The Menu bar is a navigation pane to access the five main categories of Total Office Manager. The Tools menu includes relevant information to your organization. Examples of subtopics include: Calendar, Marketing List Generator, Maps, Zip Codes, Utilities, and Calculators.

Update Retail Price Form

By |2021-07-16T15:07:52-05:00July 26th, 2019|

Introduction The Update Retail Price form is used to change the retail price of serialized items and inventory items.  As these types of items are purchased, the average direct cost is automatically updated.  However, the retail price, which is usually calculated in some way based on average direct cost, may remain unchanged.  This utility updates

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Preferences – Zip Codes

By |2021-07-09T17:43:23-05:00March 23rd, 2018|

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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Utilities

By |2021-07-16T14:48:46-05:00March 23rd, 2018|

Introduction Total Office Manager has several Tools & Utilities built into the system that assist you in efficiently and effectively managing your company. The Utilities form allows you to access handy utilities to manage your company file (database). Usage Use this form to access various utilities that have been created by our programming staff. Some

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Budget Adjustment Calculator

By |2021-07-23T14:30:14-05:00March 23rd, 2018|

Introduction This help topic covers the use of Total Office Manager's Budget Adjustment Calculator as a way to update itemized budget account cells quickly. Usage As opposed to changing the value of individual cells one at a time, Total Office Manager's Budget Adjustment Calculator makes it possible to adjust one or more cells very quickly.

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Bulk Inactivation of Customer:Jobs

By |2021-07-22T10:03:38-05:00March 23rd, 2018|

Introduction Bulk Inactivation of Customer:Jobs is a utility that allows you to inactivate a number of Customer:Jobs at once using the unique ID number assigned to it by Total Office Manager. The ID number can be found in the Customer:Job List. These two forms are separate but can be opened at the same time for

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Database Checkup

By |2021-07-20T20:22:29-05:00March 22nd, 2018|

Introduction This topic will cover the use of a tool called Database Checkup. *** WARNING *** This tool is usually used by our technical support specialists to detect and fix troubles with your company file. This tool should only be used by accounting professionals or others only at the direction of Total Office Manager's technical

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Locate and Merge Duplicate Customer:Job

By |2021-07-09T01:28:02-05:00March 22nd, 2018|

Introduction This topic will teach you how to locate duplicate contacts. This form is usually used to locate duplicates that you wish to merge together (using the merge duplicate tool). Usage Use this form to merge information associated with two or more contacts into one contact. Sometimes user will realize they have been maintaining two

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Remove Telephone Formatting

By |2021-07-23T15:47:19-05:00March 22nd, 2018|

Introduction This topic will cover the use of the Remove Phone Formatting tool. Usage Use this tool to remove special characters from the telephone fields in customer:job, vendor, and employee forms. This may be necessary when you have imported or converted files from other sources and are having trouble with the telephone number appearing correctly.

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Calculators – Standard and Loan Amortization

By |2021-07-26T11:25:55-05:00March 13th, 2018|

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 that

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Zip Code Lookup

By |2021-07-16T11:02:15-05:00March 13th, 2018|

Introduction This help topic will explain how to use the Zip Code Lookup utility. Usage This form is used to look up a zip code. Looking up a zip code will tell you if the zip code is valid. This form will also tell you what city, state, zip, and county the zip code belongs

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