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control_how-to_guides [2019/06/14 12:54]
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control_how-to_guides [2024/02/15 11:07] (current)
pcosta |
| ====== ====== | ====== How-To Guides for Control ====== |
| |
| 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. | 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. |
| ===== CFL How-To ===== | ===== CFL How-To ===== |
| |
| * [[:how_to_check_part_cost_is_current_-_version_4.5_higher|How-to Check Part Cost is Current - Version 4.5 Higher]] | * [[:how_to_check_part_cost_is_current_-_version_4.5_higher|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 a Part Cost is Current]] | * [[:how-to_check_that_a_part_cost_is_current|How-To Check That a Part Cost is Current]] |
| * [[:how-to_check_that_height_and_width_dimensions_are_within_range|How-to Check That Height and Width Dimensions are Within Range]] | * [[:how-to_check_that_height_and_width_dimensions_are_within_range|How-To Check That Height and Width Dimensions are Within Range]] |
| * [[:how-to_autofill_line_item_description_when_pricing|How-to Autofill Line Item Description When Pricing]] | * [[:how-to_autofill_line_item_description_when_pricing|How-To Autofill Line Item Description When Pricing]] |
| * [[:how-to_set_transaction_udf_fields_based_on_product_characteristics|How-to Set Transaction UDF Fields Based on Product Characteristics]] | * [[:how-to_set_transaction_udf_fields_based_on_product_characteristics|How-To Set Transaction UDF Fields Based on Product Characteristics]] |
| * [[:how-to_use_the_calculatelayoutonroll_function_for_layout_calculations|How-to Use the Calculatelayoutonroll Function for Layout Calculations]] | * [[:how-to_use_the_calculatelayoutonroll_function_for_layout_calculations|How-To Use the Calculatelayoutonroll Function for Layout Calculations]] |
| * [[:how-to_use_the_calculatelayoutonsheet_function_for_layout_calculations|How-to Use the Calculatelayoutonsheet Function for Layout Calculations]] | * [[:how-to_use_the_calculatelayoutonsheet_function_for_layout_calculations|How-To Use the Calculatelayoutonsheet Function for Layout Calculations]] |
| * [[:how-to_validate_a_users_input|How-to Validate a Users Input]] | * [[:how-to_validate_a_users_input|How-to Validate a Users Input]] |
| * [[:how_to_use_the_part_price_as_a_list_or_cost_price_in_a_selection_list|How-to Use the Part Price as a List or Cost Price in a Selection List]] | * [[:how_to_use_the_part_price_as_a_list_or_cost_price_in_a_selection_list|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 Preview Test CFL Coding Results]] | * [[:how_to_preview_test_cfl_coding_results|How-To Preview Test CFL Coding Results]] |
| * [[:how_to_use_loops_in_cfl|How to Use Loops in CFL]] | * [[:how_to_use_loops_in_cfl|How-To Use Loops in CFL]] |
| * [[:how_to_convert_ini_file_format_to_json|How-to Convert INI File Format to JSON]] | * [[:how_to_convert_ini_file_format_to_json|How-To Convert INI File Format to JSON]] |
| * [[:how_to_use_the_setvariables_function_to_set_variable_values|How-to Use the SetValues() Function to Set Variable Values]] | * [[:how_to_use_the_setvariables_function_to_set_variable_values|How-To Use the SetValues() Function to Set Variable Values]] |
| * [[:how_to_make_variable_formulas|How-to Make Variable Formulas]] | * [[:how_to_make_variable_formulas|How-To Make Variable Formulas]] |
| * [[:how_to_use_the_same_table_for_different_variables|How-to Use the Same Table for Different Variables]] | * [[:how_to_use_the_same_table_for_different_variables|How-To Use the Same Table for Different Variables]] |
| * [[:how-to_make_coding_easier_with_the_formula_builder|How-to Make Coding Easier with the Formula Builder]] | * [[:how-to_make_coding_easier_with_the_formula_builder|How-To Make Coding Easier with the Formula Builder]] |
| * [[:how_to_create_and_use_linked_lists|How-to Create and Use Linked Lists]] | * [[:how_to_create_and_use_linked_lists|How-To Create and Use Linked Lists]] |
| * [[:how_to_have_different_formulas_for_a_variable_depending_on_the_product_selected|How-to Have Different Formulas for a Variable Depending On the Product Selected]] | * [[:how_to_have_different_formulas_for_a_variable_depending_on_the_product_selected|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 Use List Filters to Show Only Certain Rows for Different Products]] | * [[:how_to_use_list_filters_to_show_only_certain_rows_for_different_products|How-To Use List Filters to Show Only Certain Rows for Different Products]] |
