Not sure whether this was the problem or not, but I just noticed that, even though I had purged all the contacts from my Palm Desktop, the did a one-way synch...
I've been trying to monitor how things attach to the contact record, and just noticed that an email I sent out to a group of 10 only shows up in 1 of the...
Judi, I have noticed the same thing, which I always like to track all the e-mails I have sent. Top Producer used to do the same thing. Both systems only put...
I haven't checked out mail merging...this first group email was just practice (sending meeting info to 10 members of a network I belong to...so having details...
... I definitely have the "auto save" feature enabled...it was one of the first settings I'd saved, and I do double check it on occasion, just in case. JudiB...
Outstanding!!! I'm working on a "wish list"...some of them may actually already be in the system, but I've not figured out how to use them...other things I ...
Hello Mark, Thank you. You have a great product and you are making it better all the time. Jeff Launiere, P.A., e-PRO, TRC Keller Williams Realty Tampa, FL ...
I've tried adding a few website shortcuts to the slider bar on the left of the XI desktop, but each time I click on those links, the site opens "within XI"....
Let's say you have a couple..how do you keep track of which cell phone is for which person? I have a few ideas, but would be curious what others are doing. One...
Good question....but I don't know that there's a good answer. I tried putting a letter behind the phone number (to indicate whether it was the primary or...
I did find the problem with the auto-save to multiple people - it will be in the next update - was planning on posting this week but decided to wait until...
Great question - The normal functionality is to put it "within Xi" HOWEVER - if you goto that website in internet explorer and drag the link to your desktop...
The Phone number field can hold upto 255 characters in the database - so yes, you can put the extra text at the end... Normally for cell phones and work...
Mark...it seems the restricted capability likely has nothing to do with XI, but rather with what device you use to call and receive calls, and what conduit is...
I'm "getting it" that using the drag/drop method is great for creating the shortcuts on the slider bar....just need to be sure you don't move the shortcut that...
Just wanted to drop a note to anyone reading this to share my favorite things (sometimes as I discover them) about XI...and would love it if others would do...
I'm in the process of updating listings, and in the Property Module (though this would work just as well with the contact module), I created a Notes category...
Great comment Judi, thanks for the hint. The biggest issue we have with Advantage Xi is that it is so feature rich that we forget the little things that we...
Mark... Actually, I LOVE the link to the "folder" on my hard drive from your Documents tab on the contact record (or property record). For years I've...
OK...thought I'd start adding this content for contacts other than just my family (LOL). I know there's a whole tab devoted to birthdays and anniversaries,...
The +5 appears to be just a quickie to get you 5 days out. You can click on the drop down for the month, and do any date range within any month. Then if you go...
Hello, I'm new to Mark-It-Advantage. I'm on the trial version for 30 days. Anyway, I see where you can sync to the Palm. Can you also sync to a Blackberry?...
For the time being, to synch to a Blackberry or Windows PDA, you need to synch Xi to Outlook, and then Outlook to the PDA, then Outlook back to Xi. A bit...
I could not find any reference on the website for Advantage Xi on, how to prepare a CMA in this software package. Is it a option? Thanks JerryOgburn RE/MAX...
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