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Prepared by: Olga Vasylenko Date: 7/31/2015

1. Status Package sending Emails Status List Backup Settings Schema Name ay Job Name amp Contact Name Max Emails Sending Clear the list for all Jobs older than A Details gt MES Tets Emails Cecilia Carter Restore settings RUNNING Sending Delay minutes Test Tets Emails Jane Chap RUNNING License info Enter User name OUTREACH Outreach Settings 54 Please be advised that the user name is case sensitive In case you would like to update the path to your database remove it or add another database please follow Act databases tab OUTREACH Users ACT databases Additional options Add ACT databases to OUTREACH Mame Path t DEMO Cu UsersicrmaddoniDocuments4CT4ACT DatalDatabas More settings can be configured on the Additional Options dialog Local Settings X OUTREACH Users ACT databases Additional options Service management Service network settings Stopped 1 IP 192 168 1 221 2 gt m Port 12001 El Package sending Emails Status List Backup Settings Max Emails Sending Clear the list For all Jobs older than Backup settings 1055 90 7 days 3 Restore settings Sending Delay minutes 4 is 5 H 1 Under Service manage
2. Dear Nancy Davolio am gladto notify you that the Chai you purchased on 09 20 2008 has been shipped Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report i Edit A Add Calculated Fields to a Report This document demonstrates how to add a calculated field to a report The main purpose of calculated fields is to perform pre calculations of virtually any level of complexity over data fields To learn how to easily perform simple calculations within a single data field refer to Add Totals to a Report Add Calculated Fields to a In the Report Designer a calculated field is similar to an ordinary data field e g you can bind controls to it and group sort and filter your report against it To add a calculated field to your report follow the instructions below 1 To create a calculated field in the Field List right click any data member and on the invoked menu choose Add Calculated Field OUTREACH 117 Report Editing Basics
3. Style Sheet Collection Watermark None Export Options Export Options Measure Units Hundredths of an Inch 9 A Hundredths of an Inch Measure Units Tenths of a Millimeter Gets or sets the unit of measurement for the report This defines the basic measurement unit for all the unit related options of a report and its bands and controls such as location s ize border width etc And this determines the measurement unit of the report s Snap Grid Create a New Report Controls Positioning Change Page Settings for a Report Home gt Create Reports gt Basic Operations gt Change Page Settings for a Report Change Page Settings for a Report In the Report Designer page settings of a report can be specified in one of two ways The OUTREACHII 147 Create Reports first approach forces the default printer settings to be used when the report is printed while the other one enables you to alter page settings independently e Using settings of the default printer For the orientation margins and paper size you can specify a requirement that applies the corresponding printer settings instead of the report s In this instance the page properties in the Property Grid are disabled and displayed as grayed out This may be useful when the report is printed in several places with different printers and printer settings Property Grid myReportl Report Page Settings Paper Name Default
4. la ReportHeader one band per report Products by Categories v El Detail ProductName B UnitPrice 2 Now switch to the Group and Sort Panel and click Add a Group In the invoked list choose a data member across which the report is to be grouped OUTREACHIT Report Editing Basics 128 Group and Sort x Add up Wa Add a Sort Delete Move Up Move Down HT product a pu CategoryID 132 Discontinued ab EAN13 133 ProductID Be ProductName 55 QuantityPerUnit or ReorderLevel 3 SupplierID S UnitPrice E UnitsInStock If multiple groups are created you can specify the priority for each group by selecting it in the Group and Sort Panel and using the Move Up and Move Down buttons 3 After this a Group Header band is added to the report with the specified data member being set as its grouping criterion Now it s only left to drop the corresponding item from the Field List onto this band so that it s displayed as a header for each group IM GroupHeader Cla EHO myDataset im m a CategoryID 2 EHE Products Ku z 1 CategoryID ZE 7 Discontinued a 35 EAN13 i fa 2 423 ProductiD 35 ProductName 4 In addition you can enable the corresponding Group Footer band by checking the Show Footer option in the Group and Sort Panel 5 Add a Group a Add a Sort X Delete Move Up Move Down Field Name Sort Order Show Footer CategoryI
5. ECHO myDataset 3 HA Products FEE or Discontinued L ie i i ab EAN13 Edit Calculated Fields a ProductID ab ProductName Ser QuantityPerUnit Seren ReorderLevel Bers SupplierID Sm UnitPrice 22 UnitsInStock 2a UnitsOnOrder 7 Parameters Remove All Calculated Fields 2 In the Field List select the created field to show its properties in the Property Grid Among these options make sure to change the Field Type property to an appropriate value o calculatedField1 Calculated Field v y Behavior Data Data Member Products Data Source myDataSet Name calulatedrieldi Field Type Specifies the type af the value returned 3 Now let s create an expression for the calculated field Click the ellipsis button in the Expression section to invoke the Expression Editor You can also invoke this dialog by right clicking your calculated field within the Field List and selecting Edit Expression OUTREACHII Report Editing Basics 118 Expression Editor UnitPrice UnitsOnOrder X Functions EH A Products The type of this field is Operators CategoryID System Int16 E Discontinued 55 ProductID Ben Productame 5 QuanttyPerUnit r ReorderLevel E SupplierTD 13 UnitPrice 55 UnitsInStock el UnitsOnOrder Parameters Click Fields to see the field list Double click field
6. 0 new report Location Default Expand all nodes with files and folders Collapse all nodes with files and folders Auto expand all nodes Refresh the list Add a folder Remove a folder Create a report Edit the report Remove the report Copy the report Test the report List of reports and folders with reports ER ru IA Attachments Welcome Outreach Installation OUTREACH IT Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Home gt Creating Reports gt Simple Report Simple Report Creating Reports 62 Simple Report Designer allows you to create HTML email newsletter by using basic editing tools This type of report designer is for users who would like to create simple HTML newsletter fast and without additional technical details After clicking 2 button please choose Simple as a type of the report on the following dialog window Report Name My Test Report Report type Simple OGG Location Default ka OR Show hide Professional reports Cancel Then please define connection details for your Act database OUTREACH 63 Creating Reports Select ACT Database x Select ACT Database a
7. Can Shrink Then in the invoked dialog locate the required file and click Open Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Use Mail Merge in Report Elements Use Mail Merge in Report Elements The mail merge feature allows you to combine both static and dynamic content within the Same control e g to append some text prefix or postfix to a value obtained from a database or even bind a control to multiple data fields at one time Mail merge is available for the following controls Bar Code Check Box Label Rich Text Table Cell Zip Code OUTREACHIT Report Editing Basics 116 To embed dynamic data into a control s static content type in data field names surrounded by square brackets u gt l De ar FirstN ame LastName am gladto notify you that the ProductName you purchased on OrderDate MM dd yyyy has been shipped E E E p
8. Create History after workflow finished OUTREACH IT 73 How to create Outreach Schemas Advanced Settings Advanced settings for your schema Move contact to another group Upcoming Opportunities Cancel Here you can set to create an Activity and specify Activity settings like Record manager subject date time duration and opening time frame for Activity planning OUTREACH II How to create Outreach Schemas 74 Activities Details for activites that can be created by this process hw Schedule Activity Activity Settings Record Manager Chris Huffman al Type To do Subject a Date 1 15 2013 1200 00aM Duration 5 minutes WA Hint f 5 minutes C Private Timeless Opening Times nee RO Tr from 00 00AM E to Hooo am wait 5 minutes Cancel By specifying all above settings you will configure the Send Email Schema At the final step of the wizard you will see a summary of defined settings OUTREACH IT 75 How to create Outreach Schemas Summary Please check if all settings are correct Schema Name ACT Database User Name Schema Type Chosen contacts Filter by Fields Filter by groups Email Account Reply Email Reply Mame Contact email Fields Send cc Bericht Demo Chris Huffman Send Email Group Cu
9. Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas OUTREACHII Report Editing Basics 108 Report Designer Create Reports Report Designer Reference Preview and Print Reports Support Home gt Report Editing Basics gt Report Bakup Report Backup To guarantee that you will be able to revert your report to its original state you need to create a backup copy Then you can apply changes without worrying that it will be hard to restore your report in case something breaks To save a copy of your report in the Main Menu select File Save As File Edit View Format Window O New Ctrl N New with Wizard Ctrl iA gt Open Ctri 0 IS Save Ctrl 5 Close Exit Then in the invoked standard Save File dialog specify the folder and file name To save the current layout of your report in the Main Menu select File Save or press CTRL S In thiscase the report will be saved in the application s current folder After your report is saved its path is displayed in the Report Designer s title bar To load a previously saved report in the Main Menu click File Open or press CTRL O The standard Open File dialog will allow you to locate and open report files Change Elements in your Report Change Fonts and Colors of Report E
10. Licensing How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Home gt Licensing gt Email License Email Activation In case you need to perform an activation via email this can be done by using Email Activation option In this case you should have your license file and license key which were sent you by email To start Email Activation Wizard click button 21 CRMADDON Factory GmbH Germany Welcome CRM Licence via Email Weiter WW crmaddon com g Read More Then you would need to insert your registration license key specify a link to the folder where your license lic file is stored and provide your email OUTREACH I Licensing 10 CRMADDON Factory GmbH Germany License File and Key Licance File and Key Please enter the following info You got them via email From licencewcrmlicence com activation licence ke Licencekey y Select C Documents and Settings Administrator Desktopi22559546642588736744300 Email email address vr crmaddon com e Read More Zur ck On the following dialog you should request an unlock code sending It will be sent to your email specified on the previous step you will get the following notification if the email has been sent successfully CRMADDON Factory ACT Addons La I LU Email
11. Prepared by Olga Vasylenko Date 7 31 2015 Copyright All Rights Reserved Table of Contents Chapter NR vo eke eee ees ee a ee a ea ele ne er a eae eas A 1 Chapter 2 Outreach Installation 4 ee a u a a ohare 2 Chapter 3 Email Marketing with Outreach IT radu Ratna esd ced waa a ea ap ooo hed ween E ent HR Chapter 4 Licensing pp ees ee ese see AE ace eh eer on eo ee beeen ee T al eo arere IS II SI EEE E EA E E A A 9 EIA eh a a rs a ii bi a iso baaa 11 ee cee ws tse a etc asa oe es sew ek a a eee ole ae ea 15 UDO o neh ee ee ee E ESE S 19 Remove computer SC a coca oun chee nese an ene cee cue He ee oe aes ek a ee ios asias 21 Send Reale nr ee ee ee A AS AAA A 28 Orda o a deh tae eter Gods cae ae pat eae esis baw re en ee awd ee ei ee 28 Order an o user EIER DERLEEELTER LEVEL IL A REES IERLERDELTOLEUER PERLE ER EEE DERLUEE DER PERELETTRE 29 8 cle ps A ee ER 31 OI Resel Regler isos sch agwneteenaiie cinta ie 33 IGN Regussr cemento ee an ea Eau 35 Liconsa IMO sh as ee ss ees bet Sons an wd ee wand EUER A 36 Chapter A en nenne re ee ee ne a a AO Chapter 6 System Reaguirements zu en eu 4 Chapter 7 About Outreach IT A Pe Po IA 43 Chapter BE Er een eg a o o on 45 How to Sign ME io o ANGE a DETOEE RER RER ONE 45 How tocreate Outreach USO ee ae AAA AA A AA le 46 How to configure email ries sede O EN 47 How tocreate newsleler whieh ee oe eo A en we ie Deu A Sl 49 Chapter 9 How to Use OUTREACHIIT pee rag a eee E Ge ee see ee
12. Printer Name Use Landscape Use Margins Use Paper Kind Using Settings of the Default Printer Gets a value that specifies which of the default printer s settings should be used when printing an XtraReport e Specify the report s page settings While designing the report you can specify the page settings via the Property Grid Property Grid myReportl Report z DE 2 j Pag e Settings Landscape No amp Margins 100 49 100 100 Paper Kind Paper Name Printer Name Using Settings of the Default Printer Using Printer Settings Use Landscape Use Margins Use Paper Kind You can set the page orientation and modify the margins The margin values are expressed in the report s measurement units You can select from the predefined paper sizes Paper OUTREACH Create Reports 148 Kind property choose Custom and create your own paper size or select one which is already defined for this printer Paper Name property These settings affect the layout of the report s design surface After their modification you may notice red warning marks indicating that the controls go beyond the page width These warnings can be switched off by setting the Show Printing Warnings property of the report to No margin and this will cause extra pages to be printed label label1 e Modify the settings in Preview Tab The report s Preview Tab toolbar has a corresponding button that enables you to mod
13. Reply Mame Support Choose contact email Fields Personal E mail e E mail 4 W Send CC to Record Manager Choose Email for Record Manager Personal E mail le E mail 4 Cancel On the following window you will need to specify settings for your outgoing emails e Subject Your outgoing email subject e Choose Email Template Select here a template for your outgoing email or create a new one with Report Designer tool e Attachment Choose an attachment defined under attachments settings on the Options window Send as Select a format the email will be sent in Time since last mail Select the time since the last email Send test email to yourself use this option to send a test email to yourself to see how it looks before sending mass mails OUTREACH T Create workflow Define the details of the Workflow Subject Choose Email Template Attachment Send as Time since last Email Subject Test Christmas Deals Body Template How to create Outreach Schemas 72 Christmas Deals report WebForms cs THT O HTML C RTF ENG Minutes Se Attachment Send test email to yourself Minutes between Send as 15 Workflows Or HTML T 1 EST 1 WebForms csv Cancel On the following dialog you can specify the group your contacts will be moved to after emails sending It is also possible to create a History after sending emails by checking
14. Send Options Define the options For your Email sending Select Email Account 2 E Reply Email myeemailDanydomain corn Reply Mame John Doe Send CC to Record Manager Back Next Cancel Here you can define options for your notifications 1 Activity type to proceed Check here the type of the activity which the notification will be sent for 2 First notification time the time for the first notification The time before the activity is due can be defined here 3 Second notification time the time for the second notification The time before the activity is due can be defined here 4 Subject Your notification subject 5 Choose Email Template Your notification template It can be created with help of the report designer and uploaded to your templates list 6 Attachment choose here an attachment if it should be also sent 7 Send as define here the format for your email 8 Click this button to send a test notification OUTREACH I How to create Outreach Schemas 90 Schema Wizard x Notification details Define the option for your notification 1 Activity type to proceed Meeting ZFirst notification time gt 3 Second notification time az Fr Minutes 4 Subject Meeting reminder 5 Choose Email Template report ce fa En 6 Attachment 7 sende On rm ORT Hours Back Next Cancel After you have configured a
15. 1 1 ba 1 1 1 In the Filter String Editor you can either use the Visual expression builder or specify the expression in Text Freight gt 500 0m And Order Date gt FromDate And Ship Country Is Not Null And Customer ID Between 5 159 And calculated Field1 lt gt 8 Note that it is possible to embed parameters into the expression and also request them each time a report is previewed To quit the dialog and save the changes click OK OUTREACH 127 Report Editing Basics Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Change or Apply Data Grouping to a Report Change or Apply Data Grouping to a Report This document demonstrates how to group a report s data Note that data grouping can be performed only if a report is bound to a data source To group records in a report do the following 1 Create a new report and bind it to a data source In this tutorial we ll start with the following report
16. Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid OUTREACHII 167 Report Designer Reference Report Explorer Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Scripts Tab Scripts Tab The Scripts Tab allows you to manage your report s scripts It provides centralized access to all the scripts being written for a report or any of its elements bands and controls myReporti E labell Label After Print la After Print 2 private void Detail BeforePrint object sender 3 System Drawing Printing PrintEventArgs e Z Write your script here Ss f 6 7 E B private void labell AfterPrint object sender S System EventArgs e 10 f f Write your script here 11 E 12 Jim lea dl Designer Preview g HTML View Y Script The built in scripts validation capability is provided in this tab After clicking Validate the result is displayed in the Scripts Errors Panel Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel OUTREACHII Report Designer Reference 168 Smart Tag Status Bar Zoom Toolbar Smart Tag Most report elements have Smart
17. RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support See also Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support OUTREACH I How to create Outreach Schemas 68 Home gt How to create Outreach Schemas Schemas Within Schema section you can create a schema for outgoing emails A convenient built in Wizard will help you to configure all needed settings To create a Schema please click er button Schemas Jobs Options Bounced Schemas Schema Name Test Test copy Test copy Es adds a new schema A opens an existing schema for editing x removes selected schema El Copies selected schema Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template Report Designer Report
18. Select your ticket priority Please be advised that free support tickets are normally processed within 24 hours during business days However if you d like to have your ticket to be handled with highest priority please consider purchasing our paid Support Details Description Please add a detailed description of the issue Attach File Besides log files please attach all files screenshots schemas or copies of your databases that will help us to better understand the issue Create a ticket Click this button to create a ticket Please visit Helpful Links section probably you will find there the answer to your question or the solution to your issue OUTREACH I Support 186 W CRMADDON SupportIT amp ul Ad Helpfull Links and Chat User Settings Knowledgebase H New ticket 6 A Tides Troubleshooter live Chat Y Downloads KQ terest D CRMADDON Factory HelpDesk Online http kayake crmaddon com User Settings menu item leads to the section where you can add your user data W CRMADDON SupportIT a Settings eo User Settings a 0 es _ Mai j i Flai Helpfull Links E Mail youremail anydomain com Find user E Mail Username 4 Find user Name ij Tickets A i Company New ticket Password Please enter your data Lost Password Usergroup r A Create User OUTREACHIT 187 Support See also Free Support Paid Support OUTREACH
19. Sum UnitPrice P I I cm Sse re m MMMM I I iat myDataSet ProductsTableAdapter Designer Preview 9 HTML View Wy Scripts Reporti 100 On the Designer Tab multiple reports can be opened at once each in its own Design Panel The Design Panel provides the following tabs switched at the bottom OUTREACHII 155 Report Designer Reference e Designer Tab Allows you to modify your report e Preview Tab Shows a print preview and enables you to print out your report or export it to a file on disk e HTML View Tab Shows the report output in HTML format e Scripts Tab Allows you to manage your report s scripts Context Menu Control Toolbox Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar e gt Report Designer Reference gt Report Designer UI gt Designer Tab Designer Tab Home gt Report The Designer Tab allows you to customize a report manage its bands and controls and define their properties OUTREACHII Report Designer Reference 156 Il Eee gt EEE one band per report lic Category CategoryID Detail ProductName BREVERN El UnitPrice GroupFootrt Un
