User Manual

• New Features in 3.x
• Overview of EurekaWare
• Installation Instructions
• Backup Outlook Contacts
• Backup Outlook
• Copy Outlook Contact Folders
• Export Outlook Contact Folders
• Converting Campaigns to Action Plans
• How To Buy
• Get Registration Key
• Enter Registration Key
• Forgot Registration Code
• Importing Data
• Importing Contacts from CSV File
• Importing Data from Top Producer & Farm Data
• Data Importing Tips
• Using EurekaWare
• Starting EurekaWare Commercial Real Estate Contact Manager
• EurekaWare Menus
• Changing Your User Information
• Converting Contacts
• "To Buy" Form for Commercial Real Estate Marketing
• "To Sell" Form for Commercial Real Estate Marketing
• Changing Drop Down Fields
• Changing Weblinks
• Changing the Contact Form
• Form Design Concepts
• Outlook Contact Fields
• EurekaWare Contact Fields
• Using Form Fields
• Sharing Contact and Calendar data
• Modifying Commercial Real Estate Views
• Create Drip Marketing Programs
• Email Marketing & Newsletters
• Web to Contact
• Action Plans and Marketing Campaigns
• Create an Action Plan or Marketing Campaign
• Create an ActionPlan Template
• Assigning Contacts
• Using Campaign Tasks
• Marketing Document Templates
• Create Marketing Flyers with Contact Records
• Create Marketing Flyers within a Marketing Campaign
• Customizing Existing Marketing Templates
• Create New Real Estate Marketing Templates
• Email Marketing Templates
• Mail Merge and Form Letters
• Create a New Mail Merge Document
• Running a Mail Merge with an Existing Document
• Uninstalling EurekaWare
• Uninstalling Microsoft Outlook Add-ins
• Microsoft Outlook Help and Tips
• Add an Address or Domain to Safe Senders in Outlook
• Commercial Real Estate Sticky Notes
• Send a Virtual Business Card
• Color Code Your Calendar
• Outlook Shortcut Keys
• Repairing Microsoft Outlook
• Getting Help
• Troubleshooting Wizard
• Report a Problem
• Suggest an Enhancement

 User Manual PDF

Installation Instructions

EurekaWare Commercial Real Estate Contact Manager has been designed to be as easy as possible to install and use. To install this program:

1. Make sure you have Microsoft Outlook 2007, Microsoft Outlook 2003 or Outlook 2000 with Server Pack 3. This product does not run on Outlook Express or Outlook Web Access.
2. Please create a backup copy of your contacts. This will protect your contact information in the off chance something goes wrong during the installation of Eurekaware.
3. If you are upgrading from a 1.x or 2.x version of Eurekaware, please uninstall the old version first. If you are upgrading from a 3.x version you can install over the old version, just make sure you convert the contacts to get the latest forms for all of your contacts and manually convert the campaigns. If you are upgrading from any version of Eurekaware, please make sure Outlook is closed before you start the install. 
4. Also, be sure to disable your email anti-virus software and set your Outlook security settings to Medium. These programs sometimes prevent the full installation of EurekaWare.
5. Download the file from the Eurekaware site by going to this page: www.eurekaware.com/realestate-download.asp.
6. Fill out the form on the Download Software page.
7. Press Download when you are brought to the downloading page.
8. Select Save when the File Download window appears to place the file on your hard disk. Do not select Run.
   
9. Save setup.exe to a directory where you can find it. Make sure the file is called setup.exe.
   
10. The setup program will download to your computer. Press Run when Download Complete appears.
    
11. Press Run when the Open File Security Warning window appears. EurekaWare has not yet registered with Verisign to get a digital signature for our product, but we assure that it does not contain a virus.
    
12. Press Next when the EurekaWare Setup Wizard appears.
13. Read the EurekaWare End User Licensing Agreement.
14. If you agree to its terms, select I accept the agreement and press Next.
15. Enter your Name and Company at the User Information screen. This information will appear on Marketing Templates generated by EurekaWare. The information is not shared with EurekaWare or anyone else.
    
16. Press Next to select the default location for the EurekaWare program. Keeping the program locati

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    Last Modified: 10/11/2008 5:28:00 PM