User contributions
Jump to navigation
Jump to search
- 15:49, 30 May 2011 diff hist -1 Viewing Orders current
- 15:47, 30 May 2011 diff hist +1 Viewing Orders
- 15:21, 30 May 2011 diff hist +590 N Viewing Orders Created page with "On the '''Orders''' tab, you can sort your orders, search for keywords and choose how many orders show on each page. <p><b><span style="font-size: 18pt;">1</span></b> – Show ..."
- 15:00, 30 May 2011 diff hist +710 N Orders Page Created page with "File:OrdersPage.jpg <span style="line-height: 115%; font-size: 22pt;">1 </span> '''Time''' – Click Time to clock in and clock out. The tech’s clock in and out t..." current
- 14:59, 30 May 2011 diff hist 0 N File:OrdersPage.jpg
- 14:55, 30 May 2011 diff hist 0 Assign User Name and Password for Techs
- 14:54, 30 May 2011 diff hist +1 Assign User Name and Password for Techs
- 14:53, 30 May 2011 diff hist +883 N Assign User Name and Password for Techs Created page with "For a tech to sign in to SME Tech Portal, they will need their email address # Open SME and log in. # Go to the '''Setup''' module > '''Users'''. # Click '''Sea..."
- 14:53, 30 May 2011 diff hist 0 N File:WebAccessPass.jpg current
- 14:52, 30 May 2011 diff hist 0 N File:Login.jpg current
- 14:34, 30 May 2011 diff hist +605 N TechPortal for SME Guide Created page with "SME Tech Portal Guide * '''1''' SME Tech Portal * '''2''' Assign User Name and Password for Techs * '''3''' Orders Page * '''4''' [[Viewin..."
- 14:23, 30 May 2011 diff hist +291 N SME - Custom Tabs and Fields Created page with "SME - Custom Tabs and Fields *'''1''' Custom Tabs and Fields *'''2''' Types of Custom Fields *'''3''' Create Custom Fields *'''4''' Custom Tab Order *'''5''' [[C..."
- 14:21, 30 May 2011 diff hist +341 N SME - Dispatch Window Created page with "SME - Dispatch Window *'''1''' Dispatch Window - 7.1 *'''2''' Dispatch Overview *'''3''' Order Tabs *'''4''' Scheduling Orders on Dispatch *'''5''' [[Link between..." current
- 14:17, 30 May 2011 diff hist +100 SME - Service & Install Module
- 14:14, 30 May 2011 diff hist +921 N SME - Service & Install Module Created page with "SME - Service & Install Module *'''1''' Service and Install Module Overview *'''2''' Create a New Service or Install Order **'''2.1''' Details and Settings Tab - Orders **'''2.2'..."
- 19:31, 29 May 2011 diff hist +56 SME - Receivables Module current
- 19:25, 29 May 2011 diff hist +1,139 N SME - Receivables Module Created page with "* ''SME - Receivables Module '' ** '''1''' Receivables Module Overview ** '''2''' Invoice Overview ** '''3''' Details and Settings tab - Invoice ** '''4''' Types of Invoices *** ..."
- 19:02, 29 May 2011 diff hist +170 N SME - Help Desk Module Created page with "SME - Help Desk Module # Help Desk Module # Help Desk # Sales Help Desk # Issues # Searching Help Desks and Issues" current
- 18:59, 29 May 2011 diff hist +3,225 N Search Views Created page with "Throughout SME you will use the search window to locate records. The search window is powerful because you can choose which columns you are viewing, filter your searches, group y..." current
- 18:55, 29 May 2011 diff hist 0 N File:ArrangeSearchColumns.png current
- 18:54, 29 May 2011 diff hist 0 N File:GridColumns.png current
- 18:46, 29 May 2011 diff hist 0 N File:ArrangeColumns.png current
- 18:45, 29 May 2011 diff hist 0 N File:SearchWindow.png current
- 18:45, 29 May 2011 diff hist 0 N File:Search SearchView.png current
- 18:44, 29 May 2011 diff hist 0 N File:SearchViewsMEnu.png current
- 18:43, 29 May 2011 diff hist 0 N File:View ApplyView.png current
- 18:41, 29 May 2011 diff hist 0 N File:AddRemoveFields.png current
- 18:41, 29 May 2011 diff hist 0 N File:LookupMenu.jpg current
- 18:37, 29 May 2011 diff hist 0 N File:DeleteSearchView.png current
- 18:36, 29 May 2011 diff hist 0 N File:SaveSearchView.png current
- 18:36, 29 May 2011 diff hist 0 N File:PrivateView.png current
- 18:17, 29 May 2011 diff hist -4 SME - Search and Navigate current
- 18:17, 29 May 2011 diff hist +115 N SME - Search and Navigate Created page with "SME - Search and Navigate <br># Search Views # Navigate # Arrange Grids # Searching Tips in SME 7.0"
- 18:14, 29 May 2011 diff hist +152 SME - Setup Module
- 18:03, 29 May 2011 diff hist +714 N SME - Setup Module Created page with "SME - Setup Module # Company - setup *1.1 Company Information *1.2 System *1.3 Order *1.4 Default Export to QuickBooks Settings **1.4.1 [[Export Options for P..."
