Difference between revisions of "SME 7.1 - New features and functionality"
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(Created page with "<div class="content"><p> </p> <p> </p> <p><span style="font-size: medium;"><strong>NEW SME 7.1 FEATURES</strong></span></p> <p><span style="color: rgb(255, 102, 0);"><s...") |
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| − | + | '''NEW SME 7.1 FEATURES''' | |
| − | + | <br><br><span style="color: rgb(255, 102, 0);"> WebServices and Add-On Products</span> | |
| − | + | <br><br>One of the most important additions to SME7.1 is additional add-on programs enabled through the use of SME web services allowing external applications to connect to SME. High 5 Software has a number of new products to improve service operations, these products are offered at an additional cost, contact sales@high5software.com for more information: | |
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| − | + | * SME Tech Portal: Allows technicians to see their open work orders, add notes, time entries, parts and services and get a customer signature. [http://www.high5software.com/sme-tech-portal http://www.high5software.com/sme-tech-portal] | |
| − | + | * SME Android: Android native device for technicians to see and update work orders. Works off-line so techs can continue to work when out of network coverage. [http://www.high5software.com/sme-android http://www.high5software.com/sme-android] | |
| − | + | * SME [[Automated Emails]]: Allows incoming emails to go directly into SME as service orders or help desk issues. Also sends emails out to customer or technicians and order updates. http://high5software.com/automated-emails | |
| − | + | * SME Auditing: Track all changes made to SME including who made the change, what changes were made and where they were made based on computer information. [http://high5software.com/auditing%3FSME http://high5software.com/auditing%3FSME] | |
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| − | + | <span style="color: rgb(255, 102, 0);">Inventory Allocation</span> | |
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| − | + | SME 7.1 introduces a new window called the Material Allocation window which allows users to more quickly see what inventory is needed and reserve parts for orders. You can view the demand for all inventory items across all orders, view demand for a specific inventory item, or view demand on specific orders. Click [[Material Allocation]] to see how to use the new window. | |
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| − | + | Allocated and Unallocated inventory tracking is added to improve your understanding of what is needed for an order. Click [[Inventory Stock Levels]] to learn more. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Changes to the Dispatch Window</span> | |
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| − | + | The Dispatch window in 7.1 provides more flexibility with viewing your open orders and unassigned orders that need to be scheduled. You can setup different layouts in dispatch and choose which columns you are viewing on the order tabs. | |
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| − | + | Click [[Dispatch Window - New features in 7.1]] to watch a video on the new dispatch window. | |
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| − | + | Click [[SME - Dispatch Window]] to read the wiki book. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Quick Schedule</span> | |
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| − | + | Quickly schedule a technician from the Details and Settings tab on an order. Reduce clicks and schedule faster. | |
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| − | + | Click [[Quick Schedule]] to learn how. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Search Window</span> | |
| − | + | <br>SME 7.1 provides an easy way to filter your search window. Click [[Search Window - 7.1]] to see how to use the new search window. | |
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| − | + | <span style="color: rgb(255, 102, 0);">New way to manage columns on grids</span> | |
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| − | + | SME 7.1 provides an easy way to rearrange the order of columns on grids. You can also quickly remove columns from the grid. | |
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| − | + | Click [[manage columns]] to learn how. | |
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| − | + | <span style="color: rgb(255, 102, 0);">User Groups</span> | |
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| − | + | The user interface has been redesigned in the Setup module > User Groups. Click [[User Groups Setup - new design]] to learn more. | |
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| − | + | In SME 7.1 you can now arrange the order of tabs in modules and hide tabs by user group. Click [[Hide and change the order of tabs in modules]] to learn how. | |
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| − | < | + | <span style="color: rgb(255, 102, 0);">Custom Tabs and Fields</span> |
| − | + | You now have the ability to add custom tabs with custom fields in SME 7.1. You select the type of field you are creating and give it any name you want. In the search window you can sort and filter on the custom fields. You can also apply access levels to the custom fields to restrict user groups from seeing the field. | |
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| − | + | Click [[Custom Fields now available in 7.1]] to learn more. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Batch Print/Email Invoices</span> | |
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| − | + | Batch Print/Email Invoices provides an easy way to print or email groups of your invoices quickly. Click [[Batch Print/Email Invoices]] to learn more. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Journal Notes - a new way to enter notes</span> | |
