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© 2007 Advantage International Inc. DidItBetter Software and DidIT! are trademarks of Advantage International Inc. All rights reserved

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CRM, E-mail, Sales & Marketing Automation for Microsoft Office Users

Quick Start Guide

DidIT!™ is a simplified contact management, messaging and sales automation program, completely written with Microsoft's best technologies. DidIT!™ can be installed on a laptop, on a network or rented as a service over the Internet. DidIT!™ is ideal for Microsoft Office users who want to simplify common daily tasks & automate several business processes for administrative assistants, office managers, receptionists, sales and marketing professionals, small office/home office businesses. With a seamless flow of information, employees can increase productivity in or away from the office, thus enhancing overall operating efficiency, creating greater employee and customer satisfaction. Learn more about the capabilities that DidIT!™ adds to Microsoft Office 97, 2000 and XP. The following are examples of how DidIT! can solve common contact management problems.

The Big Find Screen



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Active Check Box: Remove the Check Box to set the record as inactive.

General contact information

Contact record categories

Close the Big Find screen

Delete or Add to the current Results screen

New Query button

Creator of the contact record

The Result Screen



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The Outlook Toolbar will integrate with the common features of Outlook

(From Left to Right) • Quick view of the

selected record • Open a blank contact

record • Create a client record • Create a vendor record • Create an employee

record

Internet Integration (From Left to Right) • MapQuest Road Maps: Driving directions for the selected record • Yellow Pages.com: Additional information on the selected record from the Yellow Pages

Info Editing and Transfer (From Left to Right) • Paste Email Address to Clipboard • Paste Address to Clipboard • Paste Address and Remarks to

Clipboard

(From Left to Right) • Open the selected record • Open QuoteBuilder • Take notes

(From Left to Right) • Select all records • Select no records • Remove all records

(From Left to Right) • Print • Change order of results • Categorize records

(From Left to Right) • Forms Manager • Attach representative to

selected records

Contact records acquired from the search in the Find Screen

The Contact Record



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Drop down list to select the phone number type.

Browse Toolbar

General contact information

Use Client, Vendor or Employee icon (Only 2 available from each Contact Types) to duplicate an Existing Record into another contact database.

Using the Clipboard (From Left to Right) • Paste Email Address to Clipboard • Paste Address to Clipboard • Paste Address and Remarks to Clipboard • Clear all Fields in Record: An easy way to delete all

information on this contact record

Internet Integration (From Left to Right) • Road Map: Get driving directions for the open record. • Edit Directions: Edit the Directions to paste them in the record, or print them. • Yellow Pages.com: Additional information on this record from the Yellow pages

Toolbars



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Browse Toolbar

From left to right:

• Go to first contact record • Go to previous contact record • Go to next record • Go to last record • Find record • Delete record • Create new record • Duplicate current record • Save changes to current record • Undo changes to current record • Close current record • Select phone to dial • Phone dialer

Schedule a new appointment Send a fax Add a new Outlook Journal entry Send an Outlook email Send a While You Were Out message Add a new Outlook Note Send a text page Add an Outlook Post-It Note Create a new Outlook Task

Outlook Toolbar

Sending a “While You Were Out” Message



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Step 1. Enter the contact that the message is from in one of the search fields and click on the New Query arrow.

Step 2. Select the contact that the “While You Were Out” message is from and click on the WYWO icon on the right vertical tool bar.

Step 3. Select the message recipient from the “For:” field. Check the options you would like at the bottom of the form and click on the send button.

Creating Merged Letters



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Step 1. From the result screen, select the contact you are writing the letter to and click on the Forms Manager icon.

Step 2. Under the List tab, scroll down to the folder in which the letter you want to use is saved and click on it once. Next, select the letter you would like to use.

Step 3. Once you have chosen a letter, select the Details tab and click on the Microsoft Word icon to open the document. Write your letter and save the document as you would like.

Creating Merged Letters on Letterhead



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Step 1. Enter the contact that you wish to merge to letterhead in one of the search fields and click on the New Query button.

Step 2. Select the contact you want to merge to letterhead from the Results screen. Click on the Forms Manager icon.

Step 3. Scroll down to the Letterhead folder and click on it once to open it. Select the letterhead you would like to merge to and click on the Word Document icon on the right vertical tool bar. Word will open with the current selected result records in one document.

Searching for Contacts



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Step 1. From the Big Find screen, you may search for contacts by typing part of the contact information into a search field. Press the New Query arrow to move on to the next step.

Step 2. After clicking on the New Query arrow, the above screen will appear displaying all of the contacts that apply to the specifications of the search. Highlight the contact that you want to view and click on the Edit Selected Entity button and move on to the next screen.

Step 3. The above screen is the open contact record. From here you can view and edit the record.

Creating an Appointment



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Step 1. From the Big Find screen, search for the contact that the appointment is with and click on the New Query arrow.

Step 2. From the results screen, highlight the contact that the appointment is with.

Step 3. Once the contact is highlighted, click on the Schedule button on the top of the vertical tool bar on the right side. If you use an Exchange server, choose which calendar (public or private) the appointment will post to. From there, complete the Outlook appointment form.

Creating a Task



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Step 1. From the Big Find screen, search for the contact that the task is with and click on the New Query arrow.

Step 2. From the results screen, highlight the contact that the task is with.

Personal Task

Step 3. Once the contact is highlighted, click on the Task button on the bottom of the vertical tool bar on the right side. Choose which folder the task will post to. From there you can complete the task in the Outlook form.

Public Task

Step 3

Creating a List Using a Report



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Step 1. From the Big Find screen, conduct a search for the contacts that will be included in the list. Click on the New Query arrow. If you are adding contacts to existing contacts in the Results screen, you must push the Add to Query button or else it will only pull up the new set of contacts instead of adding to existing contacts in the Results screen.

Step 2. When all the contacts needed for the list are in the results screen, click on the Select All button. Next, click on the Print icon.

Step 3. Once in the Print screen, choose the list option from the pull-down menu on the middle of the bottom tool bar. Click on the Continue to Printer button on the bottom tool bar, choose your printer and print your list.

Creating Labels Using a Report



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Step 1. From the Big Find screen, conduct a search for the contacts that will be included in the labels. Click on the New Query arrow. If you are adding contacts to existing contacts in the Results screen, you must push the Add to Query button or else it will only pull up the new set of contacts instead of adding to existing contacts in the Results screen.

Step 2. When all the contacts needed for the labels are in the results screen, click on the Select All button. Next, click on the Print icon.

Step 3. Once in the Print screen, choose the label option from the pull-down menu on the middle of the bottom tool bar. Click on the Continue to Printer button on the bottom tool bar, choose your printer and print your labels.

Creating Labels Using Microsoft Word



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Step 1. From the Big Find screen, conduct a search for the contacts that will be included in the labels. Click on the New Query arrow. If you are adding contacts to existing contacts in the Results screen, you must push the Add to Query button or else it will only pull up the new set of contacts instead of adding to existing contacts in the Results screen.

