Preferences

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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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Preferences – Cutoff Date

Introduction Preferences – Cutoff Date is where users setup a date in which to disallow changes to data. It is designed as a safeguard for those entering information too far in the past or too far in the future. Within this preference, there is a ‘Company Preference’ option only to configure within Total Office Manager. …

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Preferences – Chart of Accounts

Introduction Preferences – Chart of Accounts is where users select certain Chart of Account (COA) related functions. Within this 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 …

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Preferences – Caller ID

Introduction Preferences – Caller ID is where to enable the Caller ID function for incoming calls to appear, and set various related options. Within this preference, there is a ‘My Preference’ as well as a ‘Company Preferences’ options to configure within Total Office Manager. Please note, at this time, the Caller ID functionality exists for …

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Preferences – Auto-Recall

Introduction Preferences – Auto-Recall is where users select whether or not Total Office Manager will have the ability to automatically remember the last used information in certain forms. When enabled, it will propose that same information be entered when reopening the same form at a later time. Within this preference, there is a ‘My Preference’ …

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Preferences – Appearance

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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Preferences – Zip Codes

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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Preferences – Work Orders

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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Preferences – Web Updates

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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Preferences – Vendors

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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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.