Documentation

info@hand CRBM 7.1 (Current Version)

This 260 page info@hand 7.1 User Guide covers the forthcoming 7.1 release. It adds content on the new Activity Log module, drag 'n drop of calendar activities, Favorites, and the newly enhanced Delight theme. (47 MB)

This 177 page info@hand 7.1 Implementation Guide describes the entire process for implementing your info@hand CRBM. It adds new content on the exciting and powerful Module Designer option. As well it covers List View Layout sharing, the configuration of subpanel layouts via the Studio, and the new custom field types - including calculated fields. (16 MB)

info@hand CRBM 7.0 (Previous Version)

This 259 page info@hand 7.0 User Guide introduces the all-new info@hand Customer Relationship and Business Management (CRBM) System 7.0. It includes details of the new list views with custom layout tabs, dynamic target lists, new reporting system with powerful filtering & grouping, and all the other features of this revolutionary new version of info@hand. (47 MB)

This 164 page info@hand 7.0 Implementation Guide describes the entire process for implementing your info@hand CRBM. It includes identifying your business' CRM needs, installing info@hand on a Fedora Core 17 Linux Server, OS X Mountain Lion Server or Windows Server 2012, as well as the initial and ongoing admin of your info@hand system. Check out the details of the all-new studio as well! (15 MB)

This 22 page info@hand 7.0 Developer Guide contains information about integrating with info@hand Web Services, how to build your own modules, and how to safely make software customizations so they are 'upgrade-proof'. It also covers file formats for Holiday packs, Language packs, Personality packs, and more.
(EARLY DRAFT - 1.0 MB)

info@hand CRBM 6.7 (Earlier Version)

This 245 page info@hand 6.7 User Guide introduces the info@hand Customer Relationship and Business Management (CRBM) System 6.7. It includes details of the new SVG-style charts for iPad/iPhone support (see the new Opportunities Speedometer Chart!), Recurring Services module with support for Monthly, Quarterly and Annual services, and Calendar enhancements with Timesheet integration - making it quick and easy to record all your working hours.

This 166 page info@hand 6.7 Implementation Guide describes the entire process for implementing your info@hand CRBM. From identifying your business' CRM needs, through installing info@hand on a Linux (Fedora Core 13), OS X (Snow Leopard Server 10.6.4) or Windows server, to the initial and ongoing administration of your info@hand system, this guide takes you step by step through the complete implementation process.