20. To close this wizard click Finish HANA crmaddon corn Ed O Read More lt Back f Click Close button to finish licensing and exit the Wizard See also Email License Evaluation Remove computer from license Send Request License Info Home gt Licensing gt License gt Update license Update license OUTREACH Licensing 20 To update your license you need to open License and support window in your addon and follow License tab there On this tab you need to click Wizard for Registration button Wizard For Registrati i i j j a ER This will start licensing Wizard where you can select License option to proceed with updating Je CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanlT for CRM Please select an option before proceeding e License Send request WAAL crmaddon com gt Ed i F Cancel On the next window you will need to select whether you would like to analyse your current license or update the license with online backup OUTREACHIIT 21 Licensing e CRMADDON Factory Wizard Options for existing licenses We Found an existing license on your system Choose an option to take care of this license ScanlT for CRM There is an existing license on your system Please choose an option to proceed with the license _ Analyse of local License w crmaddon com 17 Ed lt Back Next gt Cancel If you
21. activities_plugin han Do expo u Exported data F Ji Cutreach_settings H Make New Folder Cancel Restore settings The backup contains the following elemets OUTREACH IT SQL DB backup file OutreachDB bak OUTREACH IT schemas bounced schemas jobs options email accounts fax accounts attachments reports OUTREACH IT users from the Local settings window path to Act databases from the Local settings window and the file Outreach_bakup arc While restoring all those files are restored unzipped to corresponding locations and DB is restored from the OutreachDB bak file into a DB Server that is currently configured in the OUTREACH IT by an administrator user To restore your OUTREACH IT settings you need to click Restore settings button and define the path to the folder where your Outreach settings are stored OUTREACH I Outreach Settings 56 A Ns cs Browse For Folder Select Folder with backup Files For restoring application settings a ta OUT gt a Homegroup Se p B crmaddon ork settings gt c t gt a 168 1 221 D th Network 1 gt ER Control Panel H E Recycle Bin Ea d activities_plugin Backup Settings expo Backup settings gt Exported data Restore settings de test In case you already have the same settings in your OUTREACH IT application you will be offered to overwrite existing settings or leave them unchanged If you click No then only database wil
22. and view the OUTREACH IIT oO Report Editing Basics 130 result Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Add Totals to a Report Add Totals to a Report With Report Designer you can force a data bound control to calculate one of the standard Summary functions Average Summary Count Running Summary Percentage Max or Min To calculate summaries totals within a report follow the instructions below 1 To display the result at the bottom of a report the Report Footer band should be present To add it right click anywhere over the report s area and in the invoked Context Menu select Insert Band ReportFooter TopMargin Insert Detail Report ReportHeader Zoom t E PageHeader Properties GroupHeader Detail GroupFooter PageFooter BottomMargin 2 Click the field for which a summary will be calculated to select it Then hold down CTRL and drag t
23. buttermanidgrmx de r Bennnnuunnnnsnnnnumunnunnunnnnnnn Back Nest i Cancel Now you need to define the groups for fax sending You can also apply the following filters here Group filter here you can define your Act groups which should receive your faxes Don t send a mail to contacts who have the selected fields ticked here you can exclude contacts who have specific fields ticked Don t fax reports for contacts who are in the group s here you can exclude contacts who belong to specific groups OUTREACHIIT 93 How to create Outreach Schemas Schema Wizard x Choose your Contacts Choose contacts you want to include in the new Schema Choose contacts oo O all a 8 Group Recently Added Contacts ir Dont send a mail to contacts which have the selected fields ticked Dont Fax reports for contacts which are in the groups x Back i Next Cancel Here you can enable disable an option which allows sending a copy of your mail to the record manager OUTREACHII How to create Outreach Schemas 94 Schema Wizard RelayF ax Options Define the options For your fax sending Send copy to Record Manager Back l Next Cancel Here you will need to create your schema workflow Ben Subject define your fax email subject Choose fax template here your fax template created with help of report designer Should be chosen Time since last fax define here your fax sen
24. called a document map For an explanation and help refer to Add Bookmarks If the current report has a data source the Bookmark property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Bookmark Binding drop down selector select the required data field e Navigation URL and Navigation Target Use the Navigation URL property to specify a URL for web browser navigation when a user clicks a Check Box The web browser displays a page in a window or a frame as specified by the Navigation Target property Note that a URL should have an appropriate prefix e g http You can create cross references within the report by assigning the name of the target control to the Navigation URL property and setting the Navigation Target property to _ self For more information refer to Create Hyperlinks If the current report has a data source the Navigation URL property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Navigation URL Binding drop down selector select the required data field Label OUTREACHIIT 179 Preview and Print Reports Preview and Print Reports This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various de
25. current date and time us er name etc into a report Generally this information is displayed within the Page Header and Footer or Page Margin bands To add page numbers or system information to a report locate the Control Toolbox and drag and drop the Page Info control Then follow the instructions below for your specific task e Add Page Numbers e Add System Date and Time e Add the User Name Add Page Numbers 1 Select the Page Info control click its Smart Tag and in the invoked actions list expand the drop down list for the Page Information entry Page Informaton Current of Total Page Numb se Start Page Number Mone Page Number Format Running Band Page Number Roman Uppercase Anchor Vertically Current Date and Time User Name Formatting Rules Collection Select whether to display only the page number Latin or Roman uppercase or lowercase or the current page number with total pages 2 To format the control s text via its Smart Tag invoked its actions list and specify the required format e g Page 0 of 1 OUTREACHIIT Report Editing Basics 134 Page Info Tasks Page Informaton Current of Total Page Numb se Start Page Number 1 Format Page fo of 11 Running Band none Anchor Vertically None Formatting Rules Collection 3 Using the control s actions list you also can specify the s tarting page number and the running band
26. e g this option is available when there are groups in a report and it s required to apply independent page numbering for them For details on this refer to Add Page Numbers for Groups The result is shown below Se lt lt Page l of 2 Cha 513 00 Chang 19 00 An seed Syrup 10 00 Chef Anton s Cajun Seasonmg 22 00 Chef Anton s Gumbo Mix 21 33 Grandma s Boysenbery Spread 25 00 Uncle Bob s Organic Dried Pears 30 00 Northwoods Cranberry Sauce 540 00 Mishi Kobe Niku 97 00 Add System Date and Time 1 Select the Page Info control click its Smart Tag and in the invoked actions list expand the drop down list for the Page Information entry and select Current Date and Time a Current Date and Time Start Page Number None Fage Number Current of Total Page Numbers Running Band Page Number Roman Lowercase Page Number Roman Uppercase f Anchor Vertically Current Date and Time User Name Collection Format Formatting Rules OUTREACHIIT 135 Report Editing Basics 2 To format the control s text via its Smart Tag invoked its actions list and specify the required format You can either type it in the Format field or click its ellipsis button and use the Format String Editor Page Informaton Current Date and Time Start Page Number 1 Format O dddd MMMM dd vyyy Formatstring Editor Category Sample DateTime Wednesday Ja
27. Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Home gt How to create Outreach Schemas gt Schema Send Email Wizard Schema Send Email Wizard OUTREACHII 69 How to create Outreach Schemas With Schema Wizard you can configure your Outreach Schema by filling out Wizard fields This example is for Send Email schema type Specify on the following Window a path to your Act database and your database details and click Next button to log into the database you would like to work with and to proceed further Database details Please enter the details of the database you want to use Schema Mame Test ACT Database DEMO User Name Chris Huffman Password Select Schema Type Send Email O Print Report Send To OneNote 2010 Cancel Here you can define a group of contacts you would like to send emails to OUTREACH I How to create Outreach Schemas 70 Choose your Contacts Choose contacts you wart to include in the new Schema Choose contacts O all ig Group Customers European IF is ticked then don t send a mail Is User Private Contact Don t send mails to contacts which are in the groups Prospects US Cancel Choose contacts here you can define whether to send emails to all contacts or only to contacts containing in specific group or groups In case you would like to send emails to the contacts within specific groups you need to
28. Formatting Toolbar Group and Sort Panel OUTREACHIIT Report Designer Reference 158 HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Formatting Toolbar Formatting Toolbar The Formatting Toolbar allows you to easily customize an element s font color and alignment settings ara Ss Dez u A If the Formatting Toolbar is hidden you can enable it in the Main Menu by selecting View Toolbars Formatting Toolbar Context Menu Control Toolbox Design Panel Designer Tab Field List Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Group and Sort Panel OUTREACHIT 159 Report Designer Reference Group and Sort Panel The Group and Sort Panel allows you to quickly apply grouping and sorting to your report data 5 Add a Group Wa Add a Sort X Delete G Move Up E Move Down Field Name Sort Order Show Header Show Footer CategoryID Ascending SupplierID scending tt a mw L Ascending To create a new grouping or sorting criterion simply click Add a Group or Add a Sort Then to control whether
29. Grid These elements allow you add controls to your report bind them to data and change their appearance and behavior settings respectively To learn more about these and other elements used in the Report Designer use the following links e Report Designer UI The documents in this section are dedicated to the elements of the Report Designer user interface e Report Controls The documents in this section describe options of each report control available in the Report Designer e Report Bands The documents in this section details the available kinds of report bands and their settings e Report Settings This document details settings that affect the entire report Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACHIIT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Preview and Print Reports Support OUTREACHIIT 151 Report Designer Reference Report Designer UI The documents in this section are dedicated to the elements of the Report Designer user interface The Report Designer interface is comprised of the following elements General Elements e Control Toolbox e Design Panel e Main Menu Quick Access Tools e Context Menu e Smart Tag Toolbars e Main Toolbar e Formatting Too
30. I Index A Add license 31 additional options 51 Analyse your license 36 Ask to reset your computer from license 33 B backup outreach settings 51 bounced email schema 98 bounced emails processing 99 bounced emails wizard 99 C calculation field 65 Clickable Image 78 Clickable Link 75 create a report 56 create user 51 D Deactivate computer from license 21 Deactivate local computer from license 21 Deactivate other computers from license 21 define email connection 51 E email account 56 email settings 68 email template 65 Evaluate 11 G group for bounced emails 99 H how to use report designer 65 HTML report link 75 L License 15 License details 36 License info 15 Licensing 7 Link in HTML template 75 Link in Report 75 N network settings 51 O Options 43 Order license 28 outreach settings 51 P package sending settings 51 Processed tasks 43 R recurrence settings 68 Registration key 15 Report wizard 75 restore outreach settings 51 S send bulk emails 68 Send request 28 Send request to support 35 Send reset request 33 service management 51 T Trial 11 U unsubscribe options 99 Update license 31 Update license online 19 Upgrade ACT 29 Upgrade product version 29 W Wizard options 7
31. If you would like to test with Act Demo database please define a path to it and field Password blank as demo database requires no password How to create Outreach User How to configure email accounts How to create newsletter How to create Outreach User To access Outreach IT application you d need to define your user name which you will use to log into the Outreach IT After you have clicked Local Settings and defined your Act database connection please open Outreach Users tab click button there and define your user name OUTREACHIIT 47 Quick Start Local Settings Local Settings How to Sign in How to configure email accounts How to create newsletter Home gt Quick Start gt How to configure email accounts How to configure email accounts After you have created a user please log into the Outreach application with your user name Before doing this you d need to choose interface language English or German and check Local option under Choose your connection type You can find more information about these settings here OUTREACHII Quick Start 48 Connection Local Settings English Choose your connection type 3 Local C Server IF 192 166 6 41 Port 12001 Enter your OUTREACH login Run Now after you have logged into the application with your user name it s time to define email sending options Under Options tab click button and define your email account o
32. Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report OUTREACHII Report Editing Basics 140 Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report OUTREACHIT 141 Create Reports Create Reports With the help of the Report Designer you can edit existing reports as well as create your own reports from scratch The following sections contain tutorials providing step by step instructions on both basic and advanced report customization Basic Operations The topics in this section cover the basics of working with reports in the Report Designer Report Types The tutorials in this section provide you detailed instructions on how to create reports of different types with the Report Designer Styles and Conditional Formatting in Reports The topics of this section cover appearance related information about the Report Designer Report Navigation The tutorials of this section cover the navigation related features of the Report Designer Miscellaneous Report Management Capabilities The topics of this section cover the Report Designer features that don t fall into other categories Welcome Outreach Installation Email Marketing with Outrea
33. Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding Evaluation C Send request License Info WANA crmaddon com a Ed Mexk gt Cancel On the next window you will need to fill out the following form and validate your email by requesting a code For this purpose please fill out all fields except Requested Code and click Request Code button the validation code will be sent to the email you have specified Then you will be able to proceed with license registration by entering the code and clicking Next button OUTREACHIIT 17 Licensing Userinformation Information about License user Please put your Licensekey in You get the key when you order the Addon All data are necessary for registration re 1 Step Please insert your contact info Company Test Firstname Test Lastname Test Position User Phone 1123456 Country Austria Please send me your newsleter about Updates Softwareproducts and Customer Services I accept the terms and conditions of software use must be checked E mail wouremaildan sdomain cor ee 2 Step Please insert your licensekey Key 0161 476E 459C 4710462D7380_CRM015 Step Insert the requestcode you got via Step First click on the button to get Email 4 3 the request code by email Requested code 715952339B8F69BC747D4FFAE Request code Step please click on Next a 5 a ar
34. Wizard or press CTRL W File Edit View Format Window New Ctri N gt Open Lege Sl Save Ctrl 5 Save As Close Ctrl F4 Exit Controls Positioning OUTREACH T 143 Create Reports Change Measurement Units for a Report Change Page Settings for a Report Controls Positioning This document describes how to easily construct professional looking reports by precisely aligning their elements to each other For this the two following facilities are introduced in the Report Designer e Snap Grid e Snap Lines You can choose which mode to use for controls alignment within your report by setting its Snapping Mode Property Grid myReportl Report Bs A Draw the Grid Yes Row Count for Preview 0 Snap Grid Size 17 5 Snap to Grid Yes Snapping Mode Snap to Grid Rh Specifies the mode in which report elements are snapped to each other when they are resized or Snap Grid When a report is being designed in the Design Panel it is lined up by the Snap Grid This helps to establish the distance between report elements and to precisely align them to each other v El Detail To quickly align a control to the report s Snap Grid right click the control and in the invoked Context Menu click Align To Grid OUTREACHIIT Create Reports 144 all E A labell i Ering To Front Send To Back Insert Band b Insert Deta
35. code button Once you receive a code to your email please copy it Then paste to the Requested code field Click Next button to proceed further a ES OUTREACHIIT 13 Licensing E CRMADDON Factory GmbH Tnalrers on Registrationpage for Trialversion Please enter all data Registration for Trailversion Company Company name First name First name Last name Your last name E mail olkinsmile tbgmail corn Phone Phone number Position Your position Country Germany Testing for private use Test for se Number of Employee Please send me your newsletter about Updates Software Products and Customer Services Requested code Request code The requested code will be sent to the email above ara ermadden con 7 Read More Back Next gt Cancel On the next step you will need to specify you connection settings If you use proxy for connecting to the Internet then please add server and port to the corresponding fields No proxy should be selected if you use direct connection to the Internet OUTREACH I Licensing 14 Js CRMADDON Factory Wizard Proxy Settings Configuration of Proxysettings CRMADDON Factory ACT Addons Please choose your proxy settings 8 No Proxy _ Use the local Internet Explorer Proxy Settings Use your own proxy settings Server and Port is required Proxy Server Proxy Port WAAL crmaddon com 1 Ed Then you wil
36. crmaddon com E Ed Back Send request Cancel o ss As Order license Order an Upgrade Order an Update Send Reset Request License Info Here you can check the license code for your computer and for other machines where the license is installed If the machine is in evaluation mode then Evaluation option will be active if there is a license specified for this machine then Evaluation will be inactive as shown on the screenshot below You need to select the following option on the License Wizard to check your license information OUTREACH 37 Licensing CRMADDON Factory Wizard Licenseoptions Available Liceseoptions ScanlT for CRM Please select an option before proceeding Evaluation _ License ISE License _ Remove computer From license Send request WW crmoaddon com Ed Cancel On the next step you can select whether you would like to analyse the local license or update it You need to select the first option Analyse the local license to get details about the license OUTREACH I Licensing 38 CRMADDON Factory Wizard Options for existing licenses We Found an existing license on your system Choose an option to take care of this license ScanlT for CRM There is an existing license on your system Please choose an option to proceed with the license Analyse of local License nenas crmaddon com ig 17 Back JI Next gt Cancel The foll
