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- 21:26, 11 June 2011 diff hist +41 N Search Window - 7.1 Created page with " <videoflash>IkQ4qW04z9E</videoflash>" current
- 21:25, 11 June 2011 diff hist +625 N New way to manage columns on grids Created page with "Throughout SME you will want to rearrange the order of columns on grids. Previous to SME 7.1, to arrange the order of columns you had to drag and drop the column headers in place..." current
- 21:22, 11 June 2011 diff hist +2,130 N User Log in/Log out Tracking Created page with "In SME 7.1 the user interface in User Groups has been changed. File:UserGroupUI.jpg {| style="border-width: medium; border-style: none; border-color: -moz-use-text-color;..." current
- 21:19, 11 June 2011 diff hist +40 Dispatch Window - New features in 7.1 current
- 21:16, 11 June 2011 diff hist +3,258 Inventory Stock Levels current
- 21:09, 11 June 2011 diff hist 0 N File:InvoiceType.jpg current
- 21:08, 11 June 2011 diff hist 0 N File:QuickInvoiceButton.jpg current
- 21:08, 11 June 2011 diff hist +2,364 N Invoicing an Order Created page with "o find the orders that are ready to be invoiced, you will need to search for all closed orders. To find all closed orders: # Select the '''Service''' or '''Install''' mod..." current
- 20:47, 11 June 2011 diff hist 0 N File:Taxes Tab.jpg current
- 20:46, 11 June 2011 diff hist +240 N Taxes tab - order Created page with "View the tax details on the Taxes tab. The Tax Group/Code is assigned in the customer record. When you create an order for a customer, the TaxGroup/Code will be populated by what..." current
- 19:29, 11 June 2011 diff hist -124 Customer Information Tab - orders current
- 19:28, 11 June 2011 diff hist +3,094 N Customer Information Tab - orders Created page with "On the Customer Information tab you can access contact information for the company, view customer equipment, view service and install order history for the customer, and view inv..."
- 19:28, 11 June 2011 diff hist 0 N File:CustomerInformation.jpg current
- 19:17, 11 June 2011 diff hist +973 N Creating Order Templates Created page with "If you find that you are creating the same service or install order frequently, you may want to create a template for the order to save time. '''Create the template:''' # ..." current
- 19:16, 11 June 2011 diff hist 0 N File:Template.jpg current
- 17:43, 11 June 2011 diff hist +7 Closing an Order current
- 17:41, 11 June 2011 diff hist +1,789 N Closing an Order Created page with "When your technicians have completed the work, you will want to update the order with the services performed, make sure the Billable Qty is accurate based on actual hours your te..."
- 17:21, 11 June 2011 diff hist +233 N Projects Created page with "Projects are a way to group together service and install orders. When the orders are invoiced, the invoices will also be linked to the project. You can look at all charges, cost..."
- 17:07, 11 June 2011 diff hist 0 N File:SelectStock.jpg current
- 17:07, 11 June 2011 diff hist 0 N File:SelectSerializedItem.jpg current
- 17:06, 11 June 2011 diff hist 0 N File:POLinkStatus.jpg current
- 17:05, 11 June 2011 diff hist 0 N File:FlatView.jpg current
- 17:04, 11 June 2011 diff hist +1 Check Available Stock for Material On Orders current
- 16:55, 11 June 2011 diff hist +4,040 N Check Available Stock for Material On Orders Created page with "At a glance, you can tell if you need to place a purchase order (PO) or select stock for material on your order. # Go to your open order and select the '''Materials''' tab..."
- 02:24, 11 June 2011 diff hist +585 N Adding Orders to a Project Created page with "You can either add orders to a project from the project or from the order. First click New to create a new project, and then you can add orders. '''Add from the order''' # ..." current
- 02:21, 11 June 2011 diff hist 0 N File:IncludedInstallation.jpg current
- 02:20, 11 June 2011 diff hist 0 N File:Project Details.jpg current
- 02:20, 11 June 2011 diff hist +3,024 N Project Tab Overview Created page with "<h3>Details and Settings tab</h3> Here you can type a name and description for the project and assign a Project Manager. File:Project_Details.jpg <h3>Totals tab</h3> At..." current
- 02:07, 11 June 2011 diff hist 0 N File:PrintOrder.jpg current
- 02:06, 11 June 2011 diff hist +416 N Print Service or Install Order Created page with "1. In the service or install order, click '''Print/Email'''. <br>2. In the list that displays, everything above the horizontal line are reports you can print. SME has..." current
- 02:04, 11 June 2011 diff hist +673 N Recurring Order Created page with "Recurring orders will generate automatic service orders for labor, material or services. Recurring orders provide flexibility for handling inspection type work or frequent recurr..."
