How To

Activities	Activity Reports
Additional Data	Notes
Addresses	Have your tried the Video Tours? Address window custom colours Add an Address Copy address to the clipboard Copy an Address Dead Address Delete an Address Detach Address Detach, Delete and "Deading" Rules Detecting Orphaned Addresses Drag & Drop addresses Edit an Address Maintaining Country Names Merge Addresses Merge / Move Address Connections More About Dead Addresses Preventing Display of "Dead" addresses Print an Address Label Reports Standards
Appointments	Appointments Activity - Add an Appointment Review Appointments
Branches	About Branches Create a Company Branch Setting a Branch as the Head Office Deleting a Branch Attach a Person to the Company-Branch Detach a Person from a Company-Branch Move a person from one Company Branch to another Branch Detaching all people from a banch Attaching and Orphaned Branch to an existing Company Move - Assign - Attach a Branch to a different Company Cut and Paste - Branch Detaching a Branch from a company Merge two Branches Setting - My Branch Definition - "My Branch" My Branch Paragraphs
Codes	Codes - Overview Adding a new code to the list of codes Applying Codes Applying a custom colour to codes and lists Edit a code Delete a code Generic company codes Link one code to other codes Delete a code Moving Codes from one code category to another code category Using Colour in the Personal and Company Views Code reports Refresh Codes
Colours	Copying Colour Setups from one branch to another
Companies	Have your tried the Video Tours? About Companies Start UCAP in Company View Main Branch Add a new Company Edit a Company Merging two Companies together Show a Company Logo "Dead" a Company Deleting a Company Delete an "unknown" company Create Company Member Attach a Person to the Company-Branch Detach a Person from a Company-Branch Attaching a Person to a Department Detaching a Person from a Department Add a Company Alias Edit a Company Alias Delete a Company Alias Add a new Company address Dead a company address Add company connections Print a Label Global Connections Create a Company Branch Detach a Company Branch Assign a Branch to a different Company Add a code to Companies having a common name References Company Reports Client Data wizard Company View Person - Company Lookup Person - Company Overview
Connections	Have your tried the Video Tours? Editing Connections Drag & Drop eMail Skeletons Merging contacts from one address into another address Telephone Skeletons Validate - ReValidate Connection Valid dates Saving Web site access passwords
Contacts & Open Contacts	Appointments Activity - Add a Contact Open Contacts Handing off contacts to other staff Re-assign all contact for one consultant to another consultant Storing Miscellaneous files in the notes section Switchboard handing of messages Contact reports Bulk delete contacts
Correspondence	Have your tried the Video Tours? Correspondence reports Create / Delete paragraphs eMail Fax Letters
Data	Test Database Updating the UCAP database
Departments	About Departments Create a new Department Default Departments Delete a Department Editing a Department Attaching a Person to a Department Detaching a Person from a Department Administrating the master list of Departments
eCommerce	eCommerce Module
eMail	Have your tried the Video Tours? Send an eMail Embedding UCAP Merge Fields into correspondence (Bulk) eMail Blast Maintaining paragraphs E-mail Skeletons Applying eMail Skeletons Global Connections Processing Returned eMail How does UCAP handle all my Outlook eMail messages? Acrobat PDF Files
Fax	Fax Blast Maintaining paragraphs Send a Fax
Files	How do I store a document inside a UCAP note area. Acrobat PDF Files
Funnel	Assigning all open quotes to another consultant Closing one/many Open Quotations
Hot Keys	Copying UCAP Hot Keys from one company to another
Import	Import data from eMail, Spreadsheet, Database, Text files or Crystal Reports
Labels	Address Labels
Letters	Have your tried the Video Tours? Letters Letters - FAQs Sending a letting in Adobe PDF format Processing Returned Mail Mail Merging Mail Merge Log File Fax Blast eMail Blast Maintaining paragraphs
Licence	Licence Additional UCAP Licences
Lookup	Have your tried the Video Tours? How to use the Fast Lookup screen to find Persons/Companies
Mail Merging (Letters)	Mail Merging - 1 Embedding UCAP Merge Fields into correspondence Letters Mail Merging - 2 Mail Merge Log File Fax Blast eMail Blast Acrobat PDF Files Common Activities Existing Templates Processing Returned Mail Sending a letting in Adobe PDF format
Marketing	Setting marketing to Home / Company Marketing reports
Menu	Selecting a Menu User Level
Merging	Have your tried the Video Tours? Merging a Company into another Company Merging a Branch into another Company Merging Persons into a Branch Merging a Branch into another Branch Merging an Address into a Branch Merging Personel from one Branch into another Branch FAQs - Merging - OOPs!
Paragraphs	Default Data - Paragraphs Maintaining paragraphs My Branch Paragraphs Embedding UCAP Merge Fields into correspondence Acrobat PDF Files
Parameters (defaults)	Branch parameters Company parameters User parameters Administering Parameters
Persons	Have your tried the Video Tours? About Persons Add a new Person Add a Company Position Auto Pasting for new persons Edit a Person Delete a Person Delete an "unknown" persons Merge two Persons together Drag & Drop Attach a Person to an existing Company Detaching all people from a banch Cut and Paste a person from one branch to another Move a Person from one Company-Branch to another Company-Branch Detach a Person from a Company Change the screen colours Print a Label Private names and Address Reporting for Persons Setting - My Branch References Personal View Start UCAP in Personal View Client Data wizard Person - Company Lookup Person - Company Overview
PostCodes	Updating PostCode files Post / Zip Code Import Source
Printing	Printing notes Virtual Printer Acrobat PDF Files
Product	Add a new Product Change Product information Default Data - Lists - Products Import Product information Finding a Product Product reports
Prospects / Activities	Prospect \| Activity Module Prospect Codes
Quotations	Creating a Quote Printing a Quote Facing a Quote eMailing a Quote Acrobat PDF Files Closing / Un-Closing a quote Editing or Closing one/many Quotations Maintaining paragraphs Quotations Sales Funnel Reassign Consultant Quotations Sales Funnel Quotation Reports
Recurrencies	Add a new Recurrency Extend a Recurrency Cancel a Recurrency Change the address for a Recurrency
Reports	Overview Defining Favorite Reports Running Favorite Reports Reports - Error Messages
Returned Mail	Processing Returned Mail
Sales Order	Sales reports
Search	Have your tried the Video Tours? Searching Giving persons or companies a code based upon a search criteria
Staff	Enabling Staff for Activity Logging Setting Privileges Logging In/Out to the Activity Tracker Maintaining the list of selectable Activities Restoring an UCAP user accidentally detached from your company Viewing User Activities Setting - My Branch
Starting UCAP	Starting UCAP
Tasks	Tasks
Technical Support	Defining Tech Support Issues Adding a new Incident Installing a new version of UCAP into the system Tech support reports
Telephone	Auto Dialing a telephone number
Training Module	Select the Training module Set up a Training Course Allocate an Instructor Allocate a course to a student Training reports
Users (see Staff)	Apply User Privileges Enabling a new person to use UCAP Enabling a User name as a "service" Revoke User Privileges
Web - Internet	Preventing Spammers and Denial of Service Attracks
Windows	Docking Saving positions Main Menu - Configure - Interface - Screen Layout

$C:\Program Files\FH_Suite\htmlgifs\home.gif$

Up Close and Personal (UCAP CRM!) - User Reference

Copyright� Up Close and Personal Corporation Pty Ltd 1998-2007