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- 19:37, 5 June 2011 diff hist +888 N Field Services - Setting Up Local Data Store Created page with "<span lang="en-us">Setting Up Field Services Local Data Store</span> 1. Select Setup Local Data Store. <br>2. Select Server Name. (write server name, Local Machine name)...."
- 19:26, 5 June 2011 diff hist +16 Install SQL for Field Services
- 19:24, 5 June 2011 diff hist +1,180 N Install SQL for Field Services Created page with "<font color="#003366">Install SQL for Field Services</font> SME Field Services requires a netbook or laptop with SQL Server express, plus a field service table and some stored p..."
- 17:19, 5 June 2011 diff hist +395 N Field Service Overview Created page with "SME Field Service Overview List of pages related to Field Services: * Field Services: Features and Benefits of SME Field Service * [[SME Preparation for Field Service..." current
- 01:33, 5 June 2011 diff hist +10,884 N SMP Install (Old) Created page with "<span style="font-size: 14pt; font-weight: bold;">Installations and Upgrades</span> <div> <div><span style="font-style: italic; font-size: 14pt;">In this chapter, you will ..." current
- 00:33, 5 June 2011 diff hist +1,816 N SME Basics Created page with "<span style="font-weight: bold; font-size: 14pt;">SME Basics</span> <div style="margin: 0in 0in 0pt; line-height: normal;"> <div><span style="font-size: 13pt; font-style: italic;..." current
- 00:24, 5 June 2011 diff hist +2,034 N Field Services Created page with "'''SME Field Services:''' <br>Built for field service technicians to receive and process work orders from initial acceptance through completion including providing recommendation..." current
- 00:20, 5 June 2011 diff hist +3,026 N About This Manual Created page with "In order to help you learn how to use SME efficiently, this Manual is organized similar to your software. Chapters are arranged by: (1) basic information orienting you to SME, an..." current
- 00:20, 5 June 2011 diff hist 0 N File:9-28-2009 8-40-36 AM.png current
- 00:02, 5 June 2011 diff hist 0 N File:SyncOptions.JPG current
- 23:59, 4 June 2011 diff hist 0 N File:UserSettings.JPG current
- 23:46, 4 June 2011 diff hist 0 N File:SMEDatabase.JPG current
- 23:43, 4 June 2011 diff hist 0 N File:ManualSync.JPG current
- 23:42, 4 June 2011 diff hist 0 N File:Install.JPG current
- 23:41, 4 June 2011 diff hist 0 N File:SyncSettings.JPG current
- 23:41, 4 June 2011 diff hist 0 N File:Plus.JPG current
- 23:40, 4 June 2011 diff hist 0 N File:ExchangeSetup.JPG current
- 23:40, 4 June 2011 diff hist 0 N File:ExchangeServer.JPG current
- 23:35, 4 June 2011 diff hist 0 N File:SystemTray.JPG current
- 22:52, 4 June 2011 diff hist +7,714 N Module Reports Created page with "All standard reports in SME, listed by type: '''Computer''' None '''Customer''' <br>Standard Accrued Balance Report/Billing <br>Standard Aging Report by Date Range <br>Stan..." current
- 20:22, 4 June 2011 diff hist +155 N Company Reports Created page with "'''Company Reports:''' There are over 144 standard reports in SME. To Access the entire list go to Reports> Print Reports. Reports are listed by module." current
- 20:20, 4 June 2011 diff hist +2,895 N Report Builder Tutorial Created page with "SME uses a tool called Report Builder to customize the report/document forms. <br>The tutorial, available from the following link will familiarize you with the necessary steps r..."