37. eee te es ee A ae Chapter 10 Outreach Settings O RR RO 51 How to define Outreach settings EPA O om e o SS 51 Outreach Options a a eee eae eee 56 Chapter 11 Creating is 60 Ce ee a a ee eee ee 60 Ale Reit eure NA een 62 Chapter 12 How to Greate mall template essen nenne 65 Chapter 13 How to create Outreach Schemas cece EEE 68 Schema Send Email Wizard sosnsprociania nia dove ciweniicosctitbhdivorsiveudad bubecevabnioredadudbiiend hokieted biacvabouenGisenteaaead 68 How to add a clickable link in HTML OPO Me ee Ce eee ee eee eee eee eee et ete ee 15 How to add a clickable image EINES ee ee ae 78 Schema Print Bi 96 ec serna ee ee ee ee ee ee ee 81 Schema Notify by EMA an cass reins dante da hana OO Ra Tees 87 Send Fax Schema ee ee a ee ee ee ee ee ee eee 91 Bounced Emails Sonne a ratas 98 Bounced Emails Wizard a ai 99 Jobs Schema A d en ee dest eE ee rn o EO E ERE ee een 101 Chapter 14 Report Designer A ee ee oe ee 105 Chapter 15 Report BOWING BASICS zunachst 107 PETE enter u ee aora 108 Change Element OUP Rep ee urn apta pleito 108 Change Fonts and Colors of Report Elements kennen resume 110 Dee MODOS sun ie ie ee en elle atte Sohesdee 112 Add or Modify Static Information in Your cle eures ee ee areas den 113 Use Mail Merge BEST Re le neuster tooo co aaa 115 Add Calculated Fields to a MODON zn ee ee ern en 116 Add Paramelers Ba RODOM esse a Reta ee oe a det AAA AA 119 Change Valte Formatting Gf Report
38. es 164 Renon aie Sis ee ee ee 165 ee E E E E E 166 So E o ee a ee E 167 Smart TAQ sescca ee re ee een 168 MAE Ba e o oe gees A 170 FR WU SA dae endo 170 PERS WE re ee ee 171 a ne eee eee en O RE ee ee ee ee E 171 II ee pg se oe e news ee eae Beet 175 Chapter 18 PREVIEW ana FINE REDOING uses sn nn a u A a a 179 CUE 1 SUPREN ee er Bu 180 Pie Ur OT see A O DAA AAA 180 Be lee 0 66 Ci ee AS eek ee 182 FRECHISSISUDDOIL mea a E auntie Sam AS AAA AAA A 182 How to submit a ticket directly from MOU MOU essa pl er 183 Pieter 20 INCOR en a Pu 188 1 Welcome CRMADDON s Online Help Professional E Mail marketing CRM ADDON i Waw crmaddan_e om Outreach IT addon allows sending newsletters advertisements announcements products and service information to your customers automatically With this tool you can target a specific group of customers and select a time range for your emails Make your workflow more efficient and save your time for manual processing Built in Service will make emails sending automated and will run the tasks in specific period of time Your scheduled emails will reach the needed group and responsible record manager will be set as a sender Most popular pages Welcome Outreach Options How to define Outreach settings How to create email template How to create Outreach Schemas Creating Reports How to add a clickable link in HTML report Jobs Schema About Outreach
39. im Format String Summary Formatstring Editor Category Sample DateTime 100 00 Number Percent a Standard Types To quit the dialog and apply the changes click OK Similarly when the mail merge is employed for a control s dynamic content to apply a value formatting to an embedded data field select it in the in place editor and click the control s smart tag Then in the invoked actions list specify the required format Data Binding myDataSet Products UnitPric E Format String 0 0 00 k Formatting Rules Collection E Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports OUTREACHIT Report Editing Basics 124 Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report lome gt Report Editing Basics gt Change or Apply Data Sorting to a Report Change or Apply Data Sorting to a Report This document demonstrates how to sort a report s data Note that as with data grouping sorting can be performed only if a report i
40. in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements OUTREACHII Report Editing Basics 112 Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Delete Reports Delete Reports To delete a report element band or control select it in the Design Panel or Report Explorer to select multiple elements hold down SHIFT while selecting and then do one of the following e Press DELETE e Right click the report element and in the invoked Context Menu choose Delete Send To Back EL Align To Grid X Cut Copy Faste Insert Band Po Insert Detail Report foom Cirl Z Ctrl Ctrl A Ctrl C Ctrl V Select All Ctrl 4 OUTREACHII 113 Report Editing Basics Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add U
41. names to add them to the expression string Use the toolbar to add operators between field names Note that it s also possible to employ parameters in a calculated field s expression To close the dialog and save the expression click OK 4 Finally drag the calculated field from the Field List onto the required band just like an ordinary data field ei PageHeader one band per page FA Product Name Unit Price wae Amount CHI myDataset v El Detail C BE Products QlcalculatedField1 O E vial calculatedField 1 23 CategoryID Sry ur Discontinued N fab EAN13 bh ProductID The report with a calculated field is now ready Switch to the Preview Tab and view the result OUTREACH 119 Report Editing Basics Product Name Unit Price Order Amount Chang 19 00 760 00 Aniseed Syrup 10 00 700 00 Queso Cabrales 21 00 630 00 Sir Rodney s Scones 10 00 400 00 Gorgonzola Telino 12 50 875 00 _ Mascarpone Fabiol 32 00 1280 00 Gravad lax 26 00 1300 00 Ipoh Coffee 46 00 460 00 Rogede sild 9 50 665 00 Chocolade 12 75 892 50 Maxilaku 20 00 1200 00 Gnocchi di nonna Alice i 380 00 Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Parameters to a Report Change Value Formatting of Report Elements Change or Ap
42. the following e Double click an item in the Toolbox for the appropriate control which will be created at the Detail band s top left corner e Drag and drop an item from the Toolbox onto the required location within a report b Ev El Detail X ia a GIs tichText tL are E u of e Select an item in the Toolbox and then click the required location within a report e Select an item in the Toolbox and then indicate the bounding rectangle by holding the left mouse button Select the Pointer item when you need to perform selection re positioning or resizing operations It is automatically selected after you drop a control onto a report If the Toolbox is hidden you can enable it in the Main Menu by selecting View Toolbars Toolbox OUTREACHIIT Report Designer Reference 154 Context Menu Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Design Panel Design Panel The Design Panel is the Report Designer s main area where a report is being constructed and previewed mm IR c ee i ere eas PER I BE z b 5 ReportHeader one band per report gt GroupHeader v El Detail ProductName Y GroupFooter UnitPrice
43. to import information exactly as it appears in the source file allows only 10 records importing SQL connect is not possible as well 3 ScanIT allows scanning only 5 business cards per run 4 ExportIT allows exporting only 10 records per run For licensing a convenient license wizard will open The Registration Wizard helps you in all license questions You can also register your free trial version with this button You will need to follow its steps to evaluate or register the product with your license It has the following look OUTREACHIIT Licensing 8 S CRMADDON Factory GmbH Licenseoptions Available Licese options Import IT NET Please select an option before proceeding Evaluation License Remove computer from license Send request License Info Use this Button if you got a special key and File For Emailactivation of your licence way crmaddon com 7 Read More With this wizard you can start evaluation register your license remove computer from license send request to our support team or get information about your license Email License Evaluation License Remove computer Send Request License Info from license See also Welcome Outreach Installation Email Marketing with Outreach IT RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports OUTREACHII 9
44. was sent You will get a response Email within the next 2 3 days with your Unlock Code For the next step Then you can use the Software with all Functions Then you d need to insert this key and press Apply Key button OUTREACH 11 Licensing I CRMADDON Factory GmbH Activation via Email Activation via Email Please request first the unlock code via email then apply this code in a second step 6 Send Email Apple the Code you get via Email y Apply key a www cmaddon cm 8 O CLET pack f Net zuok If the code was correct you ll get the following notification CRMADDON Factory ACT Addons EA J Ly DONE OK This means the addon has been successfully activated Press Next to complete and exit the Email Registration Wizard Evaluation License Remove computer from license Send Request License Info Home gt Licensing gt Evaluation Evaluation OUTREACHIT Licensing 12 To start free trial period you need to select Evaluation option on the Start Wizard page CRMADDON Factory Wizard Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding e Evaluation C License Send request License Info WAAL crmaddon con Ed i B Cancel On the next form you will need to register your details and validate your email by sending a code to it To send a code please do the following click Request
45. which are allowed to resize depending on their contents Note that if the Anchor Vertically property is set to Bottom or Both the Can Grow and Can Shrink property see below values are ignored and don t participate in calculating a final height value of this control e Angle Specifies the rotation angle of the text The measurement unit is a degree and the orientation is counterclockwise Since standard HTML does not support text orientation this parameter is ignored when a report is displayed within a web page OUTREACH 173 Report Designer Reference e Auto Width Specifies whether or not a Label s width should be automatically determined based on its text e Can Grow When this property is set to Yes a Label s height can be automatically increased if required to display the text If there are other controls below the current Label they will be pushed down to prevent them from overlapping Note that if a control overlaps the growing Label by even one pixel it will not be pushed down by the growing Label e Can Shrink When this property is set to Yes and the text does not completely fill a Label then the Label s height will be decreased to the height of its text If there are other controls below the current Label they will be moved up to fill the gap Note that if a control overlaps the shrinking Label by even one pixel it will not be pushed up by the shrinking Label e Keep Together Specifies whether the content
46. you to confirm deactivation CRMADDON Factory ACT Addons Please confirm deactivation of SERGS FIC 794EFE Click Yes to proceed with deactivation OUTREACHIIT 27 Licensing i CRMADDON Factory GmbH Deactivation Your license will be unregistered online CRMADDON Factory ACT Addons co Key Analyse is running it will Lake some time Checking in Registration Server a _ WINK crrnadder com O Read More Once the system finishes license key checking the following text will appear notifying that the deactivation has been completed co Key Analyse is running it will take some time Checking against Registration Server Backup license on the server For future reload Save license locally Deactivation done Click Next button to proceed and then Finish to close the Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket Es To open our User Manual please click E button at the bottom of the Wizard See also Email License Evaluation License Send Request License Info OUTREACH I Licensing 28 Home gt Licensing gt Send Request Send Request Use this option if you would like to send us a request concerning upgrading your ACT version ordering license adding more computers to the license or resetting a computer from license e CRMADDON Factory
47. 16 00 3435 75 10 00 22 00 21 35 Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Change or Apply Data Filtering to a Report Change or Apply Data Filtering to a Report OUTREACHII Report Editing Basics 126 For your report you can specify a filtering expression of virtually any level of complexity to exclude excessive or undesired data To filter a report s data click its Smart Tag and in the invoked actions list click the ellipsis button for the Filter String entry Then in the invoked Filter String Editor construct an expression Reporti EJ EN SANA AAA AAA AA ee Data Member l Orders Data Adapter OrdersTableAdapter _ Filter String Visual And 2 Freight Is greater than or equal to 500 0 Order Date Is greater than or equal to FromDate a Ship Country Is not blank a Customer ID Is between 5 and 15 E calculated Field1 Does not equal 8 1 Rao
48. As DevExpress XtraReports Ul HtmlEventArgs e ContentCell Controls Clear Dim s As String lt a href amp CType sender XRControl Tag ToString amp gt lt img src CType sender XRPictureBox ImageUrl ToString amp width 794 height 120 border 0 gt amp lt a gt e ContentCell InnerHtml s End Sub OUTREACHII 81 How to create Outreach Schemas 4 Report Designer DJ x Property Grid File Edit View Format Window labell Label g Arial 10 BIUA le _ ia Me the A ama qu pt a Auto width No 5 m au cH 4 7 Ex e Ye ee m mg yi Wi Can Gro Yes labeli Label F r Can Shrink Mo Al 1 Private Sub Link HtmlltemCreated ByVal sender Keep Together No JE e ContentCell Controls Clear Multiline No A 3 Dim s As String lt a href CType sender Process Duplicates Leave q Es COMtentcell Tinenitnl gt s acasc a eee ee o Scripts Label Scripts ic x Designer F Preview de HTML view Group and Sort d f y Add a Group Wa Add a Sort SW Delete as Move Up 9 Move Down Sort Order iy Group and Sort F Scripts Errors Show Header Show Footer Before Print Click in Preview Double Click in Preview Draw Mouse Down in Preview Mouse Move in Preview Mouse Up in Preview Parent Changed Print on Page Size Changed Summary Calculated Summary Get Result Summary Reset Summary Row Changed Text Changed Wisihle In the Pict
49. Customers without email addresses F Delete Email From Server Unsubscribe Use unsubscribe Unsubscribe Subject Unsubscribe Group For Unsubscribe Unsubscribe Delete all unsubscribed from Server Back Next Cancel Home gt How to create Outreach Schemas gt Jobs Schema Jobs Schema In this section you can set the jobs on executing your Outreach Schemas OUTREACH I Schemas Bounced Schemas Jobs Options Reports JobName 4 a Schema Name 2 7 gt Count 1 E se 68 zgis y Status Schema Name amp Job Name Contact Name Email Fax Y 10 Count O 4 Service Status Running 11 0 OUTREACH Is active Subject How to create Outreach Schemas 102 3 Next Run 4 m Run at Done Done at a Details License info Click this button to create a new schema ONAUAWN EA This command copies a selected schema 9 This button refreshes the list of schemas 10 The list of executed jobs Job Name This column shows the name of your job Schema Name This column shows the name of your schema Is Active This column shows if the job is active Next Run This column shows when the job should be executed By clicking on this button the selected schema will be removed Use this button to edit the selected schema settings 11 This command line allows to start stop service and launch Local settings
50. D Ascending To manage the sorting order of the group s items ascending or descending use the Sort Order dropdown list Report Bakup Change Elements in your Report OUTREACH 129 Report Editing Basics Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Add URLs to a report Add URLs to a report To insert a hyperlink into your report do the following 1 Create a new report 2 Drop a Label onto the report and in the Property Grid change its Text to the one required for the link Text In addition to make the Label look like a typical link you can change its appearance appropriately e g make it blue and underlined 3 Now set its Navigation Target to the required value _blank _parent _search _ self or _top and define the required Navigation URL Navigation Bookmark Navigation Target _ blank Navigation URL http www somewhere com Parent Bookmark none The hyperlink is now ready Switch to the Preview Tab or HTML View Tab
51. ER t za Group and Sort R X dit eli ce E Bs A i Add a Group WA Addasort 3 Delete ae Move Up 9 Move Down aii 2 N Field Mame Sort Order Show Header D MT gt i t Scripts Report Scripts IL SSS c E Group and Sort F Scripts Errors Script Language On this step we will add a link and a text assigned to it as long as special script which will help to open the link in the HTML report For this purpose please choose the label you would like to add a link to and define the link in Tag field and text in Text field OUTREACH 77 How to create Outreach Schemas File Edit View Format Window il Il 4 AI LU DlA e Arial 10 Bi Ir UJA ji s Tm a E j t ln off off dl g at Br g Ei amp ol 4 0 e a 0 1 A Gh Report Explorer ie atraReport mn topMarginBand1 j 5 reportHeaderBandl r detailbar di 5 linet C j 4 labeli o Ay label ia dataSeti BIS gt iw Sl Designer O Preview 80 HTML View Scripts labeli L 100 Property Grid labeli Label m a H Group and Sort 1 X E y Add a Group WA Addasort Delete E5 Move Up 53 Move Down Las Field Name Sort Order Show Header Ar m EF Group and Sort l Scripts Errors Then we need to open Label Scripts choose HTML Item Created and insert the following script for it Private Sub Link HtmlItemCreated ByVal sender As Object ByVal e As DevExpress Xtr
52. Elements se sa rote 122 Change OF Apply Dala Soning o a Repo arsenal tt 124 Change orApply Bas Fleing toa Reno uni iiis na mee E E ESET e uas 125 Change or Apply Data Goupo Oa Repo ae au 127 POAWRES TOS TAO ssp AN E T eee ine ini rai 129 AGO BB OA RODO seira rart ee E E a E el 130 Add Page Numbers and System Information to a RODOM ee re ee 133 Create or Modify Watermarks of a RADON separar peda A NEE RE 136 Chapter 16 Create Reports scarico praia ee pta 141 BASIC ODEMOD Oe 141 Create a New e Ia 142 Controls Positioning id ache sade an Se a Bish tee Ge eee a wh ngs a atacaba 143 Change Measurement Une ora Repot unse nen a ea a 145 Charge Paga Saking ora RODO rate erinnern 146 Chapter 17 Report Designer Reference Atari ee Tea oda 150 Renon Biome gle euer ar Mean 150 CO TOI Sain ct ence Gina ees ee ae Ra a ie eae ne aera Guanes ee ee ee 151 CIN erase eae es ic eee sew ee E ee te res tees ae mee ed see 153 Design ic ecco ee spp cnc ee een cae ee oe is ane ata eee eee 154 Bice allt O 155 E ee o o o Ia o 156 PO WOE ee ea ee di 158 Eis eb eee lhl 2 10 ee ee ee ee ee PIERRE LERELIEERER 158 A e e E a a e a 159 ey TOODET isaac pio ii ee ee 160 Marn A ik es ts aks en dd od OR ae ee een ee ni LR Gein es een 161 As hts na eden pee onsen ee ean tne he ohne an de area nee Raa ah no os PD aR Oe E enh anne tan 162 E Du dace neces RRA AN 163 Property E y a mens wae neta cage nace she nod manent eae oe oe cana a Acie SUR aie ne ane
53. How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support OUTREACHIIT 51 Outreach Settings Home gt Outreach Settings Outreach Settings Y Y How to define Outreach Options Outreach settings See also Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Home gt Outreach Settings gt How to define Outreach settings How to define Outreach settings When you start the Outreach application the following dialog appears OUTREACHII Outreach Settings 52 Connection Local Settings English ki Choose your connection type 3 Local i Server IF Port Enter your OUTREACH login If you do not have a user name please follow Local Settings and create your user profile there If you already have a user name then enter it under Enter your OUTREACH login and press Run to proceed Outreach is designed to be used on a server and therefore has an option to create several user profiles to manage different Act data bases You d also need to select an option if it is used
54. IT Schema Send Email Wizard OUTREACH Outreach Installation 2 Home gt Outreach Installation Outreach Installation IMPORTANT Before installation please ensure that you have administrator permission on the computer where you would like to install our software Installation has been tested and it runs without any issues if you have admin rights on your machine Please consult with your IT experts regarding your machine permissions After you get the admin permission we can help you to install the software After you have downloaded OUTREACH IT exe file click on it to start installation process Then please accept our terms and conditions and proceed with installer prompts In case you experience any issues regarding our product installation please provide us with detailed steps how we can reproduce it and create a ticket via our Support suite with detailed description After the installation please start Outreach and proceed with your license registration OUTREACHIIT 3 Outreach Installation CRMADDON DATA SUITE Act Premium b 4 Getting Started PB Connect ko a Projector Calculator Er Snipping Tool ik Sticky Motes Er APS Viewer All Programs Search programs and files E3 With help of Outreach application you can create schemas for automated emails newsletters sending emails printing create email templates and put bounced emails to separate groups Welcom
55. RLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Add or Modify Static Information in Your Report Add or Modify Static Information in Your Report In a report static and dynamic information is displayed using appropriate controls Dynamic information changes through a report it can include values from a database which comprise the main report data or service information such as current user name or page numbers Static information is text or images that aren t obtained from a data source and therefore don t change through the report and don t depend on the current computer Static information can be printed only once e g ina Report Header can repeat on each page e g in a Page Header or can repeat with every entry in your report s data source Y El Detail Repor This item has been expired Er F ProductName HEL CHE Detail y i A label2 Chai This item has been expired Chang This item has been expired Aniseed Syrup This item has been expired Chef Anton s Cajun Seasoning This item has been expired Chef Anton s Gumbo Mix This item has been expired Grandma s Boysenberry Spread OUTREACHII Report Editing Basics 114 Change Static Information Text elements e g Labels and Rich Text Boxes allow in place editing of their cont