- 01:57, 11 June 2011 diff hist -62 Create a Recurring Order current
- 01:54, 11 June 2011 diff hist 0 N File:OnStartup REcurringOrder.jpg current
- 01:53, 11 June 2011 diff hist 0 N File:RecurringOrderRules.jpg current
- 01:53, 11 June 2011 diff hist +1,473 N Create a Recurring Order Created page with "# In the Service & Install module, click Recurring Order. # Click '''New''' and select the customer the order is for. # In the '''Order Summary''', type a descr..."
- 01:47, 11 June 2011 diff hist 0 N File:ProcessREcurringOrder.jpg current
- 01:47, 11 June 2011 diff hist +959 N Processing a Recurring Order Created page with "To be prompted to process a recurring order when they are due, you must set up your preferences for “on startup” <br>1. Click '''Preferences'''. <br>2. Select th..." current
- 01:42, 11 June 2011 diff hist +883 N View Recurring Order History Created page with "You can view a customer’s recurring order history either from the customer record or from the recurring order record. '''From the Customer Record''' [[File:ViewROHistory_cus..." current
- 01:41, 11 June 2011 diff hist 0 N File:PrepaidHoursTAb.jpg
- 01:40, 11 June 2011 diff hist 0 N File:ViewROHisotry.jpg current
- 01:39, 11 June 2011 diff hist 0 N File:PrepaidServiceItems.jpg
- 01:39, 11 June 2011 diff hist 0 N File:ViewROHistory cust.jpg current
- 01:35, 11 June 2011 diff hist 0 N File:PrepaidServicesWindow.jpg current
- 01:35, 11 June 2011 diff hist +1,891 N Prepaid Services and Hours Created page with "<span style="color:#ED872D"> '''Prepaid Hours''' </span> If a customer prepaid for hours, you will need to enter the amount they prepaid in the customer record. When adding lab..."
- 01:24, 11 June 2011 diff hist -1 Activities tab - orders current
- 01:23, 11 June 2011 diff hist +1,891 N Activities tab - orders Created page with "Throughout SME you can create activities for yourself or other SME users to remind yourself, or others, to take action. In the Activities tab, you can see a list of all activitie..."
- 01:19, 11 June 2011 diff hist 0 N File:ACtivitiesTab.jpg current
- 01:13, 11 June 2011 diff hist +953 N Stored Documents - orders Created page with "On the Stored Documents tab you can link documents related to the order. '''To link a new document''', first make sure the document is saved. Your SME Administrator may have a s..." current
- 01:13, 11 June 2011 diff hist 0 N File:Button1.jpg current
- 01:01, 11 June 2011 diff hist 0 N File:RatesAndAssignments.jpg current
- 01:01, 11 June 2011 diff hist +8,101 N Rates and Assignments -orders Created page with "File:RatesAndAssignments.jpg {| class="MsoTableGrid" style="border-collapse: collapse; border: medium none" border="1" | style="width: 90.9pt; border-width: 1pt medium; bor..." current
- 00:58, 11 June 2011 diff hist +974 Order Items
- 00:41, 11 June 2011 diff hist +1 Order Items
- 00:41, 11 June 2011 diff hist +3,621 N Order Items Created page with "On the Order Items tab, you can add labor, materials and services to your order. On this tab, you can hide service, material or labor items from showing on the printed order. You..."
