Difference between revisions of "SME Administration Guides"
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'''Utilities''' | '''Utilities''' | ||
* [[Custom Tabs and Fields]] | * [[Custom Tabs and Fields]] | ||
| + | * [[Custom Email Bodies]] | ||
* [[Merge Database]] | * [[Merge Database]] | ||
* [[Recreating Inventory Detail Utility]] | * [[Recreating Inventory Detail Utility]] | ||
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* [[FTP Error Reports]] | * [[FTP Error Reports]] | ||
* [[Repair Full Text Search]] | * [[Repair Full Text Search]] | ||
| + | * [[SME and Excel - Extracting Data in Meaningful ways]] | ||
Latest revision as of 21:23, 18 February 2020
Installing SME
- Installing SME
- Making a connection to your SME database
- Setting up a client computer to run SME (Preferred method)
- Setting Up SME Client Users
- Local installation of the SME executable (Not the preferred method)
- Set up of initial company data connection
- New Company To create a new company file using new connection
- SME on Remote Desktop or RDP
- SME Hosted Server
- SME Server Move
Updating SME
- Updating SME 7.2
- Exclusive Access
- Updating SME
- Upgrading - SME 7.1 to 7.2
- Upgrading - SME 7.0 to 7.1
- Upgrading - SME 6.3 - 7.0
Backing up SME
Installing Add On Products for SME
- SME Web Services Installation Guide
- Barcode for SME Installation Instructions
- Tech Service for Android on SME Installation Instructions
- Automated Email Installation
- Web Services Update
- SME POS Setup
SME Hosted/ Remote
Utilities
- Custom Tabs and Fields
- Custom Email Bodies
- Merge Database
- Recreating Inventory Detail Utility
- End of Year Utilities
Importing into SME
see: SME Import Export Process
- Before Importing - About UID
- Importing Customers
- Importing Contacts for Customers
- Importing Inventory Items
- Importing Leads
- Importing contacts into Constant Contact
FAQ for Administrators
- SQL Server Best Practices
- SQLink Connection issues
- FAQ - Connection Issues
- Drop down fields not working
- Licensing Issues
- Out of Seats when you are not out
- Regional Settings
- Steps to create a new user profile
- SKA Error 4 message when opening SME
- Live Spelling - Reset Dictionary
- End of Year Utilities
- Email Settings
- Recreating Inventory Detail Utility
- SME and SQL Express
- Named Piped Provider: Could not open a connection to SQL Server
- Location Settings
- FTP Error Reports
- Repair Full Text Search
- SME and Excel - Extracting Data in Meaningful ways