56. Report ACME RA dak kt hol wk do Ae dal dicho oa I topMarginBandi A 9 reportHeaderBandi BE El detailandi g El pageFooterBandi A 4 Yi C bottomMarginBand1 laf dataset1 5 Report Explorer j Field List _ 3 Designer O Preview 90 HTML view Scripts XtraRepe 100 Property Grid Oo 1 x E ER ESEE EEE ZtraReport Report Group and Sort 1 X P P par lees 24 y Add a Group YA Adda Sort Delete 4 Move Up E Move Down UBF Field Name an o Scripts Report Scripts gt am Si LE Sac E z IF Group and Sort ka Scripts Errors Script Language After you have positioned your image in your report template please define in the Picture box a link to your image in Image URL field Then a link which will be triggered upon clicking on the image should be defined in Tag field OUTREACHII How to create Outreach Schemas 80 Report Explorer O 4 x iF AtraReport topMarginBand1 pictureBox1 reportHeaderBandi A label3 El detailBandi No linet labeli Ag label2 El pagePooterBandi Em pagelnfoil Eb Report Explorer 5 Field List Property Grid O 1X pictureBoxul Picture Box Hz A Ba H visible Data t Data Bindings Image pictureBox1 Then under Scripts open HTML Item Created and insert the following script Private Sub Header HtmlltemCreated ByVal sender As Object ByVal e
57. TREACHII Report Editing Basics 132 it Note also that value formatting is applied to a summary independently of the general formatting and has a greater priority When calculating totals for groups you can sort the groups against a summary function result To save the settings and close the dialog click OK Switch to the Preview Tab and view the result Aniseed Syrup Queso Cabrales Sir Rodney s Scones Gorgonzola Telmo Mascarpone Fabiol Gravad lax Ipoh Coffee Fogede sild Chocolade Maxilaku Gnocchi dinonna Alice Winuners gute Semmelkn del Louisiana Hot Spiced Okra scottish Longbreads Outback Lager Longhfe Tofu Total Units 780 Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report OUTREACH 133 Report Editing Basics Add URLs to a report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Add Page Numbers and System Information to a Report This document describes how to insert page numbers or other system information e g
58. Tags that provide easy access to the most frequently used settings Clicking an element s Smart Tag invokes an actions list with action links and editors allowing you to customize this element e Report Smart Tag A report s Smart Tag icon is located at the top left corner of the Design Panel Reporti E ts o Po Be ee Po BG Y ES Design in Report Wizard Edit and Reorder Bands k Data Source myDataSet Data Member Products Data Adapter ProductsTableAdapter Il se Laan Filter String Print when Data Source is Empty a Detail Print Count when Data Source is Empty 1 Detail Print Count 0 E Measure Units Hundredths of an Inch se Formatting Rules Collection e Formatting Rule Sheet Collecton f 3 Style Sheet Collection Watermark None e Band Smart Tag A band s Smart Tag icon is located on the band strip right next to its caption For instance the Smart Tag for the Page Header is shown in the following image y F PageHeader one band per page Page Header Tasks Edit and Reorder Bands Print Cin Mot with Report Header Formatting Rules Collection OUTREACH 169 Report Designer Reference e Control Smart Tag A control s Smart Tag icon is located at the top right corner of the control For instance the Smart Tag for the Rich Text control is shown in the following image Edit Text Clear Load File None Data Binding Anc
59. Wizard Options for license request Choose an option For license update ScanlT for CRM You have several options For updating your license Please choose the one IF you have other requests feel free to contact us e Order license Order an Upgrade Order an Update C Send reset request Send request WAL crmaddon com Ed Back Cancel See also Email License Evaluation License Remove computer from license License Info Home gt Licensing gt Send Request gt Order license Order License OUTREACH 29 Licensing Select this option if you would like to send us a request for license ordering The following window will open gt CRMADDON Factory Wizard Send a request to CHMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Amount of licenses Request type here your request Your Email For contact our contack email WAL cemaddon com gt lt Back send request Cancel On this window you will need to specify the amount of licenses you would like to order type your request and provide your contact email See also Order an Upgrade Order an Update Send Reset Request Send Request Order an Upgrade Here you can order an upgrade of your ACT version If you do not change your ACT version and would like to get a software upgrade within the same version release for example upgrade 2 3 version to 2 6 version this will be done for free H
60. aReports UI HtmlEventArgs e ContentCell Controls Clear Dim s As String lt a href amp CType sender XRControl Tag ToString amp gt amp CType sender XRControl Text amp lt a gt e ContentCell InnerHtml s End Sub OUTREACHIT How to create Outreach Schemas 78 4 Report Designer JE xf Property Grid o x File Edit View Format Window label Label AH A D GIA A Ara 10 BI U A 24 3 T aa ot Oo oly of ch Bt Auto Width No 2 ES Lu E zu ae fir Dr EJ t H za Ik Can Grow Ves Can Shrink No Keep Together Mo Jabell Label ll Private Sub Link HtmlItemreated ByVal sender 45 Ub e ContentCell Controls Clear Multiline Mo Dim 3 JS tring lt a href amp CType sender Process Duplicates Leave 1 E 3 a j e ContentCell InnerHtml 3 a ne Scripts Label Scripts End Sub Before Print Click in Preview Double Click in Preview Draw Mouse Down in Preview Mouse Move in Preview i Mouse Up in Preview Parent Changed A Designer LG Preview Op HTML view 100 5 Pina Page Group and Sort A X Size Char ged Summary Calculated fe Add a Group YA AddaSort Delete Move Up E9 Move Down 2 E Summary Get Result Field Name Sort Order Show Header Show Footer Summary Reset Summary Row Changed Text Changed Visible Vrs iy Group and Sort F Scripts Errors For validating the script we can use Va
61. anagement Service Status Running Start service P Stop service O Please click Finish to proceed EE EEE Back 3 Finis Cancel See also Schema Send Email Wizard Schema Print Report Wizard Schema Notify by Email Send Fax Schema Bounced Emails Schema OUTREACHIT 105 Report Designer Home gt Report Designer Report Designer This guide contains information about the basic principles of creating reports with Report Designer The Report Designer allows you to create new reports from scratch bind them to data and even pass them to another workstation and load them into another instance of the report designer In addition to report editing capabilities it allows you to display its Print Preview and send its output to a printer or export it to a file on disk 4 Report Designer Eile AAA ReportHeader one band per report _ Products by Categories GE 8 ns oe Grou pHeader 2 iw A label3 Category CategoryiD Y Ss GroupHeader 1 T El Des ESE CE ante ProductName UnitPrice E Ag label 3 in id A label2 Units Count Count UnitPrice a a GroupFooter 1 3 Report octe one band per report o El ReportFooter pagelnfo1 a BottomMargin The following sections are available in this guide Report Editing Basics Create Reports Report Design
62. as crmaddon com Ed Read More Back Next gt Cancel On the next step the system will check if your license key is valid or not this might take some time click analyse button to start analyse OUTREACH Licensing 18 License key Information about license key Address IT 1 Step Please put your licensekey in You get the key when you order i the Addon License key E _ Step Analyse Licensekey A Info about License Result of Analyse ey Analyse is running it will take some time WAAL Crmaddon corn Ed mp Read More lt Back Next gt Cancel The application will connect to the server and check the entered license key If the analysis result returns Ok you will be able to proceed further and run registration by clicking Fun registration button A Info about License Addon Address IT MET Type Computer a Art Advanced Amount of licenses 3 remaining licenses 1 Registered Components DEY1116ALTI4DE LA Result of Analyse JE After registration completing you need to click Next to proceed further OUTREACH 19 Licensing Completing the wizard Thank you For choosing our software solution You made a good choice by utilizing our addon For our CRM system Our main goal is to help you run your business more efficiently improve workflow and streamline your work process Visit our Homepage For more Addons RM DDON www crmaddon com
63. asked to specify two dates Note In Print Preview if a report s Request Parameters option is set to Yes its document is not generated until you have Submitted values of all visible parameters via the Parameters UI The following instructions explain how to use parameters to filter your report s data 3 Click your report s Smart Tag and in the invoked actions list click the ellipsis button for the Filter String entry Then in the invoked Filter String Editor construct an expression where a data field is compared with the created parameters To access parameters click the icon on the right until it turns into a question mark OUTREACHIIT 121 Report Editing Basics _ Data Source myDataSet Data Member Orders Data Adapter OrdersTableAdapter I I 1 ot The complete filtering expression will then look like this HilterString Editor And Order Date Is greater than or equal to FromDiate i Order Date Is less than or equal to ToDate Y The parameterized report is now ready Switch to the Preview Tab and in the Parameters section define the required values and click Submit OUTREACHII k ys y n m Ly Pa TAJA 100 MA 01 03 95 01 03 95 01 04 95 01 05 95 01 05 95 01 06 95 01 09 95 01 09 95 01 10 95 01 11 95 01 12 95 01 12 95 01 13 95 01 16 95 Switzerland France Brazil Ireland Poland USA Canada UK Sw
64. ch IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Report Designer Reference Preview and Print Reports Support Basic Operations The topics in this section cover the basics of working with reports in the Report Designer This section consists of the following topics Create a New Report OUTREACH T Create Reports 142 e Controls Positioning e Change Measurement Units for a Report e Change Page Settings for a Report Create a New Report This topic explains how to create a new blank report in the Report Designer Before you start make sure to back up the current report To create a new report do one of the following Create a New Blank Report In the Main Menu click File and then New or press CTRL N File Edit View Format Window gt Open Ctri 0 Sl Save Ctrl 5 Save s Close Ctrl F Exit The Main Toolbar contains a button with the same function If there is another report already loaded in the designer you may be prompted whether it should be saved before it is replaced with a newly created report By default the created report contains three bands Page Header and Footer and the Detail band Create a New Report Using the Report Wizard In the Main Menu click File and then New with
65. choose those groups from the drop down list If is ticked then don t send an email you can define which contacts not to send emails Don t send emails to contacts which are in the group s A contact can be included to several groups Use this option in case you need to send emails to specific groups but would like to exclude those contacts which belong to other groups defined in this list Then you can define the options for your emails sending Select Email Account You will be offered to select an email account for emails sending which is defined in your settings Reply Email Add here the email which will be displayed in From field and which you can get the replies to Reply Name Specify here the reply name Choose contact email fields choose here the fields with emails you d like to send to In the left column all email type fields are displayed where your contacts have emails in the right column are shown the fields with email addresses where the emails will be sent to Please use arrows to transfer the needed fields Send CC to Record Manager Check this box if you d like the Record Manager to receive a copy Choose Email for Record Manager Choose which email will be used for sending a copy to the Record Manager OUTREACH T 71 How to create Outreach Schemas Send Options Define the options for your Email sending Select Email Account Reply Email support crmaddon com
66. ding time settings Adding or removing workflow record if you would like to add a defined workflow click button In case you would like to remove a selected workflow then click button Reordering workflows use arrows to reorder your workflow records Workflows list this is the list of the created workflows Send a test fax click this button to send a test fax message OUTREACHIIT 95 How to create Outreach Schemas Schema Wizard X Create workflow Define the details of the Workflow set 2 hoose Fax Template ci le gt In 3 Time since last Fax iS ap gi Es 4 ae Subject Body Template Minutes between Test testibla Back Next Cancel You can create a history after your workflow has finished or move contacts to specific group OUTREACH I How to create Outreach Schemas 96 Schema Wizard ai x Advanced settings for your schema Please choose the group where you Would like to move contacts after sending newsletter Please note that when selecting a dynamic group your contact will be just copied to the selected group and will remain in the dynamic group RelayFax ir Advanced Settings Back Next Cancel Optionally you can set the application to schedule activities and define settings for this OUTREACHIIT 97 How to create Outreach Schemas Schema Wizard mi x Activities Details For activites that can be created by this process Acti
67. dings text alignment and other appearance properties of a report control or band select this element and do one of the following e Use the Formatting Toolbar Formatting Toolbar Times New Roman ka E U A 1 1 a e Use the Property Grid where all appearance related properties are located under the Appearance category OUTREACHII Report Editing Basics 110 Background Color Cc Transparent Border Color MN ControfText Border Width 1 Borders Mone Font Times New Roman Foreground Color Formatting Rules Padding Style Priority Styles Collection Text Alignment Top Left Foreground Color Gets or sets the control s foreground color Note that the appearance settings of a band are applied to all controls contained within it Report Bakup Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Change Fonts and Colors of Report Elements Change Fonts and Colors o
68. e Email Marketing with Outreach IT Licensing OUTREACHII RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Outreach Installation 4 OUTREACH 5 Outreach Installation Home gt Email Marketing with Outreach IT Email Marketing with Outreach IT OUTREACHIT See also Welcome Outreach Installation Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Outreach Installation 6 OUTREACH 7 Licensing Licensing When you install a new addon it is required to be licensed For testing purposes a trial period is offered so you are welcome to start with evaluation and then purchase a license if you decide to continue using the product Almost all addons offered by CRMAddon Factory have 14 days fully functional trial period The following addons have some limitations 1 DialIT Repair Phone Numbers feature is not available 2 ImportIT Scrambles importing lists i e does not allow
69. e Preview and Print Reports Support About Outreach IT 44 OUTREACH 45 Quick Start Home gt Quick Start Quick Start In this section of our user manual we will provide the step by step instructions for beginners and explain how to set up your email marketing process up and running How to Sign in How to create How to configure How to create Outreach User email accounts newsletter Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Home gt Quick Start gt How to Sign in How to Sign in When the OUTREACH is started the Connection window opens In the dialog window you can choose the language for the interface of the OUTREACHITT addon To proceed further please click Local Settings When you click Local Settings for the first time you will be offered to define your Act database connection OUTREACHII Quick Start 46 Select ACT Database Select ALT Database and login Database Name Demo Database Cu UsersicrmaddoniDocuments4CTACT DatalDa User Mame Chris Huffman Password Ok Cancel use the following login information User Name Chris Huffman and leave the
70. e Text Allows you to define a line of static text to be displayed Note that when a Check Box is selected in the designer you may simply start typing the text and it will be automatically entered into the in place editor If the current report has a data source the Text property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Text Binding drop down selector select the required data field For more information on this refer to Display Values from a Database Bind Report Elements to Data e Xlsx Format String Specifies the native XLSX format string for the control s content which is to be preserved when the report is being exported to XLSX This format string is independent from the general value OUTREACH T Report Designer Reference 178 formatting Design e Name Determines a control s name by which it can be accessed in the Report Explorer Property Grid or via scripts Layout e Location Specifies the control s location in report measurement units e Size Specifies the control s size in report measurement units e Snap Line Margin Specifies the margin in report measurement units which is to be preserved around the control when it is aligned using Snap Lines or when other controls are aligned next to it Navigation e Bookmark and Parent Bookmark These properties are intended for the creation of a hierarchical structure within a report
71. e that you have administrator permission on the computer where you would like to install our software Installation has been tested and it runs without any Issues if you have admin rights on your machine Please consult with your IT experts regarding your machine permissions After you get the admin permission we can help you to install the software Windows XP 32 bit Operating system Windows Vista 32 64 bit Windows 7 32 64 bit Windows 8 32 64 bit Software Act 2008 or higher Intel Pentium 4 or higher Hardware At least 1 GB RAM 100 MB free hard disk space Network interface Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support OUTREACHIIT 43 About Outreach IT OutreachIT Outreach IT is a stand alone program that is installed on your machine an can be started by clicking a desktop shortcut or opened from the windows start menu With this tool you can create a schema for emails sending parse bounced emails Bounced Schema create emails templates reports and set service tasks which will help to make emails sending automated Jobs OUTREACH 4 Schemas Bounced Sc
72. eamViewer leaves no traces on your computer since it is a zero footprint software The program will automatically provide you with a session ID and a password 3 Open a Chat session by clicking on the Live Support Online button located in the top right corner on every page of our website and return the TeamViewer session ID and OUTREACHIIT 183 Support password to our support engineers 4 Leave TeamViewer and the Chat tool running until our support person contacts you Occasionally this may take some time depending on how busy they are Note TeamViewer must be running uninterruptedly during the remote session If for any reason TeamViewer is being closed from your end you need to go back to step 3 Note 2 If it takes unreasonably long for a support person to process your request longer than 60 minutes please make sure you sent your support request during our business hours and your computer is being monitored while you re waiting To be able to help you quickly and competently we require certain details The product s license number Where and when did you purchase the product Which version of Act has been used when you did the first install of the add on Which version of Act is currently installed on your computer Please make sure you direct your support inquiry to the right department Replying to a General query takes typically longer as it has to be re directed to the concerned Support unit 6 Finally please de
73. eden Brazil Ireland Venezuela Austria UK 195 66 1 17 0 45 090 78 124 12 3 94 20 12 20 39 22 21 9 44 45 03 359 03 7 99 594 77 34 24 Report Editing Basics 122 dl Designer 9 Preview g9 HTML View Scripts Pagel of 1 Zoom Factor 100 Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Change Value Formatting of Report Elements Change Value Formatting of Report Elements To apply value formatting for a data bound control s content e g for it to be treated as currency or date time content locate this control click its Smart Tag and in the invoked actions list click the ellipsis button for the OUTREACHII 123 Report Editing Basics Format String entry Then in the invoked format string editor choose one of the predefined formatting styles or specify a custom one Edit Text Text label 1 Data Binding myDataSet 3 Products UnitPric s a
