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- 00:03, 19 December 2014 24 Lead Status (hist) [646 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Lead Status''' '''Lead Status - How do you assign a Status to a lead and create a new status if required?''' So the Lead Status will be managed for the 'Quo...")
- 00:02, 19 December 2014 23 Converting Quote (hist) [556 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Converting Quote''' '''Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?''' Once the '...")
- 00:01, 19 December 2014 22 Quote (hist) [411 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Quote''' '''Quote - How do you create a Quote directly from a Lead?''' So if we jump into the 'Marketing' module, select 'Lead List' and select the lead by...")
- 23:46, 18 December 2014 20 Main Calendar (hist) [522 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Main Calendar''' '''Main Calendar - What are some of the key benefits of the Main Calendar?''' From the 'Main Calendar' which is located in the 'Appointment...")
- 23:45, 18 December 2014 19 Appointment Notes (hist) [362 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Appointment Notes''' '''Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?''' The 'Appointment' notes w...")
- 23:44, 18 December 2014 18 Appointment (hist) [408 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Appointment''' '''Appointment - How do you create an Appointment from a Lead?''' Within the Lead Card, beneath the follow ups, there is a button that says '...")
- 23:43, 18 December 2014 17 Actions (hist) [249 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Actions''' '''Actions - What is an example of an "Action"?''' So an example of an 'Action' would be, “What is your next move?” with this contact. So an...")
- 23:42, 18 December 2014 16 Follow Up (hist) [690 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Follow Up''' '''Follow Up - How do you set a Follow Up with notes assigned?''' A follow up can be set against a contact from within the 'Lead List'. Open up...")
- 23:41, 18 December 2014 15 New Lead (hist) [675 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''New Lead''' '''New Lead - What are the different ways of loading contacts as Leads?''' You can create a new 'Lead' straight from the 'Marketing' module by c...")
- 23:39, 18 December 2014 14 Leads (hist) [394 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Leads''' '''Leads - Do you understand that Leads is a way of tracking which Contact Types?''' 'Leads' is the way in which we track 'Marketing Contacts'. So...")
- 23:38, 18 December 2014 13 Follow Up Types (hist) [376 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Follow Up Types''' '''Follow Up Types - How do you create a New Follow Up Type?''' So to create a new follow up type for the 'Lead' or 'Marketing Contact' c...")
- 23:37, 18 December 2014 12 Prospect vs Marketing Contact (hist) [382 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Prospect vs Marketing Contact''' '''Prospect vs Marketing Contact - What is the key difference between these two contact types?''' A 'Marketing Contact' is...")
- 23:34, 18 December 2014 11 Prospects (hist) [1,197 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Prospects''' '''Prospects - How is a Prospect created in TrueERP?''' There are two major ways to create a 'Prospect' inside of TrueERP. The first way is to...")
- 23:33, 18 December 2014 10 Telemarketing Lists (hist) [526 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Telemarketing Lists''' '''Telemarketing Lists - What effect does the "First Line Only" radio button have on the Telemarketing List?''' The 'First Line Only'...")
- 23:29, 18 December 2014 9 Telemarketing Selection (hist) [886 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Telemarketing Selection''' '''Telemarketing Selection - Can you select your newly created contact list and add Follow Up types as you make your calls?''' So...")
- 23:28, 18 December 2014 8 Telemarketing Script (hist) [416 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Telemarketing Script''' '''Telemarketing Script - Can you create a Script for your Contact List?''' To create a Telemarketing 'Script' you need to go to the...")
- 23:23, 18 December 2014 5 Importing Marketing Lists (hist) [1,109 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Importing Marketing Lists''' '''Importing Marketing Lists - Have you been shown how you can import Marketing Lists into TrueERP?''' To import a 'Marketing L...")
- 23:21, 18 December 2014 4 New Marketing Contact (hist) [1,097 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''New Marketing Contact''' '''New Marketing Contact - Can you create a new Marketing contact?''' To create a 'Marketing Contact' you need to go to the 'Market...")
- 23:20, 18 December 2014 3 Marketing Contact (hist) [502 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Marketing Contact''' '''Marketing Contact - What is the basic concept of a Marketing Contact and the two key areas it links to?''' A 'Marketing Contact' is...")
- 23:19, 18 December 2014 2 Leads (hist) [688 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Leads''' '''Leads - Do you understand that Lead tracking is the key marketing tool for Sales integration?''' So 'Leads' can be found in the 'Marketing' modu...")
- 23:18, 18 December 2014 1 CRM, Marketing and Sales (hist) [665 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''CRM, Marketing and Sales''' '''CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?''' When we look at our...")
- 05:35, 18 December 2014 10. Audit Lists (hist) [898 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Audit Lists''' '''Audit Lists - Do you understand the functionality of the Picking Slip, Delivery Docket and Purchase Order buttons?''' Utilities: * Picking Slip Audit *...")
- 05:09, 18 December 2014 18. Scheduled Reports (hist) [974 bytes] Cgillhouse (Talk | contribs) (Created page with " Scheduled Reports: To access this function; Go to Utilities and click the Scheduled Reports button. This option allows you to have a look on your reports. No matter which mo...")
- 04:42, 18 December 2014 17. SMS List (hist) [273 bytes] Cgillhouse (Talk | contribs) (Created page with "'''SMS List''' '''SMS List - Do you know how to auto send SMS messages from ERP?'''")
- 10:13, 17 December 2014 16. Email List (hist) [213 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Email List''' '''Email List - Can you configure ERP to track emails?''' Utilities Module: * Email List * Email Config * Enter Email Address * Incoming Mail Server * Outgo...")