| * [[:how_to_set_up_and_use_udfs|How-to Set Up and Use UDFs]] | * [[:how_to_set_up_and_use_udfs|How-To Set Up and Use UDFs]] |
| * [[:how_to_pass_numbers_to_and_from_a_unit_variable|How-to Pass Numbers to and From a Unit Variable]] | * [[:how_to_pass_numbers_to_and_from_a_unit_variable|How-To Pass Numbers to and From a Unit Variable]] |
| * [[:how_to_set_udfs_based_on_transaction_variables|How-to Set UDFs Based on Transaction Variables]] | * [[:how_to_set_udfs_based_on_transaction_variables|How-To Set UDFs Based on Transaction Variables]] |
| * [[:how_to_determine_if_estimate_has_variations_how_many|How-to Determine if Estimate has Variations How Many]] | * [[:how_to_determine_if_estimate_has_variations_how_many|How-To Determine if Estimate has Variations How Many]] |
| * [[:how-to_export_jdf_information_from_control|How-to Export PDF Information From Control]] | * [[:how-to_export_jdf_information_from_control|How-To Export PDF Information From Control]] |
| * [[:how_to_create_temporary_variables_with_declare|How-to Create Temporary Variables with Declare]] | * [[:how_to_create_temporary_variables_with_declare|How-To Create Temporary Variables with Declare]] |
| * [[:how_to_debug_formulas|How-to Debug Formulas]] | * [[:how_to_debug_formulas|How-To Debug Formulas]] |
| * [[:how_to_spread_cost_between_line_items|How-to Spread Cost Between Line Items]] | * [[:how_to_spread_cost_between_line_items|How-To Spread Cost Between Line Items]] |
| * [[:how-to_retrieve_a_sql_value_in_cfl|How-to Retrieve a SQL Value in CFL]] | * [[:how-to_retrieve_a_sql_value_in_cfl|How-To Retrieve a SQL Value in CFL]] |
| * [[:how_to_make_server_2012_auto_login_admin_account|How-to Make Server 2012 Auto Login Admin Account]] | * [[:how_to_make_server_2012_auto_login_admin_account|How-To Make Server 2012 Auto Login Admin Account]] |
| |
| ===== Installation How-To ===== | ===== Installation How-To ===== |
| |
| * [[:how-to_setup_the_sslip_to_run_automatically_on_boot_using_task_scheduler|How-to Setup the SSLIP to Run Automatically on Boot Using Task Scheduler]] | * [[:how-to_setup_the_sslip_to_run_automatically_on_boot_using_task_scheduler|How-To Setup the SSLIP to Run Automatically on Boot Using Task Scheduler]] |
| * [[:how-to_install_a_update|How-to Install a Update]] | * [[:how-to_install_a_control_update|How-To Install an Update]] |
| * [[:how-to_perform_a_server_swap_to_install_on_a_new_server|How-to Perform a Server Swap to Install on a New Server]] | * [[:how-to_perform_a_server_swap_to_install_control_on_a_new_server|How-To Perform a Server Swap to Install on a New Server]] |
| * [[:how-to_perform_a_manual_installation_of_control|How-to Perform a Manual Installation of Control]] | * [[:how-to_perform_a_manual_installation_of_control|How-To Perform a Manual Installation of Control]] |
| * [[:how-to_use_gmail_without_ssl_for_local_email|How-to Use Gmail Without SSL for Local Email]] | * [[:how-to_use_gmail_without_ssl_for_local_email|How-To Use Gmail Without SSL for Local Email]] |
| * [[:how-to_use_godaddy_email|How-to Use Godaddy Email]] | * [[:how-to_use_godaddy_email|How-To Use Godaddy to Email]] |
| * [[:how-to_install_production_terminal_on_iis_7_for_windows_7|How-to Install Production Terminal on IIS 7 for Windows 7]] | * [[:how_to_install_production_terminal_on_iis_7_for_windows_7|How-To Install Production Terminal on IIS 7 for Windows 7]] |
| * [[:how-to_install_web_view_on_iis_7_for_windows_7|How-to Install Web View on IIS 7 for Windows 7]] | * [[:how_to_install_web_view_on_iis_7_for_windows_7|How-To Install Web View on IIS 7 for Windows 7]] |
| |
| ===== Macro/Automation How-To ===== | ===== Macro/Automation How-To ===== |
| |
| * [[:control_macro_ideas|Control Macro Ideas]] | * [[:control_macro_ideas|Control Macro Ideas]] |
| * [[:how-to_email_invoices_on_orders_in_sale_manually|How-to Email Invoices on Orders in Sale Manually]] | * [[:how-to_email_invoices_on_orders_in_sale_manually|How-To Email Invoices on Orders in Sale Manually]] |
| * [[:how-to_email_invoices_on_orders_in_sale_automatically|How-to Email Invoices on Orders in Sale Automatically]] | * [[:how-to_email_invoices_on_orders_in_sale_automatically|How-To Email Invoices on Orders in Sale Automatically]] |
