Difference between revisions of "Setting Up SVCONTHEGO"

From SVContheGO Online Manual
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{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="1" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| [[File:SetupMain ccexpress.png|SetupMain ccexpress.png]]
+
| [[File:SetupPanel1.jpg|SetupPanel1.jpg]]
 +
|-
 +
| class="navigationTitles" colspan="4" | Navigation
 +
|-
 +
| colspan="4" style="width: 265px;" | To access Setup, select the COG located at the top right of the Menu Bar > Setup
 +
|-
 +
| colspan="4" style="width: 265px;" |  
 +
|-
 +
| <div class="headerMainTitles">Maintenance</div>
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview - Maintenance
 +
|-
 +
| colspan="4" style="width: 265px;" | These features are used to maintain synchronization with the EPR systems.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| <div class="headerMainTitles">Job Setup</div>
+
| [[Email_Settings|Email Settings]]
 
|-
 
|-
−
| [[File:SetupJobSetup ccexpress.png|SetupJobSetup ccexpress.png]]
+
| Used to maintain the email settings.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Actions|Actions]]
+
| [[Software_Update|Software Update]]
 +
|-
 +
| Used to update the software records from the ERP system.
 
|-
 
|-
−
| Desc Here
+
| <div class="headerMainTitles">Job Setup</div>
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview - Job Setup
 +
|-
 +
| colspan="4" style="width: 265px;" | The job setup section contains those items that are used when adding and editing jobs.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Requests|Requests]]
 
| [[Requests|Requests]]
 
|-
 
|-
−
| Desc Here
+
| The request defines the work requested by the customer.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Solutions|Solutions]]
 
| [[Solutions|Solutions]]
 
|-
 
|-
−
| Desc Here
+
| The solution used to resolve the request.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Status_Codes|Status Codes]]
 
| [[Status_Codes|Status Codes]]
 
|-
 
|-
−
| Desc Here
+
| Status codes are used to move jobs through the work flow process.&nbsp;&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Job_Type_Manager|Job Type Manager]]
 
| [[Job_Type_Manager|Job Type Manager]]
 
|-
 
|-
−
| Desc Here
+
| Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Item_Maintenance|Item Maintenance]]
 
| [[Item_Maintenance|Item Maintenance]]
 
|-
 
|-
−
| Desc Here
+
| Item Maintenance is used to manage the items that are using to bill transactions.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Priority_Code|Priority Code]]
 
| [[Priority_Code|Priority Code]]
 
|-
 
|-
−
| Desc Here
+
| Priority codes are used to establish the response time when scheduling jobs.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| <div class="headerMainTitles">Equipment Setup</div>  
 
| <div class="headerMainTitles">Equipment Setup</div>  
 
|-
 
|-
−
| [[File:SetupEQ ccexpress.png|SetupEQ ccexpress.png]]
+
| class="navigationTitles" colspan="4" | Overview - Equipment Setup
 +
|-
 +
| colspan="4" style="width: 265px;" | These setting assist in new equipment creation and management.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Manufacturers|Manufacturers]]
 
| [[Manufacturers|Manufacturers]]
 
|-
 
|-
−
| Desc Here
+
| Used to store a list of manufacturers that can be assigned to product lines. All manufacturers must be assigned to a product line.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Level_Types|Level Types]]
 
| [[Level_Types|Level Types]]
 
|-
 
|-
−
| Desc Here
+
| Use to store a list of levels for each model. *Optional
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Equipment_Types|Equipment Types]]
 
| [[Equipment_Types|Equipment Types]]
 
|-
 
|-
−
| Desc Here
+
| This feature is used to establish the defaults and setting for use when adding and using equipment records.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Product_Lines|Product Lines]]
 
| [[Product_Lines|Product Lines]]
 
|-
 
|-
−
| Desc Here
+
| Product lines are used to organize and identify equipment.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Positions/Locations|Positions/Locations]]
 
| [[Positions/Locations|Positions/Locations]]
 
|-
 
|-
−
| Desc Here
+
| Product lines are used to organize equipment.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| <div class="headerMainTitles">Site Setup</div>  
 
