        ContactSoft InfoTracer Shareware Readme File

SETUP FOR ContactSoft InfoTracer 4.3

PURPOSE OF THIS PROGRAM:

ContactSoft InfoTracer gives you and your team an easy-to-use yet powerful way to get your world in order. It integrates several related areas normally spread on different software and databases. So, it manages your Information, Knowledge, Documents, Contacts, CRM and all kind of Communications, in a fully integrated way. With just one interface and database. Besides, it makes it easy to integrate other software's data, documents and templates. 
It's the ideal solution for the Entrepreneur, Small Business and Home Office.

Awarded with ZDNet Downloads "5 Stars" (Jan 23, 2001), "Best Productivity Software" and "The Best Product" of Inforpor98 International Exhibition. 

Some important features and benefits:

- Import one or more databases or just start typing. Setup is required only for communications. 
- Keep track of business and personal contacts, most of them automatically, on the Information Items. 
- Attach documents in paper or digital format. View or edit each one with a click on its name.
- Keep track of any kind of information or contact, classified as you want, in up to 5 dimensions. 
- View them grouped by any dimension: Entities, Folders, Categories, Owner, Delegated to. 
- Filter by selection of anything you want: Item type, date, priority, with or without assignments, etc. 
- Automate and register your phone calls, voice mail, e-mail, faxes, letters and Internet. 
- Be notified of everything you want even without launching InfoTracer.
- Attach also website addresses to the Items or Entities: log to them with one click. 
- Create and attach documents from other software templates without leaving InfoTracer. 
- See the whole picture of any Company in a hierarchical format: Company, Locals and Contacts. 
- View its own data or contacts history at the level you want, with one click. 
- Attribute Classes (Customer, Supplier...) and Keywords (Products, Services...) to your companies or persons. 
- Get the most out of it with a sophisticated Find (text) and Search (any fields) system. 
- Easily create Groups: static (chosen by hand) or dynamic (by some criteria, for today or tomorrow). 
- Segment your entities by some criteria you need and color or group them. 
- Send mail merge to a group with media priorities, depending on its availability to each one. 
- If you prefer, mail merge letters with your favorite word processor. Or labels for the world. 
- Export the data you want as a subset to InfoTracer or to other programs in the ".CSV" standard. 
- Use a confidential area for each database user. Create or switch databases as you need. 
- And much more...



INSTALATION:

ContactSoft InfoTracer version 4.3 supports the following operating systems: Windows 95, 98, ME, NT and 2000.
After unziping "csitse.zip" to a temporary directory, run (double-click) the self-extracting ContactSoft InfoTracer's file, "infotracer43e.exe", to automatically install it in your machine, by default in the directory C:\Program Files\ContactSoft InfoTracer.

COPYRIGHT:
- ContactSoft InfoTracer (including but not limited to any images, photographs, animations, video, audio, text and "applets" incorporated into the software) is owned by ContactSoft.  It is protected by United States copyright laws and international treaty provisions. Therefore, you must treat the Software like any other copyrighted material.

- ContactSoft InfoTracer is a registered Trademark from ContactSoft.

STATUS OF THE PROGRAM & LICENSING:

This is a shareware program. This means that you may test it free of charge. You may also distribute it to others so they may try it. InfoTracer will run without limitations for a 30-day trial period. For ordering a full License (US$69) please access the ContactSoft's website by copying (CTRL-C) the following address and pasting it (CTRL-V) in your browser's Address Bar:

http://www.contactsoft.com/redirects/infotracer_to_licensing.htm

Your primary data will be collected and processed in our website. You will then enter our Secure Web Server for the secure Credit Card online payment process, from which you will get an online Receipt that you may print. You will also receive confirmation e-mail with an ORDER ID that you will then use for requesting your License code from ContactSoft. There's an assistant, accessible on the InfoTracer's start-up (Register | Get License), which will guide you through this simple requesting process. ContactSoft will return your License code in 24 to 48 working hours. You may also use this method for other payment options. 
Our privacy practices are designed to provide a high level of protection for your personal data.

NEW VERSIONS:

InfoTracer is being updated or upgraded frequently. We recommend regular visits to our website, the official distribution one for updating and upgrading this software. If you have not already done so, it is recommended that you download and install the latest version available there. The Web address is the following:

http://www.contactsoft.com/redirects/adds_to_downloadeng.htm

MINIMUM REQUIREMENTS:

- Pentium 133 or above 
- 32 MB of RAM
- 30 MB free on Hard Disk, with a small database 
- Windows 95, 98, ME, NT or 2000 
- CD-ROM drive for CD version

For advanced users:
- 28.8 Kbps Voice Modem or ISDN, TAPI compliant 
- Scanner, Twain compliant 

TECHNICAL SUPPORT:

Please feel free to contact our technical support by sending e-mail to the following address:

support@contactsoft.com

We will be glad to give you all the support you may need. For an immediate response, keep in mind you have ToolTips everywhere, a complete on-line Help System with context-sensitive help (F1 key) and popup menus (right mouse click). You may also find an example database with different approaches (see also example Dossiers) and a printable DOC file called "Manual IT.doc" in the ContactSoft InfoTracer's directory (by default C:\Program Files\ContactSoft InfoTracer). After setup is complete, please read the file README.DOC (or .TXT) for the complete communications Setup instructions. You may also access the Support page on our Web Site for the most important FAQs, including communications.


The ContactSoft InfoTracer Team
General e-mail: mail@contactsoft.com
Sales e-mail: sales@contactsoft.com
Tech Support: support@contactsoft.com
Website: www.contactsoft.com/homepage.htm
Order online: www.contactsoft.com/redirects/adds_to_downloadeng.htm
Screenshot: www.contactsoft.com/images/csitse_screenshot_1.gif
