Locate/Merge Duplicate Customer:Jobs Utility
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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All-In-One Field Service Management Software by Aptora –
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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The Remove Telephone Formatting Utility in Total Office Manager is used to remove special characters from the telephone fields in customer:job, vendor, and employee forms.
The use of this utility may be necessary when you have imported or converted files from other sources and are having trouble with the telephone number appearing correctly. This handy tool takes the manual correcting out of the equation and will update numbers within the Phone/Ext field box on the record you’re viewing.
From the main menu, click Tools | Utilities. Select Remove Telephone Formatting from the list.
OK To Go – | This must be checked before the Remove button is enabled. Think of this as a safety switch. |
Go Button – | Removes commas, dashes, periods and any other character except numbers from the phone fields in Customer:job, vendor, and employee. |
Close Button – | Closes the form. |
You can see phone numbers in your Customer:Job list but when you edit an existing Customer:Job form, the telephone number field is empty.
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 you are working on to use the calculator. This topic will focus on the functionality and options of the Standard Calculator.
When you open a calculator within Total Office Manager, a new icon will appear on the taskbar. This allows for the user to work both in the software and switch over to the calculator seamlessly.
This calculator has the ability to have numerous ‘views’. Select from standard, scientific, programmer and statistics to modify the layout. Additionally, it has its own built-in help system. Click Help from the top left side of the menu bar. When you are finished with it, click Close. You may even reposition it to another part of the screen and leave the form open.
This help topic will explain how to use the Zip Code Lookup utility.
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 to.
To import new zip code listings, you will need a data source in either MS Excel, MS Access, or a text/comma-delimited format. You may download a data source from our site to get you started. At the time the help topic was last updates, these links were valid. You may need to search for new lists on your own.
This form uses Total Office Manager’s zip code database. The zip code database is used in various Total Office Manager forms such as the customer and vendor forms. When you enter a zip code, the city, state, zip, and county for that zip code are automatically populated.
IMPORTANT: This feature (auto-populate) must be turned on to operate. This feature is activated in the Preferences form.