Marketing Calls Purpose: This report is designed for you to be able to search through your customer contacts by zip code and make sales calls to. It also displays the last message logged on the contact to see what the last correspondence wi...
Customer Messages Purpose: This report allows you to audit the messages logged on your customer records. It is designed to enable you to view different types of activity going on with a customer as well as audit your reps productivity at ce...
Customer List Purpose: This report allows users to view all customers at once, or, to break out a list of customers by branch, status, or interest code. One way this report is often utilized, is to view prospect and target accounts so that ...
Customer Address Labels 30up Purpose: This report is designed to work with the Avery 5160 label template. This uses the same mailing address that displays on the invoices when they are sent out. You can utilize the export view that makes ex...
Contact Messages Purpose: This report allows you to audit the messages logged on your customer contact records. It is a great report for reviewing rep communication with contacts as well as the details of those contacts made. This can allow...
Contact Birthday List Report Purpose: This report can be used as a customer relations tool to enable you to know when your contact’s birthdays are coming up. Parameters: 1. Branch Name: A drop down list of all branches in the us...
How to Manage Billing Setup When setting up billing on a customer record in Beyond there are a few questions one might ask themselves. How often is a customer invoiced? What do the invoices look like? Who are invoices sent to? Is this person mail...
Version ∞2017.9.8:
Enterprise
New:
Added an calculation warning for mixing tax exempt paycodes with non-exempt. The error states, “Mixing paycodes with tax exemption may affect pre-tax ...
*Note* TempWorks Software is no longer selling physical TimeClocks. While physical TimeClocks are still in the Extended Support product life cycle, it is recommended that clients utilizing physical TimeClocks begin to research and plan for ...
Overview You are able to utilize a Gmail email account within Enterprise for the sending and receiving of emails. Generating the App Password In order to add a Gmail account within Enterprise, you will need to have generated an "App Passw...