74. eehrter Kunde Pa LA 1 eld bernommen wird itte beachten Sie dass das RT Objekt leer ist bevor Sie eine Datei hineinladen Um 6 icher zu gehen dass das Objekt leer ist k nnen Sie nach einem rechtsklick auf commands gt clear ausw hlen m ein RT Objekt aufzuziehen w hlen Sie das Symbol mit dem A aus viertes ymbol von Oben in der linken Leiste Mit einem rechtsklick auf das aufeezogene eld k nnen Sie Load file ausw hlen Nun ffnet sich ein Explorer Fenster und Sie nnen eine rtf Datei ausw hlen die mitsamt den Formatierungen in das gezogene IN IN Ill Il q 9 75 B I UA r S 100 gt 5 fi T 3 En 10 11 12 1 14 15 Wo 17 18 eses Template demonstriert Ihnen die Yerwendungeines Rich Temt Objektes le gew nschte RTF Datei muss geschlossen sein d h Sie darf nicht in Word ge ffnet sire m W Scripts Seen Paperkind Sart Order k Scripts Errors Wa Addasort J Delete Mowe Up i Show Header Move Dorn Show Footer If you need to use calculation fields in your email template you can add them by following detailed instruction available here If you need to add some fields to your email template from your Act database click on the right panel and move them from the Fields list section with help of drag and drop Welcome Outreach Installation Email Marketing with Outreach IT Licensing OUTREACHIIT 67 How to create email template
75. ehrter Kunde ge wie Sie wissen endet am 14 Juli der Support fur die Windows Server 2003 Familie endgultig Nutzen Sie de bevorsteher Aktualisierung Ihrer Unternehmens lT und setzen sie mit Carbonite Server Backup kunftig gleich auf eine moderne Backu E Carbonites Backup Losung sichert Microsoft basierte Server umgebungen zuverlassig sorgt fur eine schnelle Migration 1 Mmbridem Ansatz eine zukunfts sichere Losung Hoctallan Sia arionito Saorvor Bock marh hie zum AM luni und Sia arhaltan im A ahman dor Altinmn It can be edited there if necessary and then you should save changes in it OUTREACHIIT 65 How to create email template Lnma N Ima ta rraxta amail tamniata nome gt HOW Create emall te npla e How to create email template After configuring the basic settings you can start with creating your email template which will be sent to your customers via OUTREACH IT addon How to use Report Designer With help of report designer you will be able to create HTML newsletter Then you will be able to configure OUTREACH IT addon to send bulk mails or print your letters out H N 0X Schemas Bounced Schemas Jobs Options Email Accounts Reports Attachments SGRv DRE 5 43 Default A Tutorials Select ACT Database x Select ACT Database and login if you need ACT fields in report Database E E P a User Name Chris Huffman Password Status OK Cancel Schema Name amp Job Name Con
76. ema Home gt How to create Outreach Schemas gt Schema Notify by Email Schema Notify by Email This feature allows users to configure email notifications on specific activities This way OUTREACH IT will send scheduled email notifications and remind about Act activities To configure this type of notifications click E button to create a schema and then choose Notify by email schema type OUTREACH I How to create Outreach Schemas 88 Schema Wizard Database details Please enter the details of the database you want to use Schema Name Activities notification ACT Database Demo T User Name Chris Huffman Password Select Schema Type Send Email O Send Fax Print Report Notify by Email Back Next Cancel After this you d need to configure email sending options Select Email Account in case you have configured email accounts for emails sending in your OUTREACHIIT options you will be able to choose an email here from the list Reply Email Email where the user who received a notification can send a reply Reply Name The name of the person who has sent a notification Choose contact email field you can choose here the Act field which contains an email where a notification should be sent Choose email for Record Manager here you can define Act field which contains your Record Manager s email OUTREACHIIT 89 How to create Outreach Schemas Schema Wizard
77. email newsletters How to define Outreach settings OUTREACH I Creating Reports 60 Creating Reports Creating Reports Reports are email templates which you can create for your newsletters with help of the Report Designer You can display in those reports information from your Act database add media rich text formatting etc Outreach IT has two types of report designers available They are simple and professional report designers More information about using simple report you will find here Details about using professional reports you will find here If you would like to create an email template click button choose the type of report simple or professional and specify the name for it Report Name Test Bug a i Default cod new report ad report Position Default OK Cancel You will be offered to use your Act database fields for the report OUTREACH 61 Creating Reports Select ACT Database x Select ACT Database and login if you need ACT fields in report Database Mar hi User Name Chris Huffman Password OK Cancel Then you will be able to create a report using our built in Report Designer tool Created emails templates you can choose in the Reports window You can put them to groups if necessary Reports 6 12345 7 cad 2 43 Default new report ka report Location mew report Reports 8 3 Goal la D gt E am 2 43 Default
78. ent Simply double click an element and activate the editor x El s xr a5 I h E Another way to change a control s static information is by clicking its Smart Tag Then the invoked actions list will contain a link or a button allowing you to edit this control s content 1 a richText Edit Text Clear Load File m Data Binding None Anchor Vertically None Formatting Rules Collection Can Grow Can Shrink Load Static Information to Your Report To load static information to your report from an external file drop an appropriate control from the Control Toolbox e g Label Rich Text Box or Picture Box After it is properly positioned edit its content using the Smart Tag For instance the following instructions describe how to display a rich text a formatted text with embedded images into your report e Drop the Rich Text control from the Toolbox onto the Detail band ly El Detail JEME EERE atichText1 m ET T he E u ac be e To load content from an external RTF or TXT file select the created control and click its Smart Tag In the invoked actions list click the Load File link OUTREACH 115 Report Editing Basics Clear Load File a Data Binding None L Anchor Vertically None Formatting Rules Collection LL Can Grow
79. eply Then click Send request button to submit your request To exit the Wizard just click Finish button on the next window Order license Order an Update Send Reset Request Send Request Order an Update Select this option if you would like to purchase more licenses of the addon On the following window specify your licence key and registered in our system email OUTREACH Licensing 32 gt CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration insert your license key here Add your email WW Crmaddan com Ed Specify here the number of licenses you would like to upgrade to type your request and provide an email you would like to get a reply to OUTREACH 33 Licensing Se CRMADDON Factory Wizard Send a request to CHMADDON Factory Request to CRMADDON Factory ScanlT for CRM Amount of licenses Request our Email For contact Add here your contact email Ni psa crmaddon com Ed l Back sena request l Cancel To proceed click Send Request button and on the next window click Finish to exit the Wizard Order license Order an Upgrade Send Reset Request Send Request Send Reset Request If you have already removed computers from licensing 2 times then you will need to send us a reset request to reset your machine from l
80. er Reference Preview and Print Reports Welcome Outreach Installation Email Marketing with Outreach IT OUTREACHIT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support Report Designer 106 OUTREACH 107 Report Editing Basics Home gt Report Editing Basics Report Editing Basics This section describes the most basic tasks you may encounter when initiating a report edit in the Report Designer The following documents are available in this section Report Editing Basics e Back Up the Current Layout Before Modifying It e Change Element Layout in Your Report e Change Fonts and Colors of Report Elements e Delete Report Elements Providing Data e Add or Modify Static Information in Your Report e Use Mail Merge in Report Elements e Add Calculated Fields to a Report e Add Parameters to a Report Data Representation e Change Value Formatting of Report Elements e Change or Apply Data Sorting to a Report e Change or Apply Data Filtering to a Report e Change or Apply Data Grouping to a Report Additional Features e Add Totals to a Report e Add Page Numbers and System Information to a Report e Create or Modify Watermarks of a Report Welcome Outreach Installation
81. er Tab Field List Formatting Toolbar Group and Sort Panel Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Layout Toolbar Layout Toolbar OUTREACH 161 Report Designer Reference The Layout Toolbar allows you to easily align report elements to one another change their size to match one another and customize spacing and z order T of of S tt G om ok e BeBe a S a If the Layout Toolbar is hidden you can enable it in the Main Menu by selecting View Toolbars Layout Toolbar Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Main Menu Main Menu The Main Menu contains various commands grouped in four sub menus These menu items duplicate various commands available in the Report Designer s Toolbars and allow you to switch between different Tabs and hide or show the available Toolbars and Panels Eile Edit View Format Window cues F Preview 49 HTML View w Scripts Toolbars b Property Grid Field List Group and Sort Scripts Err
82. escribed in our Knowledge Base In case you cannot find a solution to your issue in our documentation please submit a ticket to our support team To submit a ticket please follow the below steps or submit a ticket right from your addon 1 Open our Ticketing system OUTREACH 181 Support fi Home Submit a Ticket Knowledgebase El News Troubleshooter Login a Subscribe Your email address ul Knowledgebase Downloads Remember me Lost password Login Knowledgebase Latest Updates 5 ACT 87 Live Support ONLINE 2 Select an appropriate department No information available in this view Select a department If you can t find a solution to your problem in our knowledgebase you can submit a ticket by selecting the appropriate department bel Departments GENERAL Presales support ACT amp Addons for ACT SugarCRM DATASUITE LICENCE CO TestDep Bitdefender Next 3 Describe the issue in the following form Your ticket details Enter your ticket details below If you are reporting a problem please remember to provide as much information General Information Full Name Ingo Lange Email support crmaddon com Priority Normal Free Support Message Details Subject Issues with Import 4 In some cases it might be necessary to attach some screenshots with the errors or OUTREACHIT Support 182 Upload File s F Add File ig Choo
83. f Reports Elements To change fonts and colors as well as paddings text alignment and other appearance properties of a report control or band select this element and do one of the following e Use the Formatting Toolbar OUTREACHIT 111 Report Editing Basics Formatting Toolbar Times New Roman BI e Use the Property Grid where all appearance related properties are located under the Appearance category Appearance Background Color C Transparent Border Color MN ControfText Border Width 1 Borders Mone Font Times New Roman Formatting Rules Collection Padding 2 2 0 0 Style Priority Style Priority Styles Collection Top Left Foreground Color Gets or sets the control s foreground color Note that the appearance settings of a band are applied to all controls contained within it When it s required to apply styles in bulk we recommend using common style templates which also can be stored in an external style sheet file and applied to multiple reports In addition this allows you specify separate odd even s tyles to improve your reports readability Another noteworthy option is the capability to conditionally change the appearance of report elements based on a certain logical expression e g if a control s value satisfies some rule Report Bakup Change Elements in your Report Delete Reports Add or Modify Static Information in Your Report Use Mail Merge
84. gistration vburemailManydomain com La Confirm Email On the following dialog you can create a ticket for our support team OUTREACH 185 Support E CRMADDON SupportIT cla lx Settings A New Ticket ul User Settings gt 1 Step Please choose the department It is important to get the competent support guy A Helpful Links Le eee en ee GROUP IT gt Tickets ADDRESSIIT DATA MIGRATION New ticket OUTREACH HANCHELDCONTACT HHE BULKCHANGEIIT La ed TEL a Step Enter the subject Subject Please enter your data Status Open r Priority Normal Free Support Type Issue r Details orn c 3 Step Please decsribe your question with much details as possible to reduce the callbacks Please enter your data Please attach helpfull files and With this you confirm submitting a ticket without an attachment Please be advised that this may lead to delays in Cd e screenshots resolving the issue Attach File Remove File fi Step Create ticket C Documents and Settings Administrator My Documents CRMADDON CRMALDDON log Create Ticket HelpDesk Online http kayako crnaddon com Department Please select the corresponding to your addon department Subject Add a subject to your ticket We suggest making a short issue description in your subject Status Select a status for your ticket Type Select a type for your issue Priority
85. he field onto the Report Footer area to create an exact copy of the Label that will display the OUTREACH 131 Report Editing Basics summary v El Detail u ProductName y ReportFooter one band per report Note You can also create a new label for your total by simply dragging it from the Control Toolbox 3 Now select the newly created Label click its Smart Tag and in its actions list click the ellipsis button for the Summary item And in the invoked Summary Editor specify the summary options The following image shows an example of how you can set up your total Note that the Summary Running option is set to Report to ensure that all values from the specified data field are taken into account Text labeli Data Binding myDataSet Products UnitsOn Format String summary Mone Summary Editor Bound field Products UnitsOnOrder k Summary function Sum ly 3 Format string 5 Total Units 0 A 3 Total Units 32 Ignore null values Summary Running C None Group Gee Rn eee eee The Ignore NULL values option won t affect the result in this example since NULL values are treated like zeros by default So Sum won t change whether these values are taken into account or not This option makes sense for functions like Count or Average because the number of elements counted will depend on OU
86. he required scripts For more information on scripting refer to Handle Events via Scripts e Visible Specifies whether the control should be visible in print preview e Word Wrap When this property is set to Yes text entered into the multiline Label is wrapped to the next line if it doesn t fit the line or comes across a newline character If the this property is set to No text entered into the multiline Label will be displayed on the same line until a OUTREACH I Report Designer Reference 174 newline character is entered Data e Data Bindings If the current report is bound to data this property allows you to bind some of the control s properties Bookmark Navigation URL Tag and Text to a data field obtained from the report s data source and to apply a format string to it For more information on this refer to Display Values from a Database Bind Report Elements to Data e Lines Provides access to the Text property of a Label in the Multiline mode e Summary Allows you to perform calculations Summary max min average etc over a data field For more information on calculating summaries refer to Add Totals to a Report Note Summarization is possible for a single data column only To perform calculations with several data fields use calculated fields e Tag This property allows you to add some additional information to the control for example its id by which it can then be accessible via scripts If the c
87. hemas Jobs Options Reports Schema Name Schema Type ACT Database a Test copy Send Email Demo Bericht 2 Print Report Demo Bericht copy Print Report Demo Notification copy Notify by email Demo Notification Notify by email Demo Count 11 a o gt Es 2 U Schema Name a Job Name a Contact Name Email Fax Subject Run at Done Done at Details y m i Test Tets Emails Jane Chan Jane CHTechONe email Test 2014 11 20 10 50 23 RUNNING Count 2 3 Service Status Running License info 1 Schemas tab the list of created schemas 2 Bounced emails tab the tab where bounced emails schemas are displayed 3 Jobs tab contains the list of jobs 4 Options tab the tab where Outreach settings can be configured 5 Reports tab the tab where email templates reports can be created The following window shows tasks execution in Outreach Status Schema Marne Job Mame a Contact Name Email Subject Run at Done Done at Details 7 Test Tets Emails Cecilia Carter Ceclia wchgour Test 2014 11 20 105 Test Tets Emails Jane Chan Janem CHTecho Test 2014 11 20 10 OUTREACH I See also Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Referenc
88. hor Vertically None Formatting Rules Collection Can Grow Can Shrink Image none Data Binding None Image URL Sizing 5 aaa Anchor Vertically None Formatting Rules Collection Q a Saler Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel OUTREACH Ii Report Designer Reference 170 Scripts Tab Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Status Bar Status Bar The Status Bar is located at the bottom of the Report Designer and displays hints about currently selected commands in the Main Menu or toolbars Undo the last operation Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Zoom Toolbar Zoom Toolbar The Zoom Toolbar allows you to zoom a report in and out providing easier control over report s layout S oor e If the Zoom Toolbar is hidden you can enable it in the Main Menu by selecting View Toolbars Z
89. ibe Misc E Wieners gebe Seneca ka fy 4 Designer La Preview HTML View Scripts Pagel of 2 Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Property Grid Report Explorer Scripts Errors Panel OUTREACHIT Report Designer Reference 164 Scripts Tab Smart Tag Status Bar Zoom Toolbar Property Grid The Property Grid allows you to change the settings of the currently selected report element Angle Auto Width Background Color C Transparent Bookmark Anchor Vertically Gets or sets the vertical anchoring style of a reports control To select an element and show its properties within the Property Grid do one of the following e Click the required element on the Report Designer surface e Select an element using the Report Explorer window e Select an element from the Property Grid s combo box To reset a property value right click this property and in the invoked menu click Reset Appearance Border Color Gets or sets the control s border color If the Property Grid is hidden you can enable it in the Main Menu by selecting View Windows Property Grid Context Menu Control Toolbox Design Panel OUTREACH 165 Report Designer Reference Designer Tab Field List Formatting Toolbar Group and So
90. icating the distance to other report elements bands and controls v El Detail a Cla Pal E E E For each report element you can modify its default Snap Line spacing paddings for bands and Panel and margins for other controls using the Property Grid labell Label El Location El Size B Snap Line Margin All Left Right Top Bottom Snap Line Padding Snap Line Margin Spedfies the inner indents to be maintained when Specifies the control s margins that are maintained report elements are aligned to the control s edges when the control is aligned using snap lines Create a New Report Change Measurement Units for a Report Change Page Settings for a Report Change Measurement Units for a Report For your report you can choose its global Measure Units which can be either Hundredths of an Inch or Tenths of a Millimeter OUTREACHII Create Reports 146 This can be specified either using the report s Smart Tag Reporti E Data Source a O Data Member Ec Data Adapter Filter String 1 Tan a Print when Data Source is Empty E Detail Print Count when Data Source is Empty eb ED 3 Detail Print Count Measure Units lHundredths oF an Inch E Hundredths of an Inch Formatting Rules Formatting Rule Sheet Collection
