CRM Academy

Manual, Movies and other Resources for the ContaxCRM Suite

Online Manual

General

Getting Started
Registering ContaX
3. Setting Up: SQLite Single User Database
4. Setting Up: System Setup

Multi-User Only

Downloading MySQL
Setting Up: Users and Security
Setting Up: Quick Guide to preparing MySQL for ContaxCRM
Setting Up: ContaxCRM Client for MySQL

Addendums

Addendum 1: Installation
Addendum 2: General FAQ
Addendum 3: ContaxCRM and Arten Science
Addendum 4: End User License Agreement
Addendum 5: TLRS (Traffic Light Rating System)
Addendum 6: User Definable Connections / Relationships
Addendum 7: Technical FAQ
Addendum 8: Keyboard Shortcuts
Addendum 9: Auto Email Processing
Addendum A: Operational FAQ
Addendum B: Syncing and Playing Nicely
Addendum C: User Interface Preferences
Addendum D: Linking Images and Logos
Addendum E: The ContaxCRM Folder

Additional

XLS (Excel) Import Template
(Right Click to Download and Save)