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.
Import Budget from Excel with Departments Read More »
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
Add UPC Field to Items Read More »
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.
MailChimp Integration Read More »
