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Description

This group is specifically for AdvantageXi only. If you would like to comment on CRM/Contact Management in general, or talk about other programs, go to http://www.realtown.com/groups/post/list/group/121 . NO ADVERTISING HERE PLEASE!

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Contact Detail Reports
Is there an existing report that will print all the contact info on file for a client for both primary and secondary contacts, along with the edited text
Posted - Fri Nov 20, 2009 12:17 am
Shelli
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Re: Mastermind Topic - Adding another user to a pre-calendared event
I agree! This would be a great way to communicate back and forth with a virtual assistant. I notice when you add a new calendar item you can assign multiple
Posted - Fri Nov 20, 2009 12:07 am
Shelli
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Mastermind Topic - Adding another user to a pre-calendared event.
I would like t see AdvantageXi have the ability to add another user to an event that I have on one calander already. There are several times I look at an
Posted - Thu Nov 19, 2009 11:52 pm
Ed
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Re: Anyone else having trouble importing from Top Producer?
Since this is on a public forum, there needs to be background to this question. Fell free to add to it if necessary. Over the time that this is going on I
Posted - Wed Nov 18, 2009 7:30 pm
garydavidhall
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Anyone else having trouble importing from Top Producer?
We are stuck and can't get our records imported from Top Producer into Xi. We can get our contact records and notes but not the property info that connects to
Posted - Wed Nov 18, 2009 5:49 pm
C
cven1234
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2009 9 95 263 103 115 194 214 141 168 76
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