click? Tip of the Day Did you know that you can check for duplicates from specific fields? (i.e. like company, phone, E-mails Related Did you know that you can mark some e-mails which in turn will be available in the e-mail system when sending e-mails for fast selecting? (i.e. your associates, friends, partners could be part of this... setup a Server-to-Client Network with Filemaker Steps for configuring Filemaker Server: Filemaker Server should be installed. To run it, click the Filemaker Server Admin Console icon on the Start Menu/Desktop. It will launch a web browser and ... Enter the Dispute Center To enter the Dispute Center, click "Credit, Debts, Loans" on the Main Screen (near the bottom of the Roadmap Honeycomb). Then, click the red "Dispute Center" gavel at the top. Do a "quick find" on one field If you spot a contact that has a certain piece of information in a field (say, "ABC Company" in his "Company" field), you can click the black arrow next to the field "ABC Company" and the software wil... Do a quick find on several fields at one time A normal "quick find" allows you to search for text within *most* of the fields for contacts. For example, if you search for "954 joh", it may bring up a contact named "John" that has a phone number c... Showing "User Defined Fields" and the Task Manager "User Defined Fields" are fields that can store any kind of information, and can be labeled as you see fit. For example, the "Name" and "Company" fields for a contact are standard and are always avail... Hovering is the key to a fast and comprehensive learning It's understanable that the software may seem like an airplane cockpit, a very intimidating set of tools. However, there are 2 things to keep in mind. 1) The more you use the software, even if onl... Check your Tasks, and create one for yourself To create a Task for yourself, first open up the Task Manager (same process as displaying "User Defined Fields"). Click the yellow "Find Pending Now" button. This brings up all the contacts for whom y... Create a Task for another agent To create a task for another agent (user), simply proceed in the steps for creating a task for yourself, and when prompted for the user, instead of clicking "self", choose the user from the drop-down ... Enter preset multi-step tasks Some tasks are performed so often that it would be a pain to type them out all the time (especially if there are multiple steps). Thus, instead of clicking the plus sign to add a new task, click the b... Add a note about a contact "Notes" are simple pieces of texts which can be aggregated about a contact. To add a note about a contact, go to the Main Screen (Contact Screen). At the bottom, on the Notes tab, click the small gree... Scan a document and attach it to a contact On the Main Screen, next to the Notes tab, is a Documents tab. This tab allows you to store information (images, text) as well as file paths to files. You can put paths to documents by either typin... Software Internet Business Promoter (IBP) In Walter's computer. Navigating between contacts Almost always, you will be getting to a contact's information by performing a "Find" that eliminates all other contacts. That is, you will not be browsing for contacts one by one, but going straight t... Different ways to see your data You can navigate your contacts in Browse mode (by using the left and right arrows), or you can navigate your contacts as a list. To view contacts in a list, click the 'List View' icon on the Top Navig... change the Time and Date of a Task Open the Task Manager. Click "Find Pending Now" to find some tasks for yourself. Click the magnifying glass to bring up the current contact's tasks. Click directly on the time or date information for ... Duplicate a Dispute Sometimes, a dispute is similar in nature to another dispute, except maybe 1 or 2 fields. In this case, it may be easiest to duplicate the dispute than to create a new one. Furthermore, the duplicate ... Delete One or Multiple Disputes To delete a dispute, simply click on one (a black bar should appear next to its row at the very left, indicating it is selected) and click "Delete" at the top. A dialog will be displayed asking if you... Determine which Dispute is selected To determine which dispute is currently selected, watch the left side of the screen. When you click on a dispute, a small vertical bar will highlight the current dispute. Click on another, and the bar... Print Envelopes to the Credit Bureaus To print envelopes to the bureaus, click the Envelope icon at the far right of the dispute rows in the Dispute Center. Click the button for "Envelope", though you could also create Avery Lables by cli... Print Envelopes to Creditors The process to print envelopes to Creditors is almost identical to the process for Credit Bureaus, except that in the Dispute Center, under the column button labeled "S" (short for "Sort by creditor")... Omit one or Multiple Disputes To omit a dispute, simply click the "omit" button next to the dispute. Omitting a dispute does NOT delete it. It simply hides it from view, allowing you to perform actions on the remaining set of reco... Prepare Disputes for Printing There are two ways to prepare disputes for printing. 