User contributions
Jump to navigation
Jump to search
- 18:50, 30 May 2011 diff hist 0 N File:ConnectToServer.png current
- 18:49, 30 May 2011 diff hist 0 N File:SmeRoutines.png current
- 18:48, 30 May 2011 diff hist 0 N File:RebuildingLibrary.png current
- 18:48, 30 May 2011 diff hist 0 N File:RemoteServerConnection.png current
- 18:48, 30 May 2011 diff hist 0 N File:SetupForInitialCompany.png current
- 18:47, 30 May 2011 diff hist 0 N File:ServerAuthentication.png current
- 18:46, 30 May 2011 diff hist 0 N File:Warning Backup.png current
- 18:43, 30 May 2011 diff hist 0 N File:RoleMembership.png current
- 18:43, 30 May 2011 diff hist 0 N File:ProcessingZones.png current
- 18:40, 30 May 2011 diff hist 0 N File:ProcessingProposal.png current
- 18:39, 30 May 2011 diff hist 0 N File:NewLogin.png current
- 18:39, 30 May 2011 diff hist 0 N File:LaunchSQLManagementStudio.png current
- 18:38, 30 May 2011 diff hist 0 N File:DatabaseName.png current
- 18:37, 30 May 2011 diff hist 0 N File:Confirm.png current
- 18:36, 30 May 2011 diff hist 0 N File:BuiltIn.png current
- 18:36, 30 May 2011 diff hist 0 N File:Attention changes.png current
- 18:00, 30 May 2011 diff hist +107 SME Maintenance
- 17:57, 30 May 2011 diff hist +659 N Unassigned Orders Created page with "The Unassigned Orders tab show all open orders that haven’t been assigned to a technician yet. A tech can select an unassigned order and assign it to them. Once they assign it ..." current
- 17:57, 30 May 2011 diff hist 0 N File:Assign.jpg
- 17:57, 30 May 2011 diff hist 0 N File:UnassignedTab.jpg
- 17:52, 30 May 2011 diff hist +1,383 N Add new orders Created page with "SME Tech Portal provides technicians in the field with the ability to add new orders. New orders added here will be saved immediately to SME back at the office. 1. Click '..." current
- 17:43, 30 May 2011 diff hist 0 N File:OrderSummary.jpg
- 17:43, 30 May 2011 diff hist 0 N File:AddOrderbutton.jpg
- 17:38, 30 May 2011 diff hist +1,934 N Create a report that displays signature Created page with "If you want to print or email a service order report that shows the signature captured in SME Tech Portal, you can follow these instructions to create the report: [[File:Servic..." current
- 17:38, 30 May 2011 diff hist 0 N File:PngSignature.jpg current
- 17:37, 30 May 2011 diff hist 0 N File:ServiceOrderWithSign.jpg current
- 17:36, 30 May 2011 diff hist 0 N File:RenameFileName.jpg current
- 17:35, 30 May 2011 diff hist 0 N File:SelectSavedFile.jpg current
- 17:34, 30 May 2011 diff hist 0 N File:GraphicType.jpg current
- 17:33, 30 May 2011 diff hist 0 N File:DBImageIconInToolbar.jpg current
- 17:33, 30 May 2011 diff hist 0 N File:DBImageIcon.jpg current
- 17:33, 30 May 2011 diff hist 0 N File:DBImage selected.jpg current
- 17:22, 30 May 2011 diff hist 0 N File:BrowseForSavedFile.jpg current
- 17:22, 30 May 2011 diff hist 0 N File:BrowseForFile.jpg current
- 17:11, 30 May 2011 diff hist +514 N Services Requested and Performed Created page with "To view the services requested, click '''Services''' '''Requested''' and the text will display. File:ServiceRequested.jpg To add to services requested, click '''Edit'''. ..." current
- 17:11, 30 May 2011 diff hist 0 N File:ServicesPerformed.jpg current
- 17:09, 30 May 2011 diff hist 0 N File:ServiceRequested.jpg current
- 17:08, 30 May 2011 diff hist 0 N File:AddServicesPerformed.jpg current
- 17:05, 30 May 2011 diff hist 0 N File:SignatureOnWorkRequested.jpg current
- 17:04, 30 May 2011 diff hist 0 N File:SignatureButton.jpg current