- 00:01, 11 June 2011 diff hist 0 N File:ItemRepair.jpg current
- 00:00, 11 June 2011 diff hist 0 N File:OrdersTotalsTab.jpg
- 23:59, 10 June 2011 diff hist +928 N Item Repair Created page with "In SME, you can create an order to repair equipment at the customer site. If your customer doesn’t have any equipment yet on site, then you won’t use this tab yet. <br>1. ..." current
- 23:56, 10 June 2011 diff hist +346 N Totals Tab - Orders Created page with "On the Totals tab you can see a summary of all your labor, service and material charges. Also included in the total are taxes, trip and freight charges, and prepaid amount used. ..." current
- 23:54, 10 June 2011 diff hist 0 N File:ServicesPerformed1.jpg current
- 23:53, 10 June 2011 diff hist +1 Work Requested current
- 23:52, 10 June 2011 diff hist 0 N File:ServicesRequested.jpg current
- 23:50, 10 June 2011 diff hist 0 N File:CommonServices.jpg current
- 23:50, 10 June 2011 diff hist +882 N Work Requested Created page with "There are two sides to the Work Requested tab. On the Services Requested side, the left side, type the services your customer is requesting. This is information your technician w..."
- 23:43, 10 June 2011 diff hist 0 N File:OrderOnOrderItems.jpg current
- 23:42, 10 June 2011 diff hist 0 N File:TextOnOrderItems.jpg current
- 23:42, 10 June 2011 diff hist 0 N File:OrderItemsTab.jpg
- 23:41, 10 June 2011 diff hist 0 N File:LaborEditor.jpg current
- 21:43, 10 June 2011 diff hist -2 Details and Settings Tab - Orders current
- 21:41, 10 June 2011 diff hist +2,578 N Details and Settings Tab - Orders Created page with "The site, billing and mailing information is pulled from the customer record. On the right, there are fields specific for this order. Below is a description of the fields. [[..."
- 21:41, 10 June 2011 diff hist 0 N File:DetailsAndSettings.jpg current
- 21:36, 10 June 2011 diff hist +1,062 N Create a New Service or Install Order Created page with "You can create a new order from a customer record or directly in the Service or Install module. If you need to create an order for a new customer, first create the customer recor..." current
- 21:33, 10 June 2011 diff hist 0 N File:New Menu.jpg current
- 21:32, 10 June 2011 diff hist 0 N File:Locate+Instance.jpg current
- 21:31, 10 June 2011 diff hist 0 N File:Action New.jpg current
- 21:19, 10 June 2011 diff hist 0 File:ServiceAndInstall1.jpg uploaded a new version of "File:ServiceAndInstall1.jpg" current
- 21:18, 10 June 2011 diff hist +1,790 N Service and Install Module Overview Created page with "The service or install order records the location of the job, specifies the work to be completed and includes products, services or labor hours required for the job. The order wi..." current
- 19:45, 10 June 2011 diff hist +330 Views
- 19:26, 10 June 2011 diff hist +6 Roles current
- 19:24, 10 June 2011 diff hist +61 Roles
- 19:21, 10 June 2011 diff hist +5 Roles
- 19:20, 10 June 2011 diff hist +203 Roles →Summary of Roles
- 19:13, 10 June 2011 diff hist 0 N File:Locate Instance.bmp current
- 19:13, 10 June 2011 diff hist +2,858 N Simple Batch Backup for SME Created page with "<span style="font-family: "Verdana","sans-serif"; font-size: 14pt;">Simple Batch Backup for SME</span> Copying SME database files to a backup folder with W..." current
- 18:59, 10 June 2011 diff hist +35 Welcome to High5 Wiki
- 18:33, 10 June 2011 diff hist -2 Calculate Finance Charge
- 18:31, 10 June 2011 diff hist 0 N File:Customer FinanceCharge.jpg
- 18:30, 10 June 2011 diff hist 0 N File:Utilities generateFinanceCharge.jpg current
- 18:29, 10 June 2011 diff hist 0 N File:SetDefaultFinanceCharge.jpg
- 18:28, 10 June 2011 diff hist 0 N File:LateFeesField.jpg current
- 18:27, 10 June 2011 diff hist +3,744 N Calculate Finance Charge Created page with "In order to apply a finance charge on an invoice, you need to enter a finance charge % on the customer record. When you enter a new customer in SME, you can enter the finance cha..."