| * [[:how-to_email_customer_when_order_marked_built_automatically|How-to Email Customer When Order Marked Built Automatically]] | * [[:how-to_email_customer_when_order_marked_built_automatically|How-To Email Customer When Order Marked Built Automatically]] |
| * [[:how-to_email_account_statements_to_companies_with_balances_due|How-to Email Account Statements to Companies with Balances Due]] | * [[:how-to_email_account_statements_to_companies_with_balances_due|How-to Email Account Statements to Companies with Balances Due]] |
| * [[:how-to_automate_your_backups_to_run_at_night|How-to Automate your Backups to Run at Night]] | * [[:how-to_automate_your_backups_to_run_at_night|How-To Automate your Backups to Run at Night]] |
| * [[:how-to_email_departments_of_po_receipts|How-to email Departments of PO Receipts]] | * [[:how_to_email_departments_of_po_receipts|How-To email Departments of PO Receipts]] |
| * [[:how-to_create_an_estimate_gollow-up_activity|How-to Create an Estimate Gollow-up Activity]] | * [[:how_to_create_an_estimate_follow-up_activity|How-To Create an Estimate Follow-up Activity]] |
| * [[:how-to_create_an_email_for_estimate_ffollow-up|How-to Create An Email for Estimate Ffollow-up]] | * [[:how-to_create_an_email_for_estimate_follow-up|How-To Create An Email for Estimate Follow-up]] |
| * [[:how-to_set_transaction_udf_fields_based_on_product_characteristics|How-to Set Transaction UDF Fields Based on Product Characteristics]] | * [[:how-to_set_transaction_udf_fields_based_on_product_characteristics|How-To Set Transaction UDF Fields Based on Product Characteristics]] |
| * [[:macro_trigger_based_on_date_intervals|Macro Trigger Based on Date Intervals]] | * [[:macro_trigger_based_on_date_intervals|Macro Trigger Based on Date Intervals]] |
| * [[:how-to_create_sequel_code_for_reports_macros|How-to Create Sequel Code for Reports Macros]] | * [[:how-to_create_sequel_code_for_reports_macros|How-To Create Sequel Code for Reports Macros]] |
| * [[:how-to_automatically_close_an_order_in_sale_macro|How-to Automatically Close an Order in Sale (Macro)]] | * [[:how-to_automatically_close_an_order_in_sale_28running_a_sql_report_in_a_macro_29|How-To Automatically Close an Order in Sale (Macro)]] |
| * [[:how-to_update_udfs_using_sql_and_macro_triggers|How-to Update UDFs Using SQL and Macro Triggers]] | * [[:how_to_update_udfs_using_sql_and_macro_triggers|How-To Update UDFs Using SQL and Macro Triggers]] |
| * [[:how-to_create_dynamic_or_variable_text_popups_for_alerts_and_user_information|How-to Create Dynamic or Variable Text Popups for Alerts and User Information]] | * [[:how_to_create_dynamic_or_variable_text_popups_for_alerts_and_user_information|How-To Create Dynamic or Variable Text Popups for Alerts and User Information]] |
| * [[:how-to_automate_your_daily_close_out|How-to Automate your Daily Close Out]] | * [[:how-to_automate_your_daily_close_out|How-To Automate your Daily Close Out]] |
| * [[:how-to_calculate_a_weekday_for_a_macro_ttrigger|How-to Calculate a Weekday for a Macro Ttrigger]] | * [[:how_to_calculate_a_weekday_for_a_macro_trigger|How-To Calculate a Weekday for a Macro Ttrigger]] |
| * [[:how-to_use_udf_values_in_a_macro_trigger|How-to Use UDF Values in a Macro Trigger]] | * [[:how_to_use_udf_values_in_a_macro_trigger|How-To Use UDF Values in a Macro Trigger]] |
| * [[:how-to_create_a_macro_that_only_runs_after_the_first_edit_or_recompute|How-to Create a Macro that Only Runs After the First Edit or Recompute]] | * [[:how_to_create_a_macro_that_only_runs_after_the_first_edit_or_recompute|How-To Create a Macro that Only Runs After the First Edit or Recompute]] |
| |
| ===== Out-of-the-Box OOB Dataset Related How-To's ===== | ===== Out-of-the-Box OOB Dataset Related How-To's ===== |
| |
| * [[:correcting_formulas_for_advanced_labor|Correcting Formulas for Advanced Labor]] | * [[:correcting_formulas_for_advanced_labor|Correcting Formulas for Advanced Labor]] |
| * [[:how-to_create_modifier_to_override_square_foot_price|How-to Create Modifier to Override Square Foot Price]] | * [[:how-to_create_modifier_to_override_square_foot_price|How-To Create Modifier to Override Square Foot Price]] |
| |
| ===== Parts ===== | ===== Parts ===== |
| |
| * [[:how-to_use_parts_in_selection_lists|How-to Use Parts in Selection Lists]] | * [[:how_to_use_parts_in_selection_lists|How-To Use Parts in Selection Lists]] |
