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- 21:05, 9 June 2011 diff hist +190 N Log Created page with "The log tab will show you when your user logged in and logged out of SME. To export the log to Excel, right click on the grid column header and select Export to Excel. [[File:..." current
- 21:01, 9 June 2011 diff hist +1,193 N Details and Settings - User Created page with "On the Details and Settings tab you will assign the user to a user group, assign a log in name and password and decide if the user is a salesperson if they are a technician. [..."
- 21:01, 9 June 2011 diff hist 0 N File:DetailsAndSettings User.jpg
- 20:55, 9 June 2011 diff hist +685 N Users - setup Created page with "left In the Setup module, select Users to create users, assign login passwords, setup technician information, view technician history and more. If yo..."
- 20:55, 9 June 2011 diff hist 0 N File:Users setup.jpg current
- 20:51, 9 June 2011 diff hist +394 N Tab Settings Created page with "Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab. <br><span style="color:orang..." current
- 20:50, 9 June 2011 diff hist 0 N File:TabSettingsTab.jpg current
- 18:45, 9 June 2011 diff hist +30 Administrative Clearances current
- 18:44, 9 June 2011 diff hist 0 N File:AdministrativeClearancesTab.jpg
- 18:43, 9 June 2011 diff hist +2,106 N Administrative Clearances Created page with "On the Administrative Clearances tab you will assign various administrative permissions to a user group such as the ability to delete order, edit order, view costs and totals etc..."
- 18:42, 9 June 2011 diff hist 0 N File:CompanyDefaults.jpg current
- 18:32, 9 June 2011 diff hist +764 N User Security Clearances Created page with "On the User Security Clearances tab you assign read, write, and report access to the modules in SME. Select the module and check Read, Write, or Report Access. * '''Read Ac..." current
- 18:31, 9 June 2011 diff hist 0 N File:UserSecurityClearancesTab.jpg current
- 18:27, 9 June 2011 diff hist +886 N User Groups - setup Created page with "Each user group has permissions within SME. Assign users to a user group and the user will inherit the permissions assigned in the group. Examples of different user groups you ca..." current
- 18:27, 9 June 2011 diff hist 0 N File:UserGroupTabs.jpg current
- 17:29, 9 June 2011 diff hist +2,412 N Notifications Created page with "Notifications can be set for special customers. Special can either be good or bad. For example, set notifications on customers that are behind on their balance so that no additio..." current
- 17:29, 9 June 2011 diff hist 0 N File:AssignNotification.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotificationAlert.jpg current
- 17:28, 9 June 2011 diff hist 0 N File:NotifyTypes.jpg current
- 17:18, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +4 Common Services
- 17:17, 9 June 2011 diff hist +1 Common Services
- 17:16, 9 June 2011 diff hist +1,374 N Common Services Created page with "Common Services provides a way for you to assign a key word to a block of text. When typing notes or filling out a work order, instead of typing the text you can select the key w..."
- 16:38, 9 June 2011 diff hist +8 Lookup Lists
- 16:37, 9 June 2011 diff hist +19 Lookup Lists
- 16:33, 9 June 2011 diff hist +2,153 N Lookup Lists Created page with "Throughout SME, there are drop down fields. You can customize the drop down lists using the Setup module as long as you have the permissions to do so set by your SME Administrato..."
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Numbered(1).jpg current
- 16:33, 9 June 2011 diff hist 0 N File:LookupLists Add Edit Delete.jpg current
- 16:20, 9 June 2011 diff hist +4 Customer Defaults current
- 16:18, 9 June 2011 diff hist +4 Customer Defaults
- 16:18, 9 June 2011 diff hist +1,166 N Customer Defaults Created page with "In the Customer Defaults section you can set default values for the various customer fields and create custom fields for the customer record. Watch the video below or read the i..."
- 16:06, 9 June 2011 diff hist 0 N File:SQlink InventoryItems.jpg current
- 16:06, 9 June 2011 diff hist 0 N File:Inventory LinkOptions.jpg current
- 16:05, 9 June 2011 diff hist -14 Export Options for Inventory Items current
- 16:02, 9 June 2011 diff hist +2,114 N Export Options for Inventory Items Created page with "Inventory is managed in one of two ways when SME is syncing with QuickBooks: <br>· As SME Only Inventory – Items are maintained in SME and inventory Cost of Goods, In..."
- 15:55, 9 June 2011 diff hist 0 N File:DefaultExportInventoryOption.jpg current
- 15:50, 9 June 2011 diff hist +1,193 N Export options for Subcontractors Created page with "When you add a service item to an order and add a subcontractor to the service, SME can either export a bill for the subcontractor in QuickBooks for the cost of the service item,..." current
- 15:50, 9 June 2011 diff hist 0 N File:SubcontractorExportOptions.jpg current
- 15:49, 9 June 2011 diff hist 0 N File:SubcontractorBill.jpg current
- 15:48, 9 June 2011 diff hist 0 N File:SubContractorOnServiceItem.jpg current
- 15:43, 9 June 2011 diff hist +1,300 N Export Options for Purchase Orders Created page with "Check one of the next two options for how SME exports purchase orders to QuickBooks: File:POExportOptions.jpg '''Default Export for New POs''' – If checked, purchase or..." current
- 15:42, 9 June 2011 diff hist 0 N File:SQLink PO.jpg current
- 15:36, 9 June 2011 diff hist 0 N File:POExportOptions.jpg current
- 15:35, 9 June 2011 diff hist +5 Default Export to QuickBooks Settings
- 15:34, 9 June 2011 diff hist +794 N Default Export to QuickBooks Settings Created page with "If you are syncing SME with QuickBooks, choose which forms in SME export to QuickBooks by default. File:QBExportDefaults.jpg '''Default Export for New Invoices''' – If ch..."
- 15:33, 9 June 2011 diff hist 0 N File:QBExportDefaults.jpg current
- 15:30, 9 June 2011 diff hist +1,156 N Order Created page with "The Order Defaults section in the Setup Module where you will set various defaults such as colors associated with orders, beginning order and invoice numbers, finance charge past..." current
- 15:30, 9 June 2011 diff hist 0 N File:DispatchColors.jpg current
- 15:29, 9 June 2011 diff hist 0 N File:NextOrderNumbers.jpg current
- 15:25, 9 June 2011 diff hist +3,804 N System Created page with "The System Defaults section is where you will set password requirements, technician work hours for dispatch, and various settings and defaults described below. [[File:System.jp..."
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