- 18:10, 10 June 2011 diff hist 0 N File:EnterDepositForCustomer.jpg current
- 18:08, 10 June 2011 diff hist 0 N File:ApplyPrepayment.jpg current
- 18:08, 10 June 2011 diff hist +1,012 N Apply Deposit to Invoice Created page with "If a customer has a deposit on account, you can apply the deposit to an invoice. File:DepositOnAccount.jpg '''Enter a deposit for a customer''' # Go to the cust..."
- 14:14, 10 June 2011 diff hist +1,301 N Credits Entered in QuickBooks Created page with "In QuickBooks you can enter a credit memo: * Click '''Customers''' > '''Create Credit Memo/Refunds''' File:CreateCredit.png * Fill out the Credit Memo * Click '..." current
- 14:14, 10 June 2011 diff hist 0 N File:AvailableCreditWindow.png current
- 14:13, 10 June 2011 diff hist 0 N File:CreateCredit.png current
- 14:12, 10 June 2011 diff hist 0 N File:CreditAppliedOnINvoice Image1.png current
- 14:12, 10 June 2011 diff hist 0 N File:CreditAppliedOnInvoice Image2.png current
- 14:11, 10 June 2011 diff hist 0 N File:CreditREtained Image3.png current
- 13:58, 10 June 2011 diff hist +33 Post Credit to Invoice
- 13:57, 10 June 2011 diff hist 0 N File:AppliedCredit.jpg current
- 13:56, 10 June 2011 diff hist 0 N File:CreditAmount.jpg current
- 13:45, 10 June 2011 diff hist +1,004 N Post Credit to Invoice Created page with "If you are syncing SME with QuickBooks, you will want to enter your credits in QuickBooks. Click Credits Entered in QuickBooks to see how the QB Credit syncs to SME. If you a..."
- 13:35, 10 June 2011 diff hist +12 Statement current
- 13:35, 10 June 2011 diff hist +449 N Statement Created page with "To email your customer a statement, click Actions > Statement. Your customer will receive an email from you with an invoice attached summarizing the balance due. [[File:Stat..."
- 13:35, 10 June 2011 diff hist 0 N File:Statement.jpg current
- 13:31, 10 June 2011 diff hist +599 N Void Invoice Created page with "Click '''Action''' > '''Void Invoic'''e to void the invoice. The billing status on the invoice changes to Voided. The invoice is closed and moves the order from invoiced to close..." current
- 13:31, 10 June 2011 diff hist 0 N File:VoidedInvoice Uncheck.jpg current
- 13:29, 10 June 2011 diff hist -15 Batch Print Invoices current
- 13:28, 10 June 2011 diff hist +1,237 N Batch Print Invoices Created page with "SME’s batch print utility will find all invoices added to batch print and print those invoices all at once. '''Setup Batch Print Invoice Template ''' Before you can batch pri..."
- 13:28, 10 June 2011 diff hist 0 N File:AddToBatchPrint.jpg current
- 13:28, 10 June 2011 diff hist 0 N File:BatchPrintInvoice.jpg current
- 13:27, 10 June 2011 diff hist 0 N File:SetupBatchPrint.jpg current
- 13:21, 10 June 2011 diff hist -2 Past Due Notice current
- 13:20, 10 June 2011 diff hist +44 Past Due Notice
- 13:18, 10 June 2011 diff hist +907 N Past Due Notice Created page with "Click Actions > Past Due Notice to email your customer a past due notice for an overdue invoice. Before you do this, you need to setup your past due report in the Setup module. ..."
- 13:18, 10 June 2011 diff hist 0 N File:PastDueTemplate.jpg current
- 13:13, 10 June 2011 diff hist +377 N Update Customer and Billing Address Created page with "If you change the address on the site tab or billing tab for a customer record, the address on the invoice won’t automatically be updated. To update the customer address (site ..." current
- 13:13, 10 June 2011 diff hist 0 N File:Actions RefreshFromCustomer.jpg current
- 13:11, 10 June 2011 diff hist +1,792 N Change the Invoice Billing Address or Company Created page with "<h3>Change the billing company on an invoice</h3> # Go to the Invoice. # Click '''Actions''' >''' Roll back Invoice'''. # Go to the order the invoice was gener..." current
- 13:03, 10 June 2011 diff hist +23 Search Invoices current
- 13:00, 10 June 2011 diff hist +2,617 N Search Invoices Created page with "The search functionality is the same throughout SME. You can search invoices the same way you can search orders, customers and leads. You can choose which columns you are viewing..."
