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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Telephone Call Monitor Introduction (aka: Caller ID) Caller ID, as it is most commonly called, is a term that encompasses more than one type of caller identification. Calling Number Delivery refers to the most basic type of Caller ID. It is delivered in SDMF and includes the date, time, and calling number. Calling Name Delivery
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Introduction 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. Usage 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.
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Work To and Ship To Basics The Work/Ship Method help topic will cover setting up, editing, deleting, and inactivating different shipping methods, you use to send products to your customers. These are also the same methods used by your vendors. Usage Use this form to create a shipping method list of all the different ways
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
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Introduction the Loan Amortization Calculator allows you to calculate the monthly payments required to service a given dollar amount at a given interest rate. You can print out the amortization chart and offer it to your customer. You may also copy and paste the entire chart into your favorite word processor . Form Access From
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Introduction The warehouse list keeps track of particular storage locations for your inventory. This form makes it easy to quickly locate your inventory by location via: Service Vans, Warehouse, Storage Unit, Showroom, Basement, Service Department , Branch office, etc. This topic explains how to add, edit, inactivate, and delete warehouses. Example: Many service companies find
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