Step 2. When all the contacts needed for the labels are in the results screen, click on the Select All button. Next, click on the Forms Manager icon.

Step 3. After clicking on the Forms Manager icon, from the List tab, scroll down to the Labels folder. Open the Label folder by clicking on it once. Highlight the desired label format and click on the Word Document icon to merge the contacts.

Sending a Text Page



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Step 1. Search for the contact that the message is from by using the big find screen.

Step 2. Select the contact that the Text Page message is about and click on the Page icon on the right vertical tool bar.

Step 3. Select the message recipient from the “For:” field. Check the options you would like and click on the Send/Outlook button.

Sending a Quick Email Message



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Step 1. From the Big Find screen, conduct a search for the contacts that will be included in the Quick Email Message. Click on the New Query arrow. If you are adding contacts to existing contacts in the Results screen, you must push the Add to Query button or else it will only pull up the new set of contacts instead of adding to existing contacts in the Results screen.

Step 2. Click on the Email icon on the right vertical tool bar.

Step 3. Once in the Quick Email screen, select the contact(s) that the email will be sent to. Choose the options that you would like and send the message by clicking on the Outlook icon.

Sending a Quick Fax



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Step 1. From the Big Find screen, conduct a search for the contacts that will be included in the Quick Fax Message. Click on the New Query arrow. If you are adding contacts to existing contacts in the Results screen, you must push the Add to Query button or else it will only pull up the new set of contacts instead of adding to existing contacts in the Results screen.

Step 2. Click on the Fax icon on the right vertical tool bar.

Step 3. Once in the Quick Fax screen, select the contact(s) that the fax will be sent to. Choose the options that you would like and send the message by clicking on the Outlook icon.

Categorizing Contacts- A Single Contact Record



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Step 1. From the Big Find screen, conduct a search for the contact that will be categorized. Click on the New Query arrow.

Step 2. Select the contact record and click on the Edit Selected Entities arrow and the contact record will open.

Step 3. Once the contact record is open, select the Categories tab. Double click on the category that you would like to assign to the contact. Return to the Name & Address tab, save the changes and close the record.

Categorizing Contacts- Multiple Contact Records



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Step 1. From the Big Find screen, conduct a search for the contacts that will be categorized. Click on the New Query arrow. If you are adding contacts to existing contacts in the Results screen, you must push the Add to Query button or else it will only pull up the new set of contacts instead of adding to existing contacts in the Results screen.

Step 2. From the Results screen, select all of the contacts that you would like to categorize and push the Categorize Selected Entities button.

Step 3. In the Categorize Selected Entities screen, highlight the category that you would like to assign to the contacts. Double click or click on the Add Selected Items arrow so that the item appears in the Selected Items column. Click on the Attach or Detach button in the bottom left corner.

Adding, Deleting and Editing Categories: From a Contact Record



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Step 1. Select a contact record and click on the Edit Selected Entities arrow and the contact record will open.

Step 2. Once the contact record is open, select the Categories tab. Right click over any one of the categories and select Add New, Delete or Edit.

Step 3. Make the necessary changes in the Add New and Edit screen, save changes and close the screen.

The above warning will appear when you select Delete. Click on Yes to delete or No to return to the categories.

Adding, Deleting and Editing Categories: From the Result



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Step 1. From the Results screen, click on the Categorize Selected Entities button.

Step 2. Once in the Categorize Selected Entities window, right click over any category. Choose Add New, Edit or Delete.

Step 3. Make the necessary changes in the Add New and Edit screen, save changes and close the screen.

The above warning will appear when you select Delete. Click on Yes to delete or No to return to the categories.

Keyboard Shortcuts



Main Menu Alt + S = Service menu Alt + H = Systems menu Alt + H = Help menu

Service Menu Control + F = BIG Find Window Control + Q = QuoteBuilder Window Control + W = Work Order Window

C = Calculator E = Email F = Fax I = Internet X = Exit

System Menu Control + L = Logon Window Control + P = Properties Shift + F1 = Edit Help Shift + F2 = Edit Operations

S = System Details E = Employee Window M = Menu Access Rights Window G = Groups Setup

Help Menu F1 = Help F2 = Operations

P = Products R = Registration

BigFind Module Alt + C = Company Alt + N = Fist Name Alt + L = Last Name Alt + T = Telephone Alt + A = Address Alt + w = Interests Alt + Y = Industry Alt + S = Source Alt + M = Membership Alt + O = Owner Alt + D = Databases

Results Screen

Alt + R = Results Tab Alt + A = Select All Alt + D = Deselect All Alt + R = Remove / Recall Records Alt + L = Print Alt + O = Change result sort order Alt + G = Categorize selected entities Alt + M = Merge to selected entities (Forms Manager) Alt + E = Edit selected entities Alt + Q = Build quote for selected client Alt + Z = Zoom current record Alt + N = Add new entity Alt + C = Add new client Alt + V = Add new vendor

Forms Manager Alt + L = List tab Alt + D = Detail tab Alt + M = Merge to Document Alt + P = Merge to Print Alt + X = Merge to Fax Alt + V = Merge to Preview Alt + T = Edit Merge Document (Target) Alt + B = Blast Alt + Q = Quick Email Alt+ C = Close New Client or Vendor Window Alt + N = Name & Address tab Alt + F = Find tab Alt + B = Business Info tab Alt + S = Strategy tab Alt + G = Categories tab Alt + H = Shipping tab Alt + U = User tab Name & Address Window Ctrl + Home = First Record Ctrl + Up Arrow = Previous Record Ctrl + Down Arrow = Next Record Ctrl + End = Last Record Ctrl + F = Find Ctrl + Delete = Delete Record Ctrl + N = New Record Ctrl + D = Duplicate Record

Ctrl + S = Save Changes Ctrl + R = Undo New Employee Window Same as Clients or Vendor except for:

Alt + W = Security/Password

From the QuoteBuilder Module

Main Window in QuoteBuilder

Alt + C = Client WindowAlt + P = Product and Services Window Alt + V = Vendor Window Alt + F = Find Screen Alt + N = New Alt + S = Save Alt + D = Delete a Record Alt + U = Utility Window Alt + K = Toggle Kit F3 = Category List F4 = Accessories F7 = Select Product Info F8 = Selected Product Notes F9 = Selected Product Display Info

Service/Product Window Alt + D = Details tab Alt + F = Find tab Alt + M = Market Info tab Alt + N = Notes tab Alt + P = Print tab Alt + S = Display Sheet tab Vendor or Client Window Alt + N = Name & Address tab Alt + F = Find tab Alt + B = Business Info tab Alt + S = Strategy tab Alt + G = Categories tab

Alt + U = User tab Alt + H = Shipping From Every Market Info Screen press F12 for a time stamp

I N S T A L L A T I O N G U I D E - R E I N D E X I N G

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DIDITBETTER.COM SOFTWARE

DidIT!™ Off ice Tools to reach your Audience C o n t a c t M a n a g e m e n t & M e s s a g i n g M a r k e t i n g

E m a i l i n g F a x i n g W r i t i n g

L e t t e r h e a d s F o r m l e t t e r s

S c h e d u l i n g , T a s k i n g & A s s i g n m e n t s P e r s o n a l G r o u p

B i l l a b l e P r o j e c t M a n a g e m e n t Q u o t e s I n v o i c e s P u r c h a s e O r d e r s

B u s i n e s s P r o c e s s F l o w C o n t r o l & A u t o m a t i o n

Installation Guide

Version

7.2

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D i d I T !

