Getting Started
NEW USER TRAINING VIDEO
Downloading and Installing BestNotes CRM Client
BestNotes is a web application which resides on servers at BestNotes.com. In order to connect to the server, users must download and install the BestNotes Client.
Microsoft Windows
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Click Save File in when prompted by your browser (Chrome, Firefox, Internet Explorer).
- Run the installer.
- Click Yes when prompted by the User Account Control.
- Click Yes when prompted to install BestNotes CRM on your computer.
- After it opens, follow the prompts by clicking Next.
- After the installation is successful, click Finish.
- An icon will appear on the Desktop and the Start Menu.
- See Logging In to connect to BestNotes.
Mac OS X
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Firefox should give the option to Open with [DiskImageMounter.app (default)] or Save File. Choose to Open.
Safari will automatically download the file, but may give the following warning:
Click Continue to Save/Open
- After opening the BestNotes dmg file, Finder will display a new BestNotes disk image in the left pane with an eject button next to it. Click on the BestNotes disk image to display the BestNotes Application icon.
- To install the application drag it to Applications (shown above).
- Eject the BestNotes disk.
- Open the Applications folder and drag the BestNotes icon to your dock. It can now be launched by clicking on the dock icon.
- If you receive a message stating "BestNotes can't be opened because it is from an unidentified developer" please follow steps 1 and 2 to allow BestNotes to run.
- Right-click (or control-click) on BestNotes and choose "Open"
- Click the "Open" button at the next dialog warning to launch BestNotes .
- See Logging In to connect to BestNotes .
Logging In
Server Connect
When opened, BestNotes initially displays the server connect screen.
The Server Name/IP is always crm.bestnotes.com. The Site ID was given to the on-site system administrator.
Call BestNotes if the system administrator is unknown (208.543.6646). Click Connect to get to the Login Screen.
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This screen remembers the last-used values so that you are not required to memorize the Server Name and Site ID. |
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Login Screen
Enter the user name and password into the fields provided. If the user name or password is forgotten, contact the on-site system administrator. Click the Login button to login to BestNotes. Call BestNotes if the system administrator is unknown(208.543.6646).
Changing Your Password
Each company's on-site BestNotes system administrator will give the user a generic password to start. This will need to be changed after the first login for security purposes. To change the password:
- Login to BestNotes.
- Click Settings.
- Under Actions, My Account is highlighted by default, and the Change Password section is displayed.
- Type the new password in the box provided.
- Retype the new password in the box provided.
- Click the Update Password button.
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Passwords must be at least 8 characters long
and must contain at least one UPPERCASE character and one NUMBER. |
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