Introduction The Phone Message List is used to manage phone messages. Form Access From the main menu, click Company | Phone Message List. From the toolbar, click the drop-down arrow just right of the New Phone Message button and choose Phone Message List (see illustration below). Field Definitions Date/Time – Displays the date and time […]
Phone Message List Read More »
Telephone Call Monitor Introduction (aka: Caller ID) Caller ID, as it is most commonly called, is a term that encompasses more than one type of caller identification. Calling Number Delivery refers to the most basic type of Caller ID. It is delivered in SDMF and includes the date, time, and calling number. Calling Name Delivery
Caller ID – Phone Monitor Read More »
Introduction This topic will cover the use of the Ratio Analysis form in Total Office Manager. Usage Financial ratios are calculated using common financial numbers found in your company’s financial reports. Use this form to analyze your company’s financial performance, solvency, and efficiency. Important Warning These ratios are only as good as the information is
Introduction The Reminder Items List is where all of the reminders created within Total Office Manager are stored. a product created by using a Reminder. Consider a reminder as the tool used to build reminder items. All of the various reminder items are then displayed in the Reminder Item List. Form Access From the main
Reminder Items List Read More »
Introduction The Reminder List is used to create and manage reminders for users in Total Office Manager. Think of each reminder as a tool which, once setup, is then used to produce reminder items. It is the reminder item that users are ultimately notified about when logging in to the system, or seen in the
Introduction The Remove Telephone Formatting Utility in Total Office Manager is used to remove special characters from the telephone fields in customer:job, vendor, and employee forms. Usage The use of this utility may be necessary when you have imported or converted files from other sources and are having trouble with the telephone number appearing correctly.
Remove Telephone Formatting Utility Read More »
Customer and Vendor Payment Terms List The Payment Terms List is used to setup and manage payment terms in Total Office Manager. These include both terms offered from you to your customers to encourage quick pay on their A/R invoice balances, as well as terms offered from your vendors to you to encourage payment toward
Payment Terms List (customers and vendors) Read More »
Introduction We have included two built in calculators – standard and loan amortization – for your convenience. These handy full function calculators will be especially helpful to you should you need to make calculations while entering data into the various forms found throughout the program. You don’t even have to close the data entry screen
Standard Calculator Read More »
Introduction the Loan Amortization Calculator allows you to calculate the monthly payments required to service a given dollar amount at a given interest rate. You can print out the amortization chart and offer it to your customer. You may also copy and paste the entire chart into your favorite word processor . Form Access From
Loan Amortization Calculator Read More »
Zip Code Lookup This help topic will explain how to use the Zip Code Lookup utility. This feature will automatically lookup Cities, States, and Counties and populate forms with that information. The zip code database is used in various Total Office Manager forms such as the customer and vendor forms. When you enter a zip
City State and County Finder by Zip Code Read More »
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.
