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Create a quote The system allows users to generate a Quote directly from an existing Sales Lead, helping streamline the sales process and avoid re-entering information.  Click on "Create Quote" button   View Quote Once a quote has been created and linke...

This section of the Edit Lead screen controls key date fields and reminder functionality for managing follow-ups and expected closure. Field Layout & Display The date fields are reduced in size to improve screen layout and usability. The Follow Up Dat...

Detail Tab Video training manual 2016 - Click Here  Support log tickets are used to capture work for internal and technical staff. Customer problems or support issues.  CRM Module > Activity > Support log ticket  It shows a list of support log from cust...

With Webaccounting we can integrate a logging system so that customers can go to your website, click on a support button and log a ticket. This feature also allows the company to publish basic support manuals to their customers by using the Search Help files ...

CRM Module> Activity> Support Log Ticket Select: Support Log Ticket Menu Item bv Click the Add Button Debtor Enter the Company Name Reference Enter a Reference for the Support Call Task Select a Task from the Drop Down Sub ...

Video training manual 2016 - Click Here  CRM>Time Logging>Time Tracker Log  Note: This has moved from System Configuration Module    It’s a method for recording the amount of a worker’s time spent on a job  All buttons are at the top of the window Searc...

When clocking for Checkin and Jobs, one is able to use this window outside of the system to capture time.  .....\wab\acck\TimeTracker.csp  

Before starting to use the time tracker clock, some setups need to be done Make sure that Codes are more than 5 characters long and letters need to be in capital   1.User setup with barcodes 2.Contract tasks setup 3.Inventory service items setup   Setup...

It is a good idea to setup a quote with estimated values that is going to be taken over to the job    Prompted quotes to job Assign specific line items to appear on your barcode print out Put the tick on for Time Log Link Barcode - This tick tells the Barc...

One would need to setup barcodes for the following:   1.Employee / user list of barcodes 2.Contract tasks to be used 3.Existing active jobs 4.Job Line Links for each job    An Excel sheet with barcodes can be used to set this up. The barcode font39 nee...

Video manual training 2016 - Click Here    It’s a method for recording the amount of a worker’s time spent on a job Search button - As per the criteria entered or selected in the items on the Detailed panel or the Custom Search panel Add button - Add a new...

Details:   Details  Debtor Select the debtor Contact Person Your Superior/Manager Employee Select the employee responsible for the Time Log Date Of Log Select/enter the date for the Time Log ...

Add or Edit Time Log    Details Tab 2   Support task Select the desired Task Support Sub Task Select the desired Sub-Task Log No Support Log Number - in the event that this Time Log was created from a Su...

Add or Edit Time Log     Travel Expenses Tab Charge Travel Fees Tick if Travel Fees are to be charged Travel Bill Type Select either Distance or Time Charged Distance Rate A distance value to be used in th...

  Invoice Tab Add button Allows a user to add an invoice associated with the time log Edit button Allows a user to make changes to the time log item Delete button Allows a user to delete a time log item ...

  Custom Fields Tab Select category from the drop down arrow and save System buttons   Save button Save the Time Log Save And New button Save the Time Log and open a new Time Log Save And Clo...

Video training manual 2019 - Click Here   Creating time logs and pushing these to your outlook calendar. It is a great way to get your staff to first capture in the system and then push it to the outlook calendar. This way your time logs are up-to-date and...

Time log time increments are defaulted to 5 minutes up or down. The increments can be set under the Time Tracker Config   Time can be set for 10 minutes or 15 minutes or 30 minute intervals  

Existing Mailing List This is where you search for an existing Email Mailing List Video Training Manual 2016 - Click Here  CRM Module> Activity> Email Mailing List List Name Search for your list-by-list name Description Search for your li...

CRM > Activity > Email Mailing List Click on the template that you would like to send out Click "Send Mail" The below screen will open. Choose a Letter Template from the drop-down menu to determine the content of your outgoing message. Select a Ma...