Installation Guide

We also offer complete onsite DidIT! implementation and end user training package. For more info, e-mail Advantage International Inc. at [email protected] or call (813) 977-5739

2007 Advantage International, Inc./DidItBetter.com Software

4803 George Road, #400, Tampa, FL 33634 Phone 813.977.5739 • Fax 813.972.7986

Web Site: http://www.diditbetter.com Support email: [email protected]

Version 5.4 was programmed by Open Door Software and released January 15, 1998. Version 6.9 was released July 15, 2000. Version 7.2 was released July 17, 2003. Suggestions or comments should be addressed (in writing) to: Advantage International, Inc., c/o DidItBetter Software® 4803 George Road, #400, Tampa, FL 33634 Tel (813) 977-5739 Fax (813) 972-7986 Support Email [email protected] For technical support, during your first 30 days, call our Customer Service line at (813) 977-5739 Monday through Friday from 9:00 a.m. to 5:00 p.m. EST. For extended support, please refer to available Support Plans. Copyright This program is the confidential and proprietary product of Advantage International, Inc. Copyright ® 1993-2007 Advantage International, Inc. This document and the accompanying software may not be reproduced in any manner without the prior consent, in writing, from Advantage International, Inc. DidItBetter Software is the trademark of Advantage International, Inc. 1992-2007; QuoteBuilder and DidIT! are the registered copyrights of Advantage International, Inc. 1993, 1992. Telamir, MergeMaster, CampaignManager, WorldNVue, DidIT!, IDidIT!, WeDidIT!, Office of the Future and MemoRec are the trademarks of Advantage International 1988. All rights reserved. Disclaimer This program is provided "as is" without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties or merchant ability and fitness for a particular purpose. The entire risk as to the result and performance of the program is assumed by you. In no event will Open Door Software or Advantage International, Inc. be liable for direct, indirect, incidental, or consequential damages resulting from any defect in the program. This will include loss or damage to data stored on your computer system or in DidIT!/DidIT! files.

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Standalone Workstation.......27

Quick -Start Guide:............27

Minimum System Requirements ............28 DidIT! Workstation or Single User Minimum Requirements ........................28 DidIT! Network Minimum Requirements..............................................................29

Setup Introduction ...................................33 Understanding DidIT! Single User Directory Structure ..........33 Types of Server Installations: Dedicated and Nondedicated File Servers .....................................34

New Single User Installation ...................38 Network Installation ................................42

Before Starting......................................42 Dedicated Server ..........................43 Non-dedicated Server ...........................43 Installation on An additional Client workstation ...........................................49

Getting Ready to Use DidIT! ..................50 Registration...........................................50 Reindexing ............................................53

DidIT! Installation Guide - Table of Contents

D I D I T ! I N S T A L L A T I O N G U I D E S T A N D A L O N E Q U I C K S T A R T G U I D E

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Standalone Workstation

Quick -Start Installation Guide: Please put the DidIT! setup CD in the system you want a standalone installation, accept all defaults and then run the program from the desktop or Start Menu icon. If the system was delivered to you as a download, extract the file and then go to c:\Zlibrary\DidITunzipped (or the directory where you extracted it) and run the Setup.exe file. Accept all defaults and then run the program from the desktop or Start Menu icon. Once installed, go to the Registration Section of the manual (Page 23). DidIT! can be installed on a standalone computer as a single user system or on a network with multiple machines accessing shared data files from the server. The same setup program installs DidIT! in both situations, but a few settings must be changed during the installation. Since DidIT! is a fairly advanced program, it will be helpful to understand the data structure of how the program is installed on the system. Please read the next section for an overview of both Single User and Network installations, and then refer to the appropriate installation section. If you encounter any problems, please email them to [email protected] DidIT! there is an option from the main menu to report any "Problems or Suggestions". Please feel free to use it. For satisfactory results, first make sure the computer system meets the minimum hardware and software requirements necessary to implement the “Office of the Future” today.

D I D I T ! I N S T A L L A T I O N G U I D E M I N I M U M S Y S T E M R E Q U I R E M E N T S

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Minimum System Requirements

D I D I T ! W O R K S T A T I O N O R S I N G L E U S E R M I N I M U M R E Q U I R E M E N T S

Software: The required operating system software to run a single user installation of DidIT! is Windows 95, 98, 2000, ME, or XP (all versions).

DidIT! also requires (at the very least) Microsoft Office 97 for messaging and forms. Open Door Software recommends (and includes) the service packs to Microsoft Office (SR2) and some updated Windows controls. They have been included for your convenience on the Open Door Software CD in the directory labeled “Microsoft”. We recommend at least running Microsoft Office 2000, because it is more efficient, and it enables DidIT! to offer more features. At the very least, get Outlook 98 installed and operational with your Internet Service Provider.

Note: If Microsoft Fax is to be used for faxing and the user is running Office 2000, Service Pack 1 can not be installed in order for the fax to work. Also, Microsoft Fax doesn’t work with Windows ME (Millennium Edition). The rest of the DidIT! and the Microsoft Office programs will operate normally in both situations.

Hardware: DidIT! works on any IBM PC compatible workstation and file server. DidIT! does not natively work on the Macintosh computer system developed by Apple Computer Corp. The browser-based version of DidIT! will work on both machine types. If this situation applies, email the requirements to [email protected].

The workstation hardware should be at least a Celeron 500 or Pentium II 300 MHZ or better, with 64 MB of memory (RAM) and a 5 GB or more hard drive. The DidIT! system has been successfully tested on a Pentium system running at 200 MHz and 64 MB of RAM, using Windows 95 and Office 97 with all the service packs, but it is painfully slow. The slower the machine, the slower the entire system, including Windows, Microsoft Office and DidIT! will operate.

The newly installed DidIT! program takes 63.5 Meg of free space (around 2036 files), and we recommend at least 100 MB of free hard disk space for Microsoft Windows to operate correctly, so the user should have at least 165 MB of free space, but preferably much more. More hard drive space enables your system to run better, allows for multiple online backups of your system in addition to reducing printing errors and general Windows errors like the dreaded Windows “Blue Screen of Death”. The same holds true for memory, the more the better.

