I would like to see the ability to export to Excel, import the budget back in and do this by department. I would also like to the the Build for Year feature offer a department selection. That way, we could build a budget from Service 2019.
We want to be sure we are adding departments all over the software to take advantage of what we read regarding the dashboard system. Departments are very important. In Preferences > Customer:Jobs > Company Preferences > Required Data. Please add “Department” as a required field. In Preferences > Sales Opportunity Manager> Company Preferences > Required …
Add Department as Required Field for Customer and SOM Read More »
Add a UPC field to the item form. Use the UPC-A type (most common). Add this number to the Item List, PO form, and Item Lookup, so that it can be used. Here are the rules for UPC-A. https://en.wikipedia.org/wiki/Universal_Product_Code
We use MailChimp. We export Total Office Manager information from the Marketing Lists Generator. We import into MailChimp manually. It works well We would like some type of automated (or a few clicks) system that keeps the two systems synced up. That would save us time.
