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CONTACTfile or ContactMaker:

(Note that whilst CONTACTfile is mentioned throughout these videos, the subject matter applies just as well ContactMaker.)

Using CONTACTfile Pro, Version 5.1 or newer
Rather read the manual (.pdf)?
Go straight to the videos for add-on modules?
Getting Started
I’ve downloaded CONTACTfile, where do I start?  Video: Starting up, setting up, and closing down (2 minutes)
I’m not in the UK. Is CONTACTfile suitable for me? Video: Settings for the USA or New Zealand (1 minute)
I’m told I need a passcode. How do I get a licence? Video: Making your purchase (1.5 minutes)
What details can I record about my contacts? Video: Entering new contacts (2 minutes)
Video: Customisable fields (3 minutes)
I’ve been using Excel spreadsheets to store my information. How do I get it to CONTACTfile? Video: Importing from Excel
(4.5 minutes)
How do I keep my information safe? Video: Backing up your data (1 minute)
Sorting and searching
I have types of customers or members.  How can I record this? Video: Categorising your contacts (2.5 minutes)
Video: Categorising contacts using the group manager (3 minutes)
I want to arrange different groups of people for different reasons. Can I set these groups up separately? Video: Creating flexible focus groups (4 minutes)
I know how to use the search box in CONTACTfile’s Contact Manager – now I want to do a more complex search. How do I do this? Video: The advanced data extractor / advanced reporting (5 minutes)
Using CONTACTfile data elsewhere
How do I to print or export my records so I can use them in Microsoft Excel or other software? Video: The Utility tray (3.5 minutes)
How can I automatically embed my data into Microsoft Word documents, so I don’t have to type it all out again? Video: Using mergeable Word templates (3 minutes)
But how do I create the Word template in the first place? Video: Making Word templates (4 minutes)
I want to email a group of my CONTACTfile contacts.  What’s the quickest way to do it? Video: Sending bulk emails: Outlook (1.5 minutes)
How can I personalise bulk emails? Video: Sending bulk personalised emails: Word and Outlook (3 minutes)
For the technically-minded
  1. Where's my data? (2 minutes)
  2. Operating on a network (3 minutes)
  3. Disconnecting from the network (3.5 minutes)
  4. Restoring data from a backup (2 minutes)
Using CONTACTfile Pro’s Add-On Modules, and more...

There are lots more help videos for quoting and invoicing, sales and task tracking, running a campaign, using the help desk, running a club, using the document manager, and for the technically-minded.

Videos are created and maintained by TakeAim, Life Learning Ltd, New Zealand.