Did You Know? – Alerts Via Email / Logging to Notes

Alerts Via Email / Logging to Notes – When key events happen in the system, Alerts can be setagainst any database table so that either an email can be automatically sent out to designated users, details ofthat event logged as a Note against a record or update a...

Did You Know? – Definable Order Statuses

Better Order Tracking with definable Order Status options – You can now set up your own Order Status letter assignments to provide improved analysis and better tracking. Each of the user defined Status is set a standard equivalent and when a Status is amended...

Did You Know? – Order Processing Picklist

Speed Up Document Processing – An alternative to processing document lines in batches of 10, is to set the “Picklist” option for quick confirmation of document lines and quantities. This provides a scroll bar to quickly navigate to the line required and make any...

Did You Know? – Washroom and Servicing Picklists

Picklists are on screen listings where data can be quickly sorted, edited or reviewed. These can be set up to include any item from the database. In the screenshot below, we have a list of Contracts due for renewal. Buttons can set to allow further Enquiry or access...