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- 20:42, 26 May 2011 diff hist +3,191 N Details and Settings - Customer Created page with "On this tab, you can track the site, billing and mailing address using the tabs along the left. All of these addresses can be the same or they could all be different. '''If th..."
- 20:26, 26 May 2011 diff hist +275 N Overview of Customer Tabs Created page with "A customer record provides comprehensive information about your customer including contacts, time and date stamped notes, access to order history and customer equipment, account ..." current
- 20:25, 26 May 2011 diff hist +289 N Creating Customers Created page with "There are a couple ways to create a new customer. # Select New > Customer. (image on right) # The Customer module will open with an empty customer record. # Fill out the recor..." current
- 20:22, 26 May 2011 diff hist +100 SME - Customers Module
- 20:14, 26 May 2011 diff hist +837 N SME - Customers Module Created page with "* SME - Customers Module ** 1 Creating Customers ** 2 Overview of Customer Tabs *** 2.1 Details and Settings - Customer *** 2.2 Account Tab *** 2.3 Rates Tab *** 2.4 Install Info..."
- 19:41, 26 May 2011 diff hist +1,461 N SME - Inventory Module Created page with "* SME - Inventory Module ** 1 Inventory Module ** 2 Inventory Item Summary ** 3 Create a New Inventory Item *** 3.1 Details and Settings Tab - inventory item *** 3.2 Ordering Inf..."
- 19:22, 26 May 2011 diff hist 0 N File:ServiceItem.jpg current
- 19:21, 26 May 2011 diff hist 0 N File:SearchSales.PNG current
- 19:20, 26 May 2011 diff hist 0 N File:SalesDetails.PNG current
- 19:20, 26 May 2011 diff hist 0 N File:Proposal.PNG current
- 19:20, 26 May 2011 diff hist 0 N File:Activities(2).png current
- 19:19, 26 May 2011 diff hist 0 N File:ConvertProposalMenu.jpg current
- 19:17, 26 May 2011 diff hist +6 Roles: Sales Person
- 19:15, 26 May 2011 diff hist +326 Roles: Sales Person
- 19:07, 26 May 2011 diff hist +34 Roles: Sales Person →Track and follow-up with existing sales leads
- 19:05, 26 May 2011 diff hist 0 N File:SearchForSales.jpg current
- 18:57, 26 May 2011 diff hist +46 Roles: Sales Person
- 18:56, 26 May 2011 diff hist +30 Roles: Sales Person
- 18:46, 26 May 2011 diff hist +1,568 N Enter and follow-up on proposals Created page with "Enter and follow-up on proposals Proposals are used for actual proposals or for tracking opportunities. You can start entering a proposal as soon as you have a qualified lead an..." current
- 18:45, 26 May 2011 diff hist +728 N Enter new sales leads Created page with "Enter new sales leads Before entering a new sales lead, be sure to check if the lead already exists as a customer or sales lead in the system. Follow the search procedure above...." current
- 18:44, 26 May 2011 diff hist +2,134 N Track and follow-up with existing sales leads Created page with "Track and follow-up with existing sales leads Tracking sales leads requires going through or getting to the sales lead. So the first step is organizing to find sales leads. Ther..." current
- 18:40, 26 May 2011 diff hist +9,751 N Roles: Sales Person Created page with "Sales Role In SME Sales people need to close sales, obviously. Doing this requires diligent tracking of sales leads, customers, and proposal opportunities. The following are co..."
- 15:17, 26 May 2011 diff hist +31 Inventory Stock Levels
- 15:08, 26 May 2011 diff hist +894 N Inventory Stock Levels Created page with "In each inventory item you can track your stock levels and see how many parts are available for orders and how many parts are reserved on orders. Circled in the image below, you ..."
- 15:08, 26 May 2011 diff hist 0 N File:StockSummary.jpg current
- 15:00, 26 May 2011 diff hist +85 N Material Allocation Created page with "Material Allocation Created by: High5, Last modification: Thu 30 of Dec, 2010 (03:11)"
- 14:43, 26 May 2011 diff hist +6 SME 7.1 - New features and functionality
- 14:42, 26 May 2011 diff hist +8 SME 7.1 - New features and functionality
- 14:40, 26 May 2011 diff hist +372 SME 7.1 - New features and functionality
- 14:01, 26 May 2011 diff hist +281 SME 7.1 - New features and functionality
- 13:50, 26 May 2011 diff hist -96,716 SME 7.1 - New features and functionality
- 13:47, 26 May 2011 diff hist +96,716 SME 7.1 - New features and functionality
- 13:45, 26 May 2011 diff hist -96,716 SME 7.1 - New features and functionality
- 13:34, 26 May 2011 diff hist +119,772 N SME 7.1 - New features and functionality 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..."
