Below are three instructional video that will teach you how to properly sync your Blackberry Hand held device using Blackberry’s Desktop Manager versions 4.3 – 5.0. If your not sure which version you have or want the latest version of Blackberry’s desktop manager, please click on the link below.

• Blackberry Desktop Software

* Internet Explore users must configure their Settings in order to see all 3 videos below.  AgentOffice recommends using Firefox by Mozilla as your internet browser.  Firefox works best with the AgentOffice KnowledgeBase and all of its instruction videos as it is pre-configured to accommodate the AgentOffice KB

Files to look for: ACTIVITY.DBF for your Calendar and CONTACT.DBF for your contacts… below are the folder directory address’ were you’ll find these two Data Base Files (.DBF)

For AgentOffice v9.0 or lower – C:\Windows

For AgentOffice v10.0 on Windows XP – C:\Documents and Settings\All Users\Application Data\AgentOffice\Data

For AgentOffice v10.0 on Windows Vista – C:\ProgramData\AgentOffice

]]> http://www.agentofficehq.com/blackberry-sync-2/feed/ 0 http://www.agentofficehq.com/moving-from-other-crms/ http://www.agentofficehq.com/moving-from-other-crms/#comments Thu, 04 Dec 2008 20:36:23 +0000 admin http://agentofficehq.com/?p=64 Importing contact data from other CRMs to AgentOffice is a two-step process – first you will export the data file from the CRM, then you will import that data into AgentOffice.

Warning: If you are using the AccuSync feature of AgentOffice – you cannot import data into the Master database if there are database copies currently checked out.

Step One: Creating an Export Data File from your CRM

1. In  your CRM main menu, Look for a Setup menu; Data Transfer/ Conversion; Export Data; the Search Contacts for ASCII Export screen appears.

2. The Select Fields to Export screen appears. Select the fields that you want to export. Press the Start Export button.

3. The Save Exported Data As screen appears. You are prompted for a file name and location. Select a folder and enter a file name with a .CSV extension.

4. You will be notified when the exporting process has finished.

5. Once you have created this file from your CRM program, you will have to open up this file using a spreadsheet program, like Microsoft Excel. There are two columns that will need to be removed from this file: Contact ID and Address ID. These are columns that your CRM adds into the database and they may be removed before importing.

Step Two: Importing the Contact Data into Agent

1. From the Start; Programs menu, select the Agent software program group, then select the Import icon. The Import Contact Data screen appears.

2. The system asks if you have a current backup of your AgentOffice data. If you do, press the Yes button and continue. If you do not, press the No button to cancel the import process, make backup copies of your data and then return to these instructions.

3. Press the Comma Delimited (ASCII) button. The Import screen appears. Tip: You may want to set default values to be used if an imported field does not exist, or to place identifiers for the source, or grouping information, in the User-Defined fields. To set default values, press the Set Defaults button. Keep in mind that setting defaults will not override EXISTING data. For example, if you set the area code default to “777″ phone numbers in the database with existing area codes will not suddenly be changed to “777″ area codes. However, those phone numbers without area codes, will be given the “777″ area code. Make your selections and press the OK button.

4. Press the Select File button to select the file that was just created. You will have to map the fields to match up the fields from your export to match the fields in AgentOffice.

5. Once all fields have been properly mapped. Press the Import button and the import process begins. The system notifies you as each contact is added.

6. When the process is complete, you are returned to the Comma Delimited Import screen. Press the Close button.

Note: Do not run the import again! If you do, a duplicate set of records will be added to your database!

7. Press the Exit button to exit the import process.

That should do it!

• Keep your clients up-to-date
• Have more time to prospect
• Keep accurate records
• Never overlook a detail that keeps a sale from closing
• Never lose a client’s phone number again
• Never miss an appointment to show a house

What makes A/O unique is the seamless integration of contact management, word processing, scheduling, e-mail, desktop publishing, document storage, listing and sales management. The workflow is so logical and superior to programs like Microsoft Office that you don’t have to be a computer genius to figure out how to get everything to work together.

In laymen’s terms, AgentOffice (A/O) does everything for a real estate agent with the exception of MLS access and an agent website.

1. AgentOffice is a complete package – for a single price. No need to purchase module after module.
2. AgentOffice comes networked out of the box. Get your users and assistants up and running quickly!
3. With AgentOffice you own all your data. If you stop using AgentOffice, you still walk away with your data. Make sure that’s the case with other CRMS.
4. AgentOffice is really easy to use. No steep learning curve at all!
5. Backing up and exporting your data is fast and easy with AgentOffice.

Check out what Gary David Hall has to say.

Check out what the folks at RealtyStar have to say.

These campaigns (letters and action plans) install from CD into AgentOffice in seconds and are simply the best prospecting, follow-up and keeping in touch content we’ve found on the market.

Once installed in AgentOffice you can select any one of the automated action plans and with the click of a mouse, launch a plan that will schedule each letter and mail merge the contact information on the day the letter is due to go out.