Quick Start
- Install
the Microsoft SQL Server Watch
a video
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- Install the A-Number CRM
Watch a video
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- Design the blueprint of the structure of the future database: start with
deciding which data you want in the database, then sketch the structure based
on those decisions
- Create a Microsoft Excel spreadsheet containing
your structure and, your data if you already have some
Watch
a video
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- Perform import with fields creation
Watch
a video
![](video.png)
- Edit the Lookup Tables
Watch a video
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- Define the tree structure of the database
Watch
a video
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- Assign records to branches in the
tree Watch
a video
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- Edit the Contact's Business Card
layout Watch
a video
![](video.png)
- Assign the field to be displayed
in headings
Watch a
video
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- Create Tabs in the Contact's Business Card
Watch
a video
![](video.png)
- Create groups of users
Watch a video
![](video.png)
- Create new users
Watch a video
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- Assign created users to groups
Watch
a video
- Apply template to multiple users
Watch
a video
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- Create the necessary reports
Watch a video
![](video.png)