91. icensing You can do this by selecting Send reset request option On the following window you will need to specify your license key and registered in our system email OUTREACH T Licensing 34 gt CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration Add your email Wwy crmaddon com Ed On the next window you will need to select a computer you would like to release from the license from the drop down list type in your request and add contact email OUTREACH 35 Licensing Ze CRMADDON Factory Wizard Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Release Computer SANNESLAMIT Request type here your message Your Email For contact specify your contact email ca paa crrnadder com Ed lt Back send request Cancel Press Send Request button to submit your request Order license Order an Upgrade Order an Update Send Request Send Request You can use this simple form to send us a request Just type in your question and provide the email you would like us to reply to OUTREACHII Licensing 36 Ze CRMADDON Factory Wizard Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Request type here your request Your Email For contact Insert your contact email herel WAL
92. ify the page settings Clicking this button invokes the Page Setup dialog which allows you to adjust the page layout before printing or exporting and select the printer Ble ala al Page Setup Ss J Paper Size Letter r Source Automatically Select Orientation Margins inches Portrait Left 0 49 Right 1 Landscape Top 1 Bottom 1 OK py Cancel The margins can also be set visually by dragging the dashed lines in the Preview Tab as OUTREACH T 149 Create Reports needed To change the measurement units shown in the margins tooltips customize the report s Measure Units property Measure Units Hundredths of an Inch Top Margin 0 35 Chang Aniseed Syrup Queso Cabrales sir Rodney s Scones Gorgonzola Telino Mascarpone Fabiol Measure Units Tenths of a Millimeter en E Fun Chang 19 00 Aniseed Syrup 10 00 Queso Cabrales 21 00 Sir Rodney s Scones 10 00 Gorgonzola Telmo 12 50 Mascarpone Fabiol 32 00 Create a New Report Controls Positioning Change Measurement Units for a Report OUTREACHII Report Designer Reference 150 Report Designer Reference A report is built from controls text labels images zip codes charts etc spread across report sections called bands various headers footers and content sections The main interface elements helping you manage these building blocks are Control Toolbox Field List and Property
93. il Report Zoom b Properties You can choose whether the Snap Grid should be visible by selecting your report and setting the Draw the Grid option in the Property Grid Property Grid x myReportl Report As A Row Count for Preview 0 Snap Grid Size 12 5 Snap to Grid Yes Snapping Mode Snap to Grid Draw the Grid Gets or sets a value indicating whether to draw the grid at design time You also can adjust the Snap Grid Size which is measured in the measurement units set for your report The Snap to Grid option specifies whether controls are snapped to the Grid when they are moved as usual with no additional keys being hold down When the Snap to Grid option is enabled the default move behavior works in the following way e For controls to be aligned to the Snap Grid while being moved Using the keyboard move them using the ARROW keys Using the mouse move them as usual e For controls to ignore the Snap Grid while being moved Using the keyboard move them using ARROW keys while hold down CTRL Using the mouse move them while hold down ALT Disabling the Snap to Grid option swaps the default manipulation to its opposite you should press CTRL or ALT to enable the Grid snapping OUTREACH 145 Create Reports Snap Lines Instead of the Snap Grid for control positioning and alignment you can utilize the Snap Lines These are guide lines appearing when a control is being moved and ind
94. ion on scripting refer to Handle Events via Scripts e Visible Specifies whether the control should be visible in print preview e Word Wrap When this property is set to Yes text entered into a Check Box is wrapped to the next line if it doesn t fit the line Data e Data Bindings If the current report is bound to data this property allows you to bind some of the control s properties Bookmark Check State Navigation URL Tag and Text to a data field obtained from the report s data source and to apply a format string to it For more information on this refer to Display Values from a Database Bind Report Elements to Data e Check State This property allows you to quickly specify the Checked Unchecked Indeterminate state of a Check Box the Indeterminate state is displayed as a grayed out checked box Note that if you only want to use Checked and Unchecked states you may use the Checked property instead e Checked This property allows you to define whether a Check Box is checked or not e Tag This property allows you to add some additional information to the control for example its id by which it can then be accessible via scripts a type in right in place Im Mm ES E u If the current report has a data source the Tag property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Tag Binding drop down selector select the required data field
95. ion on style inheritance refer to Understand Styles Concepts Styles This property allows you to define odd and even styles for the control as well as to assign an existing style to the control or a newly created one For more information on style inheritance refer to Understand Styles Concepts e Text Alignment Allows you to change the alignment of the control s text This option is also available in the Formatting Toolbar Behavior e Anchor Vertically Specifies the vertical anchoring style of the control so that after page rendering it stays attached to the top control bottom control or both The property setting is useful for data bound Check Boxes located between upper and lower controls which are allowed to resize depending on their contents e Keep Together Specifies whether the contents of a Check Box can be horizontally split across pages In other words if a Check Box occupies more space than remains on the page this property specifies whether this Check Box should be split between the current page and the next or whether it will be printed entirely on the next page This property is in effect only when a Check Box s content does not fit on the current page If it does not fit on the next page either then the Check Box will be split despite this property s value e Scripts OUTREACH I 177 Report Designer Reference This property contains events which you can handle with the required scripts For more informat
96. its m Count UnitPrice a An ReportFocer one band per report Total Count Count ProductName a i N O D a Menu Control Toolbox Design Panel Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Field List Field List The Field List window serves the following purposes OUTREACHIT 157 Report Designer Reference e Displays the list of all available data fields attributes you can show in your report and allows you to create report elements that will show information from these fields e Allows you to create calculated fields by building expressions based on the values of data fields report parameter values etc e Shows existing report parameters and allows you to add parameters to your report Emo O O O SH Products 2 F calculatedField1 Er CategoryID Merz Discontinued ab EAN13 a ProductID 2 fab ProductName ab QuantityPerUnit 53 ReorderLevel Er SupplierID 1 UnitPrice 23 UnitsInStock 23 UnitsOnOrder 63 Parameters ab parameter 1 If the Field List is hidden you can enable it in the Main Menu by selecting View Windows Field List Context Menu Control Toolbox Design Panel Designer Tab
97. l be restored OUTREACH IT NET 3 0 There are already setting Files Do you really want to replace them Yes Mo Please note To apply new settings you d need to restart your Outreach application Outreach Options Outreach Options OUTREACHIIT 57 Outreach Settings If you have logged in with your user name for the first time then before starting with schemas you d need to click button and define your Outreach Options 0 Schemas Bounced Schemas Jobs Options O ES 3 P gt Schema Name amp Job Name Contact Name Test Tets Emails Jane Chan Count 2 z gt P E Service Status Stopped Reports OUTREACH Le Email Jane CHTech NE email Fax Subject screen png WebForms csv gt Ee B Run at Done Done at amp Details 2014 11 20 10 50 23 RUNNING License info 1 Email Accounts in this section of options you can define your email connection configuration Using this information Outreach application will initiate emails sending 2 Fax Accounts in this section of options you can define your Relay Fax account in case you d need to use the schema for faxes sending 3 Attachments if you wish to send attachments along with your newsletters you can add them in this options section Email Accounts First of all you d need to set your outgoing email connection and email account Click button to proceed OUTREACH I Outreach Se
98. l need to click Finish button to exit the Wizard and complete evaluation registration Each time you start the addon the program will offer you to purchase a license or to continue using the evaluation OUTREACHIIT 15 Licensing CRMIADDON Licence Reminder You can use for the next 14 days Continue Buy Now To proceed with trial just click Ok button On this window you will see the name of the addon you are using and how many days of trial are left If you would like to purchase a license you will need to click Buy now button If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click E button at the bottom of the Wizard See also Email License License Remove computer from license Send Request License Info License By selecting this option you can license the product you are using To do this you need to specify the registration key you received from our team The license is provided per user computer i e single licence is for 1 machine where the software is installed If you purchase 3 licenses you will receive one license key which should be used for all machines The system automatically connects to the server and checks your license e g if there are OUTREACH T Licensing 16 available licenses for your computers or not Ze CRMADDON Factory Wizard
99. lbar e Layout Toolbar e Zoom Toolbar Dock Panels Field List Group and Sort Panel Property Grid Report Explorer Scripts Errors Panel Tabs e Designer Tab e Preview Tab e HTML View Tab e Scripts Tab Report Controls Context Menu The Context Menu can be invoked by the right clicking a report OUTREACH I Report Designer Reference 152 Delete TopMarg n Insert Detail Report ReportHeader Ss Zoom b Properties ll N GroupHeader Detail GroupFooter ReportFooter m fo Ol PageFooter BottomMargin or its elements bands and controls This menu provides quick access to frequently used commands e g zooming clipboard operations inserting bands etc The available action set varies depending on the element Bring To Front Send To Back Align To Grid Cut Paste XX Delete Insert Band b Insert Detail Report Zoom Properties Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab OUTREACHII 153 Report Designer Reference Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Control Toolbox The Control Toolbox lists all available controls and allows you to add them to your report NIIISELTENITETFEIFTETIT I To add a control from the Toolbox do one of
100. lements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Apply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Change Elements in your Report OUTREACHIT 109 Report Editing Basics Change Elements in your Report To select a control simply click it To select the next control in tab order press TAB To select the previous control in tab order click SHIFT TAB Individual controls can be moved using either mouse or keyboard v El Detail To resize a control using the mouse select it and then drag a rectangle drawn on its edge or corner To resize an element using the keyboard press SHIFT ARROW or CTRL SHIFT ARROW To select multiple elements do one of the following e Click elements while holding CTRL or SHIFT e Click on a blank space and drag the mouse to create a selection frame When the mouse button is released all controls within the selection frame s boundaries will be selected In this case the previous selection is cleared Change Fonts and Colors of Report Elements To change fonts and colors as well as pad
101. license although vou may require an ROF license For Further information click here ee zz crmaddon com ig g Read More j lt Back Cancel The license for all our addons is tied to a PC This error appears if you try to use addon from another PC So in case you d like to use the addons via RDP you need a client access license for each machine that accesses the tool via RDP We did see that lately different companies have installed our import export on the server and then everybody of the company logged in and did imports via Remote so it happened that we sold a single license and did see support requests from 10 different persons fora single license This is not the idea of a single user license so we decided to allow only local access If you your customer wants to login via RDP from different PC s he needs to purchase a RDP license for each PC that will access the server Welcome Outreach Installation Email Marketing with Outreach IT Licensing System Requirements About Outreach IT OUTREACHIIT 41 RDP License Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Support OUTREACHIT System Requirements 42 Home gt System Requirements System Requirements Before installation please ensur
102. lidate option highlighted with green on the above image That s it How to add a clickable image in HTML report Home gt How to create Outreach Schemas gt Schema Send Email Wizard gt How to add a clickable image in HTML report How to add a clickable image in HTML report For adding a clickable image the process is the same as with a text link with the only difference that previously we have edited the label and now we will work with a Picture Box To add a clickable image first of all you d need to launch your report designer and choose the report template where you would like to add a clickable image After you have done this OUTREACH 79 How to create Outreach Schemas choose the script language for your script for this purpose Visual Basic should be selected in the Property Grid Y j Report Designer Ele Edit wiew Format Window hi Ai amp 31 al Times New Roman 1975 BI U a W a Sg m z 7 a pz sin oda dh gt 3 g Ar EB A ge o col al FU A r a HH Lun aa pin ei Er for 1 r y Report Explorer O fF xX wil e Reeds EHE wu Sp Per ap ee ep cer ee cer rep p O a k ir Atra
103. ll settings click Next button to proceed further You will see a summary for your schema OUTREACH 91 How to create Outreach Schemas Schema Wizard Summary Please check if all settings are correct Schema Name ACT Database User Mame Schema Type Chosen contacts Filter by Fields Activities notification Demo Chris Huffman Notify by Email Is Imported Is User Private Contact Filter by groups Upcoming Opportunities Email Account Test Reply Email myenail anydomain com Reply Mame John Doe Contact email Fields E mail Send CC Yes Cc email Fields E mail workflows Subject Body Temp Attachment Minutes be Send as workflow 2 Meeting re report 15 HTML 1 oo ee as Schema Send Email Wizard Schema Print Report Wizard Send Fax Schema Bounced Emails Schema Jobs Schema Home gt How to create Outreach Schemas gt Send Send Fax Schema Fax Schema Send Fax Outreach Schema allows sending faxes automatically via RelayFax software First of all you need to specify your Act database connection and choose Send Fax as your schema type OUTREACHII Schema Wizard Database details Please enter the details of the database you want to use Schema Name ACT Database User Mame Password Fax demo chris huffmar Select Schema Type O Send Email C Print Report How to create Outreach Schemas 92 Send Fax O Notify by Email hanekl
104. locally or on a server When you click Local Settings for the first time you will be offered to define your Act database connection Select ACT Database Select ALT Database and login Database Name Demo Database C Users crmaddon Documents ACT AaCT DatalDa User Mame Chris Huffman Password OK Cancel take advantage of available Act Demo Database It has standard login as Chris Tip In case you do not wish to test Outreach with your live database you can Huffman without password Then you ll be able to proceed further and create your user profile Local Settings window has the following look OUTREACH T 53 Outreach Settings OUTREACH Users ACT databases Additional options Admin If you have already defined all your schema settings and need to make a backup or make other changes you can access Local Settings dialog directly from your OUTREACH IT main mask by clicking special icon in the bottom left corner 6 OUTREACH A 0x Schemas Bounced Schemas Jobs Options Reports r Email Accounts Fax Accounts Attachments Test olkinsmile gmail com import xls screen png WebForms cs Local Settings OUTREACH Users ACT databases Additional options Service management Service network settings Stopped mp 192 168 1 221 a R Y gt B Port 12001 Bl
105. mark dialog define the required properties for the text watermark Watermark Text Watermark Picture Watermark Text This sa sample watermark Direction ForwardDiagonal E Color I Font Verdana Bold Italic Transparency 0 255 Position Page Range _ In front O all Pages Ean 2 Behind Enter page numbers and or page ranges separated by commas For example 1 3 5 12 a er 3 Then switch to the Picture Watermark tab to load the image to be used as a watermark and define its properties such as Size mode Alignment vertical and horizontal Tiling Transparency Page Range etc OUTREACHIT Report Editing Basics 138 Watermark Text Watermark Picture Watermark Load image Horizontal alignment Right Vertical alignment Tiling Transparency 0 255 Position Page Range In front Al Pages 17 8 Behind Enter page numbers and or page ranges separated by commas For example 1 3 5 12 As you can see it is possible to use both textual and image watermarks simultaneously The report with watermark is now ready Switch to the Preview Tab and view the result OUTREACHII 139 Report Editing Basics Preview 9 HTML View Scripts Nothing Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static
106. mbH Proxy Settings Configuration of Proxy settings CRMADDON Factory ACT Addons Please choose your proxy settings 8 No Proxy Sei _ Use the local Internet Explorer Proxy Settings Use your own proxy settings Server and Port is required Proxy Server Proxy Port WA crmaddon com E O Read More l E Cancel On the next window please select an option you would like to proceed with whether you would like to deactivate a local computer or select another machine from the list OUTREACH 25 Licensing i CRMADDON Factory GmbH Reset registered record Options for Deactivation Computer CRMADDON Factory ACT Addons Please select if you wank to deactivate the local computer or another one 2 Local Computer other computer select the next page From list WAAL crmaddon com E O Read More l E Cancel If you need to deactivate some other machine please select Other computer option the following window will open OUTREACH I Licensing 26 CRMADDON Factory GmbH Deactivation Deactivation of registered component CRMADDON Factory ACT Addons List of registered records MM ACT20105P1HF1IN SUPPORTNEL 054679 _ SERG F9DC794EFB WNL ermadden cor Read More Here you can select the computer you would like to deactivate click Run deregistration button to proceed further If you select Local Computer option the system will ask
107. ment you can start or stop the Outreach service or just check its status Outreach service is responsible for performing your Outreach jobs For example if you set emails sending this process will not start if service is stopped 2 Service network settings These fields should be filled out in case you use Outreach in the environment where Act database is installed on a remote machine If you have it installed on the same machine where your Act database is installed then you do not need to fill those fields out 3 Package sending emails In order not to overload your mail server you can set the application to send your emails in packets and limit those packets In addition to this you can define a delay between packets sending 4 Under Status list you can specify the time period after the list of performed jobs will be cleared OUTREACHIIT 55 Outreach Settings 5 Backup Settings Here you can save and restore your Outreach settings This option is useful if you need to transfer your Outreach addon to another computer and save all its settings intact To backup your OUTREACH IT settings you need to click Backup settings button and define the path to the folder where those settings will be stored u hrForms csW Browse For Folder d Select Folder For storing application settings a Libraries 2 Homegroup gt BR crmaddon 192 168 1 221 gt Computer ae gt th Network H gt EA Control Panel Recycle Bin
108. nd login if you need ACT fields in report Database Mar hi User Name Chris Huffman Password OK Cancel Simple report can be either created from scratch or loaded from an existing HTML file Select simple report source O From file Ok Cancel Choose Empty if you would like to create a newsletter from scratch After this a report designer window will come up Y OX m mc 5 Schemas Bounced Schemas Jobs Options H a simple test snx Reports Header amp Footer Tools SER GG a Home Insert Page Layout View Review References Design zu E Default A Undo amp Segoe UI 9 ei A A Aa ym e BIUUS amp x x Paste E lab Paragraph Styles 434 El save a A P 2 3 jes q X ew OHJ Activities OEA Contacts Location Default Parameters Status Schema Name Job Name Contact N Count 0 ve Service Status Running However if you already have some ready made template you can upload it by selecting From file option OUTREACHII Creating Reports 64 Select simple report source Ok Cancel After choose a source file for your email newsletter template it will be loaded to the simple report designer Be My_test_report snx oon 111 iJ Jar m BIUUSSXX g lli j i ii M GEJ Activities 5 E Contacts Parameters DER COUNTDOWN a RM ADDON DER SUPPORT F RS a www crmaddon com WINDOWS SERVER 2003 ENDET AM 1 JULI gt ey Sehr ge