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D I D I T ! N E T W O R K M I N I M U M R E Q U I R E M E N T S

Software: There will be an operating system installed on the hardware. There are many network operating systems that will provide the necessary operating system services for the proper operation of DidIT!. Any PC based operating system with “File and Print Sharing” can be used to store the DidIT! data files. Some of the currently popular operating systems that DidIT! can be installed to in either the “dedicated server” or “nondedicated server” install are Windows 9X, Windows 2000 (all versions), Win-NT Workstation (all versions) and Windows NT Server (all versions) and Novell. Most of these operating systems can be used in both the dedicated and nondedicated file server hardware configurations. Refer to the next section to learn more about dedicated and nondedicated servers.

For minimum requirements for the workstations on the network, refer to the previous section called DidIT Workstation or Single User Minimum Requirements.


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Preinstallation Requirements – Adding Collaborative Data Objects to your workstation running DidIT! DidIT! needs “CDO” installed and functioning in order to work with Microsoft Outlook and other Office products. CDO stands for Collaborative Data Objects and is required for programs to read each other’s data structures and file types. This will be especially important during the setup for DidIT! to read and identify any forms you may have set up in Outlook. Unfortunately, Microsoft does not install this option as a default when it installs Microsoft Office. Microsoft considers CDO an Outlook option in the Microsoft Office install and should be added before you install DidIT!. To install CDO on the workstation, go to the Control Panel of Windows, select your Microsoft Office version and change the options. Drill down to Outlook and then select Collaborative Data Objects and then install and run from this computer. You may need your original Microsoft Office disks. For step by step screens, see the pictures that follow. When CDO has been installed, you should reboot your computer and then install DidIT!. Once you create a user, DidIT! will step you through the process to set up your Outlook items and whether or not you use Exchange Server. Following this process will enable the programs to be set up the programs correctly. Failure to do this process will not let the programs to pass information back and forth, or use the Outlook’s forms or custom forms. Go to the workstation’s Control Panel:


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Select Microsoft Office:

Select Add or Remove Features:


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Next, open expand the Outlook option settings and select Collaboration Data Objects, and then select “Run from this computer”. You may need your original Microsoft Office CD. After the system installs the feature, you should reboot your computer. Finally, continue running the DidIT! install on that workstation computer. You will have to make the CDO service available on any machine that is to be a workstation for DidIT! For any technical assistance or special purchasing questions, please email [email protected] or call 813-977-5739

D I D I T ! I N S T A L L A T I O N G U I D E S E T U P I N T R O D U C T I O N – N E T W O R K

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Setup Introduction

DidIT! Single User or Workstation Version

The same setup program is used for a single user or network installation. The setup program automatically checks to see if there is enough space to install correctly, and gives the user an option to change drives if necessary.

In a Single User installation, the “server” is the same as the workstation. The program and the data files are located on the same computer. So in the Single User installation, simply accept all the default directory locations in the setup process and the installation should proceed smoothly.

The picture below shows a simple client workstation in single user Mode. The picture shows the default directory installation configuration containing all the files in C:\DidIT. This is the installation you would have if all the default options were accepted during the install.

The following is a picture of what the DidIT directory structure will look like on the computer in this type of installation.

Understanding DidIT! Single User Directory STRUCTURE

\A Acceptance

\Agreements

\Anniversary

\Our Blasts

\Our Docs

C:\DidIT

\Images

\Lists

\Letters

\Labels

\Help

\Data

\A Campaign

\..etc\Logos

\Misc

\Reports

\Utils \Network

\WinSys

\Product

\Service

Serverand

Client Workstation

C:\ProgramFiles Microsoft Office

C:\My Documents

\Admin

2


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DidIT! Network version

TYPES OF SERVER INSTALLATIONS: DEDICATED AND

NONDEDICATED FILE SERVERS

Being dedicated or nondedicated is primarily a hardware consideration. A dedicated server is one that will be used to store and serve files to the workstations. A nondedicated server is one that will be used as a workstation as well as a file server for other machines on the network. Again, if the machine that acts as the server will have someone working on it, then this installation situation is called a nondedicated server install. One that is only used to store the files and is not being used for anything else is a dedicated server. The machines that access the server are called "Clients of the Server" or simply "Client machines".

IMPORTANT NOTE: Open Door Software does not recommend a nondedicated installation. This installation is only recommended in “thrifty situations”, where there is not enough hardware available to run a dedicated file server. This scenario is not recommended because if the user locks up while using the server as a workstation, it will bring every workstation using files on the computer down while the server is rebooted. This includes all spreadsheets, Word documents as well as DidIT!. Also, it is trickier when it comes to matching drive maps to the local drive for homogenous drive mappings, and the install is slightly more complicated. We recommend only installing DidIT! as a standalone or a dedicated server install. The standalone can be a Win9x machine, and the dedicated server can be a Win9x machine, a NT or Novell fileserver.


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Nondedicated File Server

In the nondedicated server installation, the server could have the same minimum requirements as the single user or workstation but much of the performance experienced by all the other users is based on the file server’s machine specifications, so the faster, the better in this situation as well. In this installation, the computer that acts as the file server would have a shared drive or even better, a shared directory that the other networked workstations would connect to and map a drive letter to gain access.

Note: In a nondedicated installation, the workstation that acts as the file server has to remain on at all times for the other stations to access it.

DidIT! Non-dedicated Server and a Client Workstation Directory Structure DidIT! installed to a file server contains the shared databases, letters, files and folders. In a network install, all workstations are mapped to a directory or drive. Each user has to have full (both read and write) access to the drive or directory. Read and Write access is the default access on successfully sharing a drive. In Windows, a shared drive has a hand underneath it.

\A Acceptance

\Agreements

\Anniversary

\Our Blasts

\Our Docs

F:\DidIT

\Images

\Lists

\Letters

\Labels

\Help

\Data

\A Campaign

\..etc\Logos

\Misc

\Reports

\Utils \Network

\WinSys

\Product

\Service

C:\DidITWorkstation


Server

C:\My Documents

\Admin

C:\DidIT


C:\My Documents

C:\

D I D I T ! I N S T A L L A T I O N G U I D E S I N G L E U S E R I N S T A L L A T I O N

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Dedicated File Server

If there is an extra computer no one will be using or a file server that is dedicated to that job, this is considered a dedicated server install. This means that no one will be using the server as a workstation. The dedicated server install is done by running Setup.exe from a workstation that is mapped to a network drive. Once installed, the settings used (maps to the network drive) will be used for every workstation installed with the Bldclient.exe utility.