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| − | + | Journal Notes allow you to enter notes that can be tagged as "type" and locked in once entered. Users can enter these notes with a type, subject, and body. Once the notes are saved they are permanent record. | |
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| − | + | Click [[Journal Notes - a new way to enter notes in SME]] to learn more. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Warehouse and Business Unit Zones</span> | |
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| − | + | Improved warehouse management to assign warehouses to zones where the zones can represent different regions or business units. | |
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| − | + | Click [[zones]] to learn more. | |
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| − | + | <span style="color: rgb(255, 102, 0);">Commissions by Item</span> | |
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| − | + | Set commission rates on an item by item basis using Price Books. Click [[Commissions by Items]] to learn more. | |
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| − | + | <span style="color: rgb(255, 102, 0);">User Log in Log out Tracking</span> | |
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| − | + | SME 7.1 provides you with the ability to track when your users log in and log out of SME. | |
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| − | + | Click [[log tracking]] to learn more.<br> | |
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| − | + | Program Revision History: | |
| − | + | <br>Click [[Revision History]] to see detailed revision changes. | |
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Latest revision as of 17:43, 2 September 2011
NEW SME 7.1 FEATURES
WebServices and Add-On Products
One of the most important additions to SME7.1 is additional add-on programs enabled through the use of SME web services allowing external applications to connect to SME. High 5 Software has a number of new products to improve service operations, these products are offered at an additional cost, contact sales@high5software.com for more information:
- SME Tech Portal: Allows technicians to see their open work orders, add notes, time entries, parts and services and get a customer signature. http://www.high5software.com/sme-tech-portal
- SME Android: Android native device for technicians to see and update work orders. Works off-line so techs can continue to work when out of network coverage. http://www.high5software.com/sme-android
- SME Automated Emails: Allows incoming emails to go directly into SME as service orders or help desk issues. Also sends emails out to customer or technicians and order updates. http://high5software.com/automated-emails
- SME Auditing: Track all changes made to SME including who made the change, what changes were made and where they were made based on computer information. http://high5software.com/auditing%3FSME
Inventory Allocation
SME 7.1 introduces a new window called the Material Allocation window which allows users to more quickly see what inventory is needed and reserve parts for orders. You can view the demand for all inventory items across all orders, view demand for a specific inventory item, or view demand on specific orders. Click Material Allocation to see how to use the new window.
Allocated and Unallocated inventory tracking is added to improve your understanding of what is needed for an order. Click Inventory Stock Levels to learn more.
Changes to the Dispatch Window
The Dispatch window in 7.1 provides more flexibility with viewing your open orders and unassigned orders that need to be scheduled. You can setup different layouts in dispatch and choose which columns you are viewing on the order tabs.
Click Dispatch Window - New features in 7.1 to watch a video on the new dispatch window.
Click SME - Dispatch Window to read the wiki book.
Quick Schedule
Quickly schedule a technician from the Details and Settings tab on an order. Reduce clicks and schedule faster.
Click Quick Schedule to learn how.
Search Window
SME 7.1 provides an easy way to filter your search window. Click Search Window - 7.1 to see how to use the new search window.
New way to manage columns on grids
SME 7.1 provides an easy way to rearrange the order of columns on grids. You can also quickly remove columns from the grid.
Click manage columns to learn how.
User Groups
The user interface has been redesigned in the Setup module > User Groups. Click User Groups Setup - new design to learn more.
In SME 7.1 you can now arrange the order of tabs in modules and hide tabs by user group. Click Hide and change the order of tabs in modules to learn how.
Custom Tabs and Fields
You now have the ability to add custom tabs with custom fields in SME 7.1. You select the type of field you are creating and give it any name you want. In the search window you can sort and filter on the custom fields. You can also apply access levels to the custom fields to restrict user groups from seeing the field.
Click Custom Fields now available in 7.1 to learn more.
Batch Print/Email Invoices
Batch Print/Email Invoices provides an easy way to print or email groups of your invoices quickly. Click Batch Print/Email Invoices to learn more.
Journal Notes - a new way to enter notes
Journal Notes allow you to enter notes that can be tagged as "type" and locked in once entered. Users can enter these notes with a type, subject, and body. Once the notes are saved they are permanent record.
Click Journal Notes - a new way to enter notes in SME to learn more.
Warehouse and Business Unit Zones
Improved warehouse management to assign warehouses to zones where the zones can represent different regions or business units.
Click zones to learn more.
Commissions by Item
Set commission rates on an item by item basis using Price Books. Click Commissions by Items to learn more.
User Log in Log out Tracking
SME 7.1 provides you with the ability to track when your users log in and log out of SME.
Click log tracking to learn more.
Program Revision History:
Click Revision History to see detailed revision changes.