| <div class="headerMainTitles">Site Setup</div>  
 
|-
 
|-
−
| [[File:SetupSites ccexpress.png|SetupSites ccexpress.png]]
+
| class="navigationTitles" colspan="4" | Overview - Site Setup
 +
|-
 +
| colspan="4" style="width: 265px;" | These features are used when adding new sites, editing existing sites.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
Line 98: Line 120:
 
| [[Site_Types|Site Types]]
 
| [[Site_Types|Site Types]]
 
|-
 
|-
−
| Desc Here
+
| Site types is an organizational tool.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Chains|Chains]]
 
| [[Chains|Chains]]
 
|-
 
|-
−
| Desc Here
+
| Sites can be assigned to chains.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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| [[Price_Levels|Price Levels]]
 
| [[Price_Levels|Price Levels]]
 
|-
 
|-
−
| Desc Here
+
| Sites can have varied pricing using price levels.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| <div class="headerMainTitles">Agreement Setup</div>  
+
| <div class="headerMainTitles">Servicer Setup</div>  
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview - Servicer Setup
 
|-
 
|-
−
| [[File:SetupAgreements ccexpress.png|SetupAgreements ccexpress.png]]
+
| colspan="4" style="width: 265px;" | These features are used to establish the workforce.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Renewal_Text_Codes|Renewal Text Codes]]
+
| [[Workforce|Workforce]]
 
|-
 
|-
−
| Desc Here
+
| This feature is used to manage servicers.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Agrement_Types|Agrement Types]]
+
| [[Qualifications|Qualifications]]
 
|-
 
|-
−
| Desc Here
+
| This feature is used to establish servicer qualifications.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Allocations|Allocations]]
+
| [[Territories|Territories]]
−
|-
 
−
| Desc Here
 
 
|-
 
|-
−
| &nbsp;
+
| The territories feature is used to establish work territories, which can be assigned to servicers.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| <div class="headerMainTitles">Servicer Setup</div>
+
| [[Scheduling|Scheduling]]
 
|-
 
|-
−
| [[File:SetupServicer ccexpress.png|SetupServicer ccexpress.png]]
+
| The scheduling feature provides the ability to schedule time off for servicers.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Workforce|Workforce]]
+
| <div class="headerMainTitles">Agreement Setup</div>
 +
|-
 +
| class="navigationTitles" colspan="4" | Overview - Agreement Setup
 
|-
 
|-
−
| Desc Here
+
| colspan="4" style="width: 265px;" | These features are used for agreement management.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Qualifications|Qualifications]]
+
| [[Renewal_Text_Codes|Renewal Text Codes]]
 
|-
 
|-
−
| Desc Here
+
| Renewal text codes are used to establish the text that will display on an agreement renewal invoice.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Territories|Territories]]
+
| [[Agreement_Types|Agreement Types]]
 
|-
 
|-
−
| Desc Here
+
| Agreement types are used to setup new agreement defaults.&nbsp; The setting here will be assigned to a new agreement that is using the agreement type.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| <div class="headerMainTitles">Software Setup</div>
+
| [[Allocations|Allocations]]
 
|-
 
|-
−
| [[File:Setup software ccexpress.png|Setup software ccexpress.png]]
+
| The allocations feature is used to establish general ledger allocations.&nbsp; The allocation includes the accounts and amount.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Defaults|Defaults]]
+
| <div class="headerMainTitles">Planned Maintenance</div>
 
|-
 
|-
−
| Desc Here
+
| class="navigationTitles" colspan="4" | Overview - Planned Maintenance Setup
 
|-
 
|-
−
| &nbsp;
+
| colspan="4" style="width: 265px;" | These features are used for setting up items that assist in creating planned maintenance schedules.
−
|-
 
−
| [[Roles|Roles]]
 
