NCH Software Reflect Customer Database

NCH Software Reflect Customer Database

This user guide has been created for use with Reflect Customer Database Version 3.xx

?NCH Software

Technical Support

If you have difficulties using Reflect Customer Database please read the applicable topic before requesting support. If your problem is not covered in this user guide please view the up-to-date Reflect Customer Database Online Technical Support at crm/support.html. If that does not solve your problem, you can contact us using the technical support contacts listed on that page.

Software Suggestions

If you have any suggestions for improvements to Reflect Customer Database, or suggestions for other related software that you might need, please post it on our Suggestions page at .au/suggestions/index.html . Many of our software projects have been undertaken after suggestions from users like you. You get a free upgrade if we follow your suggestion.

Reflect Customer Database

Contents

Introduction..................................................................................................................................... 3 How to Logon.................................................................................................................................. 4 Forgotten Password ....................................................................................................................... 5 Getting Started................................................................................................................................ 6 Keyboard Shortcuts........................................................................................................................ 7 Common Tasks: Summary Overview............................................................................................. 8 Remote Access............................................................................................................................... 9 NCH Software Suite ....................................................................................................................... 10 Software License Terms................................................................................................................. 11

Screen References

Dashboard...................................................................................................................................... 12 Account.......................................................................................................................................... 13 Contact ........................................................................................................................................... 16 Lead ............................................................................................................................................... 18 To-Do ............................................................................................................................................. 21 To-Do ............................................................................................................................................. 22 Event.............................................................................................................................................. 23 Event.............................................................................................................................................. 24 Note................................................................................................................................................ 25

Web Access

Account.......................................................................................................................................... 26 Contact ........................................................................................................................................... 28 Lead ............................................................................................................................................... 30 To-Do ............................................................................................................................................. 33 Event.............................................................................................................................................. 34 Select Company............................................................................................................................. 35

Screen References

Fax Settings.................................................................................................................................... 36 Fax Number .................................................................................................................................... 37 Email Address................................................................................................................................. 38 Print Preview................................................................................................................................... 39

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Back Up Data.................................................................................................................................. 40 Multiple Businesses ........................................................................................................................ 41 User Account.................................................................................................................................. 42 Match CSV Fields ........................................................................................................................... 43 Options ~ Web Access................................................................................................................... 44 Options ~ Company........................................................................................................................ 45 Options ~ Other.............................................................................................................................. 46 Options ~ Web Accounts ................................................................................................................ 47

Other Links

Options ~ Web Routing

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Introduction

Thank you for installing Reflect Customer Database. Reflect is software that allows businesses to easily track customer information and interactions, record notes, tasks and events. Reflect is entirely free, and can be installed and running in less than 60 seconds. Features q Store any number of to-do items, notes and events linked to a customer q Set reminders for events, such as phone calls or meetings q Run multiple (unlimited) businesses from one install q Installs in less than a minute q Designed to be very easy to use for day-to-day operation System Requirements q Windows 98/2000/XP/2003/Vista/7/8/10

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