1)
How does the “Map” and “Directions”
feature work?
ArchiOffice® knows your business address as well as the address
of the contact you are interested in mapping. We link to the Mapquest®
website to provide maps and directions. In the event that Mapquest
changes their protocols, or your location is not included in their
database, we will provide other links from our extranet site.
If you sign up for our annual service agreement, we will notify
you of updates.
2) I currently use another contact
manager, like ACT™. How do I transfer the data to ArchiOffice®?
ArchiOffice® can import contacts from most other programs.
All that is required is that your program allow you to export
the data into a tab-delimited file. We provide instructions on
how to format this file so that ArchiOffice® will import it
smoothly.
3) Can I sync ArchiOffice®
data with my PDA?
ArchiOffice® will sync two types of data with your PDA. We
have designed ArchiOffice® to allow you to merge calendar
events with your default calendar on the PDA. Because many employees
will have personal events on their PDA’s that shouldn’t
be in ArchiOffice® we only allow this information to flow
one way. We also provide a method for you to sync the Contacts
database of ArchiOffice® with your PDA. Because your office
may have thousands of contacts, not all of whom you want to sync
with your PDA, we allow each employee to select only those contacts
which they want on their PDA. You can create new contacts on your
PDA and the next time you sync, they will be imported into ArchiOffice®
automatically. In order to sync Contacts with your PDA, you will
be required to have a licensed copy of FileMaker Mobile on your
PDA.
4) Why did you provide so many
addresses for each contact?
We have found that some contacts may have multiple
locations. For example, a client may have a home, business, vacation,
spouse’s work, temporary location etc. Rather than creating
multiple records of the same name – we allow up to 6 different
locations for each contact. Because you link contacts with documents
and calendar events, you don’t want to have multiple contact
records for the same person.
5) How do I print
a label or envelope for the contact being viewed?
We provide a quick print button from within the contact detail
window which allows you to specify the kind of envelope or label
you will be using. Through the Reports module, you can print envelopes
and labels for multiple contacts at one time.
6) How do I create a letter, memo,
transmittal or fax cover?
ArchiOffice® knows that every document, from a letter to
a Punch-list is associated with one or more contacts. You can
start from a contact and create any type of document you like.
You can also attach any existing document to any number of contacts.
It’s as easy as going to the Documents tab in the Contacts
module and selecting the “new” button. ArchiOffice®
will guide you through the process of creating a new document
or helping you find an existing one. ArchiOffice® will launch
any application on your computer that is required to handle the
document type. From AutoCad to Microsoft Word files – ArchiOffice®
can handle them all.
7) What if I want to rearrange
the tabs that identify each address?
Since we allow up to 6 different address locations for each contact,
we understand that you may want to rearrange their order depending
on their priority. We allow you to shuffle them around as much
as you like.
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