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- 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
5 p.m. eastern standard time from Monday through Friday.
- 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.
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Are
you interested in free EasyDirector®
training?
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Please email
us the following details at [customerserv at easydirector
dot biz] :
- Your
Name.
- Business
Name and Type of business.
- Contact
Address, Phone Number and Email Address.
Training
location, date and time will be announced 3weeks
before the training to all interested parties.
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Frequently
Asked Questions (FAQ) for EasyDirector®
|
| Questions |
Answers
|
| Are
you on Windows 7 or Vista? |
Due to the new
security and permission level introduced by Microsoft
in these operating systems, you may need to modify
your permission and ownership level for the directory
containing your EasyDirector® installation. The
latest installation will install EasyDirector®
in your user application directory by default
where your permission and ownership level should
by default contain modify, read & execute
and write.
Symptoms:
1. Access Denied reported on the command prompt
when EasyDirector® was launched.
2. Problem loading EasyDirector® page is
displayed.
3. Unable to connect is displayed on the web browser.
Solution 1:
1. Uninstall
your current installation of EasyDirector®.
2. Download and install the latest version of
EasyDirector®.
Solution 2:
1. Follow
the instructions on this document to change your
permission level for the Directory containing
EasyDirector® installation. Change
Permission Document
|
| Do
I need additional software and hardware to run EasyDirector®? |
No.
Once you have Microsoft® Interner Explorer,
Netscape or Firefox installed on your computer you
are good to go.
|
| Do
I need to undertake any manual installation for EasyDirector®? |
-
No
for windows platform. EasyDirector® comes
as a setup file. Double click on the setup file
and follow the instructions on the setup screen.
-
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®.
|
| Why
do you have a lifetime guarantee on your products? |
We
are so confident about all editions of EasyDirector®.
You have a free lifetime guarantee and upgrade to
the latest edition because we only maintain a single,
backward compatible and enhanced edition. We shall
continue to provide upgrade setup file or script
for our existing customer.
|
| Why
the annual subscription? |
We provide you
with a license that last only for a year from
the date of purchase:
-
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.
-
This
ensures that all our customers have access to
the latest version of EasyDirector® at
any point in time.
-
We
only maintain a single version of EasyDirector®
at a point in time. This is continuously upgraded
and made available to all our customers.
|
| Why
is EasyDirector® displaying only Master Contact when
I clicked on other contacts? |
Our apology.
This is a bug in the last CD release. Please follow
the next step to update your software. |
| How
do I install the latest version and not loose my data? |
- Download the
latest EasyDirector® from this page or
home page.
- Start your EasyDirector®
software and Login.
- Scroll to the
bottom of the page and click Administration.
- Click Export
or Import EasyDirector® Data link.
- Click on the
Export Data button. This will create a backup
file.
- Save the backup
file in safe place.
- Shutdown your
EasyDirector®.
- Uninstall EasyDirector®
software. For Windows users, the uninstall link
is under Programs, EasyDirector® link.
- Double click
on the exe to install EasyDirector®, or
extract the tar file into the EasyDirector®
directory.
- Follow steps
2, 3, 4 and the instruction on the export page
to import your exported data.
- Shutdown EasyDirector®
and restart it to begin the use of the latest
version of EasyDirector®.
|
| Do
you need to migrate your contacts
from spreadsheet or other systems? |
We
offer data migration services onsite or remotely.
Contact us at customerserv @ easydirector . biz
for more information.
|
| Do
you want to import your contacts from Goggle (gmail)
and Outlook into EasyDirector®? |
-
Click
on the help link of EasyDirector® for details
on how to import contacts from a spreadsheet
into EasyDirector®.
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Export
your contacts from Outlook or Goggle gmail into
a spreadsheet. The output format from outlook
and gmail is a CSV format.
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Open
this file with excel and copy the respective
columns into the columns provided in EasyDirector®
template.
-
Upload
your contacts into EasyDirector® as directed
in the Help document provided with EasyDirector®
install.
