EasyDirector® Simplifying the way you manage your business...

• AITechConsulting LLC guarantees 24 hours a day, seven days a week for email and web-based support for EasyDirector®. You can talk to our associates between the hours of 9:00 a.m. through 9 p.m. eastern standard time from Monday through Sunday.
  
  
• AITechConsulting LLC client care team takes a proactive approach in reacting to evolving business demands with the speed, flexibility, and scale of your experience as a client throughout your entire relationship with us.
  
  
• AITechConsulting LLC provides a day training on EasyDirector® at a designated location depending on the number of requests from our Customers. Once we have the right number of people, we will contact all the requested customer with date and time, location and the associated cost for the training. Contact us for your EasyDirector®training needs.
  

1. No for windows platform. EasyDirector® comes as a setup file. Double click on the setup file and follow the instructions on the setup screen.
   
   
2. For web-based platform, you will need to untar the tar file to your location and run the started.sh to begin the use of EasyDirector®.
   

1. This makes the software affordable to small and medium size businesses that are going through the transition of implementing Contact Relationship Management (CRM) software for managing their businesses.
2. This ensures that all our customers have access to the latest version of EasyDirector® at any point in time.
3. We only maintain a single version of EasyDirector® at a point in time. This is continuously upgraded and made available to all our customers.

1. Click on the help link of EasyDirector® for details on how to import contacts from a spreadsheet into EasyDirector®.
2. Export your contacts from Outlook or Goggle gmail into a spreadsheet. The output format from outlook and gmail is a CSV format.
3. Open this file with excel and copy the respective columns into the columns provided in EasyDirector® template.
4. Upload your contacts into EasyDirector® as directed in the Help document provided with EasyDirector® install.

1. EasyDirector® has been fully tested with the following browsers and the best results are in the order listed:
   1. Windows Explorer
   2. Google Chrome
   3. Firefox

Contact us at customerserv@easydirector.biz for details. We assess the volume of your data and make recommendation base on our assessment.

Please email us the following details at [customerserv at easydirector dot biz] :

1. Your Name.
2. Business Name and Type of business.
3. Contact Address, Phone Number and Email Address.

Training location, date and time will be announced 3 weeks before the training to all interested parties.

1. Improved search mechanism across all the manager modules of EasyDirector®.
2. Improved creation of Purchase Order and Sales quotation functionailities.
3. Provision of receipts for settled invoices.
4. Improved reports across all the manager modules of EasyDirector®. Reports can now be generated in PDF and Excel spreadsheet formats.
5. Improved master contact logo size for visibility and user branding of EasyDirector®.

1. The contact manager page now provides the ability to print address mailing labels, business cards, contact reports and phone list.

1. System error when a product with long name was created in Catalog Manager. This has been fixed in the current release or download.
2. Invoice created in Invoice Manager does not display all the messages entered for the customer. This has been fixed in the current release or download.

1. Description text field on forms are too small.
2. Auto-fill of Contact Person details on Add contact and Setup Your Profile forms.
3. Import Contacts, Products and Document from spreadsheet into EasyDirector® displaying error message.
4. Opportunity page is displaying %28 & %28 for brackets.
5. Opportunity page not returning search result.
6. When clicked on contact details, only the master contact is displayed.
7. Change Admin user password defaults user to read-only. For this problem, Uninstall your EasyDirector® and reinstall the latest update.
8. Document import and attachment of documents to contacts to support latest Microsoft documents. All types of extensions are now supported.
9. Export of EasyDirector® data for safe keeping on user's desired external drive or USB and import to another installed EasyDirector®.
10. Search contacts by Type.

1. Default installation for EasyDirector® has now been set to the user application directory to avoid the ownership and permission (access denied) issue reported by our users.
2. New links have been created under the EasyDirector® Program links for the load contacts, products and documents spreadsheet. Use this template for loading multiple contacts, products or documents.
3. To minimize typing effort, click on preload the parent Contact details on Add a new Contact page when creating a contact as a subordinate contact.
4. Field should not be empty dialog prevents user from continuing data entry. This bug has been fixed on all pages.
5. When copy & paste data into description fields only the first line is displayed. This bug has been fixed for all pages containing description fields. This pages includes note history, product details, contact details, schedule, and document and opportunity pages.
6. For administrative users, systems log has been made available through the administration page.
7. For administrative users, mail server details can now be easily entered through the administration page.
8. Add Contact not responding to Save button when clicked.

1. Improved sales automation process. Sales Quotes and Purchase orders can now be created from Order Manager page through order checklist. Orders and Quotes can be approved, rejected, printed, canceled, converted to invoice or emailed to prospective vendor or customer.
2. Reports can be generated for purchase orders, sales quotes or invoices of specified dates and search criteria.
3. Default parent ID during edit contact has now been fixed. None will be selected by default, unless you select a parent for the contact.
4. A message will now be displayed when configuration changes is saved successfully from the Administrative page.
5. Vendor is added by default to list of Contact Relationship type.
6. Add Contact has been expanded to accommodate lengthy address.
7. Fixed "Saved Only" button for the creation of sales quotes or order checklist.
8. Refreshes automatically when you add or edit contact, product or services, order, invoices and schedule.
9. Add more stages for lead tracking.
10. Now accepts png for logos when adding or editing contacts.
11. Increase logo size for your business as added to the top of every page.
12. Rearrange the logos and mission statement shown at the top of every page.
13. Fixed contact person error of only displaying the master contact person for every contact.
14. Stable version of EasyDirector®. You can execute all major business functions.
15. Communicate with your contacts & customers using Send Email in EasyDirector® has been fixed. (August 30, 2010).
16. Schedule Manager supports reoccurring events. Events lasting for more than one day appear everyday until the end of the event.

1. Supports data exported from EasyDirector® of earlier versions. Create purchase orders, sales quotes and invoices.
2. Retested and uploaded with fixes relating to invoicing and home page.
3. Addressed all pending bugs regarding adding attachments, sending emails, using analytics, and main dashboard.
4. Advance Search to narrow down your contact search is fixed.
5. Alphabetical order of contact names for display.
6. Changed name of sales quote and purchase order for email attachments.
7. Fixed error displayed when set master contact page is selected.

1. Improved user interface.
2. Users can now send formatted or HTML email with file attachment if needed.
3. Support for different look and feel of the pages. Users can select from 8 different templates for different look for EasyDirector.
4. Improved Invoice, Purchase Order and Sales Quotes presentation.
5. Improved search engine for Order and Invoice Manager.
6. Improved process for Sales or Order Checklist to Quotes or PO to Invoicing. Messages added to facilitate the search and follow up of the process.
7. Fixed bugs reported by users.