1) The disputes can be set to be mailed every X amount of days, or 2) The disputes can be intelligently *grouped together* (based on dispute type a... Print Disputes that are "Due to Print" today To select the disputes that are due to print today, simply click the button at the top of the Dispute Center labeled "All Due To Print" and those disputes will show up. Clicking the red "P" button alo... Create a PDF Copy when Printed Disputes In addition to printing, when you click the P (print) button, the option to create a PDF file is given. Choose "Add PDF" to create a PDF of the printed dispute. To open the PDF later, click the "PDF" ... Find and Filter Disputes To find a dispute, simply click "Find Dispute" at the top of the Dispute Center and enter a search query. The query will be searching most fields, such as Account Number, amount, etc. Also, to filter... Add New Types to the Dispute Types Field and Descriptions Field To add new types to the Dispute Types field, click "3-line View" at the top of the Dispute Center. Now that disputes are in 3-line view, click the yellow "S" (for "Snippet") next to the Dispute Type f... Manage tracking of Disputes Sent by Certified Mail Disputes can be mailed out using Certified Mail Envelopes and tracked with 3rd part software, which can interface with Credit Money Machine. When you send a letter using a Certified Mail Envelope, you... Attach a Document (Word, PDF, etc.) to the current client To attach a document to the current client, use the "Documents" tab at the bottom of the Dispute Center. The documents tab is the same tab as provided on the Main Screen. It allows you to scan a new f... Upload a client's Progress Report to your website If your website's FTP parameters are set up correctly (check the Credit Money Machine manual on how to set up website FTP parameters in the software's Setup Section), you can upload client progress re... Change the number of disputes displayed on the screen The button at the top of the Dispute Center labeled "3 lines view" will allow you to see fewer disputes on screen at one time, but it displays the information in a larger form. If you wish to revert b... View a client's Progress Report Portal To view a client's progress report portal, click the "eyeball" icon next to the FTP button in the Dispute Center. This will open a web link to the client's progress report running on your website. Deleting a contact To delete a contact, click on the red 'minus' button at the top left of the Main Screen (Contact's Screen). Red 'minus' buttons usually delete a record pertaining to the current screen of the program.... Using the right resolution For your own enjoyment of the program, use the correct monitor resolution. Your monitor's resolution should be set to 1280x1024. ================= Setting your monitor's resolution to 1280x1024... What are templates? The Template system allows you to easily create letters (templates) with special symbols in them that will be auto-populated with specific contact information when e-mailed or printed. You can a... Create a template category Templates are best used in categories, such as "Credit Repair Related", "Other Services", etc. To add a category, click "Add Category" on the right-hand selection box and a new template will be c... Create a template Whether you create a new category by clicking "Add Category", your click "Add Template", you will be presented with a new space for a template. Type the subject line for the template next to "Subj... Use template buttons to customize templates to contacts Template buttons are at the top of the Template System screen and are used to customize template letters. Essentially: instead of typing the name of your customer after writing "Dear " in your bo... Preview a template with contact data before sending After writing a template, you can check to see if everything is as it should be by clicking "Preview" at the top. This displays your template text as well as contact data that has been merged. E-mail, Print, Fax or SMS a template If everything is correct after previewing, you can click any of the messaging systems buttons, such as "Email" or "Print" and send this template-letter to your contacts. You will have the option of se... Adding non-printable comments to your letters To insert non-printable characters into your letters, simply preface the characters by two starting square bracket symbols, and end them with two square ending bracket symbols. Any characters or parag... Make a template available for easy access on the Main Screen Next to the name (subject) of a template on the right hand side of the Templates Manager is a checkbox. If you hover over the checkbox, it will talk about "making this template available to the Main S... Just a test test What is the KEI (Keyword Effectiveness Index)? The KEI compares the number of searches for a keyword with the number of search results to pinpoint which keywords are most effective for your campaign. Suppose the number of searches for a keyw... What is the E-mail System? The E-mail System helps you write and receive e-mails (both with sophisticated rules). The E-mail System can be accessed by clicking the envelope icon on the Top Navigation Buttons on the Main Screen.... Set up your e-mail accounts Before you can begin sending and receiving emails, you must enter your mail server parameters for your various email accounts. To manage the E-mail System's e-mail accounts, click 'Accounts Setup' on ... PR RANK LINKS WHAT BETTER PR0 PR1 PR2 PR3 PR4 PR5 PR6 PR7 PR8 PR9 PR10 PR2 is better than PR1 Receive e-mails for your accounts You can click "E-mails to Read" at the top of the E-mail System to show your "Inbox". To receive new e-mails for the accounts that are assigned for you, simply click "Receive All" at the top. Create and send an e-mail Click on "Compose E-mail" at the top left to start a new e-mail. Automatically insert the contact's e-mail address clicking the appropriate buttons, or simply type in the To: line. Write your e-mail i... E-mail a contact from the Main Screen On the Main Screen, click on the Envelope icon next to the contact's e-mail address to compose a blank e-mail addressed to the contact. E-mail a contact using Templates from the Main Screen Instead of clicking the normal envelope icon on the Main Screen to email the client, click the envelope next to the Templates field. Depending on what is on the drop-down menu next to Templates, it wi... Search for some e-mails The search column allows