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DM4U
homepage:
- On the home page the
system will show you under which name you are logged on, and to which usergroup you belong. In the quick-start section, you will find shortcuts to MS-Excel and MS-Word.
- Every usergroup, has certain access rights in the
system. An overview of access rights per user group you will find in DB Admin
menu.
- Only the database administrator has access to all menu's. It is
recommended that only the database administrator has access to the
Administration menu.
BASIC SCREEN MODES AND NAVIGATION THROUGH THE SYSTEM
- To navigate through the system, all you need is your mouse, click
and double click, and the icons that are displayed at the bottom of your
screen.
- To quote an enthusiastic user "It is very intuitive.. (to use)"
- Legend on Icons displayed at bottom of screen:
SEARCH MODE / LOOK-UP OF RECORD
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If you are looking for a specific record, you can set
the system in search mode, by clicking on the binoculars. It will
display the search screen, which exists in most menu's, it displays a
tree in left hand column; double click on the field you would like to
execute a search command on and enter your criteria.
EDIT MODE
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First search, then edit. To set the system in edit mode,
click the edit-icon. In contact management, when creating a new company
entry, the system will execute an on-line search for you, to avoid
creation of duplicate entries. After having made your amendments, click
the save icon.
CREATION MODE
-
You can create a new record on for all kinds of entries
in the system, e.g. a contact, a company, a campaign, etc. Just click on
the create-icon, the blank form.
The functionality is divided into 8 main menus and
our QUICK TOUR will take you through these step-by-step:
1.
Contact Management 2. Xtract 3. Cluster
Management 4. Output 5. Campaign
Management 6. Reports
Global 7. Customer Service & Billing 8. Database Administration
Click here to start the tour......
If you want to download the evaluation version of DM4U Lite, click
here
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