- 18:04, 4 June 2011 diff hist +10,770 N Customizing Reports Created page with "<div align="center"><b><span>Reports </span></b><b><span>Center</span></b></div> '''Purpose''' <br>Purpose of this document is the further explain the different options under th..." current
- 14:32, 4 June 2011 diff hist 0 N File:3 Image(1).png current
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- 14:29, 4 June 2011 diff hist 0 N File:9 Image(1).png current
- 14:29, 4 June 2011 diff hist 0 N File:88 Image(1).png current
- 14:29, 4 June 2011 diff hist 0 N File:1 Image(1).png current
- 14:28, 4 June 2011 diff hist 0 N File:2 Image(1).png current
- 14:28, 4 June 2011 diff hist +1,555 N Duplicating Standard Reports for Custom Use Created page with "'''How to Duplicate Standard Reports for Custom Use''' * Go to the ‘Report Center> Customize Reports’ * File:1 Image(1).png * Retrieve the r..."
- 14:12, 4 June 2011 diff hist +563 N Report Builder Module Created page with "'''Report Builder Module:''' To access Report Builder in SME go to the Reports module> Customize Reports> Open Report Designer. If the report you are editing is a Standard Repo..."
- 14:08, 4 June 2011 diff hist +348 N Reporting Created page with "Report Builder Overview: Report Builder is the reporting component used in SME for creating and customizing reports. To access Report Builder: Go to Reports> Customize Reports ..."
- 14:06, 4 June 2011 diff hist +9 N Utilities Created page with "Utilities"
- 14:03, 4 June 2011 diff hist +7 N User Interface: Buttons Created page with "Buttons" current
- 14:01, 4 June 2011 diff hist +23 N User Interface: Modules and Sub Modules Created page with "Modules and Sub Modules" current
- 14:00, 4 June 2011 diff hist +20 N User Interface (GUI) Created page with "User Interface (GUI)" current
- 13:59, 4 June 2011 diff hist +5 N Record Navagation: Views Created page with "Views" current
- 13:56, 4 June 2011 diff hist +322 N Best Practices: FirePro Created page with "Enclosed is an example Training and Business process guide for a Fire and Safety company. It's important to tune SME for your business needs, then create a guide for users on ho..." current
- 11:47, 4 June 2011 diff hist +7,522 N SME Import Export Process Created page with "SME and SMP5 Import and Export Process SMP5 provides a very open architecture for importing and exporting any data from the database tables using comma separated value files whi..."
- 21:39, 3 June 2011 diff hist +30 SME and Excel - Extracting Data in Meaningful ways
- 21:36, 3 June 2011 diff hist +3,603 N SME and Excel - Extracting Data in Meaningful ways Created page with "SME and Excel: Extracting Data in Meaningful ways Summary: SME: Service Management Enterprise provides a complete service management solution with complete reporting capabil..."
- 21:08, 3 June 2011 diff hist -1 How To Articles current
- 21:08, 3 June 2011 diff hist +366 N How To Articles Created page with "SME and Excel - Extracting Data in Meaningful ways - Combining the capabilities of SME and Excel give a powerful way of working with business data. [[SME Import Export Proc..."
- 21:01, 3 June 2011 diff hist 0 N File:2009-10-26 141411.png current
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- 20:57, 3 June 2011 diff hist 0 N File:2009-10-26 122951.png current
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- 20:44, 3 June 2011 diff hist 0 N File:2009-10-21 102830.png current
- 20:43, 3 June 2011 diff hist +2,786 N Installing MS SQL Server 2008 Created page with "Installing Microsoft SQL Server 2008 using the Web Installer: Note: The Web Installer will not install MS SQL Server if you are running MS SQL 2005 or earlier. Open a browser a..." current
- 20:23, 3 June 2011 diff hist +1,557 N WebConnect for Subcontractors Created page with "WebConnect for subcontractors allows subs to see work orders assigned to them for editing and updating. Features: * View Service: To view service orders assigned to the sub..." current
- 20:23, 3 June 2011 diff hist 0 N File:WebConnectSubOrder.JPG current
- 20:19, 3 June 2011 diff hist -4 WebConnect current
- 20:18, 3 June 2011 diff hist +2,836 N WebConnect for Technicians Created page with "Technicains use web connect to see open orders assigned to them and make minor changes to the order. Note that web connect does not allow adding of parts or other items to the o..."
