INSTALLATION PROCEDURES


1.

Insert the CD ROM into drive D:\ (where "D" is the drive designator for your CD-ROM drive).

2.

Press the START button and move the mouse to highlight RUN. (Windows may start the installation program for you. If that is the case, skip to STEP 4.)

3.

Enter d:\setup.exe in the Open field and press the OK button.

4.

At the Welcome Screen , select [Next].

5.

Read the License Agreement; click [Yes] if you accept the agreement, and then select [Next].

6.

Enter your User Name and Organization (This is the owner of the program. If you have Windows 2000 or Windows XP, you will also select the user of the software from the options.), and then select [Next].

7.

Select the installation type:

  • Complete - Installs everything--including MLS.

  • Custom - Deselect (uncheck) any program you don't want to install at this time.

8.

Select [Install] when you have all your installation settings correct for your application.

9.

Read the License Agreement for Microsoft Agent; click [Yes] if you accept the agreement, and then select [Next].

10.

Read the License Agreement for True Voice; click [Yes] if you accept the agreement, and then select [Next].

11.

Select [Finish] or click the Launch and then click [Next].


ADDING A PRIMARY USER

1.

Enter the Primary User's First and Last Name, as well as, all contact numbers in the appropriate fields.

2.

Enter the Username for the system. This will become the login name through which the system is protected from unauthorized use.

3.

Enter the Password for the system. This will become the password associated with the login name through which the system is protected from unauthorized use.

4.

Enter the Password again to confirm the system has the correct spelling.

5.

Once you have confirmed all the information as being correct, press the [OK] button.


UPDATE Xi

1.

Press the Update Xi icon.

2.

Wait as the program searches the www.advantagexi.com web site for the latest updates to the program.

3.

Press YES on the Updates Available screen.

4.

Press the Download button on the Internet Update screen.

 

The program will display the approximate amount of time left in the download. After the download is complete, the program will restart and implement the update.


How do I setup a new Mail Account?

1.

Enter the name of the new e-mail account and press the Next button.

2.

Enter the name of your e-mail provider's POP 3 address and press the Next button.

3.

Enter your User Name and Password; press the Next button.

4.

Enter the name of your e-mail provider's SMTP address and press the Next button.

5.

Enter your e-mail address and press the Next button.

6.

Review your e-mail input and press the Finish button.


How do I use the Detail screen to set an event or a task?

1.

Set the action type by clicking its name.

2.

Type in a description in the Description field. The description is displayed in the Task Pad.

3.

Indicate the Importance by selecting the letter (A ~ D) from the drop-down menu.

4.

Indicate the Priority by selecting the number (1 ~ 99) from the drop-down menu.

5.

Select the Coordinator from the drop-down menu.

6.

You can change the date of the event from the drop-down menu. (Placing a checkmark in the Completed checkbox will indicate the event has been completed.)

7.

Select the time of the event. Clicking the Time radio button will display the Time editor screen (see below).

8.

Add any notes associated with the task/event in the Notes field. This field displays in the Task Pad or in the Note field using the Notes Toolbar button.

9.

Set the contact by pressing the Contact button. The Quick Search screen should appear allowing you to find a name quickly. Press the Search button. (You should recognize the selection screen as your Address Book.) Pressing the X button will remove the Contact from the field.

10.

Some screens have another options at the bottom of the screen (i.e. Transaction, or Document). Pressing the associated button will display the selection screen. Pressing the X button to the right will remove the content from the field (In our example: Agent01.txm filename would be cleared from the field).


How do I Mail Merge?

Mail Merging currently begins in the Address Book or in the Word Processor.

1.

Open the Address Book.

2.

Mark all records to be included in the Mail Merge. (Use the space bar to place an X at the left of the highlighted record.)

3.

Select Print-->Letter from the barmenu.

4.

Select File-->Print Mail Merge from the barmenu.

5.

Select the output method from the drop-down menu.

6.

Press the OK button.


Mark-It How-To Document