- 13:00, 10 June 2011 diff hist 0 N File:Searchwindow OpenInvoices.jpg current
- 12:59, 10 June 2011 diff hist 0 N File:SearchOpenInvoices.jpg current
- 12:07, 10 June 2011 diff hist +798 N Email or Print Invoice Created page with "Once the invoice is created it should be immediately sent to the customer. # Go to the invoice. # Click '''Print/Email'''. # In the menu, everything above the ..."
- 12:07, 10 June 2011 diff hist 0 N File:ReportAvailability.jpg current
- 11:38, 10 June 2011 diff hist 0 N File:PrintInvoice.jpg current
- 02:15, 10 June 2011 diff hist +894 N Syncing SME Invoices with QuickBooks Created page with "Default Export New Invoices to QuickBooks If you want all new invoices created in SME to export to QuickBooks: <br>1. Go to '''Setup''' module > '''Company''' > '''Order..."
- 02:15, 10 June 2011 diff hist 0 N File:DefaultExportNewInvoices.jpg current
- 02:14, 10 June 2011 diff hist 0 N File:ExportToQuickBooks.jpg current
- 02:10, 10 June 2011 diff hist +15 Batch Print/Email Invoices
- 02:08, 10 June 2011 diff hist +39 Batch Print/Email Invoices
- 02:05, 10 June 2011 diff hist 0 Invoice Numbers in SME and QuickBooks
- 02:03, 10 June 2011 diff hist 0 N File:OrderDefaults NextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoicenumberChecked.jpg current
- 02:03, 10 June 2011 diff hist 0 N File:DontUpdateNextInvoiceNumber.jpg current
- 02:03, 10 June 2011 diff hist +2,854 N Invoice Numbers in SME and QuickBooks Created page with "When setting up SME to sync with QuickBooks, you have to decide how you want invoice numbers to sync. # Open '''SQLink'''. # Click '''File''' > '''Setup'''. # Locate ''..."
- 01:54, 10 June 2011 diff hist +1,515 N Invoicing Orders Created page with "To find the orders that are ready to be invoiced, you will need to search for all closed orders. '''To find all closed orders:''' <br>1. Select the Service or Install modu..." current
- 01:53, 10 June 2011 diff hist 0 N File:SearchClosedOrders.jpg current
- 01:53, 10 June 2011 diff hist 0 N File:QuickInvoice.jpg current
- 01:47, 10 June 2011 diff hist +8 Recurring current
- 01:46, 10 June 2011 diff hist 0 N File:NextInvoiceDate.jpg current
- 01:46, 10 June 2011 diff hist 0 N File:GenerateRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:OnStartupRecurringInvoices.jpg current
- 01:45, 10 June 2011 diff hist 0 N File:RecurringInvoiceDates.jpg current
- 01:42, 10 June 2011 diff hist +4,397 N Recurring Created page with "The Recurring section of the Receivables module allows you to setup rules for SME to generate an invoice on a regular basis. For example, use recurring invoices if you send out q..."
- 00:40, 10 June 2011 diff hist 0 N File:Payments Disbursements.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:PaymentStatus.jpg current
- 00:39, 10 June 2011 diff hist 0 N File:Payments.jpg
- 00:38, 10 June 2011 diff hist 0 N File:ConfirmPayment.jpg current
- 00:38, 10 June 2011 diff hist 0 N File:Payment DetailsSettins.jpg current
- 00:38, 10 June 2011 diff hist +2,608 N Payments Created page with "You can enter payments either from an invoice or directly in Payments and apply the payment to an open invoice. If you are syncing SME with QuickBooks, payments can be entered ei..."