- 16:37, 30 May 2011 diff hist +557 N Collecting Signature Created page with "File:signatureButton.jpg Click Signature and the signature window will open. If you are viewing SME Tech Portal on a laptop, use your mouse to write your signature. If you ..." current
- 16:36, 30 May 2011 diff hist 0 N File:DrawSignature.jpg current
- 16:31, 30 May 2011 diff hist +500 N Order Buttons Created page with "File:OrderButtons.jpg '''Forms''' - Click Forms to view and edit custom fields in SME. '''Site Notes''' -Click Site Notes to view notes entered in SME. Site Notes are read..." current
- 16:30, 30 May 2011 diff hist 0 N File:OrderButtons.jpg current
- 16:29, 30 May 2011 diff hist +436 N Add Services Created page with "Technicians can add service items to orders. Service items added in SME Tech Portal immediately update SME at the office. <br>1. Click '''Edit''' next to Services. [[File..." current
- 16:29, 30 May 2011 diff hist 0 N File:ServicesWindow.jpg current
- 16:28, 30 May 2011 diff hist 0 N File:EditServices.jpg current
- 16:24, 30 May 2011 diff hist +4 Add Parts current
- 16:19, 30 May 2011 diff hist +8 Add Parts
- 16:16, 30 May 2011 diff hist +733 N Add Parts Created page with "Technicians can add parts (material) to open orders. # Click '''Edit''' next to Parts. File:EditParts.jpg 2. In the Parts window, click '''Add'''. 3. In t..."
- 16:16, 30 May 2011 diff hist 0 N File:AddPartsWindow.jpg current
- 16:13, 30 May 2011 diff hist 0 N File:Edit-button-hover.png current
- 16:12, 30 May 2011 diff hist +4 Add Time current
- 16:11, 30 May 2011 diff hist 0 N File:DeleteParts.jpg current
- 16:10, 30 May 2011 diff hist +4 Add Time
- 16:09, 30 May 2011 diff hist 0 N File:EditParts.jpg current
- 16:03, 30 May 2011 diff hist +453 N Add Time Created page with "To add labor time to an order, click '''Edit''' next to Time. File:AddTime.jpg # The Time window opens and lists all labor time on the order. To add more time, clic..."
- 16:02, 30 May 2011 diff hist 0 N File:TimeWindow Add.jpg current
- 16:01, 30 May 2011 diff hist 0 N File:AddTimeDetails.jpg current
- 16:00, 30 May 2011 diff hist 0 N File:AddTime.jpg current
- 15:59, 30 May 2011 diff hist 0 N File:SelectOrder.jpg
- 15:54, 30 May 2011 diff hist +178 N Editing Orders Created page with "Technicians can select an open order to view and edit. Any changes made in the order in the SME Tech Portal automatically update SME back at the office. File:SelectOrder.jpg" current
- 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
- 20:03, 28 May 2011 diff hist 0 N File:ExportToExcel.jpg current
- 20:03, 28 May 2011 diff hist 0 N File:Excel.jpg current
- 13:40, 28 May 2011 diff hist 0 N File:SavedView.jpg current
- 13:39, 28 May 2011 diff hist +3,419 N Find Customer Record Created page with "'''Lookup customers using Search: ''' <br><br>1. Select '''Customer''' module. 2. Click '''Search''' and select '''Search Active Customers'''. 3. Double click o..." current
- 13:39, 28 May 2011 diff hist 0 N File:DragBack.jpg current
- 13:39, 28 May 2011 diff hist 0 N File:Drag.jpg current
- 13:39, 28 May 2011 diff hist 0 N File:ChooseColumns.jpg
- 13:38, 28 May 2011 diff hist 0 N File:Searchview.jpg current
- 13:38, 28 May 2011 diff hist 0 N File:Filtering.jpg current
- 13:38, 28 May 2011 diff hist 0 N File:Grouped.jpg current
- 13:37, 28 May 2011 diff hist 0 N File:Filtering2.jpg current
- 13:37, 28 May 2011 diff hist 0 N File:FilterIcon.jpg current
- 13:08, 28 May 2011 diff hist -5 Activities tab - customer →To create an activity for a customer current
- 11:52, 28 May 2011 diff hist +3,507 N Activities tab - customer Created page with "<div class="content"> 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 ca..."