| * [[:how-to_bypass_report_option_prompt_for_faster_display|How-to Bypass Report Option Prompt for Faster Display]] | * [[:how_to_bypass_report_option_prompt_for_faster_display|How-To Bypass Report Option Prompt for Faster Display]] |
| * [[:how-to_update_part_prices_from_excel_spreadsheet|How-to Update Part Prices From Excel Spreadsheet]] | * [[:how_to_update_part_prices_from_excel_spreadsheet|How-To Update Part Prices From Excel Spreadsheet]] |
| * [[:inventory_display_unit_faq|Inventory Display Unit FAQ]] | * [[:inventory_display_unit_faq|Inventory Display Unit FAQs]] |
| * [[:resell_parts|Resell Parts]] | * [[:resell_parts|Resell Parts]] |
| |
| ===== Pricing Form How-To's ===== | ===== Pricing Form How-To's ===== |
| |
| * [[:how-to_suppress_tabs_in_a_pricing_form_page_control|How-to Suppress Tabs in a Pricing form Page Control]] | * [[:how-to_suppress_tabs_in_a_pricing_form_page_control|How-To Suppress Tabs in a Pricing Form Page]] |
| * [[:how-to_make_coding_easier_with_the_formula_builder|How-to Make Coding Easier with the Formula Builder]] | * [[:how-to_make_coding_easier_with_the_formula_builder|How-To Make Coding Easier with the Formula Builder]] |
| * [[:how-to_use_a_ttabchildcontainer_to_display_child_items_on_your_main_form|How-to Use a Ttabchildcontainer to Display Child Items on Your Main Form]] | * [[:how-to_use_a_ttabchildcontainer_to_display_child_items_on_your_main_form|How-To Use a Ttabchildcontainer to Display Child Items on Your Main Form]] |
| * [[:how-to_allow_users_to_restore_overriden_values|How-to Allow Users to Restore Overriden Values]] | * [[:how_to_allow_users_to_restore_overriden_values|How-To Allow Users to Restore Overriden Values]] |
| * [[:how-to_change_font_size_make_characters_bold_etc._on_pricing_form|How-to Change Font Size Make Characters Bold etc. on Pricing Form]] | * [[:how_to_change_font_size_2c_make_characters_bold_2c_etc._on_pricing_form|How-To Change Font Size, Make Characters Bold, etc... on Pricing Forms]] |
| * [[:how-to_create_variable_text_on_a_pricing_form|How-to Create Variable Text on a Pricing Form]] | * [[:how_to_create_variable_text_on_a_pricing_form|How-To Create Variable Text on a Pricing Form]] |
| * [[:how-to_hide_fields_on_pricing_form|How-to Hide Fields on Pricing Form]] | * [[:how_to_hide_fields_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 Decimals Show in Number Variables on Pricing Forms]] | * [[:how_to_make_decimals_show_in_number_variables_on_pricing_forms|How-To Make Decimals Show in Number Variables on Pricing Forms]] |
| * [[:how-to_make_variable_formulas|How-to Make Variable Formulas]] | * [[:how_to_make_variable_formulas|How-To Make Variable Formulas]] |
| * [[:how-to_remove_object_which_appears_in_the_entry_screen_but_not_the_pricing_form|How-to Remove Object Which Appears in the Entry Screen but Not the Pricing Form]] | * [[:how_to_remove_object_which_appears_in_the_entry_screen_but_not_the_pricing_form|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 Autofill Line Item Description when Pricing]] | * [[:how-to_autofill_line_item_description_when_pricing|How-To Autofill Line Item Description when Pricing]] |
| * [[:how-to_show_inventory_levels_on_the_pricing_form|How-to Show Inventory Levels on the Pricing Form]] | * [[:how_to_show_inventory_levels_on_the_pricing_form|How-To Show Inventory Levels on the Pricing Form]] |
| * [[:how-to_create_a_fedex_shipping_link_on_the_pricing_form|How-to Create a Fedex Shipping Link on the Pricing Form]] | * [[:how-to_create_a_fedex_shipping_link_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 Link Thumbnail Images to Selection List Rows]] | * [[:how_to_link_thumbnail_images_to_selection_list_rows|How-To Link Thumbnail Images to Selection List Rows]] |
| * [[:how-to_set_length_of_drop_down_lists|How-to Set Length of Drop Down Lists]] | * [[:how_to_set_length_of_drop_down_lists|How-To Set Length of Drop Down Lists]] |
| * [[:how-to_trigger_recalculation_on_mouse_click|How-to Trigger Recalculation on Mouse Click]] | * [[:how_to_trigger_recalculation_on_mouse_click|How-To Trigger Recalculation on Mouse Click]] |
| |
| ===== Products ===== | ===== Products ===== |
| |
| * [[:how-to_insure_that_a_child_product_is_included_in_an_order_or_estimate|How-to Insure that a Child Product is Included in an Order or Estimate]] | * [[:how_to_insure_that_a_child_product_is_included_in_an_order_or_estimate|How-To Insure that a Child Product is Included in an Order or Estimate]] |
