Skip to main content

Recently Updated Pages

13. Job on Hand Value

DJC Reports Report List

Job Costing>Reports>Reports List Job on hand value will give you the value based on either cost ...

Updated 2 years ago by Paige

12. Projected Values

DJC Reports Report List

Job Costing>Reports>Reports List This report is the same as the above report except that this co...

Updated 2 years ago by Paige

11. Projected Values

DJC Reports Report List

Job Costing>Reports>Reports List Job No   Status Date From and To Se...

Updated 2 years ago by Paige

10. Job Grouping Report

DJC Reports Report List

Job Costing>Reports>Reports List Job grouping report allows a selection to view quantity, cost o...

Updated 2 years ago by Paige

03. Quote and Job Status Report

DJC Reports Report List

Job Costing>Reports>Reports List Report displaying Job related data based on quote selection cri...

Updated 2 years ago by Paige

02. Job Quote Detail Report

DJC Reports Report List

Job Costing>Reports>Reports List This report shows quote details in various status levels with c...

Updated 2 years ago by Paige

72. Invoiced Accounting WIP Cost Difference

DJC Reports Report List

Job Costing>Reports>Reports List Job No   Status Region Division ...

Updated 2 years ago by Paige

Job Lines to be Invoice

DJC Reports Report List

Job Costing>Reports>Reports List Job No   Debtor

Updated 2 years ago by Paige

Add Support Log Task

ACR Configuration Support Log Ticket Setup Menu

To edit or add a new support log task follow this path CRM Module >Configuration >Support log ...

Updated 2 years ago by Otsile

Support Form Search

ACR Configuration Website Support Forms Menu

This is where the user creates a new Website Support Form or search for an existing one. If you ...

Updated 2 years ago by Otsile

Add Website Support Groups

ACR Configuration Website Support Groups Menu

This is where the user adds or edits a Website Support Group. CRM Module> Configuration> Website...

Updated 2 years ago by Otsile

Add Interactions Types

ACR Configuration Interactions Types Menu

Video Training Manual 2016 -  Click Here This is used to make notes of different types of custom...

Updated 2 years ago by Otsile

Interactions Types Search

ACR Configuration Interactions Types Menu

Video Training Manual 2016 - Click Here This is where you search for an existing interaction typ...

Updated 2 years ago by Otsile

Memo Search

BCR Activity Memo Search Menu

Memo is used to keep track of communication CRM Module> Activity> Memo Search Document ...

Updated 2 years ago by Otsile

Add Pre Inspection Check List

BCR Activity Pre-Inspection Check List Menu

Check List Group  This help document describes how to create and maintain a Pre Inspection Check...

Updated 2 years ago by Otsile

Pre-Inspection Check List Search

BCR Activity Pre-Inspection Check List Menu

Allows the user to search, add, edit and delete pre-inspection checksheets CRM Module> Activity>...

Updated 2 years ago by Otsile

Book In Search

BCR Activity Bookin Menu

 Allows the user to search, book in, edit, create quote and book out CRM Module> Activity> Booki...

Updated 2 years ago by Otsile

Alert Search

BCR Activity Alert Search Menu

This is where you search for active an inactive alerts CRM Module> Activity> Alert Search ...

Updated 2 years ago by Otsile

Add Alerts

BCR Activity Alert Search Menu

Alerts allow an automatic pop-up to occur when selecting a specific customer, supplier, stock ite...

Updated 2 years ago by Otsile

Expenses

BCR Activity Expenses Menu

Expenses are used to process claims for reimbursement. Expenses help with accurate and timely ex...

Updated 2 years ago by Otsile