Using the Customer:Job List The Customer:Job List is used to manage all customers and jobs. It is the central information center for customers within Total Office Manager. Within the Customer:Job List, users have the ability to sort by active and inactive individuals and create filters or Smart lists to customize the window. Accessing the Customer:Job […]
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Job Information Tab The Job Info tab of the Customer:Job form is used when a particular job has enough significance to merit it’s own record above and beyond a basic work order. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field and Button
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Using the Customer:Job Additional Info Tab The Customer:Job Form – Additional Info Tab is used to store a variety of miscellaneous customer information on the overall Customer:job record. This is also where the control of pop-up notes for the customer is located. How to Get to the Additional Info Tab From the main menu, click
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Understanding and Adding Jobs for Customers (sub-accounts) How, When, and Why to Use Them This topic will cover setting up, adding, editing, deleting, and making a Customer:Job sub account. These are also referred to as Customer Jobs, Jobs, Children, Child Accounts, and sub-customers. When to Use Jobs and Sub-Customers You can add children or sub
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Managing Payment Information for Customers or Jobs The Payment Info tab of the Customer:Job form is used to specify default customer payment information. This is where to control pop-up notes for the customer, and where to place delinquent customers on credit hold. Accessing the Payment Info Tab From the main menu, click Customers | New Customer:Job,
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Understanding and Using Customers and Jobs The Customer:Job form is used to setup new customers or to create new jobs for existing customers. It holds the contact and general information for those specific customers or particular jobs. To get the most out of Total Office Manager, it is strongly recommended to use Title Case when
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Introduction The Customer:Job Form – Contacts Tab is used to record additional contacts for the customer. These records store electronic contact information only, not postal information. An unlimited number of additional contact records can be stored in the Contacts tab. The Caller ID feature scans these entries just as other contacts in the program. Form
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Customer Address Information Tab The Customer:Job Form – Address Info Tab is where basic contact information for a customer is recorded. Form Access From the main menu, click Customers | New Customer:Job, or From the toolbar, click the New Customer:Job button. Field and Button Definitions Company Name – Enter the company name the customer does
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Building Marketing Lists is Easy with the Marketing List Generator Improve your marketing efforts by using the Marketing List Generator. The Marketing List Generator identifies contacts who fit defined marketing criteria. For example, the MLG can identify contacts who live in a certain zip code but have never bought a service agreement. Those contacts appear
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Introduction The Approval Sheet is designed to be used for a final review and subsequent approval of sales forms (usually invoices) before sending them to customers. The report is quite powerful and unique in that it brings together elements not found in any other single report in a summary format. One of the most prominent
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