ArchiOffice - Project Management Software FAQ

Contacts - Time/Expenses - Projects - Billing - Calendar - Reports - General - Support

1) How does the “Map” and “Directions” feature work?

ArchiOffice® knows your business address as well as the address of the contact you are interested in mapping. We link to the Mapquest® website to provide maps and directions. In the event that Mapquest changes their protocols, or your location is not included in their database, we will provide other links from our extranet site. If you sign up for our annual service agreement, we will notify you of updates.

2) I currently use another contact manager, like ACT™. How do I transfer the data to ArchiOffice®?

ArchiOffice® can import contacts from most other programs. All that is required is that your program allow you to export the data into a tab-delimited file. We provide instructions on how to format this file so that ArchiOffice® will import it smoothly.

3) Can I sync ArchiOffice® data with my PDA?

ArchiOffice® will sync two types of data with your PDA. We have designed ArchiOffice® to allow you to merge calendar events with your default calendar on the PDA. Because many employees will have personal events on their PDA’s that shouldn’t be in ArchiOffice® we only allow this information to flow one way. We also provide a method for you to sync the Contacts database of ArchiOffice® with your PDA. Because your office may have thousands of contacts, not all of whom you want to sync with your PDA, we allow each employee to select only those contacts which they want on their PDA. You can create new contacts on your PDA and the next time you sync, they will be imported into ArchiOffice® automatically. In order to sync Contacts with your PDA, you will be required to have a licensed copy of FileMaker Mobile on your PDA.

4) Why did you provide so many addresses for each contact?

We have found that some contacts may have multiple locations. For example, a client may have a home, business, vacation, spouse’s work, temporary location etc. Rather than creating multiple records of the same name – we allow up to 6 different locations for each contact. Because you link contacts with documents and calendar events, you don’t want to have multiple contact records for the same person.

5) How do I print a label or envelope for the contact being viewed?

We provide a quick print button from within the contact detail window which allows you to specify the kind of envelope or label you will be using. Through the Reports module, you can print envelopes and labels for multiple contacts at one time.

6) How do I create a letter, memo, transmittal or fax cover?

ArchiOffice® knows that every document, from a letter to a Punch-list is associated with one or more contacts. You can start from a contact and create any type of document you like. You can also attach any existing document to any number of contacts. It’s as easy as going to the Documents tab in the Contacts module and selecting the “new” button. ArchiOffice® will guide you through the process of creating a new document or helping you find an existing one. ArchiOffice® will launch any application on your computer that is required to handle the document type. From AutoCad to Microsoft Word files – ArchiOffice® can handle them all.

7) What if I want to rearrange the tabs that identify each address?

Since we allow up to 6 different address locations for each contact, we understand that you may want to rearrange their order depending on their priority. We allow you to shuffle them around as much as you like.

ArchiOffice Home - About ArchiOffice Architecture Software Developers - ArchiOffice Project Management Software FAQ - Sitemap