Preface

• Welcome
• License Agreement
• Disclaimer of Warranties
• Contacting Technical Support
• Contacting Sales
• Privacy Statement

Getting Started

• Introducing Intellect
• The Main Screen
• The Contact List is the hub
• Appointments vs. Tasks
• Adding your first contact
• Dragging to create an Appointment
• Dragging to create a Task
• Checking the Contact History
• Setup your Email Accounts
• Searching for data
• Importing data and email from Outlook
• Sharing Data with an iPhone

Sharing Data with Others

• Sharing Data on a Network
• Change between multiple databases on a network
• Copy something from one database to another
• Using Chaos Hosting to share data outside of your network
• Manage my Favorites List
• Setting passwords and hiding private records
• Sharing a common telephone book

Mail

• Getting started quickly
• How does e-mail work
• Checking for Mail
• Responding to Mail
• Creating a new message
• Using Stationery
• Getting Fancy with Signatures
• Organizing Messages
• Searching within Messages
• Filtering Mail
• How to Perform a e-mail Merge
• Quick Reply
• Scheduled Send
• Creating a Message Series

Contacts

• Contact List Fundamentals
• Sorting Contacts by Company
• Adding your first contact
• Understanding Custom Fields
• See my Complete Contact History for a Client
• Link contacts to other contacts
• Add multiple Contacts at the same company
• Copy an Address to Another Program
• Custom Copy
• Attach Documents and Spreadsheets
• Auto-Dial the Phone Number
• Send a Fax
• Printing Mailing Labels
• Create a new Word Template
• Merge to a Word Template
• Create a new Open Office Template

Appointments

• Add a New Appointment
• Choose a View
• Working with the Planner view
• A L N Columns in Grid View
• Change from date to date easily
• Change the color of a specific date
• Reschedule an Appointment
• Set a Reminder Alarm for an Appointment
• Canceling an Appointment
• Additional Attendees
• How Do I repeat an Appointment?
• Activity Series
• Alarms

Tasks

• How Does the Task List Work?
• Add a New Task
• P L N Columns
• Can I customize my Priority Choices?
• How Do I repeat a Task?
• Activity Series

Projects

• An introduction to Projects
• Adding a new Project entry
• Customize the database fields
• Linking other items to a Project

Categories and Groups

• What is the difference between groups and categories?

Groups

• Create a New Group
• Remove an existing Group
• Filter by Group
• Moving contacts between groups

Categories

• Create a new category
• Filter by category
• Set a category for many items
• Remove a category check from many items
• Rearrange my categories

Reports

• Understanding the Report Screen
• Basic Search Criteria
• Advanced Search Criteria
• Using Columns
• Exporting Data
• Mass Editing Records
• Remove Duplicates

Utility Functions

• Backing up and Restoring Data
• Installing to a Memory Stick
• Synchronizing Data with Removable Media
• Importing Data
• Importing from Outlook
• Migrating from Time and Chaos and Express Plus

Accessories

• Legal Billing