−
|-
 
−
| Desc Here
 
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Task_Type_Maintenance|Task Type Maintenance]]
+
| [[Material_Group_Codes|Material Group Codes]]
 
|-
 
|-
−
| Desc Here
+
| Material group codes are used to group materials.&nbsp; Grouping materials provides the ability to more easily assign materials to schedules.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Note_Categories|Note Categories]]
+
| Reporting Groups
 
|-
 
|-
−
| Desc Here
+
| Reporting groups are used to organized schedules for reporting purposes.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Email_Types|Email Types]]
+
| [[Task_Codes|Task Codes]]
 
|-
 
|-
−
| Desc Here
+
| Task codes are used to establish a list of materials that will be used when creating new planned maintenance jobs.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Warehouse_Setup|Warehouse Setup]]
+
| [[Schedule_Types|Schedule Types]]
 
|-
 
|-
−
| Desc Here
+
| PM Schedule Types are used to manage defaults values that are assigned when creating new PM Schedules.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Contact_Types|Contact Types]]
+
| <div class="headerMainTitles">OSP &#124; Mobile</div>
−
|-
 
−
| Desc Here
 
−
|-
 
−
| &nbsp;
 
 
|-
 
|-
−
| [[Term_Codes|Term Codes]]
+
| class="navigationTitles" colspan="4" | Overview - OSP&#124;Mobile Setup
 
|-
 
|-
−
| Desc Here
+
| colspan="4" style="width: 265px;" | These features relate to the use of the mobile system.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Payment_Types|Payment Types]]
+
| [[Dispatch_Batch_Management|Dispatch Batch Management]]
 
|-
 
|-
−
| Desc Here
+
| Jobs can be grouped by batch. This provides the managers ability to review and post jobs by batch.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Job_Titles|Job Titles]]
+
| [[Form_Management|Form Management]]
 
|-
 
|-
−
| Desc Here
+
| All mobile forms share the same parameters and settings.&nbsp; A manager uses this feature to manage the main board.&nbsp; Changes to the main board automatically affect all mobile boards.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Tax_Management|Tax Management]]
+
| [[Categories|Categories]]
 
|-
 
|-
−
| Desc Here
+
| Category buttons are used to create hot buttons that are assigned by job type and service type.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Referral_Codes|Referral Codes]]
+
| [[Mobile_Setup|Mobile Setup]]
 
|-
 
|-
−
| Desc Here
+
| This feature is used to manage mobile defaults and settings.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Inactive_Reasons|Inactive Reasons]]
+
| [[Mobile_Hot_List|Mobile Hot List]]
 
|-
 
|-
−
| Desc Here
+
| Used to create and manage hot list buttons.&nbsp; Hot list buttons are grouped by transaction type, assigned to an item code and cost type, and can be assigned to a servicer.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Chart_of_Accounts|Chart of Accounts]]
+
| [[External_Forms_Management|External Forms Management]]
 
|-
 
|-
−
| Desc Here
+
| This feature is used to create and manage custom forms, with custom fields.&nbsp; These forms can be attached at the job, work order or dispatch level.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Print_Options|Print Options]]
+
| <div class="headerMainTitles">Software Setup</div>
−
|-
 
−
| Desc Here
 
−
|-
 
−
| &nbsp;
 
 
|-
 
|-
−
| <div class="headerMainTitles">Maintenance</div>
+
| class="navigationTitles" colspan="4" | Overview - Software Setup
 
|-
 
|-
−
| [[File:SetupMaintenance ccexpress.png|SetupMaintenance ccexpress.png]]
+
| colspan="4" style="width: 265px;" | Software setup is used to set software wide features.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Email_Settings|Email Settings]]
+
| [[Defaults|Defaults]]
 
|-
 
|-
−
| Desc Here
+
| Software setup is used to set software defaults and settings.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Software_Update|Software Update]]
+
| [[Task_Type_Maintenance|Task Type Maintenance]]
 
|-
 
|-
−
| Desc Here
+
| Task types are used to organize Tasks.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| <div class="headerMainTitles">OSP &#124; Mobile</div>
+
| [[Note_Categories|Note Categories]]
 
|-
 
|-
−
| [[File:SetupMobile ccexpress.png|SetupMobile ccexpress.png]]
+
| Notes can be organized by category.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Dispatch_Batch_Management|Dispatch Batch Management]]
+
| [[Email_Types|Email Types]]
 
