| Video and Print Resources by Module | ||||||||
| Quick Start | Description | Click Here | Area | URL | ||||
| General Information - Applies to all modules | ||||||||
| QS 1 | Main page applets | Click Here | Gen | http://www.screencast.com/t/q3B8fV6Z | ||||
| QS 2 | New Calendar UI | Click Here | Gen | http://www.screencast.com/t/MehOLRRzw | ||||
| QS 3 | Have you Daily Agenda sent to you | Click Here | Gen | http://blog.ebsuite.com/wp/?p=344 | ||||
| QS 4 | Create Custom Fields and place them | Click Here | Gen | http://blog.ebsuite.com/wp/?p=348 | ||||
| QS 5 | Page Layout: Customize the Create Page | Click Here | Gen | http://www.screencast.com/t/szcJD7S8w0 | ||||
| QS 6 | Page Layout: Section Group Display | Click Here | Gen | http://www.screencast.com/t/VJTROpqr | ||||
| QS 7 | Setting up Email | Click Here | Gen | http://www.screencast.com/t/6zgo0P8TL | ||||
| QS 8 | QUICK ADD ToDos, Appts and Notes | Click Here | Gen | http://www.crmrealestate.com/Video_Files/details.html | ||||
| QS 9 | Taking Notes | Click Here | Gen | http://blog.ebsuite.com/wp/?p=465 | ||||
| QS 10 | Viewing your data: Search, View and Report | Click Here | Gen | http://blog.ebsuite.com/wp/?p=486 | ||||
| QS 11 | Call Management Blog Entry | Click Here | Sales | http://blog.ebsuite.com/wp/?p=235 | ||||
| QS 12 | Task Pop-up and ToDo Widget | Click Here | Gen | http://blog.ebsuite.com/wp/?p=255 | ||||
| QS 13 | Tracking Opportunites from Contacts - video 1 | Click Here | Oppty | http://www.screencast.com/t/vROKJis67 | ||||
| QS 14 | Sales Tracking with Opportunity Manager | Click Here | Oppty | http://blog.ebsuite.com/wp/?p=249 | ||||
| QS 15 | Opportunity Templates | Click Here | Oppty | http://blog.ebsuite.com/wp/?p=352 | ||||
| DB Integrity: Merge duplicates | Click Here | Gen | http://www.screencast.com/t/A3S97QclVge | |||||
| Searching for Duplicate Contacts | Click Here | Gen | http://www.screencast.com/t/QqDFzUHd7ds | |||||
| Multiple person email w/o a Campaign | Click Here | Gen | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=125 | |||||
| Using the Report Builder | Click Here | Gen | http://www.applicationspecific.com/eb/Training/report.pdf | |||||
| Creating a Key Contact | Click Here | Gen | http://www.screencast.com/t/AO1gs5lVl | |||||
| Using Entity fields to associate across entities | Click Here | Gen | http://www.screencast.com/t/1G9MvvlgO | |||||
| Building a Template and Sending | Click Here | Gen | http://www.screencast.com/t/EDlNxIjXfI | |||||
| Query builder for compound searches | Click Here | Gen | http://www.screencast.com/t/OO4AuytAYd | |||||
| Support Agent Training | Click Here | Gen | http://crm.ebsuite.com/pdf/ebagent.pdf | |||||
| Importing and Exporting Data | Click Here | Gen | http://www.landvoice02.com/Video2/imp/imp.html | |||||
| Tracking Due dates - RE example | Click Here | Gen | http://www.landvoice02.com/Video2/dead/dead.html | |||||
| Setting up User Preferences | Click Here | Gen | http://www.landvoice02.com/Video2/pref/pref.html | |||||
| Managing Tasks | Click Here | Gen | http://www.landvoice02.com/Video2/todo/Todo.html | |||||
| External Profile and Signature Blocks | Click Here | Gen | http://www.screencast.com/t/9RwWCZhkDDY | |||||
| Searches and Saved Searches | Click Here | Gen | http://www.screencast.com/t/Tkhi5fun | |||||
| Creating a Task and the Task ToDo Widget | Click Here | Gen | http://www.screencast.com/t/x5yx844LT | |||||