- 23:28, 25 May 2011 diff hist +42 Views
- 23:00, 25 May 2011 diff hist +4 Manager or Owner using SME current
- 22:59, 25 May 2011 diff hist 0 N File:SearchServiceOrders.PNG current
- 22:58, 25 May 2011 diff hist 0 N File:ProfitLossReport.PNG current
- 22:58, 25 May 2011 diff hist 0 N File:AgingReport.PNG current
- 22:51, 25 May 2011 diff hist 0 N File:030000091.png current
- 22:50, 25 May 2011 diff hist 0 N File:030000081.png current
- 22:49, 25 May 2011 diff hist 0 N File:030000071.png current
- 22:43, 25 May 2011 diff hist 0 N File:030000061.png current
- 22:42, 25 May 2011 diff hist 0 N File:030000051.png current
- 22:42, 25 May 2011 diff hist 0 N File:03000013.png current
- 22:41, 25 May 2011 diff hist 0 N File:03000012.png current
- 22:41, 25 May 2011 diff hist 0 N File:03000011.png current
- 22:41, 25 May 2011 diff hist 0 N File:03000010.png current
- 22:40, 25 May 2011 diff hist 0 N File:0300000F.png current
- 22:40, 25 May 2011 diff hist 0 N File:0300000E.png current
- 22:40, 25 May 2011 diff hist 0 N File:0300000D.png current
- 22:39, 25 May 2011 diff hist 0 N File:0300000C.png current
- 22:39, 25 May 2011 diff hist 0 N File:0300000B.png current
- 22:38, 25 May 2011 diff hist 0 N File:0300000A1.png current
- 22:38, 25 May 2011 diff hist +4,262 N Views Created page with "SME users can now create multiple search grid views for each module. Views can be shared among users or made as private. This views feature will tremendously improve productivi..."
- 21:53, 25 May 2011 diff hist 0 Technical Support Role current
- 21:49, 25 May 2011 diff hist +408 N Search Created page with "SME has extensive search capabilities. See also ((Views) on the search views capability. SME Master search allows searching many areas of SME. It will search the following: *..."
- 21:48, 25 May 2011 diff hist 0 Technical Support Role
- 21:46, 25 May 2011 diff hist 0 N File:Activities.PNG current
- 21:44, 25 May 2011 diff hist +7,409 N Manager or Owner using SME Created page with "Manager or Owner using SME Managers use SME to monitor and track activities, business results, and customer service levels. This section goes through various functions that are ..."
- 21:38, 25 May 2011 diff hist +2,786 N Technical Support Role Created page with "The technician support role is similar to the field technician role except that it is mostly doing work in house rather than in the field. This section just goes over differences..."
- 11:45, 25 May 2011 diff hist +3,938 N Purchasing Role Created page with "The purchasing role is for managing the purchasing of parts from vendors and services from subcontractors. Within SME this involves the Purchase Order (PO) module for parts purch..." current
- 11:31, 25 May 2011 diff hist 0 N File:Filter Lead Source.jpg current
- 11:30, 25 May 2011 diff hist +3,949 N Marketing Role Created page with "The marketing role within SME consists of tracking sales lead sources and progress, doing direct marketing campaigns, performing email campaign, and monitoring customer activity ..."
- 11:29, 25 May 2011 diff hist -1 Order Entry Role current
- 11:28, 25 May 2011 diff hist +2 Order Entry Role
- 11:20, 25 May 2011 diff hist +2,399 N Order Entry Role Created page with "Order Entry role consists of finding customers, entering new customers, entering new order, and tracking existing orders. This role probably has elements of Customer Service Role..."
- 10:55, 25 May 2011 diff hist +1,562 N Project Created page with "SME has a Project Module to group together proposals, service orders, install orders, and invoices. Note: SME Project module allows tracking of related orders, however it is not..." current
- 10:53, 25 May 2011 diff hist +3,887 N Project Manager Role Created page with "Project managers are responsible for coordinating multiple install orders or possible service orders to completion. In SME projects go through phases from proposal to order t..." current
- 10:43, 25 May 2011 diff hist +3,992 N Field Technician Role Created page with "Field technicians perform the service and install orders at the customer site. Within SME, field techs have a few roles including reviewing customer information, performing work ..." current
- 10:40, 25 May 2011 diff hist +8,702 N Accounting and Bookkeeping Role Created page with "Accounting and Bookkeeping Role The accounting or bookkeeping role consists of creating invoices, sending invoices out to customers, entering payments, tracking overdue accounts..." current
- 09:50, 25 May 2011 diff hist -1 Inventory Controller or Manager Role current
- 09:49, 25 May 2011 diff hist -12 Inventory Controller or Manager Role
- 09:48, 25 May 2011 diff hist +9,991 N Inventory Controller or Manager Role Created page with "This role is for anyone dealing with the management and control of inventory. A service organization needs to closely manage "People and Parts", so your role is to manages the pa..."