Any IBM PC compatible computer with at least the minimum requirements for a workstation can be used as a file server. However, that being said, it is always best to get a server class machine with some fault tolerance. Fault tolerance is when a machine has redundant systems in it to be able to recover from a problem. Examples of redundancy are an extra online power supply or redundant disks (Raid 1-5). A backup drive or tape is also considered redundancy that will help save information should there be a problem because the information is in two places at one time. Ask your administrator or consultant for more on true business class file servers, or go to WWW.DidITbetter.com and click on “Shop Compaq” to be quoted on some quality Compaq workstations and server class machines.

DidIT! Dedicated Server and One Client Workstation Directory Structure DidIT! installed to a file server contains the shared databases, letters, files and folders. In a network install, all workstations are mapped to a directory or drive. Each user has to have full (both read and write) access to the drive or directory. Read and Write access is the default access on successfully sharing a drive. In Windows, a shared drive has a hand underneath it.

\A Acceptance

\Agreements

\Anniversary

\Our Blasts

\Our Docs

F:\DidIT

\Images

\Lists

\Letters

\Labels

\Help

\Data

\A Campaign

\..etc\Logos

\Misc

\Reports

\Utils \Network

\WinSys

\Product

\Service

C:\DidITClient Workstation


DedicatedServer

C:\My Documents

\Admin


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Before Proceeding with Additional Workstations Installation

Important Note: Once installed on the server, the program has to be run once before any client workstations can be installed. To make new client workstations, the user DOES NOT run the DidIT! Setup program again from the CD or from the zipped file extract directory. This would install the complete program on the machine you are trying to build a client on. Instead, a utility “Build the Client” has been provided and located in the Admin directory under DidIT!.

An important note about licensing: Please note that DidIT! is sold per concurrent seat, so in order to remain in licensing compliance, you must pay for each concurrent user on the system.

To install DidIT! to another machine, please make sure the workstation meets the minimum hardware and software requirements. For more information on Minimum system requirements refer to the Workstation Minimum Requirement section at the beginning of the Installation Guide.

Make sure the workstation is mapped to the appropriate file server location. For more information on how to Map Network Drives refer to the section called Mapping Network Drives in the Administrator Guide.

Proceed with the New Client Installation. For more information on New Client Installation refer to the section called Installation on a New Client Workstation in this Installation Guide.


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New Single User Installation This section of the Installation Guide will walk a novice user through installing DidIT! on a single, standalone computer system. This section does not cover creating client workstations to a network install. For DidIT! network installations, please refer to the section titled “New Network Installation”.

The installation will default to install to a single user system. Assuming there is enough space to install the program and the user accepts all the defaults for the set up, the setup program will perform a correct single user installation. The setup program automatically checks to see if there is enough space to install correctly, and gives an option to change drives if necessary. If the C drive did not have enough free disk space, then the user would have to change the disk location for the installation. We recommend using the same directory names.

In a Single User installation, the “server” is the same as the workstation. The program and the data files are located on the same computer (refer to the previous section for more information on the directory structure). In the Single User install, accept all the default directory locations in the setup process and complete the installation.

To install a single user version, complete the following steps:

STEP 1- Run the Setup.exe program

Insert the DidIT! CD in the CD ROM drive. It may automatically run and give the option to install DidIT!. If it does not run or if it was downloaded from the internet, unzip the program to a directory on the hard drive. By default, DidIT! unzips to C:\Zlibrary\Open Door Software\DidIT!.

Once unzipped, go to Windows Explorer by clicking on Start, Programs and click on Windows Explorer.

Click on the CD ROM drive letter (usually D: or E:)

Drill down until you get to C:\Zlibrary\Open Door Software\DidIT!, or the path you unzipped the files.

Double click on the folder labeled OpenDoor Software.

Double click on the folder labeled DidIT. Double click on the file Setup.exe to begin

installation.

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The following box will appear to indicate the InstallShield Wizard is starting. The Wizard presents the user with options to choose in order to install optimally in the user’s situation. The Welcome to the Office of the Future Setup

window will be displayed. PLEASE READ THE INFORMATION.

Click Next to continue. The Software License Agreement window will appear.

Please read the End User License Agreement. Click Yes to continue if you accept the terms of the

agreement. The Choose Server Destination Location window will be displayed.

Select the version of DidIT! that you will be installing.

STEP 2 - Define Server Directory Location Structure

The first component creates a location for the “server files”. On a DidIT! standalone or single user installation, the computer also acts as the file server, so the default locations can be accepted. In this type of installation, the server files and workstation files are installed in the same directory C:\DidIT.

When prompted for the Server location, press Enter to accept C:\DidIT

Click Next to continue. The Choose Client Destination Location window will be displayed.


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STEP 3 - Define Client Directory Structure

The Client application is the second component of DidIT! On a standalone computer, the Client directory is located under the same directory as the server: C:\DidIT.

When prompted for the Server location, press Enter to accept C:\DidIT

Click Next to continue. The Select Components Screen will open.

By default all the Components boxes are checked. Do not uncheck any boxes so a complete initial installation will be performed.

Click on Next. The Start Copying Files dialog box indicates that the installation process is ready to begin. This displays the location and settings for the installation of the server and client files as well as the Components to be installed.

If you need to change any of the settings click the Back button, or click Next to continue with the installation.

The installation process will begin. The progress of the installation will be indicated as shown on the following picture.


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The DidIT! Setup Complete screen indicates the installation process is complete and the software was installed properly. Click Finish to complete Setup.

A DidIT! shortcut icon has been created on the Desktop and the Start Menu. A program group for Open Door Software has also been created and a shortcut to DidIT! has been placed inside it.

To start using DidIT!, double click on the icon on the Desktop or click on Start, DidIT.

Congratulations, and thank you for your support!

Please proceed to the Registration section to become a DidIT! Registered user.

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Network Installation

B E F O R E S T A R T I N G

Read this section carefully before installing DidIT! .

To continue, determine the following things

1. Is this a dedicated or non-dedicated file server? For more information on each option, see the section called Setup Introduction.

2. What is the shared network drive-- what is the drive letter mapped to? For more information on how to Map Network Drives, refer to the section called Mapping Drives of the Administrator guide.

Important Note: The same setup program is used for a single user and both types of network installations. During both types of network installations, the dedicated and non-dedicated servers-- do not accept the default drive or directory location for the server location in Setup. The default server drive letter will never be the correct network drive. Determine and select the appropriate drive by asking your system administrator, or by selecting a machine connected to the network with enough speed and enough space.

No matter what drive letter is selected for the file server, it is strongly recommended using the \DidIT as the directory location to install the shared network files. For the drive and directory location of the Client Workstation files, it is strongly recommended to use the default drive and directory C:\DidIT in all cases. Please note the drive and directory that is chosen in the first install becomes the template directory for all other systems accessing DidIT!

In a network installation, the DidIT! setup program installs its databases to the “File Server” on the mapped drive and in the directory specified, and then "the Client Workstations" share these databases over the local area network.

