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Utilities

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Utilities - PowerPoint PPT Presentation


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

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Presentation Transcript
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Utilities

Presented by: Derek Kratz

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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.
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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)

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Mandatory fields will now be displayed in RED (while in Edit or Create mode) throughout the system. Color is based on User maintenance
slide7
Metrofax has added new cover page types, so we have updated our list to match their available pages.

Available in V7(031)

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Security has been added to File Room Categories. Set access up in Authorization Maintenance.
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Use the LINKS button in File Room to link a file or activity to multiple records or see what existing record is linked to.
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File Room search options will allow you to search file names, file notes, OCR text files or all places.
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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.
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We have added a “Notes” field to the Print Layout Types screen for users to add information about each form.
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