Difference between revisions of "SME Module Guides"
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− | ||[[File:New-customer.png]] '''New Customers''' | + | ||[[File:New-customer.png]] |
− | + | '''New Customers Start Here''' | |
− | * [[ | + | * QuickStart Guide - High 5 Software Quick Start Guide http://high5software.com/mediawiki/images/f/f9/QuickStart.pdf |
+ | * [[Getting Started]] - High 5 Software Getting Started Videos | ||
+ | * [[Welcome to High5 Wiki]] - Your Instant Reference Tool | ||
+ | * [[OpenEdge Payment Integration]] - How to process payments in SME | ||
+ | <br> | ||
[[File:CustomersIcon.png]] '''Customers Module''' | [[File:CustomersIcon.png]] '''Customers Module''' | ||
The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers. | The [[Customers module]] tracks every aspect <br>of your most valuable asset, your customers. | ||
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* [[Transfers]] | * [[Transfers]] | ||
* [[Inventory Quantity Reconciliation]]<br> | * [[Inventory Quantity Reconciliation]]<br> | ||
− | <br>'''Setup | + | <br>'''Setup Modules'''<br> |
Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | Setup SME to fit your business. Setup User<br>Groups, assign usernames and passwords. | ||
* [[Company]] | * [[Company]] | ||
− | * [[ | + | * [[Users]] |
+ | <br>'''Setup Functions'''<br> | ||
+ | These functions help with the direction of SME to assure best practices. | ||
* [[User Groups]] | * [[User Groups]] | ||
− | |||
− | |||
* [[SME Lookup Lists]]<br> | * [[SME Lookup Lists]]<br> | ||
+ | * [[Default Export to QuickBooks Settings]]<br> | ||
* [[Email Settings]]<br> | * [[Email Settings]]<br> | ||
+ | * [[User Preferences]]<br> | ||
+ | |||
<br>'''Dispatching Technicians'''<br> | <br>'''Dispatching Technicians'''<br> | ||
Learn about the different ways available to schedule<br>and [[dispatch]] your technicians. | Learn about the different ways available to schedule<br>and [[dispatch]] your technicians. |
Latest revision as of 18:12, 12 December 2016
New Customers Start Here
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Service and Install Module
Create service or install orders for your customers.
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SME and QuickBooks Sync
Synchronization between SME with QuickBooks
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High 5 Wiki
Click the Wiki Books link for a more organized grouping of information.