Reach-Out.Net CRM

 

 

 

 

 

 

 

 

 

 

Installation Instructions

 

  1. Click to download the installation file. Save the file on the desktop.

 

  1. To open the files from the self extract format, click Install. Note: this will extract the file but will not start the installation process. The folder "Reach-Out Hebrew Installation 9.2" should appear on your desktop.

 

  1. Open the folder and click on the icon labeled ReachOutSetup.exe to start the installation process. Continue the installation according to the instructions and click "Finish".

 

  1. Once you have finished the installation process, you need to run the registration file. Running the registration file is necessary for connecting to your database.

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:

  1. Turn off the computer. Wait a couple of minutes, restart the computer and try again.

 

  1. Check to see if the Desktop or the folder to which you downloaded the file has been designated "Read-Only". In order to check this, from the right-click mouse menu, select Properties. If Read-Only has been selected, cancel the selection and click OK. Now try to install the software again.

 

  1. Sometimes the C: drive has installation limitations. Try moving the installation folder to a different hard drive, such as D:  and running the installation again.

 

  1. If you are working in a large organization, your computer may have installation limitations. Contact your technical staff to assist you in installing the software.

 

  1. If, during the installation process, your receive an error message notifying you of a problem with an installation file (this happens on some Window XP systems, and often designates the file AUTOEXEC.NT in the body of the message, or notification of a problem with the windows32 operating system), please download the file: AUTOEXEC.EXE     

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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