- 11:49, 29 May 2011 diff hist +12,198 N Initial Setup for SQLink Created page with "''''''SQLink Installation and Setup'''''' SME to QuickBooks Link Synchronization Tool Definitions: <br>1) QB: QuickBooks® by Intuit® <br>2) SME: Service Management Profes..."
- 11:46, 29 May 2011 diff hist 0 N File:QB14.jpg current
- 11:43, 29 May 2011 diff hist 0 N File:QB12.jpg current
- 11:42, 29 May 2011 diff hist 0 N File:QB13.jpg current
- 11:26, 29 May 2011 diff hist 0 N File:QB11.jpg
- 11:26, 29 May 2011 diff hist 0 N File:QB10.jpg current
- 11:25, 29 May 2011 diff hist 0 N File:QB8.jpg current
- 11:24, 29 May 2011 diff hist 0 N File:QB7.jpg
- 11:24, 29 May 2011 diff hist 0 N File:QB9.jpg current
- 11:24, 29 May 2011 diff hist 0 N File:QB6.jpg current
- 11:24, 29 May 2011 diff hist 0 N File:QB5(1).jpg current
- 11:23, 29 May 2011 diff hist 0 N File:QB4.jpg current
- 11:23, 29 May 2011 diff hist 0 N File:QB3.jpg current
- 11:23, 29 May 2011 diff hist 0 N File:QB2.jpg current
- 11:23, 29 May 2011 diff hist 0 N File:QB1.png current
- 09:57, 29 May 2011 diff hist +5,821 N Sync Points for SQLink Created page with "'''Sync Points Between SME and QuickBooks''' Definitions: 1) QB: QuickBooks . ® by Intuit® 2) SME: Service Management Professional (version 5) by High5 Software™ 3) SQ..."
- 09:53, 29 May 2011 diff hist +3,017 N SQLink - For QuickBooks Created page with "'''SQLink for QuickBooks: ''' SME to QuickBooks Link Synchronization Tool Definitions: 1) QB: QuickBooks® by Intuit® 2) SME: Service Management Professional (version 5) by ..."
- 09:23, 29 May 2011 diff hist +1,735 N Inventory Reconciliation Created page with "'''Inventory Reconcilation:''' Go to Utilities> Inventory> Inventory Reconciliation> click Run It… File:2009-10-01_113010(1).png The Inventory Reconciliation utility..."
- 09:02, 29 May 2011 diff hist 0 N File:2009-10-01 113527.png current
- 09:02, 29 May 2011 diff hist 0 N File:2009-10-01 113543.png current
- 09:02, 29 May 2011 diff hist 0 N File:2009-10-01 113606.png current
- 09:01, 29 May 2011 diff hist 0 N File:2009-10-01 113504(1).png current
- 09:01, 29 May 2011 diff hist 0 N File:2009-10-01 113446(1).png current
- 09:01, 29 May 2011 diff hist 0 N File:2009-10-01 113428.png current
- 09:01, 29 May 2011 diff hist 0 N File:2009-10-01 113335(1).png current
- 09:01, 29 May 2011 diff hist 0 N File:2009-10-01 113406(1).png current
- 09:00, 29 May 2011 diff hist 0 N File:2009-10-01 113303(1).png current
- 09:00, 29 May 2011 diff hist 0 N File:2009-10-01 113230.png current
- 09:00, 29 May 2011 diff hist 0 N File:2009-10-01 113142(1).png current
- 09:00, 29 May 2011 diff hist 0 N File:2009-10-01 113010(1).png current
- 23:01, 28 May 2011 diff hist +3,041 N Finance charges/LateFees Created page with "SME supports finance charges on late invoices also called late fees. There are a couple parts to late fees: Default setup, Customer setup, and applying late fees to invoices. D..." current
- 22:59, 28 May 2011 diff hist +845 N Email Marketing Campaign Created page with "'''Email Campaign:''' Sending out email to Customers, Sales Leads, or Direct Marketing leads can be performed using SME Email Marketing Campaign tool or something like Constant..."