| What's new, What's recent and What's important | Click Here | Gen | http://blog.ebsuite.com/wp/?p=268 | |||||
| Building Custom Reports | Click Here | Report | http://blog.ebsuite.com/wp/?p=489 | |||||
| Viewing your data: Search, View and Report | Click Here | Gen | http://www.landvoice02.com/viewreport/Viewing and Reporting.html | |||||
| Searching by When Last Updated | Click Here | Report | http://blog.ebsuite.com/wp/?p=480 | |||||
| Taking Notes | Click Here | Gen | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=121 | |||||
| Office Calendar | Click Here | Calendar | http://blog.ebsuite.com/wp/?p=387 | |||||
| Save your Searches | Click Here | Report | http://blog.ebsuite.com/wp/?p=373 | |||||
| Get a wake-up call from your calendar | Click Here | Report | http://blog.ebsuite.com/wp/?p=344 | |||||
| Marketing Module | ||||||||
| In an email campaign - tracking click-throughs | Click Here | Mktg | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=126 | |||||
| Marketing Module | Click Here | Mktg | http://www.screencast.com/t/TnnGQ4Ymi | |||||
| Marketing Module - Define Audience | Click Here | Mktg | http://www.screencast.com/t/im5YKUnw2 | |||||
| Marketing - Setting up Drip Campaign | Click Here | Mktg | http://www.screencast.com/t/SFts6dSq | |||||
| Identifying the target audience of a Campaign | Click Here | Mktg | http://blog.ebsuite.com/wp/?p=577 | |||||
| Email Campain Guide - Blog entry | Click Here | Mktg | http://blog.ebsuite.com/wp/?p=547 | |||||
| Campaign Email - Short Explanation | Click Here | Mktg | http://blog.ebsuite.com/wp/?p=527 | |||||
| Lead Management in the Marketing Module | Click Here | Leads | http://blog.ebsuite.com/wp/?p=448 | |||||
| Sales and Opportunity Management | ||||||||
| Call Management - create and complete a call | Click Here | Calls | http://www.screencast.com/t/oztp4g34vgA | |||||
| Call Notes and Callback Dates | Click Here | Calls | http://www.screencast.com/t/3qfw81rJ | |||||
| Process Builder | Click Here | Sales | http://www.screencast.com/t/6NsXYdR7h08D | |||||
| Call Management | Click Here | Calls | http://www.screencast.com/t/oztp4g34vgA | |||||
| Opportunity View - video 2 | Click Here | Oppty | http://www.screencast.com/t/ZpcZ7UQf | |||||
| Creating a New Opportunity - video 3 | Click Here | Oppty | http://www.screencast.com/t/cTB8xIeWZK7 | |||||
| Opportunity Reporting - video 4 | Click Here | Oppty | http://www.screencast.com/t/IwA8o4Jo | |||||
| Tracking Opportunites from Contacts - video 1 | Click Here | Oppty | http://www.screencast.com/t/vROKJis67 | |||||
| Sales Tracking with Opportunity Manager | Click Here | Oppty | http://blog.ebsuite.com/wp/?p=249 | |||||
| Opportunity Templates | Click Here | Oppty | http://blog.ebsuite.com/wp/?p=352 | |||||
| Create a Quote and Send to the Customer | Click Here | Oppty | http://blog.ebsuite.com/wp/?p=747 | |||||
| Partial name or phone number search | Click Here | Report | http://blog.ebsuite.com/wp/?p=606 | |||||
| Contact Call History seen from the Company Perspective | Click Here | Sales | http://blog.ebsuite.com/wp/?p=440 | |||||
| One-Click Opportunity Creation | Click Here | Oppty | http://blog.ebsuite.com/wp/?p=352 | |||||
| Support Module - Case Management and Customer Portal Setup | ||||||||
| Support Overview | Click Here | Support | http://216.218.214.83/help/flash/t_supportOverview.htm | |||||
| 8 ways to capture a case in the Support Module | Click Here | Support | http://blog.ebsuite.com/wp/?p=588 | |||||
