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This section contains topics related to company features like assets, database checkups, maintenance, reminders, etc.

Move Database to a New Server

By |2021-08-12T13:23:24-05:00August 11th, 2021|

Question: We have just purchased a new server and I need to move my database to the new server. How do I do this? Solution: If you are using Total Office Manager Enterprise Edition, you will need to open the Total Office Manager Server Utility on the original server computer and complete the following steps:

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Automatic Database Backup

By |2021-08-12T13:23:42-05:00August 11th, 2021|

Question: How can I backup my Total Office Manager Enterprise Edition database on a regular schedule (ie. nightly, weekly, monthly, etc.)? Solution: Please note that our support staff is not available to assist with the contents of this issue. This information is being made available "AS-IS". Aptora takes no responsibility for problems caused from using

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Mail Merge

By |2021-08-12T13:31:14-05:00August 11th, 2021|

Introduction This help topic was added to offer ideas on how to perform a mail merge using MS Word® . Usage Use Total Office Manager's marketing list generator to create a mailing list and MS Word to create a marketing letter to merge the list with. IMPORTANT NOTE: We are providing this topic as a

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Protect Your Computer’s Data

By |2021-08-12T14:24:03-05:00August 11th, 2021|

Introduction Most people give very little thought to protecting the data on their computer. When you consider how much time, effort and money has gone into producing and managing this data, it makes sense to take considerable steps to help assure its integrity. Our technical support personnel receive a number of calls each year from

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Capture Screen Shot

By |2021-08-12T14:25:59-05:00August 11th, 2021|

Introduction You have two ways to do this in Total Office Manager.  You can copy the entire screen using the Windows copy paste function or you can simply send an active window (form) or the entire screen to the default printer. Both are covered here. Usage Sometimes it's helpful to capture a picture of your

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Network Speed Test

By |2021-08-12T14:26:09-05:00August 11th, 2021|

Introduction Total Office Manager is only as fast as your computer network. If you have a network that is running at 35% of normal speed, so will Total Office Manager. We have had an alarming number of clients report poor networking speeds. Fixing them has resulted in much happier Total Office Manager users. This article

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Report Navigator

By |2021-07-30T11:17:05-05:00June 8th, 2021|

Introduction The Report Navigator is an alternate way of accessing the wide variety of reports available in Total Office Manager.  Many find that Report Navigator is easier and quicker to use than the main menu for locating necessary reports. Using the Report Navigator users can view and sort a list of reports available in Total

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Search Tips for Lists

By |2021-08-01T20:21:51-05:00February 6th, 2020|

This knowledgebase article focuses on how to search the various lists in Total Office Manager. There are a few tricks that you may not be aware of.

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Federal ID Number

By |2021-08-01T20:38:55-05:00July 26th, 2019|

Introduction An Employer Identification Number (EIN), also known as a Federal Tax Identification Number, is a nine-digit number that the IRS assigns to business entities. The IRS uses this number to identify taxpayers that are required to file various business tax returns. EINs are used by employers, sole proprietors, corporations, partnerships, non-profit organizations, trusts and

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Input Masking for User Defined Fields

By |2021-07-26T14:14:27-05:00March 22nd, 2018|

Introduction This is an advanced topic covering a fairly advanced feature in Total Office Manager called Input Masking.  Masks are used within the User Defined Fields (UDF) feature in Total Office Manager.  The UDF feature can be found on employee forms, customer forms, and service agreement forms among others. Input masking essentially controls the format

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