Step by Step Guides


Step by Step Guides
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ALWAYS WORK ON A COPY!
Treat your business data with tender loving care.

Always work on a copy of your data file when performing major operations or if not fully comfortable with the possible outcome of your learning process.

IMPORTANT: Remember to quit REST before making the copy. Being able to go back to an original file if need be is always a nice thing. So look for the AWOC alert!

For Multi User updates, please
contact us for instructions. Please specify Windows or Macintosh.

Record Sharing Basics
Explains how REST Record Sharing works. Walks you through the process of setting up your global Record Sharing preferences and how to share individual records in Multi User REST.

RESTConnect iCal Set-Up
Explains how to connect iCal to REST. Walks you through the process of adding a new CalDAV account to iCal for Mac, iPhone, iPod Touch and iPad.

How To Track A Pre-Transaction Pipeline
In the Transactions area of REST, you can view and track commissions on your current business. Sometimes you may want to track projected income in earlier stages, before setting up a new Transaction. This explains how.

Update Single User Windows to version 4.0
AWOC* - This is the process of converting, or updating your current Single User Windows version of REST to our latest version, RESTv4.0. Please pay special attention to the important steps of creating a COPY of your current file. You will be, in essence, duplicating your current file, then renaming the duplicate REST_old.

Update Single User Macintosh to version 4.0
AWOC* - This is the process of converting, or updating your current Single User Macintosh version of REST to our latest version, RESTv4.0. Please pay special attention to the important steps of creating a COPY of your current file. You will be, in essence, duplicating your current file, then renaming the duplicate REST_old.

Update Multi User Windows to version 4.0
AWOC* - This is the process of converting, or updating your current Multi User Windows version of REST to our latest version, RESTv4.0. Please pay special attention to the important steps of creating a COPY of your current file. You will be, in essence, duplicating your current file, then renaming the duplicate REST_old.

Update Multi User Macintosh to version 4.0
AWOC* - This is the process of converting, or updating your current Multi User Macintosh version of REST to our latest version, RESTv4.0. Please pay special attention to the important steps of creating a COPY of your current file. You will be, in essence, duplicating your current file, then renaming the duplicate REST_old.

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