- 00:27, 10 June 2011 diff hist 0 N File:PercentOfFixedtotal.jpg current
- 00:27, 10 June 2011 diff hist 0 N File:FixedTotalPlaceholder.jpg current
- 00:26, 10 June 2011 diff hist +1,719 N Invoice a percent of a fixed invoice Created page with "If you setup a fixed invoice and you are ready to invoice the order, a fixed invoice will invoice the total order. If you need to invoice a percentage of a fixed amount, you will..." current
- 00:21, 10 June 2011 diff hist +338 N Invoice Type - $ - Dollar Amount Created page with "When generating an invoice for an order with $-Dollar Amount invoice type, you will be prompted to enter the dollar amount you want to convert to an invoice. SME will allow gener..." current
- 00:20, 10 June 2011 diff hist 0 N File:DollarAmountInvoice.jpg current
- 00:18, 10 June 2011 diff hist +185 N Invoice Type - % of Total Created page with "When generating an invoice for an order with % of Total Invoice Type, you will be prompted to enter the percent of the balance you want to convert. [[File:PercentOfTotalInvoic..."
- 00:18, 10 June 2011 diff hist 0 N File:PercentOfTotalInvoice.jpg
- 00:04, 10 June 2011 diff hist +1,095 N Invoice Type - Combined Created page with "This converts the entire order to a combined invoice. This is a good option for good tracking because all the details are in the order rather than replicated on the invoice. Belo..."
- 23:58, 9 June 2011 diff hist 0 N File:AddServiceToCombinedInvoice.jpg current
- 23:58, 9 June 2011 diff hist 0 N File:CombinedInvoice.jpg current
- 23:55, 9 June 2011 diff hist +1,127 N Invoice Type - Fixed Total Created page with "If you choose the invoice type of Fixed Total on an order, you can enter a fixed amount for material, labor and services. When you choose Fixed Total invoice type, SME adds an ad..." current
- 23:53, 9 June 2011 diff hist 0 N File:FixedRates.jpg current
- 23:52, 9 June 2011 diff hist +325 N Invoice Type - Itemized Created page with "Converting an order to an Itemized Invoice will duplicate all the items on the invoice for further editing, providing more flexibility in changing the invoice after it’s create..." current
- 23:52, 9 June 2011 diff hist 0 N File:ItemizedInvoice.jpg current
- 23:51, 9 June 2011 diff hist +1,058 N Invoice Type - Partial Created page with "Selecting the invoice type of Partial allows you to select individual items on the order to include on the invoice. Generate multiple invoices for the order until all items on th..."
- 23:51, 9 June 2011 diff hist 0 N File:PartialInvoice.jpg current
- 23:48, 9 June 2011 diff hist 0 N File:INvoiceTypes.jpg current
- 23:47, 9 June 2011 diff hist +153 N Types of Invoices Created page with "When creating a service or install order, select the Invoice Type. The type you select will change how the order is invoiced. File:INvoiceTypes.jpg" current
- 23:46, 9 June 2011 diff hist 0 N File:Invoice DetailsSettings.jpg current
- 23:44, 9 June 2011 diff hist +1,027 N Details and Settings tab - Invoice Created page with " File:invoice_DetailsSettings.jpg '''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. '''Reference #''' - The order number the i..." current
- 23:39, 9 June 2011 diff hist +6,469 N Invoice Overview Created page with "The invoice will show the billing address, the balance due, the type of invoice, the orders associated with the invoice, the due date and more. Below are the different sections..." current
- 23:37, 9 June 2011 diff hist 0 N File:InvoiceOverview.jpg current
- 23:35, 9 June 2011 diff hist +4 Receivables Module Overview current
- 23:35, 9 June 2011 diff hist +5 Receivables Module Overview
- 23:34, 9 June 2011 diff hist +939 N Receivables Module Overview Created page with "File:ReceivablesModule.jpg SME is not an accounting program since it does not handle accounts payable and general ledger, however it does handle Accounts Receivable functio..."