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Download
&Release Note for EasyDirector®
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|
This section
shows the download for EasyDirector® software and
any supporting script if any to upgrade your EasyDirector®
to the latest version. The upgrade script or setup file
must be applied sequentially as listed below. Please do
not hesitate to contact us for further assistance. EasyDirector®
software is platform independent. Fully tested on Windows,
Linux and UNIX Platforms.
|
| Release
Name |
Date
|
Additional
Feature Description |
| Current
release of EasyDirector® 1.0 |
September
2010
|
Executable
for Windows platform. 
|
| Current
release of EasyDirector® 1.0 |
|
Tar
of compressed files for Linux & UNIX platforms. 
 |
| EasyDirector®
User Manual |
September
2010 |
This is
the user manual that comes with EasyDirector® software.
Read this manual to see how EasyDirector® can really help
your business relationship management. For step by step
walkthrough into EasyDirector® process and technology
visit amazon.com
and barnesandnoble.com
for the published book on EasyDirector® and automating
your Contact Relationship Management.
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|
Bug
fixes to date
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|
Our team
is continuously testing EasyDirector® and fixing
all bugs reported by our users. Please visit this page
frequently for the latest update fixes to EasyDirector®
software. Please contact techsupport@aitechconsulting.com
for any technical issue. Here is the list of the bugs
that have been fixed to date:
|
| Release
Date |
Bugs
& Additional Feature Description Fixes |
|
June
2010
|
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Description
text field on forms are too small.
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Auto-fill
of Contact Person details on Add contact and Setup
Your Profile forms.
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Import
Contacts, Products and Document from spreadsheet into
EasyDirector® displaying error message.
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Opportunity
page is displaying %28 & %28 for brackets.
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Opportunity
page not returning search result.
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When
clicked on contact details, only the master contact
is displayed.
-
Change
Admin user password defaults user to read-only. For
this problem, Uninstall your EasyDirector® and
reinstall the latest update.
-
Document
import and attachment of documents to contacts to
support latest Microsoft documents. All types of extensions
are now supported.
-
Export
of EasyDirector® data for safe keeping on user's
desired external drive or USB and import to another
installed EasyDirector®.
-
Search
contacts by Type.
|
| July
2010 |
-
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.
-
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.
-
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.
-
Field
should not be empty dialog prevents user from continuing
data entry. This bug has been fixed on all pages.
-
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.
-
For
administrative users, systems log has been made available
through the administration page.
-
For
administrative users, mail server details can now
be easily entered through the administration page.
-
Add
Contact not responding to Save button when clicked.
|
| August
2010 |
-
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.
-
Reports
can be generated for purchase orders, sales quotes
or invoices of specified dates and search criteria.
-
Default
parent ID during edit contact has now been fixed.
None will be selected by default, unless you select
a parent for the contact.
-
A
message will now be displayed when configuration changes
is saved successfully from the Administrative page.
-
Vendor
is added by default to list of Contact Relationship
type.
-
Add
Contact has been expanded to accommodate lengthy address.
-
Fixed
"Saved Only" button for the creation of
sales quotes or order checklist.
-
Refreshes
automatically when you add or edit contact, product
or services, order, invoices and schedule.
-
Add
more stages for lead tracking.
-
Now
accepts png for logos when adding or editing contacts.
-
Increase
logo size for your business as added to the top of
every page.
-
Rearrange
the logos and mission statement shown at the top of
every page.
-
Fixed
contact person error of only displaying the master
contact person for every contact.
-
Stable
version of EasyDirector®. You can execute all
major business functions.
-
Communicate
with your contacts & customers using Send Email
in EasyDirector® has been fixed. (August
30, 2010).
-
Schedule
Manager supports reoccurring events. Events lasting
for more than one day appear everyday until the end
of the event.
|
| September
2010 |
-
Supports data exported from EasyDirector® of
earlier versions. Create purchase orders, sales quotes
and invoices.
-
Retested
and uploaded with fixes relating to invoicing and
home page. - September 3, 2010
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