User
Support

How to guides

 


User Support > How to guides

User guides

Video demonstrations
These need a minimum screen resolution of 1024 x 768

TIP: when viewing them, press F11 for full screen mode (hides menus and toolbars). F11 a second time restores them.

Adding an organisation with a worker

Using Copy and Paste to enter a contact

Adding categories to an organisation

Adding brand new categories [admin users only]

contactLINK mailings - Regular mailings

 

We are continually adding to this area

 


Administrator guides

Categories & lookup lists

Defining your lists - e.g. categories, locations, membership levels etc. A spreadsheet for you to complete and send back to us.

Defining your lists - help and explanations

Examples of Categories (a PDF file - opens in new window or right-click and choose Save ...)

Letters and Labels

Setting up your own label templates

Setting up your own letter templates

Using an IF statement in mail merge

Others

Merging duplicates - how to merge two duplicate contacts

Data check form - how to set it up

Adding a new user

Importing new data - this is not a fully released feature - please talk with us before using it.

Installing contactLINK on new machines

Installing contactLINK on Access 2007/2010

Set up - Create shortcut for contactLINK, careLINK, frameLINK (movie)

A technical overview of contactLINK for IT staff

back up to questionsback to the top

 

On this page:

User guides
See left

Administrator guides for:

Categories & lookup lists

Letters and Labels

Merging duplicates

Data check form

Adding new users

Importing data

Installing contactLINK on new PCs