- 09:36, 25 May 2011 diff hist 0 N File:User Preferences Startup.jpg current
- 09:33, 25 May 2011 diff hist 0 N File:UserPreferencesStartup.jpg current
- 09:32, 25 May 2011 diff hist +6,027 N Administration and Setup Role Created page with "Administration and Setup Proper setup of SME and ongoing maintenance is critical to ensure proper and easy use of the solution for all users. Time spent on the initial setup is ..." current
- 09:25, 25 May 2011 diff hist +7,414 N Customer Service Role Created page with "Customer service is a critical role within an organization whether this is a dedicated person or one of many roles that an employee holds. Customer service consists of checking o..." current
- 21:01, 23 May 2011 diff hist +2,204 N Dispatcher Role Created page with "The dispatcher is a critical role for service companies and use of SME. The dispatcher is in charge of scheduling the technicians and coordinating the next work order for the te..." current
- 20:59, 23 May 2011 diff hist +2,496 N Receptionist Role Created page with "Receptionists are the first voice that customers hear and contact. For the purposes of SME and this help area the roles include checking customer accounts, adding customers, orde..." current
- 20:55, 23 May 2011 diff hist +697 N What's New: What's Coming Created page with "Here is a design concept for SME7. <br> The goals are as follows: *Provide an easy and consistant user interface. *Reduce the vertical space used by buttons and menus to provide..." current
- 20:54, 23 May 2011 diff hist 0 N File:Tik.jpg current
- 20:50, 23 May 2011 diff hist +753 N Recurring Orders Created page with "See this video of Recurring Orders: [http://goview.com/?id=9e83dc2f-ca70-49b3-9d73-a5668651bc98 http://goview.com/?id=9e83dc2f-ca70-49b3-9d73-a5668651bc98] *Purpose –Generate ..."
- 20:48, 23 May 2011 diff hist +4 What's New 6.3 - Final Build current
- 20:46, 23 May 2011 diff hist +3,353 N What's New 6.3 - Final Build Created page with "<big>'''Updates:'''</big> '''General:'''<br> *Phone Number formatting: Now supports extensions, international, and free form formatting. If entered as a string ########## with 1..."
- 16:55, 23 May 2011 diff hist -490 User Groups
- 16:31, 23 May 2011 diff hist +5,338 N User Groups Created page with "SME 6.2 adds the capability of user groups. This powerful feature provides a number of benefits including the following: ** Simplifies user settings by grouping all users s..."
- 10:28, 22 May 2011 diff hist +1 System Requirements
- 10:25, 22 May 2011 diff hist +2,198 N System Requirements Created page with "'''Client & Server System Requirements for SME''' '''SME Technical Specifications:'''''' '''SME and system requirements for Client Machine''' ---- *Minimum CPU required: 800 MH..."
- 10:28, 17 May 2011 diff hist +1 SME Lookup Lists
- 10:27, 17 May 2011 diff hist +11,786 N SME Lookup Lists Created page with "SME Lookup lists are used to provide user fixed choices and customize SME for your business. The lookup lists are located in Setup module under Company>Lists. This document des..."
- 10:26, 17 May 2011 diff hist 0 N File:SLAcategory.PNG current
- 10:24, 17 May 2011 diff hist 0 N File:LookUpList2.PNG current
- 10:20, 17 May 2011 diff hist 0 N File:LookUpList12.PNG current
- 10:19, 17 May 2011 diff hist 0 File:LookUpList1.PNG uploaded a new version of "File:LookUpList1.PNG" current
- 10:10, 17 May 2011 diff hist 0 File:LookUpList1.PNG uploaded a new version of "File:LookUpList1.PNG"
- 10:09, 17 May 2011 diff hist 0 N File:LookUpList1.PNG
- 10:02, 17 May 2011 diff hist +17 Administration and Setup
- 10:00, 17 May 2011 diff hist +30 Administration and Setup
- 09:59, 17 May 2011 diff hist 0 N File:UserPreferences.JPG current