Crow River Tech Software Solutions

Welcome to our Online Support Center

Click a link below to jump to a specific topic, which are organized by Department and Tabs.

Use your browser's 'Back' button to return to this menu.

Features

Getting Started

	Navigation: Departments, Tabs, Forms & related records
	Finding data using the Navigator
	Forms and fields
	Using the Worksheet
	Getting started using the Sample database and creating your first production database

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

System Administration

	Administration: Security, User Values and System Utilities
	Managing Remote Users through Remote Replication Utilities

Home Page

The Basics

	Utilities
	Calculators

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

	Local Replication - when you're connected to both databases
	Remote replication using Microsoft Outlook

File Attachments & Labels

	FileKeeper
	LabelMaker

Personal Database

	WebKeeper
	Securing your Personal database

Appointments Calendar

Appointments & To-Do List

Daily appointments for the week

	Using the appointments worksheet
	The Appointments Reminder List

CRM - Contacts Resource Manager

Managing Companies, Contacts and Contact Notes

	Organizing the company data
	Writing Documents with Letter Writer (Mail Merge)
	Setting the Company Logo and Heading Information

	Managing "people" information
	Using Sticky Notes

	Contact Notes: Tracking email, phone calls and meetings
	Classifying Companies
	Using Mass Email features
	Importing Outlook Emails into Contact Notes --- Click here to view the video

CRM I-Team ONLY

Working with Insurance Policy Data

General Utilities

Security: Users, logins & permissions

System Administration Utilities

	System-wide settings and SQL Server Setup
	Using Script Manager and Using Query Builder

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)

	Adding a company logo and other information
	The Report Designer
	Emailing Reports as PDF documents
	The Chart Designer
	The Label Designer
	Using Query Builder to read data
	Print Options and selections

Microsoft Windows XP/Vista/7, SQL Server 2005, Access, Outlook and Excel are trademarks of Microsoft Corporation.

Any other product names are trademarks of their respective companies.