The client workstation gets the data from the server, uses the data, and returns it to the server when done. By design, the only files installed on the client workstation are the DidIT! executable, some defaults, some temporary files and the last merged file in the logged user’s “My Documents” location, which is typically in C:\My Documents. For more information on Directory Structure refer to the Setup Introduction section of this manual.

From a client machine’s point of view, the server drive is usually “mapped” to a drive letter. For more information on mapping, refer to Windows Help (Start, HELP, “Mapping Drive Letters”)

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DEDICATED SERVER

For a dedicated server install, do NOT run the setup program on the server. The setup should be run across the network to the mapped drive on the file server. The workstation from which the server install is performed becomes an administrator machine and has administrator access, and all aspects of DidIT! can be administered from this workstation. This is the preferred DidIT! installation because of the minimum risk of system downtime.

In the dedicated server installation scenario, the server acts only as a file server, and no additional software is installed on the server. This is considered the correct way to install all programs, because only the data files are put on a shared space on the server, and no software is installed on the server machine at all. This means there are no changes made to the server’s initialization files, registry or system subdirectories. The file server is still as “pristine” as before the installation of DidIT!.

On a dedicated server install, DidIT! is not installed on the server, but files are installed To the server.

On a dedicated server install, Microsoft Office is never installed on the server. For more information on the DidIT! Directory File Structure refer to the section called Dedicated File Server of the Installation Guide.

Non-dedicated Server

Sharing a subdirectory. It is recommended to perform a dedicated server installation. A major disadvantage to the nondedicated scenario where the whole drive is shared is that everyone on the network can see everything on the nondedicated user’s computer. They can browse their “My Documents”, as well as modify or delete documents and settings including Windows systems files which are necessary to make the system operate correctly. For more information on directory sharing within Windows, please refer to Window’s online help (Start, HELP, “Sharing folders”).

Getting down to business – Unlike a dedicated server install where the software is installed FROM a client mapped to a server, the nondedicated server install is installed directly on the nondedicated server. The nondedicated server also becomes an administrator machine and has administrator access, and all aspects of DidIT! can be administered from this workstation.

Creating a Shared Directory. Unless the whole drive of the workstation acting as the server machine is to be shared in full read/write access, Open Door Software suggests making and sharing a subdirectory on the nondedicated file server’s hard drive. Often to make it easy, this new-shared directory is called “Fileserver”. This extra step limits access to that specific directory on the non-dedicated user’s computer acting as the file server, and so the whole drive doesn’t need to be shared. In this case, create a c:\Fileserver directory, share it and then install the DidIT! Server files to C:\Fileserver\DidIT. The client drive and directory would be C:\DidIT, so the user can accept the defaults for the client machine.

Once DidIT! is installed, make sure to share the Fileserver directory so other users can map to it over the local area network. See Windows Help/Sharing Drives for more information.


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Sharing the Whole Drive: If possible, share a folder on the drive as outlined above. If not, and the whole drive is shared with Full (Read Write) access, accept the default DidIT drives and directories on installation. In this case, the server drive and directory could be C:\DidIT, so you can accept the defaults presented during the installation. The client drive and directory would also be C:\DidIT, so the user can accept the defaults for the client machine.

Auto-Updating Executable: OpenDoor Software has developed a proprietary technology that will enable the client workstations to automatically update themselves if a new version is installed on the server. Unfortunately, this technology only works successfully on standalone systems and dedicated servers and not nondedicated servers. (This is another reason why we do not recommend this type of configuration.)

As part of the Auto-Updating Executable, the paths of the servers and workstations are built during the setup process. These automatic path insertions only work in the dedicated server and standalone situation.

After the installation to the nondedicated server, and before any "client machines" can be set up, there has to be changes made to two very important initialization files, the Di.ini and the Bldclient.ini. These changes are necessary in order for the client workstations to access the data locations correctly, and still have the nondedicated server install run correctly.

In our example (your install may be different) these files are located in the c:\fileserver\admin directory. Each file must be opened and edited for the correct drive and directory locations you specified during setup and from the client machine's point of view.

Also, a copy of the di.ini and buildclient.ini initialization files must be made, changed and specified in the nondedicated server's DidIT! shortcuts. For help and more information on this type of install, please email [email protected] and our technical staff will help you with your specific installation configuration issues. It should be noted; however, that the cost of new machines is reasonable, and for $500 a new Compaq machine can be purchased that will simplify and make your networking issues more durable. For more information, visit the website. Network Installation: Run the Setup Installation for Dedicated and Non Dedicated File Server

Insert the DidIT! CD in the CD Rom drive. It may automatically run and give the option to install DidIT!.

Important Note: If the program was downloaded from the internet in the form of a "self extracting zip file, it will extract to c:\zlibrary\DidITunzipped\Setup.exe

Step 1 - Run the InstallShield Wizard

Locate the DidIT! setup files on the CD or from the internet download and extracted zip file directory.

Click on Start, Programs and select Windows Explorer.

Click on the CD ROM drive letter (usually D or E).

Double click on the folder labeled DidIT.

Double click on the file Setup.exe to begin installation.


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The InstallShield Wizard will load to guide you through the installation process.

The Welcome to your Office of the Future Setup window will appear. Click on Next to continue.

The Software License Agreement window will be displayed. Please read the End User License Agreement. By continuing the install, the user is accepting these terms.

Click on Yes to continue if you accept the terms of the agreement.

Important Note: The wizard will walk through installing the 2 components of the software. The first component is called the Server. The second component is the Client application.


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Step 2 – Define Server Directory

First the server directory will have to be determined. As a default, the software will be installed under a directory called DidIT on the hard drive. The default directory will already be entered.

IMPORTANT NOTE: This default is for a stand-alone installation and should be changed. To change the defaults follow the instructions below.

To change the directory, click on the Browse button which will open the Choose Folder dialog box. Once you have decided where to put the server files, you will need to type in the "DidIT” directory name.

To access all the mapped drives click on Network. Scroll down and select the mapped server’s hard drive.

If the hard drive on the server is not accessible from the network it may not be shared or mapped. Refer to the section called Mapping and Sharing Drives over a network of the Installation Guide.

In the Path Field, type the [Server Drive letter] :\DidIT. The server drive letter is usually F:

Click on OK to continue the Choose Server Destination Location Dialog box will appear.

Confirm the creation of the directory, click Yes.

Click Next to continue with the installation. The Choose Client Destination Location window will be displayed.


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Step 3 - Define the Client Directory

The Client application is the second component of DidIT! and is always located on the local drive.

Click Next to accept the default directory structure C:\DidIT and proceed to the next step.

The Select Components screen will be displayed. By default all the components are checked. Do not uncheck any boxes so a complete installation will be performed.

Click Next to continue with the installation. The start Copying Files window will appear.

Click Next to continue. To change any of the settings click Back, or click Next to finish the installation.