| * [[:how-to_create_a_new_material_category|How-to Create a New Material Category]] | * [[:how_to_create_a_new_material_category|How-To Create a New Material Category]] |
| * [[:how-to_add_a_printer_to_the_cutter_list|How-to Add a Printer to the Cutter List]] | * [[:how_to_add_a_printer_to_the_cutter_list|How-To Add a Printer to the Cutter List]] |
| * [[:how-to_enable_priority_tracking_on_orders|How-to Enable Priority Tracking on Orders]] | * [[:how_to_enable_priority_tracking_on_orders|How-To Enable Priority Tracking on Orders]] |
| |
| ===== Service Tickets ===== | ===== Service Tickets ===== |
| |
| * [[:how-to_set-up_a_service_ticket_system_for_internal_ordering|How-to Set-up a Service Ticket System for Internal Ordering]] | * [[:how_to_set_up_a_service_ticket_system_for_internal_ordering|How-To Set-up a Service Ticket System for Internal Ordering]] |
| |
| ===== Product Layouts ===== | ===== Product Layouts ===== |
| |
| * [[:how-to_modify_layouts_for_estimates_work_orders_and_invoices|How-to Modify Layouts for Estimates Work Orders and Invoices]] | * [[:how-to_modify_layouts_for_estimates_work_orders_and_invoices|How-To Modify Layouts for Estimates Work Orders and Invoices]] |
| * [[:how-to_use_declare_and_case_statements_to_simplify_layouts|How-to Use Declare and Case Statements to Simplify Layouts]] | * [[:how_to_use_declare_and_case_statements_to_simplify_layouts|How-To Use Declare and Case Statements to Simplify Layouts]] |
| |
| ===== Derived Products ===== | ===== Derived Products ===== |
| |
| * [[:control_-_what_is_derived_products|Control - What is Derived Products]] | * [[:control_-_what_are_derived_products|What are Derived Products]] |
| |
| ===== UDF Layouts And Actions ===== | ===== UDF Layouts And Actions ===== |
| |
| * [[:how-to_set-up_and_use_udfs|How-to Set-up and Use UDFs]] | * [[:how_to_set_up_and_use_udfs|How-To Setup and Use UDFs]] |
| * [[:how-to_display_numbers_with_decimals_in_udf_layouts|How-to Display Numbers with Decimals in UDF Layouts]] | * [[:how_to_display_numbers_with_decimals_in_udf_layouts|How-To Display Numbers with Decimals in UDF Layouts]] |
| * [[:how-to_separate_udfs_into_tabbed_pages|How-to Separate UDFs Into Tabbed Pages]] | * [[:how_to_separate_udfs_into_tabbed_pages|How-To Separate UDFs into Tabbed Pages]] |
| * [[:how-to_retrieve_the_date_of_a_udf_entry|How-to Retrieve the Date of a UDF Entry]] | * [[:how_to_retrieve_the_date_of_a_udf_entry|How-To Retrieve the Date of a UDF Entry]] |
| |
| ===== Smart Parts ===== | ===== Smart Parts ===== |
| |
| * [[:what_is_smart_parts|What Is Smart Parts]] | * [[:control_-_what_is_smart_parts|What are Smart Parts]] |
| * [[:smart_part_overview|Smart Part Overview]] | * [[:control_-_smart_part_introduction|Smart Part Overview]] |
| * [[:smart_part_search_variable_and_grid|Smart Part Search Variable and Grid]] | * [[:control_-_smart_part_filter_variable_and_grid|Smart Part Search Variable and Grid]] |
| * [[:smart_part_search_builder|Smart Part Search Builder]] | * [[:control_-_smart_part_search_builder|Smart Part Search Builder]] |
| * [[:smart_part_filter_variable_and_grid|Smart Part Filter Variable and Grid]] | * [[:control_-_smart_part_filter_variable_and_grid|Smart Part Filter Variable and Grid]] |
| * [[:smart_part_summary_variable_and_component|Smart Part Summary Variable and Component]] | * [[:smart_part_summary_variable_and_component|Smart Part Summary Variable and Component]] |
| * [[:smart_part_cfl_changes|Smart Part CFL Changes]] | * [[:control_-_smart_part_cfl_changes|Smart Part CFL Changes]] |
| * [[:how-to_setup_a_smart_part_product|How-To Setup a Smart Part product]] | * [[:how-to_setup_a_smart_part_product|How-To Setup a Smart Part product]] |
| * [[:case_study_on_creating_a_small_parts_product|Case Study On Creating A Small Parts Product]] | * [[:a_case_study_for_a_smart_parts_product|Case Study On Creating A Small Parts Product]] |
| |
| ====== Invoicing ====== | ====== Invoicing ====== |
| **Sales Management** | **Sales Management** |
| |
| * [[:how-to_-_a_basic_sales_management_approach|How-to - a Basic Sales Management Approach]] | * [[:how-to_-_a_basic_sales_management_approach|Basic Sales Management Approach]] |
| |
