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
Importing and Exporting Data Click Here Gen   http://blog.ebsuite.com/wp/?p=774
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
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 your cases (used in Close Case 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   http://blog.ebsuite.com/wp/?p=733
Publish help articles for clients and staff Click Here   http://blog.ebsuite.com/wp/?p=727
Track time agains a Service Level Agreement (SLA) Click Here   http://blog.ebsuite.com/wp/?p=693
More on SLA tracking Click Here   http://blog.ebsuite.com/wp/?p=688
Case escalation - blog entry Click Here   http://blog.ebsuite.com/wp/?p=643
Reporting on Case Escalations Click Here   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
     
Other Setup considerations
Using the Side Bar for Searching and Organizing Click Here Setup   http://blog.ebsuite.com/wp/?p=605
Controlling user access rights Click Here Security   http://blog.ebsuite.com/wp/?p=565
Process Log display choices Click Here Support   http://blog.ebsuite.com/wp/?p=539
File Storage - setup a direct link from the Contact Click Here FileStg   http://blog.ebsuite.com/wp/?p=531
More on Controlling user access Click Here Security   http://blog.ebsuite.com/wp/?p=477
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
Using Email in EBSuite Click Here Email   http://blog.ebsuite.com/wp/?p=422
2 Calendar Setup Choices Click Here Calendar   http://blog.ebsuite.com/wp/?p=395
Example of setting up a new page Click Here Setup   http://blog.ebsuite.com/wp/?p=407
Hover-Over to see more information Click Here Gen   http://blog.ebsuite.com/wp/?p=383
File Storage Manager Click Here FileStg   http://blog.ebsuite.com/wp/?p=362
Custom Field Creation and Placement Click Here Setup   http://blog.ebsuite.com/wp/?p=348
Change the from address of emails Click Here Email   http://blog.ebsuite.com/wp/?p=338