How To

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How To

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See Also: Basic Things to Know about using ContactTalk; Quick Reference Table for Form Creating; How To Use Controls to Customize Forms Example; SQL Examples w/ Step by Step Instructions; Main Screen

The "How To" section contains quick links to the most popular help contents which can help you get started with ContactTalk. Many of the How To items have animated video demonstrations you can view to learn more about them. Click the to view the demonstrations. Click the Back button to return to here.

HOW TO	WRITTEN INSTRUCTIONS	VIDEO DEMONSTRATION
Activities List - found on Contact Details Form - 3rd tab - Editing It and Using It	Activities List - Using It
Add Existing Field to the Contact Details Form	Add Existing Field	Watch Demo
Add New Field to the Contact Details Form	Add New Field	Watch Demo
Add New Contact via the Contact List Navigator.	Add New Contact	Watch Demo
Window Docking - Arrange Layout of Windows	Arrange Layout of Windows (Docking)	Watch Demo
Associate your Forms with a certain Contact(s) or Groups of Contacts	Associate a Custom Form w/ Contact(s) or Groups
Back Up Your Database in case you need to restore it later	Back Up Your Database
Create a Merge Module and easily transfer and/or backup your data to be imported	Create a Merge Module

The "How To" section contains quick links to the most popular help contents which can help you get started with ContactTalk.

Click on a topic then if desired, click the Back button to return here or you can always use the Index and type "How To".

HOW TO CONTENTS:
(Click Topic to view more info. Click Back button to return to here). Click on the to view an animated movie demonstration.

Import Contacts

Learn the Main Windows

Lock Window Docking Layout

Customize the Contact List

Select Multiple Contacts from the Contact List

Create an Email Action Item

Create Voice Action Item

Create Campaign

Create Schedule

Schedule Future Action Items

Create Mail Map (Import Email Leads automatically)

Create a Merge Module

View History of Correspondence with a Contact

Email a Recorded or TTS Message in MP3 Format

Search / Find - Advanced

Use the Navigator

Select Contact Details Form Being Viewed

Customize Contact Detail Forms

Create SQL Action Item

Create and Manage Your Mailboxes

Setup Your VOIP/SIP Account

Setup Inbound Call Handling

Manage the To Do List

Edit the Activity List

Setup Your Email Accounts (for Sending Email Action Items)

Send an Email Directly through ContactTalk

Open a Website URL Directly through ContactTalk

Create Stacked Mailboxes (Interactive/Tone Detection)