- 20:14, 3 June 2011 diff hist +2,798 N WebConnect for Customers Created page with "WebConnect for Customers allows customers to login to enter, view, and update issue tickets and see the status of other service activities. The first step is for the customer to..." current
- 20:11, 3 June 2011 diff hist 0 N File:WebConnectCustMenu.JPG current
- 20:10, 3 June 2011 diff hist 0 N File:ViewIssues.JPG current
- 20:09, 3 June 2011 diff hist 0 N File:ViewIssue.JPG current
- 20:08, 3 June 2011 diff hist 0 N File:IssueTicket.JPG current
- 17:01, 3 June 2011 diff hist 0 N File:Contact(2).jpg current
- 17:00, 3 June 2011 diff hist +751 N WebConnect Admin and Setup Created page with "WebConnect for Admin and Setup Customer setup for login: On the SME side, a customer is allowed to login to webconnect by setting up a contact with a webpass in Customer>Custom..." current
- 16:57, 3 June 2011 diff hist +290 N WebConnect Created page with "WebConnect for SME serves three types of users: Customers, Technicians and Subcontractors. This will describe the each of the sections WebConnect Admin and Setup [[WebConn..."
- 14:20, 3 June 2011 diff hist +969 N Navigation Created page with "SME allows navigation for easy assess between records. # First setup how you want to navigate, you are not limited to just alphabetical order! Select Navigation and choose O..." current
- 14:20, 3 June 2011 diff hist 0 N File:NavigateOrderZipName.JPG current
- 14:19, 3 June 2011 diff hist 0 N File:NavigateOrder.JPG current
- 14:13, 3 June 2011 diff hist +75 N Best Practices Created page with "Coming soon... please add your best practices of using SME to this section." current
- 13:49, 3 June 2011 diff hist +4 Inventory Warehouses current
- 13:47, 3 June 2011 diff hist -1 Inventory Warehouses
- 13:46, 3 June 2011 diff hist +3,218 N Inventory Warehouses Created page with "SME handles an unlimited number of warehouses or stock locations. Warehouses can be used to track your main inventory location, technician trucks, special inventory such as "refu..."
- 13:46, 3 June 2011 diff hist 0 N File:MaterialDetails.jpg current
- 13:44, 3 June 2011 diff hist 0 N File:StockEditor.jpg current
- 13:43, 3 June 2011 diff hist 0 N File:InventoryStock.jpg current
- 13:31, 3 June 2011 diff hist 0 N File:AddSerialNumbers.jpg current
- 12:57, 3 June 2011 diff hist +37 SME 7.1 New Features & Functionality current
- 11:54, 3 June 2011 diff hist +38 Custom Fields now available in 7.1
- 11:43, 3 June 2011 diff hist -41 SME 7.1 New Features & Functionality
- 19:39, 1 June 2011 diff hist 0 N File:RequireLogIn.jpg current
- 19:38, 1 June 2011 diff hist 0 N File:LogInLogOutLog.jpg current
- 19:35, 1 June 2011 diff hist +1,105 N Log tracking Created page with "When a SME User logs in and out of SME, a log is tracked in their user record. To view a SME User’s log: # Go to '''Setup''' module > '''Users'''. # Select the use..." current
- 19:34, 1 June 2011 diff hist 0 N File:ExportLogToExcel.jpg current
- 19:27, 1 June 2011 diff hist +1,991 N Commissions by Items Created page with "Set commission rates on an item by item basis by using Price Books. The Price Book below has two items on it. Each item has a commission percentage or flat rate commission as..."