109. ntiaigmail corn Test email account _ SSL Port 995 Pop 995 IMAP 993 On the Bounced emails screen you can select a group emails are transferred to enable unsubscribe option and specify a group for unsubscribe emails requests Use Bounced enable this option if you would like to parse the bounced emails and configure settings for them Transfer bounced emails to different groups bounce cases emails will be transferred to the groups where contacts belong to Transfer all bounced emails to one Group All bounced emails will be transferred to the selected group Delete Email From Server check this option if you would like to remove emails from server after processing them Use Unsubscribe Check this option if you would like to enable unsubscribe option and filter unsubscribe requests Unsubscribe Subject Define the subject for your unsubscribe emails Group for unsubscribe Define here the group for unsubscribe emails All unsubscribe email addresses in an email Check this option if all email addresses mentioned in the email should be added to the unsubscribe list Delete all unsubscribed from the server Remove emails from the server after processing them OUTREACHIIT 101 How to create Outreach Schemas Bounced emails Description Group Settings Use Bounced Transfer bounced emails to different groups bounce cases Transfer all bounced Emails to one Group Group
110. nuary 20 2010 Number Percent STA TT areas Standard Types Custom Special es Mid yyyy Midivy MM fdd yy MMidd yyyy yy MM dd Yyyy M dd dd MMM yy dddd MMMM dd yyyy The result is shown below m EE Add the User Name 1 Select the Page Info control click its Smart Tag and in the invoked actions list expand the drop down list for the Page Information entry and select User Name Page Informaton User Name se Start Page Number Nane Page Number Current of Total Page Numbers Running Band Page Number Roman Lowercase Page Number Roman Uppercase Anchor Vertically Current Date and Time User Name Format Formatting Rules Collection 2 To format the control s text via its Smart Tag invoke its actions list and specify the required format e g Current User 0 OUTREACHII Page Informaton User Name Start Page Number la Paia Current User 0 mi a eee Running Band none OOO ly Anchor Vertically None Formatting Rules Collection The result is shown below EP Report Bakup Change Elements in your Report Change Fonts and Colors of Report Elements Delete Reports Add or Modify Static Information in Your Report Use Mail Merge in Report Elements Add Calculated Fields to a Report Add Parameters to a Report Change Value Formatting of Report Elements Change or Ap
111. oom Toolbar Context Menu Control Toolbox Design Panel Designer Tab OUTREACH 171 Report Designer Reference Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Report Controls Y Y Label Check Box Report Designer Ul Label The most basic Label control is intended to display text in your report It can represent static or dynamic text or both In addition it can be used to calculate standard summary functions across a data field The Label s text can only be formatted as a whole So if it s required to differently format parts of text use the Rich Text control Se A E a Label Control Im a E a After a Label is added to a report you can customize its text appearance and other properties which can be accessed in the Property Grid The most important properties are also available via a control s Smart Tag which makes it easy to perform common operations And the Formatting Toolbar allows you to easily adjust a Label s text formatting In the Property Grid the Label control s properties are divided into the following groups Appearance e Background Color OUTREACHIIT Report Designer Reference 172 Specifies the background color for the control This option is also available in the Formatting Toolbar e Borders Border Col
112. or and Border Width Specify border settings for the control e Font Specifies the font settings for the control Some of these settings are available in the Formatting Toolbar e Foreground Color Specifies the text color for the control This option is also available in the Formatting Toolbar e Formatting Rules Invokes the Formatting Rules Editor allowing you to choose which rules should be applied to the control during report generation and define the precedence of the applied rules To learn more on this refer to Conditionally Change a Control s Appearance e Padding Specifies indent values which are used to render the contents of a Label e Style Priority Specifies the priority of various style elements such as background color border color etc For more information on style inheritance refer to Understand Styles Concepts e Styles Specifies odd and even styles for the control as well as to assign an existing style to the control or a newly created one For more information on style inheritance refer to Understand Styles Concepts e Text Alignment Specifies the alignment of the control s text This option is also available in the Formatting Toolbar Behavior e Anchor Vertically Specifies the vertical anchoring style of a Label so that after page rendering it stays attached to the top control bottom control or both The property setting is useful for data bound Labels located between upper and lower controls
113. ors To switch focus on the Main Menu press ALT OUTREACHII Report Designer Reference 162 Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Main Toolbar Main Toolbar The Main Toolbar contains buttons which provide the capability to create new reports save and load report layouts cut copy and paste report elements and undo redo actions in the Report Designer Joe als 7 9 SE If the Main Toolbar is hidden you can enable it in the Main Menu by selecting View Toolbars Main Toolbar Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar Main Menu Preview Tab Property Grid Report Explorer Scripts Errors Panel OUTREACHII 163 Report Designer Reference Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Preview Tab Preview Tab The Preview Tab is intended to check the print output of a report and customize its additional options Bie ala aya 9 9 s Ja Cha Anton s Ca un See ana Cankan Sauce Gols Medico Veggies pued Sirhodners Maree aes Maca Sch ogl Sche
114. ose emails and double check details for the contacts whom such emails are assigned to Unsubscribe requests can be also processed with bounced emails schemas To create such schema you will need to follow Bounced Email Wizard steps and specify all required settings such as your mail server and mailbox details settings for bounced emails groups and unsubscribe settings To start creating bounced email schema you need to follow Bounced Emails tab in your Outreach IT program and click T button OUTREACHIIT 99 How to create Outreach Schemas Bounced Schemas Schema Name Bounced Test Schema Send Email Wizard Schema Print Report Wizard Schema Notify by Email Send Fax Schema Jobs Schema Home gt How to create Outreach Schemas gt Bounced Emails Schema gt Bounced Emails Wizard Bounced Emails Wizard After clicking E button on the Bounced Emails Tab the Wizard will start On the following screen you should your database connection settings Database details Please enter the details of the database you want to use Schema Name Bounced Test EP 1 ACT Database DEMO User Name Chris Huffman Password Back Mex Cancel OUTREACHII How to create Outreach Schemas 100 On the following screen mailbox settings should be specified Mailbox Settings Description Type POPS Server pop gogglemail com User our accountimamail com Password Shaan Mailbox our accou
115. our Act database Please enter your Act login details to proceed further Detailed instructions for designing Email template are available here How to Sign in How to create Outreach User How to configure email accounts OUTREACH Quick Start 50 How to Use OUTREACH IT Before you start working with the addon you d nee to configure its settings which will allow you to send emails and create newsletters How to define OUTREACH IT settings in this section you will find information on how to launch the OUTREACH application first time how to create your OUTREACH user define Act connection and insert details for connecting to the remote machine if you work in such an environment How to define details for emails sending and other options in this section you will find detailed description on how to define settings for outgoing emails save attachments and add fax server data Before sending your emails you need to create templates for your newsletters This can be done with help of our report designers We offer two types of report designers simple one for beginners and professional for advanced users For using both designers basic understanding of HTML FTP is required as you d need to add links and images to your newsletters Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start Outreach Settings Creating Reports
116. owever if you would like to upgrade from 2 x x version to 3 x x version then you will need to purchase an upgrade You will get the upgrade already starting at as low as 10 of the addon license cost The support for the latest version is provided for free In case you have an old version you will need to purchase support units or upgrade to the latest version OUTREACHIIT Licensing 30 The following window will open after you select Order Upgrade option gt CRMADDON Factory Wizard Usennformation Information about License user ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Email is necessary for registration Insert your license key here Add your email WwW crmaddar com L a IE J Cancel Here you will need to provide your license key and email you are registered with in our system To proceed further just click Next button OUTREACHIIT 31 Licensing e CRMADDON Factory Wizard Not Responding Send a request to CAMADDON Factory Request ta CRMADDON Factory ScanlT for CRM Amount of licenses Request els running it will Lake some time Your Email for contact Insert your contact email y Analyse is running it will take some time WIM crmaddon corn 7 Here you will need to specify the amount of licenses type your request and provide contact email where you would like our support team to send you a r
117. owing window will open OUTREACHIIT 39 Licensing Ze CRMADDON Factory Wizard Licensekey Information about license key ScanlT for CRM Please put your Downloadkey in fou get the key when you order the Addon Licensekey 3717 fa11 556f 4667 aae2 abaa4540f86e_CRMm015 A Info about License Addon ScanIT for CRM Type Computer Art Standard Amount of licenses 50 remaining licenses 6 Registered Components SANNESCANIT SUSANNESCHMUCEE 4CTZO105P1HF1IN LA Result of Analyse ik waw crmaddon com Ed E l lt Back Next gt Cancel On this window you will find information about the license owner number of used and available licenses what addon is the license for To proceed further you will need to click Next button and then Finish to close the License Wizard If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket Es To open our User Manual please click E button at the bottom of the Wizard Email License Evaluation License Remove computer from license Send Request OUTREACH 7 RDP License 40 RDP License 15 CRMADDON Factory GmbH License key Information about license key CRMADDON Factory ACT Addons Please put your Downloadkey in You get the key when you order the Addon License key your license key 3 Info about License d Result of Analyse This is a single
118. partments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible 1 Start the application by 2 On the startup screen click the 3 See also Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Support OUTREACHII Support 180 Home gt Support Support Free Support Paid Support How to submit a ticket directly from your addon Welcome Outreach Installation Email Marketing with Outreach IT Licensing RDP License System Requirements About Outreach IT Quick Start How to Use OUTREACH IT Outreach Settings Creating Reports How to create email template How to create Outreach Schemas Report Designer Report Editing Basics Create Reports Report Designer Reference Preview and Print Reports Home gt Support gt Free Support Free Support Free support is provided for the first installation and all technical questions The support is provided via our Ticketing System Before submitting a ticket to our support team please read our User Manual and check if the issue is already d
119. perty and in the Navigation URL Binding drop down selector select the required data field Check Box Check Box The Check Box control is intended to display True False or Checked Unchecked Indeterminate states in a report by displaying or not a check mark which can be accompanied by a text description el al Check Box Control In the Property Grid the Check Box control s properties are divided into the following groups Appearance OUTREACH T Report Designer Reference 176 e Background Color Specifies the background color for the control This option is also available in the Formatting Toolbar e Borders Border Color and Border Width Specify border settings for the control e Font Specifies the font settings for the control Some of these settings are available in the Formatting Toolbar e Foreground Color Specifies the text color for the control This option is also available in the Formatting Toolbar e Formatting Rules Invokes the Formatting Rules Editor allowing you to choose which rules should be applied to the control during report generation and define the precedence of the applied rules To learn more on this refer to Conditionally Change a Control s Appearance e Padding Specifies indent values which are used to render the contents of a Check Box e Style Priority Allows you to define the priority of various style elements such as background color border color etc For more informat
120. ply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Create or Modify Watermarks of a Report Report Editing Basics 136 Create or Modify Watermarks of a Report This document describes how to add a text watermark in a report or turn a picture into a report s background Note that watermarks are visible only in Preview and HTML View modes To create a new watermark in a report or to modify the existing one do the following 1 Click the report s Smart Tag and in its actions list click the ellipsis button for the Watermark entry OUTREACHII 137 Report Editing Basics bo 4 Data Source ImyDataSet Data Member Products Data Adapter ProductsTableAdapter Filter String Print when Data Source is Empty Detail Print Count when Data Source is Empty Detail Print Count Measure Units Hundredths of an Inch l Formatting Rules Collection i Formatting Rule Sheet Collection nn Style Sheet Collection Watermark None 2 In the Text tab of the invoked Water
121. ply Data Sorting to a Report Change or Apply Data Filtering to a Report Change or Apply Data Grouping to a Report Add URLs to a report Add Totals to a Report Add Page Numbers and System Information to a Report Create or Modify Watermarks of a Report Home gt Report Editing Basics gt Add Parameters to a Report Add Parameters to a Report For your report you can employ parameters which can be requested each time the report is being previewed And based on specified values the report will then being filtered In this example we ll create two date time parameters to filter out orders which don t fall OUTREACHIT Report Editing Basics 120 in the specified range from the report To add parameters and filter your report based on their values follow the steps below 1 In the Field List window right click over the Parameters section and in the invoked menu click Add Parameter Field List GHE myDataSet H Orders Remove All Parameters Repeat this action to create the second parameter 2 In the Field List select the first parameter and in the Property Grid set its Name and Description And make sure to set its Type to an appropriate value Then repeat this step for the second parameter GHO myDataSet ToDate Parameter E Orders mz A Sa Els at EHS Parameters a fo FromDate Name ToDate D ipt To Value Visible Type Now every time your report is previewed you will be
122. ptions This email account will be used for sending outgoing emails to your customers Email Account Settings Host to mail outlook com Pork 567 User Mame test ga teshtmhotmail com Password SERRE EE EE Send from test ga tesk hotmail corn Mame best ga best hotmail corm C Lise Proxy Test SMTP Cancel To ensure that your email settings are correct please contact your mail server administrator OUTREACH 49 Quick Start How to Sign in How to create Outreach User How to create newsletter How to create newsletter For designing emails Outreach IT application has a built in tool called Report Designer This tools allows creating HTML newsletters and add there information from your Act database fields To start designing your email template open Reports tab and click there O button to create a new report v E Schemas Bounced Schemas Jobs Options Reports Reports _ x aula Report Name My_report 43 Default B Tutorials a a a w H Help 1 H Help 2 ig Default Tutorial 1 Tutorials 2 Tutorial 2 Location Default Status Schema Name Job Name Contact Name Emai Location Default OK Cancel Count O License info 32 gt Service Status Running In the tutorial folder you will find useful recommendations and examples of templates which will help you to design your email newsletters You will be asked to sign into y
123. rt Panel HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Report Explorer Report Explorer The Report Explorer shows a report s structure in a tree form providing easy access to report elements Once an element has been selected in the Report Explorer it s settings can be changed using the Property Grid rt Neil EE myReporti be AL label3 GroupHeader1 If the Report Explorer is hidden you can enable it in the Main Menu by selecting View Windows Report Explorer Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar Group and Sort Panel HTML View Tab Layout Toolbar OUTREACHIT Report Designer Reference 166 Main Menu Main Toolbar Preview Tab Property Grid Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar Home gt Report Designer Reference gt Report Designer UI gt Scripts Errors Panel Scripts Errors Panel The Scripts Errors Panel displays the result of scripts validation after it s forced in the Scripts Tab Then if errors are located they are listed in this panel To get to the corresponding line of code click the corresponding item in the panel s list All scripts are valid Context Menu Control Toolbox Design Panel Designer Tab
124. rt measurement units e Size Specifies the control s size in report measurement units e Snap Line Margin Specifies the margin in report measurement units which is to be preserved around the control when it is aligned using Snap Lines or when other controls are aligned next to it Navigation e Bookmark and Parent Bookmark These properties are intended for the creation of a hierarchical structure within a report called a document map For an explanation and help refer to Add Bookmarks If the current report has a data source the Bookmark property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Bookmark Binding dropdown selector select the required data field e Navigation URL and Navigation Target Use the Navigation URL property to specify a URL for web browser navigation when a user clicks a Label The web browser displays a page in a window or a frame as specified by the Navigation Target property Note that a URL should have an appropriate prefix e g http You can create cross references within the report by assigning the name of the target control to the Navigation URL property and setting the Navigation Target property to _ self For more information refer to Create Hyperlinks If the current report has a data source the Navigation URL property can be bound to a data field obtained from the data source To do this expand the Data Bindings pro
125. s bound to a data source To sort records in a data aware report do the following 1 Switch to the Group and Sort Panel and click Add a Sort In the invoked list choose a data member across which the report is to be sorted Group and Sort fa Add a Group Field Name EHE Products CategoryID al CategoryID E Discontinued ab EAN13 5 ProductID Bey Productiame 6 QuantityPerUnit Ta ReorderLevel E Supplier ID ea UnitPrice Sm UnitsInStock 2 To manage the sorting order ascending or descending use the Sort Order drop down list And if multiple sorting criteria are specified you can define the priority for each one by selecting it in the Group and Sort Panel and using the Move Up and Move Down buttons En i E _ Move Down x Delete Move Up Alter show Footer v The sorting is now applied Switch to the Preview Tab and view the result OUTREACH 125 Report Editing Basics A T een Products by Categories Category 1 Chai Chang Chartreuse verte C te de Blaye Guaran Fant stica Ipoh Coffee Lakkalik n Laughing Lumberjack Lager Outback Lager Rh nbr u Klosterbier sasquatch Ale steeleye Stout Category 2 Aniseed Syrup Chef Anton s Cajun Seasoning Chef Anton s Gumbo Mix Q Pam le n See also Report Bakup nn 18 00 19 00 18 00 263 90 4 50 246 00 16 00 14 00 15 00 47 75 14 00