- 10:02, 17 December 2014 15. Site Integration Report (hist) [494 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Site Integration Report''' '''Site Integration Report - Do you understand what is tracked through this report?'''")
- 09:39, 17 December 2014 14. Link To (hist) [1,368 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Link To''' '''Link To - Can you check the connectivity through the ERP Web API?'''")
- 09:24, 17 December 2014 12. Company Correspondence Customization (hist) [595 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Company Correspondence Customization''' '''Company Correspondence Customization - Can you customize or set up a document template for correspondence?'''")
- 06:01, 17 December 2014 9. Purge Data (hist) [891 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Purged Data''' '''Purged Data - Where would you find the purged Audit Trail Folder?'''")
- 05:57, 17 December 2014 4. Automatic Backup (hist) [253 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Automatic Backup''' '''Automatic Backup - What are the two different Preference options for ERP to perform an automatic Back-up?''' Utilities: * Preferences * Utilities *...")
- 05:36, 17 December 2014 7. Preferences (hist) [934 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Preferences''' '''Preferences- Do you know how to set the Preferences for the company?''' You can set '''preference''' for the company for each module. Go to Utilities ...")
- 05:33, 17 December 2014 8. Purge Audit Trail (hist) [540 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Purge Audit''' '''Purge Audit - Why would you clean this out occasionally?''' To access this option Go to Utilities from the window menu, Audit Trial and select Purg...")
- 05:29, 17 December 2014 6. Audit Trail (hist) [742 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Audit Trial''' '''Audit Trail - What are the advantages of using the Audit Trail List?''' '''Audit Trial''' records everything what has been done in the ERP by any user....")
- 05:03, 17 December 2014 5. Restore a Backup (hist) [850 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Restore a Backup''' '''Restore a Backup - How do you Restore a backup?''' You can '''restore a backup''' at any time from the ERP. Go to Utilities and click '''Restore'''...")
- 04:51, 17 December 2014 3. Manual Backup (hist) [375 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Manual Backups''' '''Backups - How do you create a Backup?''' You can '''backup''' your database from with the ERP. For this; Go to Utilities Module and click on '''Bac...")
- 04:39, 17 December 2014 13. Export to Reports (hist) [897 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Export to Reports''' '''Export to Reports - How do you use the 'Export to Report DB'?''' This function is under the Utilities module. '''Export to Reports''' is desig...")
- 04:34, 17 December 2014 11. Company Information (hist) [1,136 bytes] Cgillhouse (Talk | contribs) (Created page with "'''Company Information''' '''Company Information - Do you understand how this feeds into the Templates?''' In the '''Company Information''' you can enter the company name...")
- 00:00, 16 December 2014 35 Service Pad (hist) [342 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Service Pad''' '''Service Pad - Has the functionality of the Service Pad been explained for Windows based tablets?''' Yes/No. 'Service Pad' can be found in...")
- 23:59, 15 December 2014 34 Repair Details List (hist) [671 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Repair Details List''' '''Repair Details List - Do you understand all of the different radio button display options that make this your "go to" report for re...")
- 23:58, 15 December 2014 33 Repair List (hist) [227 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Repair List''' '''Repair List - How do you display all you current repairs and their Status?''' Do view the repairs and their statuses, go to the 'Workshop'...")
- 23:55, 15 December 2014 31 Invoiced Repairs (hist) [318 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Invoiced Repairs''' '''Invoiced Repairs - How do you view a list of the invoiced repairs?''' From within the Repairs Card, you need to select the button 'In...")
- 23:53, 15 December 2014 29 Repair Status (hist) [286 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Repair Status''' '''Repair Status - How do you update a repair Status?''' A Repair Status can be updated by flagging the repair as 'Done'. As well as creati...")
- 23:51, 15 December 2014 28 Attachments & Notes (hist) [367 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Attachments & Notes''' '''Attachments & Notes - Where do you do add Notes and Attachments to the repair?''' Within the Repair Card select the button 'Notes'...")
- 23:45, 15 December 2014 26 Reminders (hist) [606 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Reminders''' '''Reminders - How do you display these repairs in your reminders screen?''' Make sure that the 'Preference' has been selected. Go to 'Utilitie...")
- 23:43, 15 December 2014 25 Regular Servicing (hist) [315 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Regular Servicing''' '''Regular Servicing - Where do you setup repeat repairs?''' From within the Repair Card you need to select 'Repeat' found at the botto...")
- 23:42, 15 December 2014 24 Employee Services (hist) [525 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Employee Services''' '''Employee Services - Have you created Employee Services to auto load Charge Rates for the repair?''' First your employees need to bec...")
- 23:41, 15 December 2014 23 Labour Costs and Service Charges (hist) [523 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Labour Costs and Service Charges''' '''Labour Costs and Service Charges - Can you load service charge outs as part of the Time sheet?''' You need to create...")
- 23:39, 15 December 2014 22 Timesheet (hist) [268 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Timesheet''' '''Timesheet - Where do the times from the appointment display on the repair? ''' From within the Repair Card select the button 'Appointments'...")
- 23:38, 15 December 2014 21 Appointment to Repair (hist) [476 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Appointment to Repair''' '''Appointment to Repair - How do you load the Actual Appointment times back to the repair?''' To load the actual times in the appo...")
- 23:35, 15 December 2014 20 Itinerary (hist) [345 bytes] Mauzy (Talk | contribs) (Created page with "= Overview = '''Itinerary''' '''Itinerary - Where do you produce an Appointment Itinerary for your Repairs?''' To print itineraries or appointments, you need to go to the '...")