- 23:34, 9 June 2011 diff hist 0 N File:ReceivablesModule.jpg current
- 23:30, 9 June 2011 diff hist +548 N Searching Help Desks and Issues Created page with "To search the contents of the knowledge base, click Help Desk at the top of SME (circled below). File:HelpDesk.jpg <br>1. In the '''Help Desk''' window (shown ab..." current
- 23:23, 9 June 2011 diff hist 0 N File:HelpDesk Browse.jpg current
- 23:22, 9 June 2011 diff hist +6,428 N Issues Created page with "In this module you can enter issues your customers are having. If you are using WebConnect, your customers can enter their own issues and the issue will populate '''Help Desk > I..." current
- 23:22, 9 June 2011 diff hist 0 N File:HelpDesk Activities.jpg current
- 23:21, 9 June 2011 diff hist 0 N File:HelpDesk Service.jpg current
- 23:13, 9 June 2011 diff hist 0 N File:HelpDesk Issues.jpg current
- 23:01, 9 June 2011 diff hist +258 N Sales Help Desk Created page with "Sales Help Desk is the same as Help Desk. It gives you an area for you to enter articles separate from the Help Desk. Here you can enter articles that may be relevant to a certai..." current
- 22:59, 9 June 2011 diff hist 0 N File:HelpDesk DetailsSettings.jpg current
- 22:58, 9 June 2011 diff hist 0 N File:HelpDesk Search.jpg current
- 22:57, 9 June 2011 diff hist +1,428 N Help Desk Created page with "In Help Desk, you can enter articles about common problems and solutions to build up your knowledge base. You can then search this knowledge base to quickly reference the problem..."
- 22:51, 9 June 2011 diff hist 0 N File:HelpDesk.jpg current
- 22:51, 9 June 2011 diff hist +476 N Help Desk Module Created page with "The Help Desk module provides a way for you to collect knowledge in the Help Desk and to collect issues from your customers. Issues can be converted to a service order or proposa..." current
- 22:48, 9 June 2011 diff hist +39 N Searching Tips in SME 7.0 Created page with " <videoflash>W-MtmhSa8oE</videoflash>" current
- 22:47, 9 June 2011 diff hist +966 N Arrange Grids Created page with "Throughout SME you have tabs with columns of information as shown in the image below. You can arrange the columns in the order you want, remove columns from the grid, and resize ..." current
- 22:46, 9 June 2011 diff hist 0 N File:GridOnTab.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:ARrangeColumnOrder.jpg current
- 22:45, 9 June 2011 diff hist 0 N File:Resizecolumn.jpg current
- 22:37, 9 June 2011 diff hist +1,239 N Navigate Created page with "Click Navigate in the different modules to quickly go to a record. File:Navigate(1).jpg <br><span style="color:orange"> 1 </span> - '''GoTo''' - quickly go to a record..." current
- 22:36, 9 June 2011 diff hist 0 N File:SelectSortOrder.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:NextPrior.jpg current
- 22:35, 9 June 2011 diff hist 0 N File:Navigate(1).jpg current
- 22:02, 9 June 2011 diff hist -1 User Preferences
- 22:01, 9 June 2011 diff hist 0 User Preferences
- 22:00, 9 June 2011 diff hist +2,444 N User Preferences Created page with "Preferences is not found in the Setup Module, but you will need to visit it when you are setting up your users. This is where you will set up each user email settings, set up “..."
- 21:58, 9 June 2011 diff hist 0 N File:GeneralPreferences.jpg current
- 21:58, 9 June 2011 diff hist 0 N File:OnStartup.jpg current
- 21:57, 9 June 2011 diff hist 0 N File:Preferences.jpg current
- 21:56, 9 June 2011 diff hist 0 N File:ADvancedDispatch.jpg
- 21:55, 9 June 2011 diff hist 0 N File:EmailPreferences.jpg
- 21:30, 9 June 2011 diff hist 0 N File:StoredDocumentsUser.jpg current
- 21:30, 9 June 2011 diff hist +788 N Stored Documents - user Created page with "On this tab you can link files assocaited with this user. File:StoredDocumentsUser.jpg '''To link a new file:''' <br>1. Click '''New'''. <br>2. Click [[Fil..." current
- 21:24, 9 June 2011 diff hist +129 N Email Settings Created page with "In the User account there is an Email Settings tab. It is recommended that you setup your user’s email settings in Preferences."
