Tips

    Contact Management, eSales and eMarketing Software
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express for simultaneous users?
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
 Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book

Synchronizing databases
To synchronize databases you first have to set up synchronization
You can do that in Setting up Syncronization

To run the synchronisation

Select File and then Synchronize from the menu

1. Click on the type of synchronization
2. Click on Start

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CRM-Express will then display the records which are out of synch.
Click on Synchronize and the databases will be synchronized