- 19:23, 1 June 2011 diff hist 0 N File:TotalCommissions.jpg current
- 19:22, 1 June 2011 diff hist 0 N File:PriceBookEditor(1).jpg current
- 19:16, 1 June 2011 diff hist 0 N File:CommissionsTab.jpg current
- 19:15, 1 June 2011 diff hist 0 N File:AddInventoryService.jpg current
- 19:15, 1 June 2011 diff hist 0 N File:CommissionOnGrid.jpg current
- 18:52, 1 June 2011 diff hist +3,058 N Zones Created page with "SME Zones, WorkGroups, Warehouse, Technician and Subcontractor Setup SME has a number of ways to organize customers, warehouses, and workers for categorizing work orders or for ..."
- 18:47, 1 June 2011 diff hist 0 N File:ViewJournalNotes.jpg current
- 18:46, 1 June 2011 diff hist 0 N File:JournalNotes.jpg
- 18:46, 1 June 2011 diff hist 0 N File:JournalEditor.jpg current
- 18:45, 1 June 2011 diff hist 0 N File:EnterJournalNote.jpg current
- 18:45, 1 June 2011 diff hist +1,404 N Journal Notes - a new way to enter notes in SME Created page with "Journal Notes allows you to enter notes that can be tagged by “type” and locked in once submitted. Users can enter journal notes with a note type, subject, and body. Once th..."
- 17:19, 1 June 2011 diff hist +64 Batch Print/Email Invoices
- 17:16, 1 June 2011 diff hist 0 N File:Printer.jpg current
- 17:15, 1 June 2011 diff hist 0 N File:PrintEmailDefault.jpg current
- 17:10, 1 June 2011 diff hist 0 N File:InvoicePrintFlags.jpg current
- 17:09, 1 June 2011 diff hist +2,819 N Batch Print/Email Invoices Created page with "Batch Print/Email gives you the ability to print or email groups of invoices quickly. Watch the following video or read the instructions below. #Click Tools > Batch Print/Ema..."
- 17:09, 1 June 2011 diff hist 0 N File:BillingSame.jpg current
- 17:08, 1 June 2011 diff hist 0 N File:FullName.jpg current
- 17:07, 1 June 2011 diff hist 0 N File:DefaultReport BatchPrint.jpg current
- 17:07, 1 June 2011 diff hist 0 N File:BatchPrintEmailWindow.jpg current
- 17:06, 1 June 2011 diff hist 0 N File:BatchPrint Report.jpg current
- 16:43, 1 June 2011 diff hist +15 SME 7.1 - New features and functionality
- 16:39, 1 June 2011 diff hist +457 N Custom Fields now available in 7.1 Created page with "In SME 7.1 you have the ability to add custom tabs with custom fields to your records. You can call these fields any name you want and choose between many field types. In the sea..."
- 16:38, 1 June 2011 diff hist +141 Hide and change the order of tabs in modules current
- 16:31, 1 June 2011 diff hist +659 N Hide and change the order of tabs in modules Created page with "In each module, you can choose which tabs your users see and the order of the tabs. # Go to '''Setup''' module > '''Company''' > '''User Groups'''. # Click '''Search'..."
- 16:30, 1 June 2011 diff hist 0 N File:ArrangeOrderOfColumns.jpg current
- 16:22, 1 June 2011 diff hist +610 N Manage columns 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
- 16:20, 1 June 2011 diff hist 0 File:ChooseColumns.jpg uploaded a new version of "File:ChooseColumns.jpg" current
- 16:16, 1 June 2011 diff hist 0 N File:ClickHereIcon.jpg current
- 16:14, 1 June 2011 diff hist 0 N File:ClickHere.jpg current
- 15:25, 1 June 2011 diff hist -5 Installation Instructions for Service Management Enterprise (SME) current
- 19:45, 31 May 2011 diff hist +18 User Groups Setup - new design current
- 19:42, 31 May 2011 diff hist +93 User Groups Setup - new design
- 19:37, 31 May 2011 diff hist +533 N User Groups Setup - new design Created page with "{| |- | User Security Clearances || The same as SME 7.0. Select the module and choose to provide the user group with read, write, or report access.|- | Administrative Clearances ..."