- 21:23, 9 June 2011 diff hist +349 N Order History Created page with "This tab will only be available if Is Technician is check on the Details and Settings tab for the user. Select the Order History tab to view the history of orders the technician ..." current
- 21:23, 9 June 2011 diff hist 0 N File:OrderHistory Technician.jpg current
- 21:19, 9 June 2011 diff hist +3,737 N Technician Settings Created page with "This tab will only be available if '''Is Technician''' is check on the '''Details and Settings''' tab for the user. This is where you will set up their default wage and service i..." current
- 21:19, 9 June 2011 diff hist 0 N File:Rate Cost.jpg current
- 21:18, 9 June 2011 diff hist 0 N File:Techniciansettingstab small.jpg current
- 21:18, 9 June 2011 diff hist 0 N File:Wage ServiceItems.jpg current
- 21:17, 9 June 2011 diff hist 0 N File:PayrollItems.jpg current
- 21:16, 9 June 2011 diff hist 0 N File:LaborEditor costPrice.jpg current
- 21:16, 9 June 2011 diff hist 0 N File:ConflictMessage.jpg current
- 21:06, 9 June 2011 diff hist 0 N File:LogTab.jpg current
- 21:05, 9 June 2011 diff hist +190 N Log Created page with "The log tab will show you when your user logged in and logged out of SME. To export the log to Excel, right click on the grid column header and select Export to Excel. [[File:..." current
- 21:01, 9 June 2011 diff hist +1,193 N Details and Settings - User Created page with "On the Details and Settings tab you will assign the user to a user group, assign a log in name and password and decide if the user is a salesperson if they are a technician. [..."
- 21:01, 9 June 2011 diff hist 0 N File:DetailsAndSettings User.jpg
- 20:55, 9 June 2011 diff hist +685 N Users - setup Created page with "left In the Setup module, select Users to create users, assign login passwords, setup technician information, view technician history and more. If yo..."
- 20:55, 9 June 2011 diff hist 0 N File:Users setup.jpg current
- 20:51, 9 June 2011 diff hist +394 N Tab Settings Created page with "Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab. <br><span style="color:orang..." current
- 20:50, 9 June 2011 diff hist 0 N File:TabSettingsTab.jpg current
- 18:45, 9 June 2011 diff hist +30 Administrative Clearances current
- 18:44, 9 June 2011 diff hist 0 N File:AdministrativeClearancesTab.jpg
- 18:43, 9 June 2011 diff hist +2,106 N Administrative Clearances Created page with "On the Administrative Clearances tab you will assign various administrative permissions to a user group such as the ability to delete order, edit order, view costs and totals etc..."
- 18:42, 9 June 2011 diff hist 0 N File:CompanyDefaults.jpg current
- 18:32, 9 June 2011 diff hist +764 N User Security Clearances Created page with "On the User Security Clearances tab you assign read, write, and report access to the modules in SME. Select the module and check Read, Write, or Report Access. * '''Read Ac..." current
- 18:31, 9 June 2011 diff hist 0 N File:UserSecurityClearancesTab.jpg current
- 18:27, 9 June 2011 diff hist +886 N User Groups - setup Created page with "Each user group has permissions within SME. Assign users to a user group and the user will inherit the permissions assigned in the group. Examples of different user groups you ca..." current
- 18:27, 9 June 2011 diff hist 0 N File:UserGroupTabs.jpg current
- 17:29, 9 June 2011 diff hist +2,412 N Notifications Created page with "Notifications can be set for special customers. Special can either be good or bad. For example, set notifications on customers that are behind on their balance so that no additio..." current
- 17:29, 9 June 2011 diff hist 0 N File:AssignNotification.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotificationAlert.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotifyTypes.jpg current
- 17:18, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +1 Common Services
- 17:16, 9 June 2011 diff hist +1,374 N Common Services Created page with "Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key w..."
- 16:38, 9 June 2011 diff hist +8 Lookup Lists
- 16:37, 9 June 2011 diff hist +19 Lookup Lists
- 16:33, 9 June 2011 diff hist +2,153 N Lookup Lists Created page with "Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrato..."
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Numbered(1).jpg current
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Add Edit Delete.jpg current
- 16:20, 9 June 2011 diff hist +4 Customer Defaults current
- 16:18, 9 June 2011 diff hist +4 Customer Defaults