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Features

 

Getting Started
 
 

Special Features -  Some features may not be included in your application
 
  System Administration
 
   

Home Page

 

The Basics
 
 

The Basics - Replication (Remote Replication is not available in CRM Basic)
 
 

File Attachments & Labels
 
 

Personal Database
 
   

Appointments Calendar
  Appointments & To-Do List
 
 
 
   

CRM - Contacts Resource Manager
  Managing Companies, Contacts and Contact Notes
 
 
 
  CRM I-Team ONLY
 
   

Administration
  General Utilities
 
 
 
  System Administration Utilities
 
  Remote Administration - Not available in CRM Basic
 
   

Report Designer
  Designing Print Options for your system                                           Click here to download the Report Designer Users Guide (PDF Format)
 
   

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