Security, Users, & Preferences

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Resetting Your RDS Password

Introduction For data security purposes, Microsoft requires users to occasionally reset their Remote Desktop Services password. This help topic will show you when you need to reset your password and how to do it. When your password expires When your password expires, you will get an error message that reads “The logon attempt failed” when …

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Administrator Bypass Authorization

Introduction Beginning in the 20.11.400 version, we have added an enhancement called Administrator Bypass Authorization. This functionality allows a specific user of Total Office Manager to enter their password to bypass the Administrator password entry. With this password entry, someone will now have the option to perform an Admin Override with a special password and …

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Setup and Usage of Customer Locations

Introduction Customer locations provide the ability to assign and track work by varies addresses without creating multiple Customer:Job records. This location will be available for selection on work orders only. With the addition of the location tracking, the location will flow into the line items of invoices with the location association for the work order …

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Zone Pricing – Setup & Usage

Introduction Zone Pricing allows for up to twenty (20) zone price level pricing for items that may be applied during invoicing.  This pricing will work similar to the Markup feature.  When a zone is assigned on an invoice/sale/estimate/credit, the item retail price will be populated to the selected item zone pricing.  This feature would overrule …

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Mobile User Configuration and Setup

Configuring Aptora’s Mobile App Aptora Mobile II is cutting edge field service management software developed to complement our award winning desktop accounting software package, Total Office Manager. Aptora Mobile II – User Configuration/Setup will provide mobile access to the information and features technicians, salespeople, and even owners need most. If you are using a tablet/phone …

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List Management – Smart Lists

Working with Smart Lists Many of the lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Smart Lists and Filter Center.  The displayed contents of lists can generally be adjusted, …

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List Management – Quick Filter

Introduction Many of the various lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center.  The displayed contents of lists can generally be adjusted, sorted, and selected the same …

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List Management – Filter Center

Introduction Many of the lists appearing throughout Total Office Manager share common controls and are used in a similar manner.  Most lists which display more than a handful of columns have a Quick Filter as well as a Filter Center.  The displayed contents of lists can generally be adjusted, sorted, and selected the same way. …

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Preferences – Deposits

Introduction The Deposits preference window is where to configure certain deposit related defaults and functions. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Deposit Bank Account – This field is used to select the default bank account to propose when …

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Preferences – Items

Introduction The Preferences – Items window is where users configure certain invoice item related default values and functions. Within the preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the …

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Request a personalized demo.

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Request a personalized demo.

By entering your information above and clicking the “Agree and Get Started” button, you agree to our Terms of Use and Privacy Policy that we may contact you, by SMS, at the phone number and email address you provide in this form in accordance with our Terms of Use. Promotion Terms & Conditions apply.