| - This is the approach recommended for most small and mid-sized businesses. | **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|Log Records of Calls to Customers Past Due Inquiries Directly to GL and Order Record]] | * [[:log_records_of_calls_to_customers_past_due_inquiries_directly_to_gl_and_order_record|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 Create a Credit Balance for a Customer Account]] | * [[:how_to_create_a_credit_balance_for_a_customer_account|How-To Create a Credit Balance for a Customer Account]] |
| * [[:how-to_reset_salesperson_due_to_inactivity|How-to Reset Salesperson Due to Inactivity]] | * [[:how_to_reset_salesperson_due_to_inactivity|How-To Reset Salesperson Due to Inactivity]] |
| |
| ===== Reports ===== | ===== Reports ===== |
| |
| * [[:how-to_generate_a_gl_export|How-to Generate a GL Export]] | * [[:how-_to_generate_a_gl_export|How-To Generate a GL Export]] |
| * [[:how-to_print_sales_tax_reports_on_closed_orders|How-to Print Sales Tax Reports on Closed Orders]] | * [[:how-to_print_sales_tax_reports_on_closed_orders|How-To Print Sales Tax Reports on Closed Orders]] |
| * [[:how-to_display_your_custom_work_order_in_production_terminal|How-to Display Your Custom Work Order in Production Terminal]] | * [[:how_to_display_your_custom_work_order_in_production_terminal|How-To Display Your Custom Work Order in Production Terminal]] |
| * [[:how-to_bypass_report_option_prompt_for_faster_display|How-to Bypass Report Option Prompt for Faster Display]] | * [[:how_to_bypass_report_option_prompt_for_faster_display|How-To Bypass Report Option Prompt for Faster Display]] |
| * [[:how-to_add_the_pay_online_button_to_a_report|How-to Add the Pay Online Button to a Report]] | * [[:how_to_add_the_pay_online_button_to_a_report|How-To Add the Pay Online Button to a Report]] |
| |
| ===== Accounting ===== | ===== Accounting ===== |
| |
| * [[:how-to_set-up_a_product_for_usetax|How-to Set-up a Product for UseTax]] | * [[:how-to_setup_a_product_for_use_tax|How-To Set-up a Product for UseTax]] |
| * [[:how-to_set-up_to_track_vat_taxes_on_bills|How-to Set-up to Track VAT Taxes on Bills]] | * [[:how-to_setup_to_track_vat_taxes_on_bills|How-To Set-up to Track VAT Taxes on Bills]] |
| * [[:how-to_handle_barter_with_full_accounting|How-to Handle Barter with Full Accounting]] | * [[:how-to_handle_barter_with_full_accounting|How-To Handle Barter with Full Accounting]] |
| * [[:how-to_handle_barter_without_full_accounting|How-to Handle Barter Without Full Accounting]] | * [[:how-to_handle_barter_without_full_accounting|How-To Handle Barter Without Full Accounting]] |
| * [[:how-to_change_your_sales_tax_rates|How-to Change Your Sales Tax Rates]] | * [[:how-to_change_your_sales_tax_rates|How-To Change Your Sales Tax Rates]] |
| * [[:how-to_write_off_receivable_amounts|How-to Write Off Receivable Amounts]] | * [[:how_to_write_off_receivable_amounts|How-To Write Off Receivable Amounts]] |
| * [[:how-to_enable_and_credit_memos|How-to Enable and Credit Memos]] | * [[:how-to_enable_and_credit_memos|How-To Enable and Credit Memos]] |
| * [[:how-to_backdate_orders_during_your_initial_import|How-to Backdate Orders During Your Initial Import]] | * [[:how-to_backdate_orders_during_your_initial_import|How-To Backdate Orders During Your Initial Import]] |
| |
| ===== Payroll ===== | ===== Payroll ===== |
| |
| * [[:how-to_print_checks_for_direct_deposit_employees|How-to Print Checks for Direct Deposit Employees]] | * [[:how-to_print_checks_for_direct_deposit_employees|How-To Print Checks for Direct Deposit Employees]] |
| * [[:how-to_void_individual_paychecks_on_payroll|How-to Void Individual Paychecks on Payroll]] | * [[:how-to_void_individual_paychecks_on_payroll|How-To Void Individual Paychecks on Payroll]] |
| * [[:how-to_adjust_vacation_and_sick_time_balances_at_years_end|How-to Adjust Vacation and Sick Time Balances at Years End]] | * [[:how-to_adjust_vacation_and_sick_time_balances_at_years_end|How-To Adjust Vacation and Sick Time Balances at Years End]] |
| |
| ===== Export ===== | ===== Export ===== |
| |
| * [[:how-to_create_an_export_file_for_importing_to_outlook_calendars_based_on_orders|How-to Create an Export File for Importing to Outlook Calendars Based on Orders]] | * [[:how-to_create_an_export_file_for_importing_to_outlook_calendars_based_on_orders|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 Export a Calendar for Importing to Outlook]] | * [[:how-to_export_a_calendar_for_importing_to_outlook|How-To Export a Calendar for Importing to Outlook]] |
