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 […]
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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
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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 This help topic will explain how you can create repeating appointments from a single appointment that you have created. Usage Say you have a company meeting every Tuesday at 7:30 AM with your technicians; use this utility to create an appointment for every meeting from now until the end of the year. Form Access
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Introduction The Serial Number list gives you a history and shows the current Serial Numbers you have in stock as well as serial numbers for a serialized item you have sold or is no longer in stock. Form Access From the main menu, click Company | Inventory Adjustment | Serial Number List Field & Button
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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
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How to Set Up and Manage Customer and Vendor Payment Terms This topic will cover setting up, editing, deleting, and inactivating different payment terms used within Total Office Manager. Usage Terms refer to the payment options offered to you by your suppliers or vendors. It also refers to payment terms YOU offer your own customers.
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Introduction The warehouse list keeps track of particular storage locations for your inventory. This form makes it easy to quickly locate your inventory by location via: Service Vans, Warehouse, Storage Unit, Showroom, Basement, Service Department , Branch office, etc. This topic explains how to add, edit, inactivate, and delete warehouses. Example: Many service companies find
Introduction Contact Log – Overview describes the various locations where logs exist for customers, vendors, your own company, employees, and assets within Total Office Manager. Logs are used to enter important notes and contact information. This feature is similar to what might be found in popular contact management software. Form Access From the main menu,
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