Rich's CDROM 2004-2005 Installation

Prerequisites:

• CDROM
• Serial Number / Password
• Windows 95, 98, Me, 2000 or XP (For Macintosh, contact us)

Installation:

• Insert CDROM into your drive
• Click My Computer
• Double-click the CD image (the CDROM drive)
• Click the Setup Icon



• Setup software starts, which will guide you through rest of the setup
• Setup will ask you for name, company and serial number. You can find the serial number at the back of your CD cover.



• Look for a new icon on your desktop after you have completed the setup

Usage Tips:

• There are two modes: Company mode and Manager mode
  • If you are looking for specific type of management, for example CFO, open the database in Manager mode.
  • If you want to select records by characteristics of the company such as number of employees or location, open in company mode
• Filter Records
• You may filter your records from the Query Menu.
• When you're done tweaking and are satisfied with your results, you may save it, print it or export it. You may also flag individual records for your filter using the flags on the toolbar.
• Search Records
• You can open the database in the Management View
• This helps you locate specific type of managers quickly
• To open the database in Management View while in Company View, you can simply close the database and reopen the management view.
• You can select all, a single category or several categories by holding the Ctrl key and clicking on each of the management categories.
• For example, if you want to do a mailing to CFO’s and Controllers, click CFO and holding the Ctrl key click Controller. Then click OK. You will then be presented with all the CFO’s and Controllers. If you want to do additional filtering you can perform this function in much the same was as you did in the Company view.

Exporting Data:

• You can export the entire database from the File menu
• You can export selected data by running a Query/Filter
• Once exported, you may import it into your favourite Word Processor, Contact Management software, Spreadsheet or another database
• The four export methods include:
  • All Company Data: Exports all the data about the company from either Entire database or Query
  • Mail Merge export: Includes those records that are necessary to print labels and letters
  • Tab Delimited or HTML: Exports data in a tab delimited or HTML file for website use
• Use File / Export All item to export entire database or only your query subset data
• The data exported, can be imported in Excel, ACT, Word or even Outlook