- 11:32, 28 May 2011 diff hist 0 N File:ActivitiesWindow.jpg current
- 11:32, 28 May 2011 diff hist 0 N File:ActivitiesTab.jpg current
- 11:31, 28 May 2011 diff hist 0 N File:ActivitiesButton.jpg current
- 11:25, 28 May 2011 diff hist 0 N File:Activities Set.jpg current
- 11:20, 28 May 2011 diff hist +647 N Stored Documents tab - customers Created page with "Throughout SME you have the ability to add documents to different modules. Here in the customer module, use the Stored Documents tab to add or delete files and to view files. ..." current
- 11:19, 28 May 2011 diff hist 0 N File:StoredDocument.jpg current
- 11:16, 28 May 2011 diff hist +189 N Issues Tab Created page with "Show you all issues your customer has in the Issues module. Click New to create a new issue for the customer or select the issue and click Edit to make changes to an existing is..." current
- 11:15, 28 May 2011 diff hist +1,421 N Notifications Tab Created page with "Set email or pop-up notification for your customer in this tab. Your SME Administrator will create the types of notifications that you can set for your customers. Your administ..." current
- 11:13, 28 May 2011 diff hist 0 N File:Notification.jpg current
- 11:08, 28 May 2011 diff hist +279 N Associated Companies Tab Created page with "If you have parent/child relationships set-up between your companies, you can access this tab on the parent company to see all child companies. See the Details and Settings porti..." current
- 11:08, 28 May 2011 diff hist 0 N File:AssociatedCompanies.jpg current
- 18:03, 27 May 2011 diff hist +4 Customer Activity Tab current
- 18:00, 27 May 2011 diff hist +36 Customer Activity Tab
- 17:49, 27 May 2011 diff hist +6,053 N Customer Activity Tab Created page with "In the Customer Activity tab, you can access all order history, invoice history, payment history and more. Depending on the permissions set by your SME Administrator, you may not..."
- 17:49, 27 May 2011 diff hist 0 N File:Details&SettingsRight.jpg current
- 17:47, 27 May 2011 diff hist 0 N File:DepositOnAccount.jpg current
- 17:47, 27 May 2011 diff hist 0 N File:DepositApply.jpg current
- 17:46, 27 May 2011 diff hist 0 N File:ByStatus.jpg current
- 17:44, 27 May 2011 diff hist 0 N File:PrepaidItems.jpg current
- 17:44, 27 May 2011 diff hist 0 N File:PrepaidHours.jpg current
- 17:24, 27 May 2011 diff hist 0 N File:ActivityService.jpg current
- 17:23, 27 May 2011 diff hist 0 N File:Tabs.jpg current
- 17:22, 27 May 2011 diff hist 0 N File:REcurringOrderTab.jpg current
- 17:21, 27 May 2011 diff hist 0 N File:CustomerActivitiesTab.jpg current
- 17:04, 27 May 2011 diff hist +1,262 N Customer Lists Tab Created page with "The Customer Lists tab provides access to more tabs. Here you can access all contacts related to the customer and a list of the customer equipment. File:CustomerListsTAb.jpg..." current
- 17:02, 27 May 2011 diff hist 0 N File:CustomerListsTAb.jpg current
- 13:44, 27 May 2011 diff hist +3,250 N Rates Tab Created page with "The rates tab is where you can set up special pricing for the customer and tax information. File:RatesTab.jpg {| | style="width: 1.45in; border-width: medium medium 1pt; bord..." current
- 13:08, 27 May 2011 diff hist +6,284 Nm Install Info Tab Created page with "This tab gives you an overview of the customer site. You may have individual maintenance contracts for the customer as well. Image:InstallInfoTab.jpg {| class="MsoTableGrid..."
- 12:45, 27 May 2011 diff hist 0 N File:InstallInfoTab.jpg current
- 12:18, 27 May 2011 diff hist 0 N File:RatesTab.jpg current
- 12:10, 27 May 2011 diff hist 0 N File:Account.jpg current
- 21:45, 26 May 2011 diff hist -5 Account Tab
- 21:43, 26 May 2011 diff hist -42 Account Tab
- 21:41, 26 May 2011 diff hist +34 Roles: Sales Person current
- 21:36, 26 May 2011 diff hist +2,966 N Account Tab Created page with "On this tab you will find your customer’s account information. Depending on the permissions set by your SME Administrator, this tab may be hidden from view. At the bottom of th..."
- 21:15, 26 May 2011 diff hist +5 Details and Settings - Customer current
- 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