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User Guide

Jul/21/2005

A linked Table of Contents searchable by topic. Click on a topic for the tutorial.

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Apr/1/2007
How to log in to Tradepoint is covered in this article. More
Apr/1/2007
Editing and Deleting existing Reminders is explained in this article. More
May/27/2007

One collaborative tool within the CRM section of Tradepoint allows you to create Reminders for Tasks from an Incoming Email Message.

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Apr/1/2007
Snooze functionality for Reminders is included in Tradepoint's Collaborative tools. More
Apr/1/2007
Sending an Email message from more than one contact point within Tradepoint is explained in this article. More
May/27/2007
Adding or Creating a New Email Account in Tradepoint is explained in this article. More
May/27/2007
How to Attach Read Receipts to an Email. More
May/27/2007
How to Attach delivery Receipts to Outgoing Email Messages. More
May/27/2007
How to Flag Email messages for any follow up actions. More
Apr/1/2007

How to create a New Business Lead in Tradepoint.

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Apr/1/2007

How to create a Business to Consumer Lead within Tradepoint.

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Apr/4/2007
How to Use the Search Tool to Search for an Existing lead. More
Apr/1/2007
How to Add a Contact to a Lead in Tradepoint. More
Apr/1/2007

How to create a Call Log in Tradepoint.

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May/27/2007
Creating a Call Log directly from a Email Message. More
Apr/1/2007
How to Create a Task in Tradepoint. More
May/27/2007
How to create a Task directly from an Incoming Email Message. More
Apr/1/2007

 How to track any Products of Interest within a Lead file.

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Apr/1/2007
How to change your Password within Tradepoint. More
Apr/1/2007

How to Create a Quote for a Lead in Tradepoint.

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Apr/1/2007

How to Print a Quote in Tradepoint.

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Apr/1/2007

How to Email a Quote directly from the Print Preview Screen.

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Apr/1/2007

How to save a Quote as an External File with Tradepoint.

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Apr/1/2007

How to  use the Move and Copy tool to turn a Lead into a Customer.

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May/27/2007

How to create a new contact through the Sender of an Incoming Message.

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May/27/2007
How to create a New Personnel File for a Lead, Customer, Reseller, Supplier File from an Incoming Email Message. More
Apr/1/2007

How to create a Business to Consumer Customer file in the CRM section of Tradepoint.

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Apr/1/2007

How to Add Contacts to a Business to Business Customer File.

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May/27/2007
How to save a Copy of an Outgoing Email in a Client's File. More
May/27/2007
How to file an existing Email into a Source, Enquiry, Lead, Customer, Project, Supplier,  Email File Folder directly from an Email Message. More
Apr/4/2007
How to use the Advanced Search Tool to search for an Existing Customer. More
Aug/15/2007
How to print out search results from the CRM section of Tradepoint. More
Apr/1/2007
How to create a Business to Consumer or Individual Customer File in the CRM section of Tradepoint. More
Apr/1/2007
How to create a Call Log within a Customer File. More
Apr/1/2007
Troubleshooting within Tradepoint and what the Red Ball means. More
Apr/1/2007
How to create a Quote for a Customer. More
Apr/1/2007
How to create an Invoice for a Customer from their file. More
Apr/1/2007
How to Create an Order for a Customer from their file. More
Mar/29/2008
Tips on how to print out both an Order and Invoice without having to complete it. More
Apr/1/2007
How to create a New Document from a Customer file. More
Apr/1/2007
How to Establish a Link to an Existing Document in Tradepoint. More
Apr/1/2007
How to import an existing Document into Tradepoint. More
Apr/4/2007
How to add a new Product into Tradepoint. More
Apr/4/2007

How to create an Assembled Product in Tradepoint.

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Apr/4/2007

How to Import Your Data into Tradepoint.

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Apr/1/2007
How to view your schedule within Tradepoint. More
Apr/4/2007

How to create a new Project in Tradepoint.

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Apr/4/2007
How to Link your Project to a Customer or Lead. More
Apr/4/2007

How to create a Detailed Plan within a Project.

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Apr/4/2007
How to assign multiple individuals to a Project. More
Apr/4/2007
How to track Products involved within a Project. More
Apr/4/2007
How to track Billable Hours for a Project. More
Apr/4/2007

How to Invoice Billable Hours for a Project.

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Apr/4/2007
How to create a Quote within an ongoing Project. More
Apr/4/2007
How to establish a Budget for a Project. More
Apr/4/2007
How to track Expenses within a Project. More
Apr/1/2007

How to create an Appointment within Tradepoint.

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May/27/2007
How to create an Appointment directly from an Email Message. More
Apr/4/2007

How to track Hours worked within a Project.

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Apr/4/2007
How to attach a Document to a Project. More
Apr/4/2007

How to attach an Email to a Project.

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Apr/4/2007

How to clock in and clock out of a Project.

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Apr/23/2007

Printing out a Report to be used for processing payroll is outlined in this article.

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Apr/23/2007

Tradepoint offers General Ledger Templates for your use for numerous different types of companies.

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May/27/2007
How to create a General Ledger and Accounting Structure manually is outlined for you in this article. More
Apr/23/2007
 This article outlines Importing an existing General Ledger structure from another Accounting software program into Tradepoint. More
Aug/15/2007
How to Pay multiple Bills at once with Tradepoint is explained in these easy to follow steps. More
Aug/15/2007

Printing checks directly from Tradepoint, including the ability to adjust the check layout is explained in this article.

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Apr/1/2007
How to add an Employee to an Appointment in Tradepoint. More
Aug/15/2007

Printing a packing Slip from Tradepoint is outlined in this Suuport article.

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Aug/15/2007

Customizing a packing slip will be like customizing any other report in Tradepoint. The steps to customize a Packing Slip are illustrated in this Support article.

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Apr/1/2007
Adding an Outside Contact to an Appointment. This is functionality built into the CRM component of Tradepoint. More
Apr/6/2007
How to generate Email notifications for Appointments is explained in this article. More
Apr/1/2007
Creating a Reminder can be done throughout the CRM section in Tradepoint for Appointments, Tasks, and Call Logs. More
Nov/1/2009
Create a backorder in Tradepoint directly from the Order screen. More
Aug/25/2010

With Tradepoint Version 3 screen customizations can be made with drag and drop tools. Click here to learn more.

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Apr/1/2007
How to send an Email to a Customer. More
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