|-
 
|-
−
| Desc Here
+
| Email types are used to establish when an email should be used.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Form_Management|Form Management]]
+
| [[Warehouse_Setup|Warehouse Setup]]
 
|-
 
|-
−
| Desc Here
+
| This feature display a list of warehouses.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Categories|Categories]]
+
| [[Contact_Types|Contact Types]]
 
|-
 
|-
−
| Desc Here
+
| Contact types are used to organize contacts.
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Custom_Fields|Custom Fields]]
+
| [[Job_Titles|Job Titles]]
 
|-
 
|-
−
| Desc Here
+
| Contacts are assigned job titles.&nbsp; This makes it easy to recognize their job responsibilities.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Mobile_Setup|Mobile Setup]]
+
| [[Referral_Codes|Referral Codes]]
 
|-
 
|-
−
| Desc Here
+
| Referral codes are used to indicate from where the customer relationship originated.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Mobile_Hot_List|Mobile Hot List]]
+
| [[Inactive_Reasons|Inactive Reasons]]
 
|-
 
|-
−
| Desc Here
+
| Inactive reasons are used to indicate the reason a customer relationship has ended,
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[External_Forms_Management|External Forms Management]]
+
| [[Print_Options|Print Options]]
 
|-
 
|-
−
| Desc Here
+
| The print options feature is used to setup printing specific parameters as well as other print settings.&nbsp; For example, this is where the company logo is uploaded.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| <div class="headerMainTitles">Planned Maintenance</div>
+
| [[Grid_Setup|Grid Setup]]
 
|-
 
|-
−
| [[File:SetupPM ccexpress.png|SetupPM ccexpress.png]]
+
| The Grid Setup feature is used to format the display for customizable features;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Material_Group_Codes|Material Group Codes]]
+
| <div class="headerMainTitles">Billing</div>
 
|-
 
|-
−
| Desc Here
+
| class="navigationTitles" colspan="4" | Overview - Billing
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Misc_Charge_Group|Misc Charge Group]]
+
| [[Term_Codes|Term Codes]]
 
|-
 
|-
−
| Desc Here
+
| Term codes are used to establish the due date when billing.&nbsp; These records come directly from the ERP system,
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Task_Codes|Task Codes]]
+
| [[Payment_Types|Payment Types]]
 
|-
 
|-
−
| Desc Here
+
| Used to indication the type of payment.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| [[Schedule_Types|Schedule Types]]
+
| [[Tax_Management|Tax Management]]
 
|-
 
|-
−
| Desc Here
+
| This feature is display only.&nbsp; It contains tax codes and tax schedules.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
 
|-
 
|-
−
| &nbsp;
+
| [[Chart_of_Accounts|Chart of Accounts]]
 
|-
 
|-
−
| &nbsp;
+
| List of accounts that can be used when creating allocations. However, not all of the accounts in the list are appropriate for this task.&nbsp;
 
|-
 
|-
 
| &nbsp;
 
| &nbsp;
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&nbsp;
 
&nbsp;
 +
  [[Category:Pages with broken file links]]

Latest revision as of 10:06, 19 February 2025

SetupPanel1.jpg
Navigation
To access Setup, select the COG located at the top right of the Menu Bar > Setup
 
Maintenance
Overview - Maintenance
These features are used to maintain synchronization with the EPR systems.
 
Email Settings
Used to maintain the email settings.
 
Software Update
Used to update the software records from the ERP system.
Job Setup
Overview - Job Setup
The job setup section contains those items that are used when adding and editing jobs.
 
Requests
The request defines the work requested by the customer.
 
Solutions
The solution used to resolve the request.
 
Status Codes
Status codes are used to move jobs through the work flow process.  
 
Job Type Manager
Job types are used to organize jobs by type and service types. Job types are tied to the billing sales and cost accounts for transactions.
 
Item Maintenance
Item Maintenance is used to manage the items that are using to bill transactions.
 
Priority Code
Priority codes are used to establish the response time when scheduling jobs.
 
Equipment Setup
Overview - Equipment Setup
These setting assist in new equipment creation and management.
 
Manufacturers
Used to store a list of manufacturers that can be assigned to product lines. All manufacturers must be assigned to a product line.
 
