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Advantage Xi Training Center - Pre-Recorded Audio/Video Training
 

INSTALLING

Installation Procedures
Upgrading From Mark-It Advantage 4.03

(SEE UTILITIES SECTION BELOW FOR IMPORTING DATA)

ADDRESS BOOK

Adding a New Contact
Adjusting Column Display
Advanced Classification
Displaying Classifications
Marking Records
Searching Options
Referrals
Using Notes
Primary Contact
Contact Information
Adding Contact Information
Adding a New Classification
Contact Screen
Notes Tab
Referral Tab
Family Tab
Calendar Tab
Photo Tab
How to EXPORT Names and Addresses
How to Setup TAPI Dialer

CALENDAR

Adding Events
Detail Tab
Options Tab
Recurring Tab
Report Selection Dialog
Run Program
Setup Task Series
Task Series Worksheet
Task Series Spreadsheet

SOFTWARE UTILITIES

Utilities Section
Backup/Restore (Screen Help)
Backup/Restore (Step-by-Step Process)
Adding a New User
User Access Rights Explained
Sharing a Folder for Replication
Network Setup (Replication)
Internet Sync Setup (Quick Guide)
Remote Internet Sync Setup
Adding Business Sectors to Xi
Updating Xi
Using Screen Designer
Avaya PhoneLink (and others)
Automatic Database Sync with Task Scheduler
How to Sync with a USB Drive

(IMPORTING DATA FROM OTHER SOFTWARE)
Calyx Point Setup/Export
Byte Import
Import Top Producer 6/6i
Import Top Producer 7i
Import Top Producer 8i
Import Agent 2000/Agent Office
How to Setup Microsoft Outlook Sync
See PALM (PDA) Section for Syncing To Palm Devices

How to Setup Google Sync - NEW VERSION OF XI ONLY

Audio/Video Links for Importing data:
Importing Data
Importing Microsoft Excel

 

HELP MANUAL

Help Manual (pdf)
Help Manual (self extracting exe)

Report Designer (pdf)  (Print > Reports > (select filename) > Edit

EMAIL

Setup Mail Accounts
Mailer
Checking E-Mail
Checking Messages In Another Folder
Creating Mail Folders
Deleting E-Mail
Forwarding E-Mails
Mail Options
Mass E-Mail
Save E-Mail
Setup Signatures
Setting Default Signature
Selecting Recipients
Embedding Images In An Email
New Message Screen
Printing The Folder List
Setup Mail Rule
"On Vacation" Mail Rule 
Monthly EMail Newsletter 
Auto-Save Emails To Contacts
How to use the Visitor Webpage Import
How to use the Visitor Webpage Import for QRCodes
How to setup Email Archives
How to setup Dropbox for Extracted Attachments
Resizing Attached Photos

WORD PROCESSOR

How To Do Mail Merge with Xi Word
How To Do Mail Merge with Microsoft Word
How To Do Mail Merge with Microsoft Word XP
Selecting a Document
Word Processor Defaults
Word Processor
How To Do Mail Merge with Microsoft Publisher

LIST OF LISTS

Setup a New List
Buttons Defined

PALM (PDA)

Install and Sync Mark-It Advantage Palm Sync (NEW)
  (This NEW Method Synchronizes to the Built-In Palm Programs - Address Book, Date Book and To Do list)
Install and Sync Mark-It Advantage Xi for Palm (OLD)
Install XiListings for Palm
 

OTHER

Sticky Notes
Add a user to Sticky Notes
Error Codes

MORE CONTACT TYPE ICONS


Click HERE To Install Additional Images
Run the link above then UNZIP the files 

ADDRESS GRABBER

Connections for Advantage Xi

Allows you to import contact names from anywhere!!


USER GROUP DOCUMENTS

Rapattoni MLS (Springfield MO) (pdf)

Flyers (pdf)

Contact Management (pdf)

Property Browser (pdf)

Calendar (pdf)

 


Add-On Modules:

REAL ESTATE MODULE

Properties Tab

LENDER MODULE

Rate Watch
Using Rate Watch
Editing Rate Watch
Loan Information Tab
Calyx Point Import (new)

MLS

Doing a CMA using Rapattoni MLS
How to Search By Amenities

BUSINESS BUILDER

Profit & Loss
Paylog
Lead Tracker
Personal Budget

 


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