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The installation process will begin. The progress of the installation will be indicated as shown.

To indicate the installation process is complete and the software was installed properly, the DidIT! Setup Complete window will be displayed.

A DidIT! shortcut icon has been created on the Desktop and the Start Menu.

To start using DidIT!, double click on the DidIT icon on the Desktop or click on Start, DidIT.

The installation is complete. The first time DidIT! is run, the New Installation, Background, and Logo screens will appear.

Important Note: On initial installation, after the new installation screen, the user will be logged on with User name Sam, and no password. This gives a user complete control over every aspect of the program, including its security features, and its program capabilities. Until new users and passwords are created, log on as Sam with no password. Once the program is being used, we suggest changing the default administrator's login and password.


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I N S T A L L A T I O N O N A N A D D I T I O N A L C L I E N T W O R K S T A T I O N

Introduction to DidIT! Client Application After DidIT! has been installed on the server and run once, it is possible to make client workstations. Once DidIT! has been installed on the server, DO NOT run the setup program from the CD or unzipped directory on the client machines. Make sure the client workstations are mapped correctly to the network resource, and then run the build client setup utility (BldClient.exe) located in the specified drive [Drive-letter]/DidIT/Admin directory on the remaining of the client workstations that will run DidIT!. The installation on a client machine differs slightly from the installation on the server. Client machines are computers that do not host the databases but have the software installed on their local hard drives to share the databases from the server. For this reason, the application must be mapped to the server. The process consists of one step only.

Go into Windows Explorer by clicking on Start, Programs and click on Windows Explorer (or right click with your mouse over the Start button and select Explore).

Click on the server drive letter (usually F:\) to see a list of folders. Look for a folder labeled DidIT.

Double click on DidIT to see the list of files located in this folder.

Double click on the file called BldClient.exe: which is the executable file that will install the software on the local drive.

The Confirm dialog box prompting the user to create shortcuts will be displayed.

Click on Yes to copy the files to the client drive and create a shortcut icon on the Desktop.

After the shortcut icon is created, the DidIT program will automatically start and go into the DidIT! log on screen.

The installation on the client machine was completed successfully.

D I D I T ! I N S T A L L A T I O N G U I D E G E T T I N G R E A D Y - R E G I S T R A T I O N

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Getting Ready to Use DidIT!

R E G I S T R A T I O N

When the software is installed, the Registration window will appear. Please enter the user’s physical location of where the software is installed. This is helpful so MapQuest and other features work correctly. Enter all contact information and then either print out or electronically send the form to Advantage International via email or fax. Once received, the user profile will be updated, making the user eligible for upgrades and then an activation key and registration serial number will be sent. The user will receive these numbers only when the user buys and registers their DidIT! software.

Once the software is purchased, enter the numbers into this Registration window to complete registration process and unlock the power of DidIT!. The activation numbers are not necessary to use the program during the evaluation period. A new user has 30 days of free trial without any “purchase contemplation time out”, and up to 90 days grace period before the program starts to limit its power. Please fill out the registration with the business’ physical address, and then send it with payment to Advantage International for constant, uninterrupted operation and a free update.

The numbers are also based on the registered user’s physical address. If the user registers and then moves, the user must change the address in the Registration screen and get a new activation code issued from Open Door Software. New numbers will be necessary to change any information on the Registration window. The user has 30 days to go through the registration process before the program starts displaying a registration message prior to letting any user log on.

To access the Registration screen, from the Main Menu bar, click on System to activate the pull down menu, and then click on Registration, or press Alt+Y, R.

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Complete the information found in the Registration window.

Date: Enter the current date using the following format MM/DD/YYYY or click on the Calendar icon beside the Date field to pick the date from a monthly calendar view.

Name: Type in the name of the company or business or, if it’s for personal use, type in the first and last name. This is the way the quotes, invoices, and purchase orders will automatically appear if this module is being used. At any time after initial install, the name on the reports can be modified with other information. Address: Type in the physical address. Tip: When the registering the software, use the physical location of the business enterprise so the map directions from MapQuest work correctly. Apt / Suite: Type in the apartment number or suite number. City / State / Zip: Type in the city, state and zip code. Country: The default value is USA. If the country is different, type in the country. Country Code: For international accounts, enter the country code before the phone and fax fields. Phone: Type in the area code followed phone number. To get to the beginning of the field, press the Home key. Fax: Type in the area code and fax number. Attn: Type in the contact person including first and last name. Email: Enter email address of the contact person.

Then, click on the Printer Setup button to make sure the correct printer is selected.

If the computer was set up to fax or send email through Microsoft Outlook, it would be best to submit the registration via email.

Click on the E-mail icon located at the bottom of the Registration window to send the form electronically to Open Door Software.

To manually send the form via email, email the form to [email protected].

Or click on the Printer icon to print out the registration form and fax it to (813) 972-7986, or mail to: Advantage International, Inc.,

Attn: DidIT Registration 1911-B East Fowler Ave., Tampa, FL 33612.

Click on OK to exit the Registration window.


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Once payment is received and the registration form is processed, the registered user will receive an activation key and a serial number. Make sure to enter these numbers exactly as they are assigned. Once again, if any contact information changes in the registration, the registered user will need to contact Open Door Software for an updated access code. The name of the company has to be the same for a free updated activation code.

Print out a copy and keep the activation and registration numbers in a safe place. Keep a copy of your assigned numbers below: Activation key: Serial number:

Please Note: If there is a change of address, the registered user must contact Open Door Software for another DidIT! key. Any user with Level 9 access can get into the Registration pad under the System drop down.

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R E I N D E X I N G

Once the Registration is completed, DidIT! needs to go through a reindexing process before it can be used, and before connecting any additional clients. The purpose of reindexing is simply to make sure the data is organized in a way that the application will understand, and to take advantage of any new features and changes since the previous version.

Before reindexing the server in a network environment, make sure all client machines have exited the program. On a first time installation, this won’t be an issue.

Make sure you have a backup of your data before reindexing regardless of the type of DidIT installation performed (standalone, dedicated or nondedicated server). If this is a first time installation, this is not necessary because there is no data in the program and a reinstallation from scratch can be done if necessary.

Please Note: The reindexing process will start automatically upon starting DidIT! for the first time, and every time there is an update or upgrade.

The confirm message informs the user the application needs to be reindexed.

Any time this message appears, all users must be logged off the system.

Important Note: If an upgrade to an existing system was performed, it is strongly recommended to perform a back up. For information on how to perform a back up, refer to the section called “Back Up.”

Close all the other applications.

Click on Yes to let the software reindex the data files.

The process may take several minutes. The length of time is determined by the speed of the system.

During the reindexing process you will see the One Moment screen.

If the reindexing process has been successfully completed, the result window will be displayed.

If the reindexing process was not successful on an initial installation, reinstall the software from scratch. In an unsuccessful installation, use the Uninstall feature located in Windows Control Panel, Add/ Remove programs.

