This section contains helpful How-To instructions provided by Cyrious staff and users. Please feel free to add your own or email your How-To Guide to support@cyrious.com.

• How-To Check Part Cost is Current for Version 4.5 Higher
• How-To Check That a Part Cost is Current
• How-To Check That Height and Width Dimensions are Within Range
• How-To Autofill Line Item Description When Pricing
• How-To Set Transaction UDF Fields Based on Product Characteristics
• How-To Use the Calculatelayoutonroll Function for Layout Calculations
• How-To Use the Calculatelayoutonsheet Function for Layout Calculations
• How-to Validate a Users Input
• How-To Use the Part Price as a List or Cost Price in a Selection List
• How-To Preview Test CFL Coding Results
• How-To Use Loops in CFL
• How-To Convert INI File Format to JSON
• How-To Use the SetValues() Function to Set Variable Values
• How-To Make Variable Formulas
• How-To Use the Same Table for Different Variables
• How-To Make Coding Easier with the Formula Builder
• How-To Create and Use Linked Lists
• How-To Have Different Formulas for a Variable Depending On the Product Selected
• How-To Use List Filters to Show Only Certain Rows for Different Products
• How-To Set Up and Use UDFs
• How-To Pass Numbers to and From a Unit Variable
• How-To Set UDFs Based on Transaction Variables
• How-To Determine if Estimate has Variations How Many
• How-To Export PDF Information From Control
• How-To Create Temporary Variables with Declare
• How-To Debug Formulas
• How-To Spread Cost Between Line Items
• How-To Retrieve a SQL Value in CFL
• How-To Make Server 2012 Auto Login Admin Account

• How-To Setup the SSLIP to Run Automatically on Boot Using Task Scheduler
• How-To Install an Update
• How-To Perform a Server Swap to Install on a New Server
• How-To Perform a Manual Installation of Control
• How-To Use Gmail Without SSL for Local Email
• How-To Use Godaddy to Email
• How-To Install Production Terminal on IIS 7 for Windows 7
• How-To Install Web View on IIS 7 for Windows 7

• Control Macro Ideas
• How-To Email Invoices on Orders in Sale Manually
• How-To Email Invoices on Orders in Sale Automatically
• How-To Email Customer When Order Marked Built Automatically
• How-to Email Account Statements to Companies with Balances Due
• How-To Automate your Backups to Run at Night
• How-To email Departments of PO Receipts
• How-To Create an Estimate Follow-up Activity
• How-To Create An Email for Estimate Follow-up
• How-To Set Transaction UDF Fields Based on Product Characteristics
• Macro Trigger Based on Date Intervals
• How-To Create Sequel Code for Reports Macros
• How-To Automatically Close an Order in Sale (Macro)
• How-To Update UDFs Using SQL and Macro Triggers
• How-To Create Dynamic or Variable Text Popups for Alerts and User Information
• How-To Automate your Daily Close Out
• How-To Calculate a Weekday for a Macro Ttrigger
• How-To Use UDF Values in a Macro Trigger
• How-To Create a Macro that Only Runs After the First Edit or Recompute

• Correcting Formulas for Advanced Labor
• How-To Create Modifier to Override Square Foot Price

• How-To Use Parts in Selection Lists
• How-To Bypass Report Option Prompt for Faster Display
• How-To Update Part Prices From Excel Spreadsheet
• Inventory Display Unit FAQs
• Resell Parts

• How-To Suppress Tabs in a Pricing Form Page
• How-To Make Coding Easier with the Formula Builder
• How-To Use a Ttabchildcontainer to Display Child Items on Your Main Form
• How-To Allow Users to Restore Overriden Values
• How-To Change Font Size, Make Characters Bold, etc... on Pricing Forms
• How-To Create Variable Text on a Pricing Form
• How-To Hide Fields on Pricing Form
• How-To Make Decimals Show in Number Variables on Pricing Forms
• How-To Make Variable Formulas
• How-To Remove Object Which Appears in the Entry Screen but Not the Pricing Form
• How-To Autofill Line Item Description when Pricing
• How-To Show Inventory Levels on the Pricing Form
• How-To Create a Fedex Shipping Link on the Pricing Form
• How-To Link Thumbnail Images to Selection List Rows
• How-To Set Length of Drop Down Lists
• How-To Trigger Recalculation on Mouse Click

• How-To Insure that a Child Product is Included in an Order or Estimate
• How-To Create a New Material Category
• How-To Add a Printer to the Cutter List
• How-To Enable Priority Tracking on Orders