- 18:05, 31 May 2011 diff hist +4 SME 7.1 - New features and functionality
- 17:55, 31 May 2011 diff hist 0 N File:UserGroupUI.jpg current
- 17:52, 31 May 2011 diff hist 0 N File:QuickScheduleButton.jpg current
- 17:52, 31 May 2011 diff hist -6 SME 7.1 - New features and functionality
- 17:51, 31 May 2011 diff hist +592 N Quick Schedule Created page with "In a service or install order, you can use Quick Schedule to quickly schedule a technician on dispatch. <br>File:QuickScheduleButton.jpg # On the Details and Settings t..." current
- 17:41, 31 May 2011 diff hist 0 N File:QuickScheduleLaborEditor.jpg current
- 17:34, 31 May 2011 diff hist 0 N File:Q.jpg current
- 17:28, 31 May 2011 diff hist +333 N Dispatch Window - New features in 7.1 Created page with "The dispatch window in 7.1 allows more flexibility with viewing your open orders and unassigned order that need to be scheduled. You can choose which columns you are viewing in t..."
- 15:33, 31 May 2011 diff hist +4 SME 7.1 - New features and functionality
- 15:32, 31 May 2011 diff hist +66,483 SME 7.1 - New features and functionality
- 15:19, 31 May 2011 diff hist +4,566 N Upgrading SME 7.0 to SME 7.1 Created page with "The Upgrade executable is available from the following download link. Download it and save it to your SME5 program folder. [http://high5software.com/downloads/sme71/SMESQLinkUpd..."
- 15:00, 31 May 2011 diff hist 0 N File:UpdatingProcessingContacts.png current
- 14:59, 31 May 2011 diff hist 0 N File:UpdatesAreApplied.png current
- 14:59, 31 May 2011 diff hist 0 N File:UpdateMessage.png current
- 14:59, 31 May 2011 diff hist 0 N File:TechSupportUtilitiesSm.jpg current
- 14:58, 31 May 2011 diff hist 0 N File:Sync3(1).jpg current
- 14:58, 31 May 2011 diff hist 0 N File:Sync1(1).jpg current
- 14:53, 31 May 2011 diff hist 0 N File:SupportUtilities.png current
- 14:53, 31 May 2011 diff hist 0 N File:SupportUtilities298.png current
- 14:52, 31 May 2011 diff hist 0 N File:SQLInkCurrentVersion.png current
- 14:52, 31 May 2011 diff hist 0 N File:SettingDatabaseOptions.png current
- 14:52, 31 May 2011 diff hist 0 N File:SelectComponents.png current
- 14:52, 31 May 2011 diff hist 0 N File:ResultsWindow.png current
- 14:51, 31 May 2011 diff hist 0 N File:RebuildingLibrary(1).png current
- 14:51, 31 May 2011 diff hist 0 N File:ReadyToInstall.png current
- 14:51, 31 May 2011 diff hist 0 N File:ProgressBar.jpg current
- 14:49, 31 May 2011 diff hist 0 N File:INformationwindow.png current
- 14:49, 31 May 2011 diff hist 0 N File:DownloadingSQLinkUpdate.png current
- 14:49, 31 May 2011 diff hist 0 N File:Finish.png current
- 14:48, 31 May 2011 diff hist 0 N File:BrowseToLocation.png current
- 14:48, 31 May 2011 diff hist 0 N File:CompressedFiles.jpg current
- 14:26, 31 May 2011 diff hist 0 N File:Setup10a.jpg current
- 14:25, 31 May 2011 diff hist 0 N File:Setup5a.jpg current
- 14:23, 31 May 2011 diff hist 0 N File:Setup11.jpg current
- 14:23, 31 May 2011 diff hist 0 N File:Setup10c.jpg current
- 14:22, 31 May 2011 diff hist 0 N File:Setup10b.jpg current
- 14:21, 31 May 2011 diff hist 0 N File:Setup10.jpg current
- 14:19, 31 May 2011 diff hist 0 N File:Setup9.jpg current
