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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
How
to Setup TAPI Dialer
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
User
Access Rights Explained
Sharing a Folder for Replication
Network Setup (Replication)
Internet Sync Setup
(Quick Guide)
Remote Internet Sync Setup
Adding Business Sectors to Xi
Updating Xi
Using Screen Designer
Avaya
PhoneLink (and others)
Automatic Database Sync with Task Scheduler
How
to Sync with a USB Drive
(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/Agent Office
 How
to Setup Microsoft Outlook Sync
See PALM (PDA) Section for
Syncing To Palm Devices
How
to Setup Google Sync - NEW VERSION OF XI ONLY
Audio/Video Links for Importing data:
Importing
Data
Importing
Microsoft Excel
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Help
Manual (pdf)
Help
Manual (self extracting exe)
Report
Designer (pdf) (Print > Reports > (select filename) > Edit
Setup Mail Accounts
Mailer
Checking E-Mail
Checking Messages In Another Folder
Creating Mail Folders
Deleting E-Mail
Forwarding E-Mails
Mail Options
Mass E-Mail
Save E-Mail
Setup Signatures
Setting Default Signature
Selecting Recipients
Embedding Images In An Email
New Message Screen
Printing The Folder List
Setup Mail Rule
"On Vacation" Mail Rule
Monthly EMail Newsletter
Auto-Save
Emails To Contacts
How
to use the Visitor Webpage Import
How
to use the Visitor Webpage Import for QRCodes
How
to setup Email Archives
How
to setup Dropbox for Extracted Attachments
How To Do Mail Merge with Xi Word
How To Do Mail Merge with Microsoft Word
How To Do Mail Merge with Microsoft Word XP
Selecting a Document
Word Processor Defaults
Word Processor
How To Do Mail Merge with Microsoft Publisher
Setup a New List
Buttons
Defined
Install and Sync Mark-It Advantage Palm Sync (NEW)
(This NEW Method Synchronizes to the Built-In Palm Programs -
Address Book, Date Book and To Do list)
Install and Sync Mark-It Advantage Xi for Palm (OLD)
Install XiListings for Palm
Sticky
Notes
Add a user to Sticky Notes
Error Codes
Connections for Advantage
Xi
Allows you to import contact names from anywhere!!
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