Load the ActionWare live master distribution CD along with any licensed add-on product software.
Assign a System Administrator to the software.
Review the following sections in the User Guide to become familiar with the features and functions of ActionWare: (the User Guide is accessible on our ActionWare Website
|
ActionWare User Guide |
|
|
Chapter 02 |
Chapter 04 |
|
Program Controls |
GoTo Menu |
|
Hot Keys |
View |
|
Menus |
Sequence |
|
Function Keys |
Adding Contact Records |
|
Kid Menu |
Changing Contact Records |
|
Database Information |
Changing Contact Records |
|
Chapter 03 |
Deleting Contact Records |
|
Contact Records |
Chapter 05 |
|
Types of Records |
Activity Lists |
|
Data Layouts |
Function Keys on Panel 7 |
|
Data Fields |
Hot Keys on Panel 7 |
|
ActionWare System Fields |
Chapters 06, 07, 08, 09, and 10 |
|
PID and SID Field Data |
It is suggested that you read all topics |
|
Using Listboxes |
|
Establish internal procedures to monitor your progress in developing your ActionWare system. This includes developing a Control Book to document your changes.
Review the System Administrator's Guide completely
Design your ActionWare database to correspond with your internal business processes.
Create contact filters, queries, shell documents, listboxes, Activity Plans, Campaigns and Scripts for your users.
Finish any additional database design configuration.
Complete all links to external products you want to use with the system. For example, MSWI, Microsoft WORD Interface.
Delete the sample data provided keeping one contact record. We suggest you use a PID of TEST for this purpose.
Load existing live data or start entering new data.
Create a training database using the production database design and a filtered group of live data.
Train your users. Include your internal requirements and procedures as well as ActionWare functions.
Delete the TEST contact record in your production database.