| * [[:how-to_handle_an_nsf_check_and_export_into_quickbooks|How-to Handle an NSF Check and Export Into Quickbooks]] | * [[:how-to_handle_an_nsf_check_and_export_into_quickbooks|How-To Handle an NSF Check and Export Into Quickbooks]] |
| * [[:how-to_export_an_email_contact_list|How-to Export an Email Contact List]] | * [[:how_to_export_a_email_contact_list|How-To Export an Email Contact List]] |
| |
| ===== Dashboard ===== | ===== Dashboard ===== |
| |
| * [[:how-to_create_a_dashboard_shortcut_to_open_a_file_or_run_an_exe|How-to Create a Dashboard Shortcut to Open a File or Run an exe]] | * [[:how-to_create_a_dashboard_shortcut_to_open_a_file_or_run_an_exe|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 Create a Dashboard Shortcut to Open a Web Page]] | * [[:how-to_create_a_dashboard_shortcut_to_open_a_web_page|How-To Create a Dashboard Shortcut to Open a Web Page]] |
| * [[:how-to_place_advanced_queries_on_the_dashboard|How-to Place Advanced Queries On the Dashboard]] | * [[:how_to_place_advanced_queries_on_the_dashboard|How-To Place Advanced Queries On the Dashboard]] |
| * [[:how-to_change_station_and_assign_to_in_one_step|How-to Change Station and Assign to in One Step]] | * [[:how_to_change_station_and_assign_to_in_one_step|How-To Change Station and Assign to in One Step]] |
| |
| ===== Explorer ===== | ===== Explorer ===== |
| |
| * [[:how-to_manage_order_from_explorer|How-to Manage Order From Explorer]] | * [[:how-to_manage_order_from_explorer|How-To Manage Order from Explorer]] |
| |
| ===== Crystal Reports and Database ===== | ===== Crystal Reports and Database ===== |
| |
| * [[:how-to_create_an_odbc_link|How-to Create an ODBC Link]] | * [[:how_to_create_an_odbc_link|How-To Create an ODBC Link]] |
| * [[:how-to_change_layout_features_of_reports_with_crystal_reports|How-to Change Layout Features of Reports with Crystal Reports]] | * [[:how_to_change_layout_features_of_reports_with_crystal_reports|How-To Change Layout Features of Reports with Crystal Reports]] |
| * [[:create_crystal_cross-tab_report|Create Crystal Cross-tab Report]] | * [[:create_crystal_cross-tab_report|Create Crystal Cross-tab Report]] |
| * [[:how-to_create_a_new_crystal_report|How-to Create a New Crystal Report]] | * [[:how-to_create_a_new_crystal_report|How-To Create a New Crystal Report]] |
| * [[:how-to_create_loops_and_case_statements_in_crystal|How-to Create Loops and Case Statements in Crystal]] | * [[:how_to_create_loops_and_case_statements_in_crystal|How-To Create Loops and Case Statements in Crystal]] |
| * [[:how_to_pass_information_from_cyrious_to_crystal|How-to Pass Information From Cyrious to Crystal]] | * [[:how_to_pass_information_from_cyrious_to_crystal|How-To Pass Information from Cyrious to Crystal]] |
| * [[:print_unique_estimate_numbers_on_estimates|Print Unique Estimate Numbers on Estimates]] | * [[:print_unique_estimate_numbers_on_estimates|Print Unique Estimate Numbers on Estimates]] |
| * [[:create_crystal_report_showing_purchase_history|Create Crystal Report Showing Purchase History]] | * [[:create_crystal_report_showing_purchase_history|Create Crystal Report Showing Purchase History]] |
| * [[:how_to_add_fields_to_a_cyrious_report|How-to Add Fields to a Cyrious Report]] | * [[:how_to_add_fields_to_a_cyrious_report|How-To Add Fields to a Cyrious Report]] |
| * [[:how_to_connect_to_a_mysql_database_like_presswise|How-to Connect to a MYSQL Database Like Presswise]] | * [[:how_to_connect_to_a_mysql_database_like_presswise|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 A Numeric Index For Line Items For Grouping and Sorting]] | * [[:how_to_create_a_numeric_index_for_line_items_for_grouping_and_sorting_in_crystal_reports|How-To Create A Numeric Index For Line Items for Grouping and Sorting]] |
| * [[:how_to_create_lookuptable_reports_in_crystal|How to Create Lookuptable Reports in Crystal]] | * [[:how_to_create_lookuptable_reports_in_crystal|How-To Create Lookuptable Reports in Crystal]] |
| |
| ===== General Control Setup ===== | ===== General Control Setup ===== |
| |
| * [[:how-to_configure_to_send_email|How-to Configure to Send Email]] | * [[:how-to_configure_control_to_send_email|How-To Configure Control to Send Email]] |
