Difference between revisions of "SME 9.0 New Features & Functionality"

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(Created page with "NOTE: SME9 is still in development and testing phase. This is is only intended to provide a sneak peak of upcoming features, none of these features are guaranteed to make it in...")
 
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NOTE:  SME9 is still in development and testing phase.  This is is only intended to provide a sneak peak of upcoming features, none of these features are guaranteed to make it into the final version.
 
  
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* Multiple Tab capability:  SME9 brings enormous capability with the multiple tab feature.  This will automatically create a tab for every section you visit allowing you to quickly get to information.  For example, you can have a tab for a service order, customer, invoice, proposal, etc so that you can easily update information across all these modules.
 
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* Themes:  You can set custom themes to provide a more modern user interface for the company.
 
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* Notes box on Details tab:  Quickly see record notes, sales notes, directions, or site notes in the right section of Details and Settings tab.  This will allow you to see past notes so you can provide the best service and follow-up.
 
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* New record button bar:  Record buttons have been combined on one line for quicker and easier access.  The Action and Activities buttons are now at the top.  A go to button allows you to quickly jump to a record based on the number or name.
 
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* Scrolling Tab windows:  Now you can scroll within tabs to provide access on almost any size screen.
 
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* Order Status access:  Order Status is now in the top section to allow quick view of the status or change no matter which tab you are viewing.  Order status has become very important for work flow along with automated emailing so this important function is now at the top for easy access.
 

Latest revision as of 17:56, 26 August 2016

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