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High 5 Wiki

1. Welcome to High5 Wiki
   
2. Introduction
   
3. Support Services
   
4. Administration and Setup
   
   1. SME Lookup Lists
      
   2. SME Backups
      
   3. System Requirements
      
   4. User Groups
      
5. What's New 6.3 - Final Build
   
   1. What's New: What's Coming
      
6. Roles
   
   1. Receptionist Role
      
   2. Dispatcher Role
      
   3. Customer Service Role
      
   4. Administration and Setup Role
      
   5. Accounting and Bookkeeping Role
      
   6. Customer Service Role
      
   7. Inventory Controller or Manager Role
      
   8. Field Technician Role
      
   9. Project Manager Role
      
   10. Order Entry Role
       
   11. Marketing Role
       
   12. Purchasing Role
       
   13. Manager or Owner using SME
       
   14. Technical Support Role
       
   15. Subcontractor Coordinator or Manager Role
       
   16. Roles: Sales Person
       
7. Feature Details
   
   1. Activities
      
   2. Inventory Reconciliation
      
   3. Inventory Warehouses
      
   4. Notes
      
   5. Email Marketing Campaign
      
   6. Views
      
   7. Progress Invoicing
      
   8. Search
      
   9. Installing MS SQL Server 2008
      
   10. Finance charges/LateFees
       
8. How To Articles
   
9. Best Practices
   
   1. Best Practices: FirePro
      
10. Navigation
    
    1. Record Navagation: Views
       
11. User Interface (GUI)
    
    1. User Interface: Modules and Sub Modules
       
    2. User Interface: Buttons
       
12. Dispatch
    
13. Utilities
    
14. Reporting
    
    1. Company Reports
       
    2. Module Reports
       
    3. Customizing Reports
       
15. Outlook and Exchange Sync
    
    1. Outlook and Exchange Sync: Outlook Sync
       
    2. Outlook and Exchange Sync: Exchange Sync
       
16. SQLink - For QuickBooks
    
17. WebConnect
    
18. Field Services
    
    1. Field Service Overview
       
    2. Field Services
       
    3. SME Field Services
       
    4. SME Preparation for Field Services
       
    5. Install SQL for Field Services
       
    6. Installing Field Services
       
    7. Configuring Field Services
       
19. Affiliates and Third Party Services
    
20. Contacts
    
21. SME: Service Management Enterprise
    
22. SME6.2 New Features
    
23. SME 7.0
    
24. SME Import Export Process
    
25. SME Basics
    
26. SMP Install (Old)
    
    1. Best Practices
       
27. About This Manual
    

Dispatch Guide
Service & Install Module Guide
Service & Install Orders
Recurring Orders
Projects
Inventory Module Guide
Inventory
Material Allocation
Packages
Services
Vendors
Returns
Transfers
Inventory Quantity Reconciliation
Receivables Module Guide
Invoicing
Payments
Recurring Invoices
Syncing SME Invoices with QuickBooks
Batch Print/Email Invoices