• How-To Set-up a Service Ticket System for Internal Ordering

• How-To Modify Layouts for Estimates Work Orders and Invoices
• How-To Use Declare and Case Statements to Simplify Layouts

• What are Derived Products

• How-To Setup and Use UDFs
• How-To Display Numbers with Decimals in UDF Layouts
• How-To Separate UDFs into Tabbed Pages
• How-To Retrieve the Date of a UDF Entry

• What are Smart Parts
• Smart Part Overview
• Smart Part Search Variable and Grid
• Smart Part Search Builder
• Smart Part Filter Variable and Grid
• Smart Part Summary Variable and Component
• Smart Part CFL Changes
• How-To Setup a Smart Part product
• Case Study On Creating A Small Parts Product

• Progress Billing

Sales Management

• Basic Sales Management Approach

This is the approach recommended for most small and mid-sized businesses

• Log Records of Calls to Customers Past Due Inquiries Directly to GL and Order Record
• How-To Create a Credit Balance for a Customer Account
• How-To Reset Salesperson Due to Inactivity

• How-To Generate a GL Export
• How-To Print Sales Tax Reports on Closed Orders
• How-To Display Your Custom Work Order in Production Terminal
• How-To Bypass Report Option Prompt for Faster Display
• How-To Add the Pay Online Button to a Report

• How-To Set-up a Product for UseTax
• How-To Set-up to Track VAT Taxes on Bills
• How-To Handle Barter with Full Accounting
• How-To Handle Barter Without Full Accounting
• How-To Change Your Sales Tax Rates
• How-To Write Off Receivable Amounts
• How-To Enable and Credit Memos
• How-To Backdate Orders During Your Initial Import

• How-To Print Checks for Direct Deposit Employees
• How-To Void Individual Paychecks on Payroll
• How-To Adjust Vacation and Sick Time Balances at Years End

• How-To Create an Export File for Importing to Outlook Calendars Based on Orders
• How-To Export a Calendar for Importing to Outlook
• How-To Handle an NSF Check and Export Into Quickbooks
• How-To Export an Email Contact List

• How-To Create a Dashboard Shortcut to Open a File or Run an .exe
• How-To Create a Dashboard Shortcut to Open a Web Page
• How-To Place Advanced Queries On the Dashboard
• How-To Change Station and Assign to in One Step

• How-To Manage Order from Explorer

• How-To Create an ODBC Link
• How-To Change Layout Features of Reports with Crystal Reports
• Create Crystal Cross-tab Report
• How-To Create a New Crystal Report
• How-To Create Loops and Case Statements in Crystal
• How-To Pass Information from Cyrious to Crystal
• Print Unique Estimate Numbers on Estimates
• Create Crystal Report Showing Purchase History
• How-To Add Fields to a Cyrious Report
• How-To Connect to a MYSQL Database Like Presswise
• How-To Create A Numeric Index For Line Items for Grouping and Sorting
• How-To Create Lookuptable Reports in Crystal

• How-To Configure Control to Send Email
• How-To create a New Division
• How-To Set-up Credit Card Processing
• How-To Setup Avalara Online Tax Processing
• How-To Setup and Use Warehouses for Inventory
• How-To Activate Backdate Options Menu
• How-To Change a Report Export File Path

• How-To Write SQL to Extract an XML Value From a Database Field
• How-To Use SQL Reports for Event Notifications
• How-To Downgrade a SQL 2005 Database to SQL 2000
• How-To Change a Transaction Variable Based on an Order Condition
• How-To Create a Database Table Change Log Using a SQL Trigger
• How-To Use UDF Change Log Tables for Macros and Reports
• How-To Create a Database Backup with Only a Specific Order Estimate or Product
• How-To Access Commission Tables

• Shipping Tab Overview
• How-To Add or Edit Shipping Method Carriers
• How-To Ship a Dingle Shipment
• How-To Ship Multiple Shipments
• How-To Import Addresses
• How-To Use the Shipment Explorer
• How-To Use the Shipment Explorer Instruments
• How-To Pull Data from the Shipping Tab to an Order Line Item
• How-To Create a SQL Report to Set Multiple Shipments Information

• How-To Send Faxes through Efax
• How-To Mass Create Folders for Storing Customer Information
• How-To use an Ipad with Control
• How-To Utilize Keyboard Shortcuts in Control to Decrease Mouse Clicks
• How-To Use the Quick Add Address Feature
• How-To Use the Line Item Due Date Feature
• How-To Trigger Refreshes in Control from 3rd Party Applications