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Installation
Procedures
Upgrading
From Mark-It Advantage 4.03
(SEE UTILITIES
SECTION BELOW FOR IMPORTING DATA)
Adding
a New Contact
Adjusting
Column Display
Advanced
Classification
Displaying
Classifications
Marking
Records
Searching
Options
Referrals
Using
Notes
Primary
Contact
Contact
Information
Adding
Contact Information
Adding
a New Classification
Contact
Screen
Notes
Tab
Referral
Tab
Family
Tab
Calendar
Tab
Photo
Tab
How
to EXPORT Names and Addresses
Adding
Events
Detail
Tab
Options
Tab
Recurring
Tab
Report
Selection Dialog
Run
Program
Setup
Task Series
Task
Series Worksheet
Task
Series Spreadsheet
Utilities
Section
Backup/Restore
(Screen Help)
Backup/Restore
(Step-by-Step Process)
Adding
a New User
Sharing
a Folder for Replication
Network
Setup (Replication)
Remote
Internet Sync Setup
Adding
Business Sectors to Xi
Updating
Xi
Using
Screen Designer
Avaya
PhoneLink (and others)
Automatic Database Sync with Task Scheduler
(IMPORTING DATA FROM OTHER
SOFTWARE)
Calyx
Point Setup/Export
Byte
Import
Import
Top Producer 6/6i
Import
Top Producer 7i
Import
Top Producer 8i
Import Agent
2000
How to Setup Microsoft Outlook Sync
See PALM (PDA) Section for
Syncing To Palm Devices
Audio/Video Links for Importing data:
Importing Data
Importing Microsoft Excel
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