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Introduction Under Preferences – Appearance preferences is where users adjust display options. 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 Preferences button. Field & Button Definitions […]
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How to Make Lists and Forms Faster in Eight Simple Steps If your lists and forms are slow, unresponsive, or freeze, this article is for you. We will tell you how to easily make the software faster with ten actionable changes you can make right now. Spoiler Alter: Steps #1 through #3 will take about
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Introduction The Zip Codes preference window is where to configure postal code and area code settings. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Area Code – Enter a default area code here. The default area code will automatically be
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Introduction The Work Orders preference window is where to configure defaults and settings related to work orders. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available checkbox in the required fields area makes that component mandatory
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Introduction Under Preferences – Web Updates is where users configure update reminder settings. It’s here that user set notification schedules to alert them to when the latest update is available for Total Office Manager. Within the preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager.
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Introduction The Vendors preference window is where to configure defaults related to vendors. Form Access From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Default Vendor Discount Account – If a vendor gives you a discount for paying a bill quickly, use this drop-down
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Software Preferences Related to Service Agreements The Service Agreements preference window is where to configure defaults related to service agreements. Accessing Service Agreement Preferences From the main menu, click Edit > Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Allow Duplicate Service Agreements – When ticked, duplicate service agreement numbers
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Introduction The Security preference window is where to configure security related options. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Enable Security – When ticked, the program’s security features are enabled. Number of Days Until Password Expiration – Sets the number
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Introduction The Sales Tax preferences are where you configure defaults related to sales tax. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Use Cash Basis Sales Tax Tracking – When enabled, sales tax will track liabilities based on when payment for
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Introduction The Sales/Invoice/Estimates preference window is where to configure defaults related to the various sales forms in the program. Sales forms include invoices, sales, credits, and estimates. Form Access From the main menu, click Edit | Preferences, or From the toolbar, click the Preferences button. Field & Button Definitions Required Fields – Ticking an available
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