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Setup and Configure Tool

Dec/9/2005

An introductory article on how to use the Setup and Configure Tool within Tradepoint.

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Jan/17/2006

Darwin Demo Database Installation as a 2nd Instance of Tradepoint

This file will walk you through how to install the Darwin Demo Database version of Tradepoint as a staff member. Normally customers will never have to go through this process. It is a Microsoft "Install Shield" limitation that forces us to have such an involved process to install the Demo Database. We apologize. Enjoy the process.

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May/25/2009
Change the type of user from Networked to Remote using these steps. More
Dec/26/2007

An introductory article explaining the purpose and use of the Setup & Configure Tool in Tradepoint.

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Dec/26/2007

Categories and Preferences for Press Releases can be setup with the Setup & Configure Tool.

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Dec/26/2007
Your Category structure for your Products will be established through the Setup & Configure Tool. Click here to learn more about the tools available. More
Dec/26/2007
The tools for setting up your Categories for Assets in Tradepoint are described here in this article. More
Dec/26/2007
Use the Setup & Configure Tool to set up your Preferences and Categories within Projects. Click here to see more. More
Dec/26/2007
The Setup & Configure tool will allow you to change your Account numbers for forma and contacts. Click here and learn more. More
Dec/26/2007
Use the Setup & Configure Tool to create automated work flow structures using Event Management tools. Click here to learn more. More
Dec/26/2007

Click here to find out how to use the Setup & Configure tool to setup your Accounting preferences.

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Dec/26/2007

Use the Setup & configure tool to setup your Schedule Categories. Click here and learn more.

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Dec/26/2007
Budget & Expense tools extend to a number of tool sets in Tradepoint. Click here to see the steps outlined in the Setup & Configure Tool. More
Dec/26/2007
Use the Setup & Configure Tool to configure the Categories and Statuses within your contacts and work flow processes. More
Dec/26/2007
Set up your Document Categories using the Setup & Configure Tool in Tradepoint. More
Dec/26/2007
Set your Employee preferences using the Setup & Configure tool. Click here to read more. More
Dec/26/2007
Preferences and Categories for your knowledge base can be established through the Setup & Configure Tool. Click here to read more.  More
Mar/27/2007
Tradepoint has a built in Time Clock for hourly employees or as a time management tool within Project to track hours spent on a Project by Project basis. How to use it is explained in this article. More
Apr/6/2007

How to structure your information using the Category and Status structure within Tradepoint.

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Apr/11/2007

How to use the Setup and Configure tool to structure Categories and Statuses and create automated workflow processes with the Event Management tools for your information in Tradepoint.

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Apr/11/2007

Categorizing your information and what that means as a business management tool in Tradepoint is outlined in this article.

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Apr/11/2007

How to create Statuses, how they relate to Categories and how defining your information within Tradepoint gives you additional tools and functionality within such sections of Tradepoint such as Reporting capabilities.

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Jan/22/2010

This error can occur in certain circumstances where IIS is not properly configured or is in a special mode often caused by configuration with Plesk and other automated installers.

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Jan/2/2008
How to configure the DHL shipping service for Tradepoint More
Jul/26/2010

Configuring a barcode scanner can be tricky. This article will explain the steps to make your barcode scanner work effectively with Tradepoint Enterprise.

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Oct/14/2010
How to configure a synchronization service for use with your company More
Jun/17/2010
Tradepoint can sync all of your contacts, tasks and appointments with Exchange Server 2007 SP2 or later so that you can integrate with your smart phones. Here's how. More
Aug/26/2010
By default Tradepoint supports most English, French, Spanish and Arabic languages. However if you wish to use other languages this knowledge base article will assist you. More
Jun/30/2010
This requires extensive SQL knowledge and should be done by your system administrator, but there are many reasons you'd want to move your database file including lack of disk space etc. This article will assist you in this process. More
Aug/16/2010
In larger organizations it can be beneficial to have a staging environment to test the effects of major updates on your websites, plugins and other aspects of your business. This article will explain how. More
Aug/16/2010

Previous versions of Excel's data engine can be very inconsistant in what it will allow to be imported or you may have an xlsx file that you need to import. This will help you:

 

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Dec/26/2007
Setup your preferences and categories for your Tasks using these tools in the Setup & Configure Tool illustrated in this article. More
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