- 14:19, 31 May 2011 diff hist 0 N File:Setup8.jpg current
- 14:18, 31 May 2011 diff hist 0 N File:Setup7a.jpg current
- 14:18, 31 May 2011 diff hist 0 N File:Setup6.jpg current
- 14:17, 31 May 2011 diff hist 0 N File:Setup5b.jpg current
- 14:17, 31 May 2011 diff hist 0 N File:Setup5.jpg current
- 14:17, 31 May 2011 diff hist 0 N File:Setup4.jpg current
- 14:16, 31 May 2011 diff hist 0 N File:Setup1.jpg current
- 14:16, 31 May 2011 diff hist 0 N File:Setup3.jpg current
- 14:16, 31 May 2011 diff hist 0 SME Upgrade 6.3 to 7.0 current
- 14:13, 31 May 2011 diff hist 0 File:UpdatesDownloaded.jpg uploaded a new version of "File:UpdatesDownloaded.jpg" current
- 14:13, 31 May 2011 diff hist 0 File:Setup0.jpg uploaded a new version of "File:Setup0.jpg" current
- 14:12, 31 May 2011 diff hist 0 N File:UpdatesDownloaded.jpg
- 14:12, 31 May 2011 diff hist 0 N File:Setup0.jpg
- 14:10, 31 May 2011 diff hist 0 N File:WhatsNew.png current
- 14:10, 31 May 2011 diff hist 0 N File:WhatsNew CheckingForUpdates.png current
- 14:08, 31 May 2011 diff hist 0 N File:ConfirmUpdatesHaveBeenDownloaded.png current
- 14:08, 31 May 2011 diff hist 0 N File:WhatsNewSQLInk.png current
- 14:06, 31 May 2011 diff hist 0 N File:BackupWarning.png current
- 14:05, 31 May 2011 diff hist +3,369 N SME Upgrade 6.3 to 7.0 Created page with "Instructions for upgrading SME 6.3 to SME 7.0 The Upgrade executable is available from the following download link. Download it and save it to your SME5 program folder. [http:..."
- 20:41, 30 May 2011 diff hist 0 N File:Confirm(1).png current
- 20:41, 30 May 2011 diff hist 0 N File:ExitSME.png current
- 20:40, 30 May 2011 diff hist 0 N File:EnterAuthorizationCode.png current
- 20:40, 30 May 2011 diff hist 0 N File:LoadingSMEVersion.png current
- 20:40, 30 May 2011 diff hist +5,569 N Updating SME: 7.1 – Prelive Update Created page with "Note: Updating SME requires ‘Exclusive Access’. To make sure you have Exclusive Access review the notes at the end of the document.. * Log all users out of SME. * Clos..." current
- 20:14, 30 May 2011 diff hist +95 SME Client Installation current
- 20:14, 30 May 2011 diff hist +1,135 N SME Client Installation Created page with "The SME Client installer will install the files necessary to run SME from a client computer. You can download the installer from the link below and store the SME5Client installer..."
- 20:11, 30 May 2011 diff hist 0 SME Maintenance current
- 20:10, 30 May 2011 diff hist -11 SME Maintenance
- 20:09, 30 May 2011 diff hist +64 Installation Instructions for Service Management Enterprise (SME)
- 20:05, 30 May 2011 diff hist +248 Installation Instructions for Service Management Enterprise (SME)
- 19:35, 30 May 2011 diff hist -5 Installation Instructions for Service Management Enterprise (SME)
- 19:32, 30 May 2011 diff hist +10,692 N Installation Instructions for Service Management Enterprise (SME) Created page with "'''Topics Covered''' # Installing and Configuring MS SQL Server Installation – MS SQL 2005 SP3, 2008 R2. # Installing SME as stand alone or on an Application Server. # ..."
- 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
- 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