Reach-Out.Net CRM
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Installation Instructions
Your registration
file cannot be downloaded. Each customer receives a unique registration file
from us prior to the installation. If you cannot locate your registration
file, please contact us. *Please note—only
the designated systems manager can request a copy of your registration
file. Other representatives should
contact their systems manager to request, or confirm a request for a
registration file copy. After you have run
the registration file, it is advisable not to leave it on your computer. We
recommend you save the file separately in case you need to install Reach-Out
on additional workstations. However, as this file is the connection to your
data, make sure it is saved in a location not easily accessible to
unauthorized personnel. Your registration
file should have a name and number such as: 1059Simon.exe. Paste this file to
your desktop, run it from any other local folder on your computer. A box will
appear with a Register and UnRegister button. Click the Register button. The message "Connected
Successfully" should appear. This completes the
registration process. Please note- pressing "Register" more than
once or running the registration file multiple times on the same computer
will not do any damage. If you should
become concerned that your registration file has fallen into unauthorized
hands, contact us immediately and you will be provided with a new file. In
addition, by selecting "UnRegister", the license may be removed
from any workstation on which the software has been installed. To begin working: Click on the
workfile saved on your desktop and enter your name and password to connect to
your database.. Please note, if you are using a
personal Firewall program, you will be alerted that Reach-Out is trying to
access the internet. Authorize access on a permanent basis to allow you to
work with Reach-Out undisturbed. If you accidentally denied access, select
Reach-Out from your Firewall's list of limited applications and confirm access
to the internet. Updating your Reach-Out Workfile: Please note, before updating Reach-Out, make
sure you have selected the correct update file. There are two steps necessary to update your
software:
a.
Replacing
the workfile currently located on your desktop.
b.
Updating
the SP file on the server. This is done by us at the same time your software
is updated on your local machines.
Working with the wrong version, or a version different than that
updated on the server can cause problems. Therefore it is important to make
sure that all computers in your workplace work with the same workfile update.
We recommend sending a flashing message to all users notifying them to
download the workfile update. 1. Click to
download the workfile. Save the file
on the Desktop. Enter Name and
Password. 2. Please note, if
you are using a personal Firewall program, you will be alerted that Reach-Out
is trying to access the internet. Authorize access on a permanent basis to
allow you to work with Reach-Out undisturbed. If you accidentally denied
access, select Reach-Out from your Firewall's list of limited applications
and confirm access to the internet. 3. On the desktop,
delete the old workfile. Changing SendEmail.exe In some versions of Reach-Out, it may be
necessary to change the file that checks the e-mail transmission,
SendEmail.exe. This is a result of updates and improvements made on this
file. We will notify you, if there is a need to
update the SendEmail file. The file already exists in the installation. To update SendEmail.exe: Download SendEmail.exe and replace the old
SendEmail file in the C:\WINDOWS directory. Confirm the file replacement. Troubleshooting If you encounter problems during the installation process:
The file is
compressed as a self-extract file. Double click and select Install. Once you
have opened the file, copy the file and paste it into the directory:
C:\WINDOWS\system32. If the file
already exists, replace the existing file. Restart the computer and start the
installation again. If you can't connect to your database: 1. Check your
internet connection. 2. Run your
registration file again. 3. Check that your
Firewall program hasn't blocked Reach-Out. In the Firewall program, check the
list of blocked software and remove Reach-Out from the list. 4. If you are
working in Hebrew, make sure that your computer supports Hebrew. The
registration you will have received for the Hebrew version is intended only
for computers supporting Hebrew. If your computer
does not support Hebrew, contact us and we will provide you with a different
registration file. To check if your
computer supports Hebrew,in the Control Panel, open
Regional and Language Options. In the Advanced
tab, check to see if Hebrew is the selected language. To change to Hebrew
from another language, select Hebrew and click OK. Run the
registration file again and try to connect to Reach-Out again. 5. If your
workstation is connected to an external Firewall, it is necessary to open
access to our server IP and open the correct Port. This problem
usually occurs only when connecting to your organization's database for the
first time. During the installation process, the customer receives
instruction regarding firewall settings. If this is the problem, contact us
to receive our server's IP and Port settings. |
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