126. s of a Label can be horizontally split across pages In other words if a Label occupies more space than remains on the page this property specifies whether this Label should be split between the current page and the next or whether it will be printed entirely on the next page This property is in effect only when a Label s content does not fit on the current page If it does not fit on the next page either then the Label will be split irrespective of this property s value e Multiline When this property is set to Yes a Label processes newline characters found in the text to start a new line For example when editing a Label s text you can insert a new line by pressing ENTER and in this case the Multiline property will be automatically set to Yes e Process Duplicates Determines the control s behavior when its data source contains consecutive repeating records They can be processed as is when the property is set to Leave suppressed except for the first entry Suppress and suppressed with the blank space printed instead of the repeated records Suppress and Shrink e Process Null Values Determines whether to process Null blank values if they appear in the control s data source They can be processed as is when the property is set to Leave suppressed Suppress and suppressed with the blank space printed instead of the blank records Suppress and Shrink e Scripts This property contains events which you can handle with t
127. s you expected Appointment time l Preview Start 11 19 40 AM O 30 2015 11 19 40 AN a 1101240 4h y 711 2015 11 19 40 AM 712 2015 11 19 40 AM Recurrence pattern 713 2015 11 19 40 AM ae 7 4 2015 11 19 40 AM Daily 7 5 2015 11 19 40 AM O Weekly ee every 1 dayis 7 6 2015 11 19 40 AM 7712015 11 19 40 AM Monthly O workdays Mo Fr 718 2015 11 19 40 AM O Yearly 719 2015 11 19 40 AM 10 2015 11 19 40 AM O Minutely 7111 2015 11 19 40 AM 12 2015 11 19 40 AM Range of recurrence 71312015 11 19 40 AM 7114 2015 11 19 40 AM Start 6 30 2015 2 No end date 711512015 11 19 40 AM l 16 2015 11 19 40 AM End after 10 occurrences 711712015 11 19 40 AM O End By 7 9 2015 se 78 2015 11 19 40 AM 7119 2015 11 19 40 AM A Back Next Cancel 1 Appointment time the time when the job should start 2 Recurrence pattern how often the task should be performed 3 Range of recurrence the date when the task execution should start and when it Should be completed OUTREACHIT How to create Outreach Schemas 104 4 Preview after clicking on the preview button you will see the date and time when the task will be performed Just in case you need to double check everything before starting the task After creating the schema you will get the following window where you can start stop your job Job Wizard Finished You ve Finished your job r Service m
128. scribe the problem in one sentence what is the add on supposed to do what s it actually doing or not doing what s the difference to the state before what has changed ae ISA How to submit a ticket directly from your addon Each addon is supplied with a separate module that allows creating support tickets directly from the addon interface To take advantage of this functionality please follow Support tab of your addon and select there Create a Supportticket OUTREACH I Support 184 CRMADDON Info License Support Support TraceLevel y 8 Open Remote Session PCvisit Tet Open Remote Session Teamviewer Ez Create a Support Ticket Logfile A When creating a ticket through this interface your log files are attached automatically It is also possible to restart your Act to reproduce the issue without closing this tool Right after clicking Create a Supportticket link you will be offered to provide your email Please make sure you insert the correct email as it will be used to create an account in our system and we will get in touch with your regarding the issue through this email CRMADDON Support IT Your email address is required For submitting a ticket Please check your email and confirm it Kindly make sure that you submit the correct email and all related information as this data will be used by our support team and for registration in our SupportSuite Enter Confirm the Email For re
129. se File No file chosen Submit 5 Click Submit button to create your ticket send schemas and databases Paid Support How to submit a ticket directly from your addon Paid Support If you require support for more than one installation or extended help we encourage you to purchase our reasonably priced time based or flat rate support You can purchase support based on actual time used which is fine if you consider the problem to be minor or our flat rate support which is the better choice if you don t know what may be causing the problem or if you consider the problem to be rather time consuming Please fill in the payment form fr the support type you chose As soon as we receive your payment we will send you an email with a phone number to call The actual support takes place via a remote session Please note Our time based support is being charged in advance and will be billed in 15 minute units Our flat rate support will also be charged in advance It is valid for one installation only We will download install and configure everything for you using a remote session See also Free Support How to submit a ticket directly from your addon Request Support We offer support via remote session chat In preparing yourself for this online meeting follow these steps 1 Please make sure you are inquiring during our support business hours from 1 00am till 1 00pm CST on business days 2 Download and run TeamViewer T
130. se ls pport Lice pp The Registration Wizard helps you in all license questions You can also register your free trial version with this button E wizard For Registration gt pe Wizward Licenseoptions Available Liceseoptions CRMADDON Factory ACT Addons Please select an option before proceeding _ Evaluation _ License Remove computer from license Send request Cancel Then you will need to provide your license and user information To request the code please click Request Code button and then copy the code sent to your registered email to the Requested Code field and proceed by clicking Next OUTREACHIIT 23 Licensing E CRMADDON Factory GmbH Uzernformalt on Information about License user Please put your Licensekey in You get the key when you order the Addon All data is necessary for registration Company Company name First name First name Last name Your last name Position Your position se Phone Phone number Country Germany _ Please send me your newsletter about Updates Software Products and Customer Services accept the terms and conditionsc E mail Key Requested code Request code WA crmaddon com E Read More l E Cancel On this window you need to select connection options you have If you have a direct connection to the Internet then select No proxy option OUTREACH I Licensing 24 i CRMADDON Factory G
131. select Analyse of local license you will need to click Analyse button on the opened window to get details about your current license To proceed with updating you will need to select Update license with online backup The further steps will be the same as when you register for the first time Please find detailed instructions on the License page If you experience any issues and need our assistance please click the following button at the bottom of the Wizard to create a support ticket 2 To open our User Manual please click button at the bottom of the Wizard See also Remove computer from license This option allows moving the license to another machine It is possible to change computers only twice then it will not be possible to reset a license For example if you have a single machine license you can change the computer twice In case you need to do this more times you will need to create a ticket for our support team In case you have already uninstalled the program on your old machine and would like to install it to a new one Please install it and then via licensing wizard remove it from your old PC The license keeps computer name so it will be displayed under registered computers OUTREACHIIT o Licensing 22 r To remove the computer you need to click License and support button then select Wizard for Registration on the License tab Be License and support and Setup Info fi Licen
132. stomers European Is User USA Employees EA y E o sopportimcrmaddon com Support E mail Mo Hose Zen workflows Subject Workflow WebForms 15 HTML Body Templ Attachment Minutes be Send as Test report t Christmas report WebForms 1 Cancel Schema Print Report Wizard Schema Notify by Email Send Fax Schema Bounced Emails Schema Jobs Schema How to add a clickable link in HTML report It is very important to add clickable links with HTML reports The following tutorial will show how to insert a clickable text link to a report First of all please launch your report designer and choose the report template where you would like to add a clickable link After you have done this choose the script language for your script for this purpose Visual Basic should be selected in the Property Grid OUTREACH How to create Outreach Schemas 76 Y j Report Designer File Edit View Format Window I Gaia gt Times New Roman 795 B I UA 9 r E at 4 E Es ESA J f J H OT Erh meg gt E tE E 5 map H E d E E E Report Explorer ir atraReport 1 topMarginBand1 9 reportHeaderBandi El detail andi BA gt F El pageFooterBand 4 j C bottomMarginBand1 A a dataseti Eb Report Explorer j Field List Desioner Lo Preview Wo HTML view Scripts traRepe 100 Property Grid o 4 gt Se Se Aa
133. tac Done at a Details 7 Count O Em Service Status Stopped License info We strongly recommend taking advantage of our tutorials To open them follow Tutorials folder and open a template by clicking on this button or just double click on Tutorials TIP Before creating an original newsletter test everything with tutorial You can log into your Act demo database to see how Act fields are added to the report template To log into Act demo database please use Chris Huffman as user name without any password In case you got errors please ensure you provided the correct login data After successful login please follow recommendations in the tutorials e In the designer you can update the data e User Preview option to see how your newsletter looks like e User HTML view to check if the template looks properly in HTML format and OUTREACH I How to create email template 66 does not generate any errors IMPORTANT send yourself a test email after creating your first template Each email client gmx web yahoo etc processes emails in a different manner Check your test email in different email clients to ensure everything is ok with it Y Tutorials 1 Outreach RTF Tutorial_DE File H ar Ds H D Ml g gt 7 E gt Edit View fa Add a Group Field Mame EF Group and Sort Format Window Times New Roman RTF Toturial 1 v El detaiBand Y 1 1 ehr g
134. the corresponding Group Header or Footer band should be seen use the Show Header and Show Footer check boxes An ascending or descending grouping sorting mode is specified via the Sort Order drop down list You can change the order in which multiple grouping and sorting criteria are to be performed via the Move Up and Move Down buttons To remove a grouping or sorting criterion select it and click Delete Note If the Group and Sort Panel is hidden you can enable it in the Main Menu by selecting View Windows Group and Sort Context Menu Control Toolbox Design Panel Designer Tab Field List Formatting Toolbar HTML View Tab Layout Toolbar Main Menu Main Toolbar Preview Tab Property Grid Report Explorer Scripts Errors Panel Scripts Tab Smart Tag Status Bar Zoom Toolbar HTML View Tab OUTREACH Report Designer Reference 160 The HTML View Tab allows you to preview the HTML output of a report le Category 1 Chai 18 00 Chang 19 00 Sasquatch Ale 14 00 Steeleye Stout 18 00 C te de Blaye 263 50 Chartreuse verte 18 00 Ipoh Coffee 46 00 Laughing Lumberjack Lager 514 00 Outback Lager 15 00 Lakkalik ri 18 00 Category 2 Aniseed Syrup 10 00 Chef Anton s Cajun Seasoning 22 00 Chef Anton s Gumbo Mix 21 35 Northwoods Cranberry Sauce 40 00 Genen Shouyu 15 50 Gula Malacca 19 45 sl Designer F Preview Je IMIL View Y Scripts Context Menu Control Toolbox Design Panel Design
135. ticked then don t send an email you can define which contacts not to print emails for Don t send emails to contacts which are in the group s A contact can be included to several groups Use this option in case you need to print letters for specific groups but would like to exclude those contacts which belong to other groups defined in this list On the following window you will need to specify settings for letters printing Choose Print Template here you can choose template for the letter which should be printer Time since last print define the time interval between prints Send test print initiate a test print job to see how your letter looks OUTREACH I How to create Outreach Schemas 84 Create workflow Define the details of the Workflow Choose Print Template a Eo q x El Time since last print 0 Minutes r Aw x Send test print Body Template Minutes between workflows Order t report l Cancel On the following dialog you can specify the group your contacts will be moved to after letters printing It is also possible to create a History after printing a letter by checking Create History after workflow finished option OUTREACH IT 85 How to create Outreach Schemas Advanced Settings Advanced settings for your schema Move contact to another group Upcoming Opportunities Cancel Here you can set to create an Activity and specif
136. ttings 58 Email Account Settings Host AA aa ala yy Pork 587 User Name test ga teskihotmail com Password see aR ek Send From test ga beshi hotmiail com Name test ga teshi hotmail com pum Lise Proxy Test SMTP Cancel OK Fill out the fields on the above form and click Test SMTP you will be notified if the check has been preformed successfully and will also get a test email To save settings press OK Fax Accounts In this section you can define the settings of your RelayFax Please fill out the following form with your fax information and store your settings Fax Account Settings Fax Email Address O a o Fax ID EN ho Fax Password rad Email Account ad No Cover Page 06 CE Fax Number ay Cancel 1 The email account monitored by your RelayFax 2 The ID which is used when sending a fax This information is transmitted to the receiving fax machine 3 Fill this field out if your RelayFax is configured to use a password OUTREACHIIT 59 Outreach Settings 4 Fax sender email account 5 Checking this option is you would like to prevent RelayFax from generating a dynamic cover page when sending faxes 6 Specify the number of fax recipient for RelayFax testing purpose This number will be used only for testing 7 Click this button to send a test fax Attachments By clicking on the button you can add attachments here These attachments will be attached to your
137. ure Box settings you can define not only links but also picture size border etc How to add a clickable link in HTML report Home gt How to create Outreach Schemas gt Schema Print Report Wizard Schema Print Report Wizard This example is for print Report schema type Specify on the following Window a path to your Act database and your database details and printer and click Next button to log into the database you would like to work with and to proceed further OUTREACHIT How to create Outreach Schemas 82 Database details Please enter the details of the database you want to use Schema Name Print Report ACT Database DEMO 7 User Name Chris Huffman Password Select Schema Type O Send Email Print Report Back Next Cancel Here you can define a group of contacts you would like to print letters for OUTREACH 83 How to create Outreach Schemas Choose your Contacts Choose contacts you wart to include in the new Schema Choose contacts O all ig Group Customers European If is ticked then don t send a mail Is User Private Contact Cancel Choose contacts here you can define whether to print letters for all contacts or only for contacts containing in specific group or groups In case you would like to print letters for the contacts within specific groups you need to choose those groups from the drop down list If is
138. urrent report has a data source the Tag property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Tag Binding drop down selector select the required data field e Text Allows you to define a line of static text to be displayed To type several lines of text click the control s Smart Tag and in the invoked actions list click Edit Text or use the Lines property Note that when a Label is selected in the designer you may simply start typing the text and it will be automatically entered into the in place editor n LAA l En type in right in place l E HT la If the current report has a data source the Text property can be bound to a data field obtained from the data source To do this expand the Data Bindings property and in the Text Binding drop down selector select the required data field For more information on this refer to Display Values from a Database Bind Report Elements to Data e Xisx Format String Specifies the native XLSX format string for the control s content which is to be preserved when the report is being exported to XLSX This format string is independent from the general value formatting Design e Name Determines a control s name by which it can be accessed in the Report Explorer Property OUTREACHIIT 175 Report Designer Reference Grid or via scripts Layout e Location Specifies the control s location in repo
139. vity Settings Schedule For Allison Mikola hi Activity Type Appointment T Regarding a r Details a li Date 3 18 2015 12 00 00 AM Duration 0 minutes pu Private Opening Times a From 12 00 00 AM E To 12 00 00 4M Wait 0 minutes ll Back Next Cancel N Hint After you have configured everything you will be able to check configuration in the schema summary In case anything should be updated use Back button to return to the needed step OUTREACHII How to create Outreach Schemas 98 0 Schema Wizard Summary Please check if all settings are correct Schema Name Fax ACT Database demo User Name chris huffmar Schema Type Send Fax j Chosen contacts Group Recently Added Contacts Filter by Fields No Filter by groups Mo Send cc Yes CC email fields E mail workflows Subject Body Template Minutes between Workflows Order de Fax Test testibla 6 1 Move To Group RelayFax Create History Yes mek dale OA Ski bet ua a Back o Next i Cancel Schema Send Email Wizard Schema Print Report Wizard Schema Notify by Email Bounced Emails Schema Jobs Schema Bounced Emails Schema Bounced Emails feature can be used for sorting out bounced emails into a separate group for further checking and parsing It might happen that the wrong email address was specified for your contact or email is no longer available or was blocked by a spam blocker This tool will help you to sort out th
140. window To create a job schema click button then follow the Job Schema Wizard steps On the following dialog please specify the name for your Job select the Schema you d like to execute Job type Outreach or Bounced emails schema Add a checkmark to the box Job Is active if you d like to activate this schema and add email details in case you d like to get notified when the job is done OUTREACH 103 How to create Outreach Schemas Y A OX Schemas Bounced Schemas Jobs Options Repi v Job Wizard e s Job Name a Schema Job Configuration Step 1 Please configure your new job using this page of the wizard You should define a friendly job name and specify a related schema You can activate the job and specify whether you want to receive a notification about completion of this job Job Name Test Job Type Outreach v sete OUTREACH Schema 111 v mim Y O Bounce Schema PF Job is active Status Schema Name Job Name Contact Name Send email when job is done Email Account test ga test hotmail com test ga test hotmail cor Mail To myemall mydomain com Send CC Email To Count 0 Service Status Running Back Next Cancel On the Recurrence window recurrence settings can be defined Job Wizard spine Reccurence Configuration Step 2 Please specify a recurrence pattern of the job using this page of the wizard You can use Preview in order to check whether defined recurrence pattern works a
141. y Activity settings like Record manager subject date time duration and opening time frame for Activity planning OUTREACH II How to create Outreach Schemas 86 Activities Details for activites that can be created by this process hw Schedule Activity Activity Settings Record Manager Chris Huffman Type To da subject a Date 1 15 2013 gt 12 00 00aM 2 Duration 5 minutes e Hint 5 minutes m Private Timeless Opening Times AA a I 2 00 a I From 00 00 4M to oa wait 5 minutes By specifying all above settings you will configure the Print Report Schema After completing all steps you will see the summary of all configured settings OUTREACHIIT 87 How to create Outreach Schemas Summary Please check if all settings are correct Schema Mame ACT Database User Mame Schema Type Chosen contacts Filter by Fields Filter by groups workflows Move To Group Create History Schedule Activity Schedule For Test Demo Chris Huffman Print Report Microsoft PS Document Writer Group USA Employees Is Imported Is User Private Contact Upcoming Opportunities Body Template Minutes between t report Customers Yes Yes Allison Mikola Schema Send Email Wizard 10 Workflows Order Schema Notify by Email Send Fax Schema Bounced Emails Schema Jobs Sch

Prepared by: Olga Vasylenko Date: 7/31/2015

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