ZigaForm version 5.3.5

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 Sales Departments Utility

By |2021-09-07T13:24:01-05:00July 26th, 2019|

Introduction The Update Sales Departments Utility is used to make mass changes to sales and invoices. It does so by updating individual line items to reflect the same Department that is specified in the Invoice header. Usage When you create a sale or invoice, you have the ability to select a department for the entire

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Update Retail Price Utility

By |2021-09-07T10:47:57-05:00July 26th, 2019|

Introduction The Update Retail Price Utility 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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Mark Items to be Sold Utility

By |2021-09-09T10:17:38-05:00March 25th, 2018|

Introduction This topic explains how and when to use the Mark Items to be Sold Utility in Total Office Manager.

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Preferences – Zip Codes

By |2021-08-27T10:12:38-05:00March 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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Fix Address Fields Utility

By |2021-09-09T10:27:50-05:00March 23rd, 2018|

Introduction Because of the way QuickBooks® labels its address fields, it is not uncommon for a database which Aptora converted for use with Total Office Manager® to have customer names appearing in the “Address” field of customer records.  Running a built-in utility can correct the problem. As a result, our developer’s have created a Fix

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Utilities – Overview

By |2021-09-07T11:26:33-05:00March 23rd, 2018|

Introduction Utilities - Overview gives a high level introduction to the tools and utilities that exist within our Field Service Software, Total Office Manager. Several Tools & Utilities have been built into the system to assist you in efficiently and effectively managing your company. The Utilities form allows you to access handy utilities to manage

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Budget Adjustment Calculator

By |2021-07-27T12:23:45-05:00March 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 Utility

By |2021-08-04T14:51:49-05:00March 23rd, 2018|

Introduction Bulk Inactivation Utility 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 quick reference. Usage Use this

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Database Checkup Utility

By |2021-08-09T07:53:07-05:00March 22nd, 2018|

Introduction This topic will cover the use of a tool called Database Checkup Utility.

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Locate/Merge Duplicate Customer:Jobs Utility

By |2021-08-24T11:08:31-05:00March 22nd, 2018|

Introduction This topic will teach you how to locate/merge duplicate Customer:jobs in Total Office Manager by using a batch utility for mass updating.

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