Utilities
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Utilities. Presented by: Derek Kratz. You can now enter an unlimited amount of Menu Favorites.

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Utilities

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Utilities

Utilities

Presented by: Derek Kratz


Utilities

You can now enter an unlimited amount of Menu Favorites .


Utilities

We have added a new gmail account for activities. If you CC this email address, the system will search all contact records based on who the email was sent to and will create an activity for any matching emails. Your email will be the activity.


Utilities

Netspell is now an option to use for Spellcheck throughout the system.

Available in V7(030)


Utilities

The new “Auto Create” button in Notification Group Maintenance will allow you to create 1 Notification Group per user that exists in User Maintenance.

Available in V7(029)


Utilities

Mandatory fields will now be displayed in RED (while in Edit or Create mode) throughout the system. Color is based on User maintenance


Utilities

Metrofax has added new cover page types, so we have updated our list to match their available pages.

Available in V7(031)


Utilities

The list of available Image Types in Scan Image Entry has been expanded.

Available in V7(027)


Utilities

File Room/Activities


Utilities

Security has been added to File Room Categories. Set access up in Authorization Maintenance.


Utilities

Use the LINKS button in File Room to link a file or activity to multiple records or see what existing record is linked to.


Utilities

Select link type and enter reference


Utilities

New OCR capability added


Utilities

Enter license information for OCR driver


Utilities

Create OCR File when file is added to File Room


Utilities

OCR file will be saved and attached to the File Room document


Utilities

File Room search options will allow you to search file names, file notes, OCR text files or all places.


Utilities

Print directly to File Room


Utilities

The layoutofthe Activity tab in certain records (customer, item, employee, vendor) has been revamped. It is now in ‘tree diagram’ format as opposed to checkboxes.


Utilities

We are adding OCR recognition to File Room documents.


Utilities

We have added a “Notes” field to the Print Layout Types screen for users to add information about each form.


Utilities

New date, year and period codes available for scheduled reports


Questions

Questions?


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