We provide a number of step-by-step, downloadable PDF guides on how to setup and use our various products to help you with the evaluation process and daily usage.

1. Installation, Configuration and Usage of Exchange Sync

This set of demo guides will walk you through the basics of installing, configuring and usage of the Exchange Sync application.

Installation and Configuration Guide

This guide assists with the initial installation and configuration of the Exchange Sync application.

End User Guide

This guide will help you through the process of creating the relationships between CRM Marketing Lists and Exchange distribution groups, configuring the default user settings and executing the sync process.

AutoSync and ConsoleSync User Guide

This guide will assist you with the configuration of the AutoSync or ConsoleSync application, which provide an automated synchronization process based on a predetermined schedule.

2. Installation and Configuration of AutoNumber solution

This set of demo guides will walk you through the basics of installing and configuring the AutoNumber CRM solution.

Installation and Configuration of AutoNumber Lite

This guide assists with the initial installation and configuration of the FREE AutoNumber lite solution.

Installation and Configuration of AutoNumber Enterprise

This guide assist with the intial installation and configuration of the Enterprise Edition of the AutoNumber solution, and reviews all the available options for AutoNumbering within your entities.