- 21:58, 28 May 2011 diff hist +3,065 N Finance Charges Created page with "SME supports finance charges on late invoices also called late fees. <br>There are a couple parts to late fees: Default setup, Customer setup, and applying late fees to invoices..." current
- 21:52, 28 May 2011 diff hist +1,174 N Notes Created page with "SME allows tracking of unlimited number of notes. This allows everyone in the company to track what is going on with the customer from a sales perspective, a customer support pe..."
- 21:50, 28 May 2011 diff hist +5,061 N Progress Invoicing Created page with "This document provides detailed instructions on using the new Progress Invoicing in SME 6.2. This document covers converting service and install orders using progress invoicing ..." current
- 21:44, 28 May 2011 diff hist 0 N File:03000009.png current
- 21:44, 28 May 2011 diff hist 0 N File:03000008.png current
- 21:44, 28 May 2011 diff hist 0 N File:03000007.png current
- 21:44, 28 May 2011 diff hist 0 N File:03000006.png current
- 21:44, 28 May 2011 diff hist 0 N File:03000005.png current
- 21:43, 28 May 2011 diff hist 0 N File:0300000A.png current
- 21:30, 28 May 2011 diff hist +69 Activities
- 21:22, 28 May 2011 diff hist +2,622 N Activities Created page with "Activities is a great tool to help you remember important tasks you need to complete with regard to your customers, sales leads, or any task you need to complete throughout your ..."
- 21:22, 28 May 2011 diff hist 0 N File:AlarmReminder.jpg current
- 21:21, 28 May 2011 diff hist 0 N File:ActivitiesMenu.jpg current
- 21:21, 28 May 2011 diff hist 0 N File:ActivitiesEditor.jpg current
- 21:20, 28 May 2011 diff hist 0 N File:DropDownOpen.gif current
- 21:11, 28 May 2011 diff hist +777 N Feature Details Created page with "Activities - Activities allow you to set reminders on almost any section of SME and assign to any SME user. Inventory Warehouses - Warehouses can be used to track multip..."
- 21:03, 28 May 2011 diff hist +172 SME - Inventory Module current
- 20:53, 28 May 2011 diff hist +23 Customer Equipment Actions Menu current
- 20:51, 28 May 2011 diff hist +1,647 N Customer Equipment Actions Menu Created page with "Right click on any item in the Customer Equipment tree or click the actions menu. You can also select an item and click Actions to initiate an action for the item. [[File:CustEQ..."
- 20:46, 28 May 2011 diff hist 0 N File:CustEQ Actions.jpg current
- 20:45, 28 May 2011 diff hist +30 Print or Email Customer Equipment List current
- 20:44, 28 May 2011 diff hist +327 N Print or Email Customer Equipment List Created page with "1. In Customer Equipment, click Customer/Site to select the customer. 2. Click Print/Email. File:CustEQ_Print.jpg In the menu, there are standard reports you ..."
- 20:44, 28 May 2011 diff hist 0 N File:CustEQ Printed.jpg current
- 20:43, 28 May 2011 diff hist 0 N File:CustEQ Print.jpg current
- 20:40, 28 May 2011 diff hist -1,093 Create a Maintenance Contract current
- 20:33, 28 May 2011 diff hist +4,157 N Create a Maintenance Contract Created page with "'''Create a maintenance contact''' 1. Go to '''Customers''' module > '''Maintenance Contacts''' 2. Click New. 3. Double click on the customer you need to cre..."
- 20:29, 28 May 2011 diff hist 0 N File:Contract InvoicingTab.jpg current
- 20:27, 28 May 2011 diff hist 0 N File:Steps4 7.jpg current
- 20:27, 28 May 2011 diff hist 0 N File:Save.jpg current
- 20:08, 28 May 2011 diff hist 0 N File:MaintenanceContract.jpg current
- 20:08, 28 May 2011 diff hist +375 N Maintenance Contracts Created page with "Set your customer’s equipment up on a maintenance contract and SME will generate a recurring invoice for the contract. This guide will walk you through: # Creating a contract ..."
- 20:04, 28 May 2011 diff hist -43 Export Search Data to Excel
- 20:03, 28 May 2011 diff hist -1 Export Search Data to Excel