Level Types
Use to store a list of levels for each model. *Optional
 
Equipment Types
This feature is used to establish the defaults and setting for use when adding and using equipment records. 
 
Product Lines
Product lines are used to organize and identify equipment.
 
Positions/Locations
Product lines are used to organize equipment. 
 
Site Setup
Overview - Site Setup
These features are used when adding new sites, editing existing sites. 
 
Site Types
Site types is an organizational tool. 
 
Chains
Sites can be assigned to chains. 
 
Price Levels
Sites can have varied pricing using price levels. 
 
Servicer Setup
Overview - Servicer Setup
These features are used to establish the workforce.
 
Workforce
This feature is used to manage servicers.
 
Qualifications
This feature is used to establish servicer qualifications.
 
Territories
The territories feature is used to establish work territories, which can be assigned to servicers.
 
Scheduling
The scheduling feature provides the ability to schedule time off for servicers.
 
Agreement Setup
Overview - Agreement Setup
These features are used for agreement management. 
 
Renewal Text Codes
Renewal text codes are used to establish the text that will display on an agreement renewal invoice. 
 
Agreement Types
Agreement types are used to setup new agreement defaults.  The setting here will be assigned to a new agreement that is using the agreement type. 
 
Allocations
The allocations feature is used to establish general ledger allocations.  The allocation includes the accounts and amount.
 
Planned Maintenance
Overview - Planned Maintenance Setup
These features are used for setting up items that assist in creating planned maintenance schedules.
 
Material Group Codes
Material group codes are used to group materials.  Grouping materials provides the ability to more easily assign materials to schedules.
 
Reporting Groups
Reporting groups are used to organized schedules for reporting purposes.
 
Task Codes
Task codes are used to establish a list of materials that will be used when creating new planned maintenance jobs. 
 
Schedule Types
PM Schedule Types are used to manage defaults values that are assigned when creating new PM Schedules.
 
OSP | Mobile
Overview - OSP|Mobile Setup
These features relate to the use of the mobile system.
 
Dispatch Batch Management
Jobs can be grouped by batch. This provides the managers ability to review and post jobs by batch.
 
Form Management
All mobile forms share the same parameters and settings.  A manager uses this feature to manage the main board.  Changes to the main board automatically affect all mobile boards.
 
Categories
Category buttons are used to create hot buttons that are assigned by job type and service type. 
 
Mobile Setup
This feature is used to manage mobile defaults and settings. 
 
Mobile Hot List
Used to create and manage hot list buttons.  Hot list buttons are grouped by transaction type, assigned to an item code and cost type, and can be assigned to a servicer.
 
External Forms Management
This feature is used to create and manage custom forms, with custom fields.  These forms can be attached at the job, work order or dispatch level. 
 
Software Setup
Overview - Software Setup
Software setup is used to set software wide features.
 
Defaults
Software setup is used to set software defaults and settings. 
 
Task Type Maintenance
Task types are used to organize Tasks.
 
Note Categories
Notes can be organized by category.
 
Email Types
Email types are used to establish when an email should be used.
 
Warehouse Setup
This feature display a list of warehouses.
 
Contact Types
Contact types are used to organize contacts.
 
Job Titles
Contacts are assigned job titles.  This makes it easy to recognize their job responsibilities. 
 
Referral Codes
Referral codes are used to indicate from where the customer relationship originated. 
 
Inactive Reasons
Inactive reasons are used to indicate the reason a customer relationship has ended,
 
Print Options
The print options feature is used to setup printing specific parameters as well as other print settings.  For example, this is where the company logo is uploaded. 
 
Grid Setup
The Grid Setup feature is used to format the display for customizable features;
 
Billing
Overview - Billing
 
Term Codes
Term codes are used to establish the due date when billing.  These records come directly from the ERP system,
 
Payment Types
Used to indication the type of payment. 
 
Tax Management
This feature is display only.  It contains tax codes and tax schedules. 
 
Chart of Accounts
List of accounts that can be used when creating allocations. However, not all of the accounts in the list are appropriate for this task. 
 
 
 
 
 
 
 
 

 

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