CustomerBase - Graphicalic - CRM for the small and medium sized company

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FAQ

CustomerBase offers many functions and maybe you have a specific problem or questions you would like to know about.
This page offer you answer for some of those things you can exsperiance when working with our program. If you do not find the help you need on this page please send us a mail explaining your problem and we will return with help.
Write to our support group for further help here »

I have installed the program but cannot open it. When trying to open the program it result in an error and it do not open.
CustomerBase is build for Windows ME, 2000, 2003 and XP. If you use Windows 95 or 98 you cannot run the program.
We can offer you our old version if you are going to upgrade in a short time but want to start using CustomerBase now. Request the demo by sending us a mail for the old version. Please inform us what Window version you use.

Why do I always start on the front page when I open the program?
In CustomerBase the front page is the standard where we have collected different nice-to-have information for you to quickly get started every day..

I have lost my program, what do I do ?
Write to fm@graphicalic.dk with information about your name and the e-mail address you used when your first ordered the program and the order number you received either from us or from RegSoft when we accepted your payment.
As a registered user you can always get a new download link.

All pages are blank and I cannot select any customer information?
I enter new information to a blank record but it is not saved?
You most be in "Find" mode. Go to the menu and select View > Browse.
You can always see what mode you are in by looking at the button of the program. You will only enter the Find-mode if you click CTRL+F or have used the Search option in the program. If you do that you will need to perform the search before you return to Browse-mode.
If you do not want to perform a search you can select teh menu View > Browse.

How do I change the sort order?
On both list pages you can sort the list by clicking the small icon beside the list name at the top of the list, or you can make a custom sort by selecting CTRL+S and select the fields you want to sort..

Some of my records have disappeared. Are the data lost?
They are probably just hidden (omitted).
If you have the Status Area open : Look at the left side of the screen where the book is in the grey area.
If the Status Area is hidden you can make it visible by going to the Customizing pages and change the status of the Status Area.
Without changing the program layout you can just hit CTRL+J to show all records.
On all list pages you can also click the "Find All" or "Show All" to see them.

Can I use keyboard command when working with Movie Catalogue?
Yes you can.
Open the help menu to find a complete set of commands you can use.

The program is locked. I cannot add any new customers or change in the data I already have inserted.
You must be working with a demo. Register the program..

The update function do not import all my records from the old version.
Open the old version and click CTRL+J to find all records - you need to do this on all pages.
Close the program.
Go to the location where you have installed the old program and copy all the files ending with .USR.
Go to the location of the new program and enter the OLD folder that was made when you installed the program.
Add the USR files to this location.
Open the new CustomerBase and go to the Update page (Customizing » Update) and first empty the database.
The click Convert Files » when finished click "Import Data" » when finished all your old data should be imported correctly.
Please read the guidline carefully to make sure to do the import correctly.

Did this solve your problem?
If not please write to us here » We will return with our answer to all customers within 24 hours and all other as soon as possible.


We work hard on making the program the best on the Internet. Please give us feedback to make sure we have the best program. If you have ideas for new functions in the program you can write to us here »

Introduction

Why use CRM ?

How to use CustomerBase

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