| Standard Survey for your Knowledge | Click Here | Support | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=122 | |||||
| Color Code your Case Status | Click Here | Support | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=124 | |||||
| How to attach the 'standard survey' to closed cases | Click Here | Support | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=136 | |||||
| Case Escalation | Click Here | Support | http://www.screencast.com/t/tDB2QZkJkz | |||||
| Case Assignment Rules | Click Here | Support | http://www.screencast.com/t/1s4M5dx63 | |||||
| Adding a custom page to the portal | Click Here | Portal | http://www.applicationspecific.com/eb/custompage.pdf | |||||
| Communication with the Support Module | Click Here | Support | http://www.applicationspecific.com/eb/supportcomm.pdf | |||||
| Support Team Metrics | Click Here | Support | http://www.applicationspecific.com/eb/video/metricsflv.html | |||||
| EBSuite Support Module | Click Here | Support | http://www.applicationspecific.com/eb/video/support.html | |||||
| Support Module Overview | Click Here | Support | http://www.applicationspecific.com/eb/tng.php | |||||
| Quick Create and Close Cases | Click Here | Support | http://www.screencast.com/t/ttgUZjTr | |||||
| Create and Close + Using the Green Icon to close a case | Click Here | Support | http://blog.ebsuite.com/wp/?p=262 | |||||
| Track time spent on a Support Ticket + Billing | Click Here | Support | http://blog.ebsuite.com/wp/?p=738 | |||||
| With the Support Portal, your door is always open | Click Here | Portal | http://blog.ebsuite.com/wp/?p=733 | |||||
| Publish help articles for clients and staff | Click Here | Kbase | http://blog.ebsuite.com/wp/?p=727 | |||||
| Track time agains a Service Level Agreement (SLA) | Click Here | Time | http://blog.ebsuite.com/wp/?p=693 | |||||
| More on SLA tracking | Click Here | Time | http://blog.ebsuite.com/wp/?p=688 | |||||
| Case escalation - blog entry | Click Here | Support | http://blog.ebsuite.com/wp/?p=643 | |||||
| Reporting on Case Escalations | Click Here | Report | http://blog.ebsuite.com/wp/?p=631 | |||||
| Setting up Chat for your web site | Click Here | Chat | http://blog.ebsuite.com/wp/?p=597 | |||||
| Setting up Chat Phrases - Chat Service | Click Here | Chat | http://blog.ebsuite.com/wp/?p=620 | |||||
| Capturing Cases from Email | Click Here | Support | http://blog.ebsuite.com/wp/?p=613 | |||||
| Reporting on Cases | Click Here | Report | http://blog.ebsuite.com/wp/?p=608 | |||||
| Enhance the Case view list | Click Here | Report | http://blog.ebsuite.com/wp/?p=581 | |||||
| Sending a Survey on a Case resolution | Click Here | Support | http://blog.ebsuite.com/wp/?p=555 | |||||
| Portal Profiles - have a different look for each group | Click Here | Portal | http://blog.ebsuite.com/wp/?p=533 | |||||
| Design Case Views to see the big picture | Click Here | Support | http://blog.ebsuite.com/wp/?p=498 | |||||
| Display Project information at the Support Portal | Click Here | Portal | http://blog.ebsuite.com/wp/?p=335 | |||||
| Administration - Tools and Techniques | ||||||||
| Survey Tool | Click Here | Admin | http://216.218.214.83/help/flash/t_survey.htm | |||||
| View your Cases with RSS readers | Click Here | Admin | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=120 | |||||
| How to change a product's category | Click Here | Admin | http://helpdesk.ebsuite.com/supportbbsd.jsp?id=134 | |||||
| Value / Time field | Click Here | Admin | http://www.applicationspecific.com/eb/value.pdf | |||||