CONTACT US:

If you’re interested in a complete onsite DidIT! implementation and end user training package, e-mail Advantage International Inc. at [email protected] or call (813) 977-5739

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DidIT! Frequently Asked Questions General Questions Q: Do you have a demo? A: We have a fully functional 30 day trial version you can download and install on a client machine to test and evaluate the functionality to make sure the solution fits your needs. Please review the Quick Start and Installation Guides carefully before installing the trial version. The demo can be downloaded from http://www.diditbetter.com, click on Products, Microsoft Office CRM Solutions, DidIt. Q: My trial expired and I want to buy the solution. How can I buy the solution? A: You can purchase the solution online or complete and fax the completed order form to us so we can process your payment. In DidIT, under Help, select the Registration option and fill out the information. The addressing information in the Registration screen should be your PHYSICAL address, as this is the information used for MapQuest directions. Print and send, Email, or Fax the registration to our offices and we will send you back a key to unlock the power of DidIT. Q: Do I have to reinstall the program once I buy it? A: No, since you have the trial version already installed, you won’t need to reinstall the program when you buy it. When a new update is released, you will be emailed a site to download the update. Backup your existing data and run the update when no one is on the system. After you run the update, you should run DidIT! and it will reindex the data and get your data ready for the enhanced functionality.


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Functionality Questions Q: Can you create Tasks with DidIT!? A: Yes. Look up and then select your contact. On the Result screen, click the Schedule icon to create a TASK for that contact. This opens the Outlook task item with the user who made the task, and the contact's information. Most of the information is already in the item! You can type in more, if desired, and then Save and Close the item. Since DidIT! uses Outlook, you don't have to learn anything new – it has the same look and feel you're used to since you're actually using Outlook to make the task, but you can share your contacts and groups across the whole organization.

Q: How do you create appointments in DidIT? A: DidIT integrates with Microsoft Outlook for creating appointments and uses a similar procedure to create appointments as in creating Tasks. From the BigFind, find your contact and then click the Schedule icon to create an appointment. An Outlook calendar item opens with your information and the contact information automatically included in the post. Update the information (start and end time, reminder and any other fields) and click the Save and Close button to add it to your Outlook Calendar.

Q: We have 3 people in our office and are looking for a contact manager that works with Microsoft Office. Why should we purchase your product over GoldMine or Act? A: DidIT! is an easy to use contact manager for those who need easy access to the information. DidIT! doesn’t have unnecessary bells and whistles of other contact managers. DidIT! Is a no-nonsense database that completely integrates with Microsoft Office so when you're creating an appointment, task or email, for example, it uses Outlook for the same look and feel you're used to. DidIT! also uses Microsoft Word for almost automatic mail merges and setting up new templates in the FormsManager. You don't need to learn a new word processor - DidIT! enables you to use Word to create a new document or edit an existing one before emailing, faxing or printing it.

With DidIT!, users who don’t know computers can quickly look up a contact or can easily categorize contacts to pull up a particular group of contacts without having to use complicated queries or apply custom filters.


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Q: Can I customize fields? A: Yes, each type of contact record, Client, Vendor and Employees/Associates contain a User tab that allows your designated DidIT! Administrator (access level 9) to customize these fields during the initial implementation. When logged on as a user with Administrator privileges, go to the User fields page of the Client, Vendor or Employee and then press the Ctrl+F12 keys (at the same time) to customize the fields to suit your needs. When done, save and the labels and fields have been changed for all users.

You can also customize any and all of the categories you plan to use for classifying your contacts; DidIT! supports an unlimited number of categories. You can add new, edit/rename and combine groups or categories very easily.

Q: Is DidIT! web-based? A: No, you do not need a web server to run DidIT!, but it can be run over the internet. DidIT! runs on a local area network and can used over the web if installed on a Windows 2000 server, and accessed via a web browser in terminal services or Citrix mode.

Q: Does DidIT! integrate with any programs? A: DidIT! integrates with Microsoft Office, as well as Internet sites MapQuest for directions and SuperPages "yellow pages".

Q: What do you mean when you say DidIT! works with Microsoft Office? A: DidIT! helps you access Microsoft Outlook, Word, Excel from within DidIT! and eliminates the need to open and close programs or even switch from application to application. Since DidIT! integrates with Office, you don't need to learn a completely new interface since it has familiar icons and opens the Office program it uses (Outlook for messaging, email/tasks/appointments; Word for creating master templates, forms/ documents/labels or for mail merging; Word/Excel/PowerPoint for blasts).

For example, when creating a task or appointment, DidIT! opens a new Outlook calendar item or task item with the selected contact's information already in the post for you.

For email features, DidIT! allows you to use Outlook for creating and sending email items as a CC, BCC or individually. You can open a new Outlook mail item to create and send the message with the contact's email already included in the To: field, and do personalized blast emails even using the Outlook spellchecker.


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When you merge or create documents or templates, DidIT! uses Word as the word processor and when you set up your documents in the FormsManager you can select any Microsoft Office file for blasting.

Q: I'm looking for a program that will help us promote our services and get information out to interested parties or even our staff - preferably via email. Does your program do this? A: Yes. DidIT! helps you communicate faster with your contacts. You can email, fax or print a communication piece such as a fax cover letter very easily. DidIT! helps you set up templates of your common communication pieces. Just pull up your contact(s), select the communication piece (or create a new one) and click on the Blast button to email, fax or print. You can even create a quick text email message to the selected contact(s) using the QuickEmail feature.

Q: We have mobile sales reps on the field and need a program that will let us pull up a contact and send a page them? Does DidIT! support text messaging or paging? A: Yes. You can send a text page to the rep's pager or cellular phone. Find the contact, click the Text Paging icon and then click the Outlook button to send.


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Or, if someone is out of the office for a short meeting or lunch, you can send an electronic While You Were Out post that will be sent to their inbox with the contact's information. Find the caller, click on the WYWO icon, and select the Associate or Employee the message is for from the For: pull down list, type the note or message, and click Send to deliver it to co-workers inbox.

Q: We need a contact manager that will create invoices also. Does DidIT! do that?

A: Yes! DidIT! has a built in invoice and quote module called QuoteBuilder. The user can create invoices, quotes, and purchase orders. QuoteBuilder can also email, fax, or print invoices, quotes, and purchase orders.

Q: We need a contact manager that can create different kinds of contact records. For example, a contact record for our vendors would be different than a contact record for our employees. Can this be done in DidIT!?

A: Yes, DidIT! has the ability to create client, vendor, and associate/employee contact records. Each of those records have different options and tabs within the record that pertain to the particular type of record.

A user can also create new tables to search across and automatically tie them into the groups, classifications and BigFind. This functionality is useful so users can have mailing or prospect lists or external data sources tied into the system so everyone can access them if necessary.