Preface

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

Getting Started and Basics

• Introduction to Intellect
• What's new since 10.1?
• What's new since 3.x?
• Linked Items and Contact History
• Setup your email accounts
• Adding contacts
• Adding appointments
• Adding and using tasks
• Searching with Quick Find and Reports
• Using our ChaosHost.com cloud service (and in turn sync with iPhone or Android)

Mail

• Setup your email accounts
• IMAP account features
• Mail Rules and Filters (Spam blocking)
• Insert Images
• Insert Snippets
• Choose or create Stationery
• Select recipients for messages
• Distribution Lists
• Add additional Linked Contacts to an email
• Organize mail messages into folders
• E-Mail Merge for sending personalized messages
• Welcome Email Series

Contacts

• Adding contacts
• Customize Phone Labels
• Use Microsoft Phone Link to place voice calls or send text messages
• Print mailing labels
• Mail-merge with Microsoft Word for printed letters
• E-Mail-Merge for sending personalized messages

Appointments & Tasks

• Adding a new appointment
• Adding and using tasks
• Using Repeat Options for reoccurring events
• Appointment colors
• Task Priorities and colors
• Using the Weekly Planner in Calendar
• Request and track Meeting Confirmations

Projects

• An Introduction to Projects

Organizing Data with Groups/Categories

• Using Groups and Categories
• Rearrange Category Labels (sort and shuffle)
• Set and Clear Category Values (mass editing)

Preferences and Configuration

• Advanced Data Paths for common contacts or calendar
• Telephony settings (Microsoft Phone Link or TAPI dialers)

Moving and Sharing Data

• Backup and Restore
• Cloud Synchronization with our ChaosHost service
• Folder Synchronization with removable drives
• Importing data from CSV or XLS files
• Exporting data to CSV or Excel XLS files
• Importing data from Microsoft Outlook
• Archiving old data

Special Features

• Remove Duplicates (even email)
• Undo and Undelete with Advanced Data Backup Explorer
• Find and Replace
• Custom Clipboard
• Install and use a Portable Version on a USB drive