| Live Chat | Click Here | Admin | http://www.applicationspecific.com/eb/Live Chat.pdf | |||||
| Admin training - specific vertical | Click Here | Admin | http://www.applicationspecific.com/eb/ebadmin.pdf | |||||
| Date Calculations | Click Here | Fields | http://www.screencast.com/t/0fBY0H4znM0 | |||||
| Link records e.g. see contacts associated with… | Click Here | Fields | http://blog.ebsuite.com/wp/?p=702 | |||||
| More on tracking relationships | Click Here | Fields | http://blog.ebsuite.com/wp/?p=684 | |||||
| Creating Custom Reports | Click Here | Reports | http://blog.ebsuite.com/wp/?p=648 | |||||
| Tracking those associated with another entity | Click Here | Fields | http://blog.ebsuite.com/wp/?p=630 | |||||
| Merging Organizations or Contacts | Click Here | Data | http://blog.ebsuite.com/wp/?p=587 | |||||
| Dedicated Account in the Cloud Environment | Click Here | Acct | http://blog.ebsuite.com/wp/?p=739 | |||||
| Project Management Module | ||||||||
| Project Management views | Click Here | Project | http://www.screencast.com/t/h9sYjDJu | |||||
| Add a Project Task | Click Here | Project | http://www.screencast.com/t/sqdYSyla | |||||
| Project Task Delegation | Click Here | Project | http://www.screencast.com/t/pBcgglac | |||||
| Time Tracking in Projects and Project Tasks | Click Here | Project | http://www.screencast.com/t/YcxTS5kWg | |||||
| View Project Tasks in the Task View | Click Here | Project | http://www.screencast.com/t/6beCYtAjJcA | |||||
| Project Module overview - 5 videos | Click Here | Project | http://blog.ebsuite.com/wp/?p=278 | |||||
| Setup up Projects | Click Here | Project | http://blog.ebsuite.com/wp/?p=369 | |||||
| Billing for Project Step work | Click Here | Time | http://blog.ebsuite.com/wp/?p=542 | |||||
| Project Time Tracking | Click Here | Time | http://blog.ebsuite.com/wp/?p=379 | |||||
| Tools to interface with existing data resources | ||||||||
| Web Service API Reference | Click Here | API | http://www.ebsuite.com/wsdoc/api.jsp | |||||
| Setup Tips and | ||||||||
| 2 Calendar Setup Choices | Click Here | Calendar | http://blog.ebsuite.com/wp/?p=395 | |||||
| Using Email in EBSuite | Click Here | http://blog.ebsuite.com/wp/?p=422 | ||||||
| Change the from address of emails | Click Here | http://blog.ebsuite.com/wp/?p=338 | ||||||
| File Storage - setup a direct link from the Contact | Click Here | FileStg | http://blog.ebsuite.com/wp/?p=531 | |||||
| File Storage Manager | Click Here | FileStg | http://blog.ebsuite.com/wp/?p=362 | |||||
| Hover-Over to see more information | Click Here | Gen | http://blog.ebsuite.com/wp/?p=383 | |||||
| Controlling user access rights | Click Here | Security | http://blog.ebsuite.com/wp/?p=565 | |||||
| More on Controlling user access | Click Here | Security | http://blog.ebsuite.com/wp/?p=477 | |||||
| Using the Side Bar for Searching and Organizing | Click Here | Setup | http://blog.ebsuite.com/wp/?p=605 | |||||
| Using the Quick Add Task feature | Click Here | Setup | http://blog.ebsuite.com/wp/?p=473 | |||||
| Display like data in a Group Display | Click Here | Setup | http://blog.ebsuite.com/wp/?p=462 | |||||
| Example of setting up a new page | Click Here | Setup | http://blog.ebsuite.com/wp/?p=407 | |||||
| Custom Field Creation and Placement | Click Here | Setup | http://blog.ebsuite.com/wp/?p=348 | |||||
| Process Log display choices | Click Here | Support | http://blog.ebsuite.com/wp/?p=539 | |||||