Recorded Tutorials

Use the Recorded Tutorials of ProTracker Advantage to become more productive.

• Guided Tour - Part 1  -  An introduction to ProTracker Advantage

• Guided Tour - Part 2  -  An introduction to Clients and Contacts

• Guided Tour - Part 3  -  Groups, Mail Merges and Custom Reports

• Guided Tour - Part 4  -  Document Management

  ---

• AutoSync Overview  -  An introduction to automatic synchronization with Outlook

• How to Sync your Calendar with Outlook  -  A step-by-step guide to calendar sync

• How to Sync Contacts with Outlook -  A step-by-step guide to contact syncing

• How to Archive Email from Outlook  -  Set up automatic email archiving

• How to Sync Tasks with Outlook  -  A step-by-step guide to task syncing

• How to Sync Notes with Outlook  -  A step-by-step guide to note syncing

• Unmatched Email Addresses  -  Get control of your email correspondence

  ---

• The Home Screen  -  See your day at-a-glance

• Contact Basics - Part 1  -  How to add a single Contact

• Contact Basics - Part 2  -  Add a family of contacts using the Contact Wizard

• Contact Basics - Part 3  -  Import a batch of contacts from a spreadsheet

  ---

• Ad Hoc Reports  -  Custom Reports using List Views

  ---

• Projects: An Overview  -  Organize, track time and bill for work that you do for your Clients

• Projects: The Financial Plan  -  Create a customized Financial Plan from your template

• Projects: The Action Plan  -  Create an Action Plan for your client to implement

• Projects: Project Management  -  Organize your Work by Client

• Projects: Time Tracking  -  Keep track of time you spend on each Client