for maximal searching within e-mails. The column is available on most screens of the E-mail System, like "Emails to Read", "Emails to Send", etc. The box title reads "Enter Qu... Enter the Loan Modification Center On the Main Screen, click the "Loan" button located near the bottom left of the Honeycomb Roadmap. Then, at the top, click "Loan Modification". Input Borrower/Co-borrower information Automatically, when you go into the Loan Modification Center for the first time while positioned on a contact, it will create a new loan modification record for them, and the contact information will ... Add mortgages At the bottom left, there are 3 mortgage tabs. Enter the client's current mortgage deal information in the column labeled "Current Deal", and enter the proposed information under "Proposed Deal". C... Input the client's Income and Expenses Near the center of the screen, click the button "Income and Expenses". Here, you are allowed to enter Borrower, Co-Borrower monthly incomes and expenses as well as assets. These fields will be reflect... Add a lender to your Lender List Below the "Income and Expenses" button is a button labeled "Lender List". This will lead you to your lender database, where you can browse, find, and add lenders by using the buttons at the top. add an affiliate for the special 60 day trial like ourinternet.us 1) Go to iDevAffiliate affiliate login and create a login for new affiliate (like 'ourinternet') 2) Go to buycyc.com in Web Com. Builder and duplicate ourinternet/buyNowButton and ourinternet/index.p... What are Groups? Groups are simply "groups of contacts" that can be stored and retrieved at a later time. The Groups pane is normally used to manage groups. The groups pane is found on the right side of the Main S... What are One-click-groups? One-click-groups are mainly used to categorize or tag contacts for company-wide use. One-click-groups are on the top-right hand side of the Main Screen. There are 3 green "tabs" of one-click group... Add two contacts to a one-click-group A contact can be added to a one-click-group by checkmarking the box next to the group's name. Suppose you want to add the current contact to the group "To be called" or "Wants more information" or "Gr... Retrieve the members of a one-click-group Clicking on the group name itself will retrieve its members. Hence, "one-click" group. Thus, click on the words "To be called" or "Wants more information" etc., it will select all the contacts with th... Perform a "find" that brings up multiple contacts, and add all of them to a one-click-group using only 1 click. The blue 'S' (for 'Set') button next to the group name allows you to add the current or all selected records to the group. Click the 'S' button, and choose "Selected" to add the selected contacts to t... Clear a one-click group. Similar to 'Set', click the red 'C' button to clear the checkmark for current, selected, or all records. What are Unlimited One-click-groups? Unlimited one-click-groups work like normal one-click-groups, except in 3 fundamental ways. 1) You can only have a limited amount of normal one-click-groups. 2) Since the amount of normal one-cli... Change the labels for one-click-groups The labels for one-click-groups can be changed in the Setup Section. From the Main Screen, click the hammer and screwdriver icon next to the house to enter the Setup Section. Then, click "Labels" at t... Add an Unlimited One-click-group First, bring up Unlimited one-click-groups by clicking the red "U" at the top-right of the Main Screen. Then click the yellow "Add Group" button to add a group. Add two contacts to an Unlimited One-click-group Click the blue "set" button to add the current contact to the one-click-group. You can also click the name of the unlimited one-click-group and choose "Set" to set the selected contacts as part of the... Rename an unlimited one-click-group Shift-Click the blue "set" button to rename the unlimited one-click-group. Omit and then delete an unlimited one-click-group Omitting a one-click-group is just like omitting other types of records. Omitting does NOT delete a record. To omit an unlimited one-click-group, click the green "O" next to one. You can then click "S... Select all contacts in an unlimited one-click-group To select all the contacts in an unlimited one-click-group, click the name of the group and click "Find". Select all contacts you've ever input into any unlimited one-click-group To select all the contacts you've ever tagged in one-click-groups, click "Select Yours" at the top. Similarly, you can click "Select Others" to select contacts that have been placed in other people's ... Verify if the current contact is in an unlimited one-click-group. Hover over the last icon of a one-click-group (that looks like an eye) and the tooltip will tell you if the contact is in the group or not (and by whom it was set). You can also click on the group's n... What are memorized groups? Memorized groups are a way to automate "Finds" you perform often. For example, you can have a "People named John" group. It would be tedious to create a group called "People named John" and then ta... Create a new memorized group To create a new a group, click 'Add/Mod' in the Memorized Group area. This will take you to a screen similar to the 'Full Find' screen. This screen gives you full control on what you want to base ... Retrieve members of a memorized group Now that we have the group, we can choose "People named John" under 'Memorized Groups' at any time on the right side of the screen. Clicking 'Go' under the group name filters out all contacts who don'... Modify the "John" group to only find people named "John", but not people named "Johnson" Some queries can be made more specific using special characters. Click "Add/Mod" to modify the John memorized group. Click on the name field right in front of the "J" in "John". At the bottom of the s... Modify the memorized group to only show people named John who are in a certain one-click-group In the "Modify Group" screen, check the group boxes at the right if you want to assure that any contacts returned are within a specified one-click-group group. Performing the search will then show all... Modify the memorized group to only display contacts that exist in two contradictory groups This is useful to check the validity of your data entry. Suppose you have two contradictory groups, such as "Please call" and "Do not call" in your first and second one-click-group slots. You want to ... What are On-The-Fly groups? On-the-Fly groups is an easy way to group contacts for viewing purposes. On-the-Fly groups are called 'on-the-fly' because they are used often and are usually temporary. Up to four On-the-Fly groups c... Add two contacts to an On-The-Fly group Clicking the checkmark next to an On-the-Fly group number (one through four) will add the current record to the group. Once a contact record has been added to a group, a little red dot will signal tha... Replace with your own Knowledge Subject and Enter Text below Type a small reminder about what the on-the-fly group is about You can give yourself a reminder of what the on-the-fly group is about by holding Shift and clicking the number of the group (one through four). The reminder will show up as a tooltip when hovering ov... Perform a search and add the results to an on-the-fly group Say we've performed a search for contacts who live in Florida and got back 34 results. Clicking the plus button next to the group number will add the found set of contacts to the group (i.e. the 34 co... Subtract out several unwanted contacts from the group in one-click If we wanted the group to house all the contacts who live in Florida but don't live in Miami, we could perform a search for contacts who live in Miami and subtract this result from the group. Even if ... Retrieve all the contacts that belong to an On-The-Fly group Clicking on the On-the-Fly group's number, such as number 1 will display all contacts who belong to the group. Clear an On-The-Fly group Clicking 'C' removes all contacts from the group and removes the little red dot (clears the group). What are To-Do Groups? To-Do groups are used to processes a batch of contacts from a large list of contacts. For example, you could process contacts "10 at a time" from a list of 100 contacts. The basic interface (add, ... Select All contacts, then add them all to the "To Do" group. Click the "All" on the Main Screen navigator to select all contacts. Then click the yellow plus sign next to the "T" group to add the contacts in the To Do list. Process your contacts in batches of 10 Beside the "Next To Do" button, type in the number 10. This will process your "To Do" group contacts in batches of 10. That is, click "Next To Do" and 10 contacts from the group will appear. As you pu... How to Update the software if you have a Stand-Alone version Note: Make sure you are logged into the computer as an Administrator. 1. Make sure the software is not running. 2. Download the newest 'stand-alone' setup program from http://www.aoox.com and ru... How to Update the software if you have a Network version Note: It is always a good idea to backup your data before upgrading. Also, make sure you are logged into the computer as an Administrator. Some networks don't allow lesser-privileged users to install ... How to set the ABCPDFwriter PDF Printer Driver Go to C:\Program Files\ABCPDF Writer and open "Preferences.exe". Make sure "Use default folder location" is checked and the location points to your "My Documents" fol... Additional updating instructions and requirements After updating the software, it is required that the ABCPDF Writer settings are correct for the right operation of PDF printing, etc. So after installing the latest update, you should go to C:\Prog... How to Refresh your password if Registration is Unsuccessful Sometimes, the password on the Registration screen is not successfully downloaded from the Internet. This may be due to certain factors, such as firewalls. If registration is appearing unsuccessful... Instructions for setting up a VPN Instructions for setting up a VPN (and thus allowing you to map network drives across the Internet) are here: http://www.aoox.com/docs/vpn-instructions.pdf The instructions cover what to do on t... How to Correctly Set File Permissions to allow Write Access to the Software Please view the attached document. How to set the ABCPDFwriter PDF Printer Driver Go to C:\Program Files\ABCPDF Writer and open "Preferences.exe". Make sure "Use default folder location" is checked and the location points to your "My Documents" fold... How to Import Contacts Importing contacts from outside sources, such as Excel, CSV files, Quickbooks, and other databases is a simple process. 1) On the Main Screen of the software, click "Setup" on the right h... How to Export Contacts Exporting the software's contacts to outside sources, such as Excel or CSV, is a simple process. 1) On the Main Screen of the software, click "Setup" on the right hand navigation menu. ...

Use of Private Blog System 175

Install The Tracking of Online Marketing Campaigns 93

Install The Check Form Online 91

How To Register 64

How to Update the software if you have a Network version 50

Install The R.E.P. System Online 40

How to Export Contacts 2011-02-16 18:57:19

How to Import Contacts 2011-02-16 18:15:49

How to set the ABCPDFwriter PDF Printer Driver 2010-12-09 18:56:06

How to Correctly Set File Permissions to allow Write Access to the Software 2010-12-09 18:15:48

Instructions for setting up a VPN 2010-10-04 18:23:35

How to Refresh your password if Registration is Unsuccessful 2010-09-03 17:02:29

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