The Menu bar is a navigation pane to access the five main categories of Total Office Manager and program properties. The Edit menu includes relevant information to your organization. Examples of subtopics include: Undo/Cut/Copy/Paste, Advanced Searching and User/Company Preferences.

Administrator Bypass Authorization

By |2021-07-19T14:04:27-05:00November 21st, 2020|

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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Email Setup for Total Office Manager (Microsoft 365)

By |2021-07-25T20:44:09-05:00May 19th, 2020|

Introduction Total Office Manager has a built-in email system. To utilize the email system, you must first set it up. Form Access From the main menu, click Edit | Preferences | Company | My Preference Step by Step Enter your Email Username (helpdesk@aptora.com). Enter your email Password (Pa$$w0rd1). Enter the Mail From Name (Aptora Support).

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Audit Trail

By |2021-07-19T14:28:02-05:00July 26th, 2019|

Introduction The Audit Trail in Total Office Manager will keep a record of all the changes made to transactions. Usage The audit trail function must be turned on, before it is applicable. Use the Audit Trail function to keep track of things like who used the add, edit, and delete features (this will eliminate, “it

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Speed Up Lists with the Fast Lists and Max Lists Preference

By |2021-07-26T14:21:32-05:00March 23rd, 2018|

Introduction If your lists are slow, unresponsive, or freeze, please read on. This topic covers a feature that should help. The various lists in Total Office Manager can get very large. A Customer or Work Order list might have hundreds of thousands of records. Depending on what columns you are including in that list, sorting,

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Advanced Security Report

By |2021-07-19T13:40:15-05:00March 23rd, 2018|

Introduction Security can be set for each user on nearly every window/form in Total Office Manager.  The available security permissions are: View, Add, Edit, Void, and Delete. Depending on the current permission, an 'X' will appear if the user has that particular security permission on their profile. The Advanced Security Report shows how these security

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Aptora Mobile II – Security

By |2021-07-26T09:46:25-05:00October 5th, 2016|

Introduction Access and management for user security is very simple and accessible from within the Aptora Mobile software from any device. Any user given permissions to do so can access the security portion of Aptora Mobile and the various related features, such as Change Password and the Audit Trail. Form Access From the Dashboard, click

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