| * [[:how_to_create_a_new_division|How-to create a New Division]] | * [[:how_to_create_a_new_division|How-To create a New Division]] |
| * [[:how-to_setup_for_credit_card_processing|How-to Set-up for Credit Card Processing]] | * [[:how_to_setup_credit_card_processing_in_6.0|How-To Set-up Credit Card Processing]] |
| * [[:how-to_setup_for_avalara_online_tax_processing|How-to Setup for Avalara Online Tax Processing]] | * [[:how-to_setup_control_for_avalara_online_tax_processing|How-To Setup Avalara Online Tax Processing]] |
| * [[:how-to_setup_and_use_warehouses_for_inventory|How-to Setup and Use Warehouses for Inventory]] | * [[:how-to_setup_and_use_warehouses_for_inventory|How-To Setup and Use Warehouses for Inventory]] |
| * [[:how_to_activate_backdate_options_menu|How-to Activate Backdate Options Menu]] | * [[:how_to_activate_backdate_options_menu|How-To Activate Backdate Options Menu]] |
| * [[http://support.cyriouswiki.com/how_to_-_change_a_report_export_file_path|How-to - Change a Report Export File Path]] | * [[:how_to_-_change_a_report_export_file_path|How-To Change a Report Export File Path]] |
| |
| ===== SQL Knowledge ===== | ===== SQL Knowledge ===== |
| |
| * [[:how-to_write_sql_to_extract_an_xml_value_from_a_database_field|How-to Write SQL to Extract an XML Value From a Database Field]] | * [[:how-to_write_sql_to_extract_an_xml_value_from_a_database_field|How-To Write SQL to Extract an XML Value From a Database Field]] |
| * [[:how_to_use_sequal_reports_for_event_notifications|How-to Use Sequal Reports for Event Notifications]] | * [[:how_to_use_sequal_reports_for_event_notifications|How-To Use SQL Reports for Event Notifications]] |
| * [[:how_to_downgrade_a_sql_2005_database_to_sql_2000|How-to Downgrade a SQL 2005 Database to SQL 2000]] | * [[:how_to_downgrade_a_sql_2005_database_to_sql_2000|How-To Downgrade a SQL 2005 Database to SQL 2000]] |
| * [[:how_to_change_a_transaction_variable_based_on_an_order_condition|How to Change a Transaction Variable Based on an Order Condition]] | * [[:how_to_change_a_transaction_variable_based_on_an_order_condition|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 Create a Database Table Change Log Using a SQL Trigger]] | * [[:how_to_create_a_database_table_change_log_using_a_sql_trigger|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 Use UDF Change Log Tables for Macros and Reports]] | * [[:how_to_use_udf_change_log_tables_for_macros_and_reports|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 Create a Database Backup with Only a Specific Order Estimate or Product]] | * [[:how_to_create_a_database_backup_with_only_a_specific_order_estimate_or_product|How-To Create a Database Backup with Only a Specific Order Estimate or Product]] |
| * [[:how_to_access_commission_tables|How-to Access Commission Tables]] | * [[:how_to_access_commission_tables|How-To Access Commission Tables]] |
| |
| ===== Shipping Tab ===== | ===== Shipping Tab ===== |
| |
| * [[:shipping_tab_overview|Shipping Tab Overview]] | * [[:shipping_tab_overview|Shipping Tab Overview]] |
| * [[:how-to_add_or_edit_shipping_method_carriers|How-to Add or Edit Shipping Method Carriers]] | * [[:how-to_add_or_edit_shipping_method_carriers|How-To Add or Edit Shipping Method Carriers]] |
| * [[:how-to_ship_a_single_shipment|How-to Ship a Dingle Shipment]] | * [[:how-to_ship_a_single_shipment|How-To Ship a Dingle Shipment]] |
| * [[:how-to_ship_multiple_shipments|How-to Ship Multiple Shipments]] | * [[:how-to_ship_multiple_shipments|How-To Ship Multiple Shipments]] |
| * [[:how-to_import_addresses|How-to Import Addresses]] | * [[:how-to_import_addresses|How-To Import Addresses]] |
| * [[:how-to_use_the_shipment_explorer|]] | * [[:how-to_use_the_shipment_explorer|How-To Use the Shipment Explorer]] |
| * [[:how-to_use_the_shipment_explorer_instruments|]] | * [[:how-to_use_the_shipment_explorer_instruments|How-To Use the Shipment Explorer Instruments]] |
| * [[:how-to_pull_data_from_the_shipping_tab_to_an_order_line_item|]] | * [[:how-to_pull_data_from_the_shipping_tab_to_an_order_line_item|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_create_a_sql_report_to_set_multiple_shipments_information|How-To Create a SQL Report to Set Multiple Shipments Information]] |
| |
| ===== Miscellaneous ===== | ===== Miscellaneous ===== |
| |
| * [[:how-to_send_faxes_through_efax|]] | * [[:how-to_send_faxes_through_efax|How-To Send Faxes through Efax]] |
| * [[:how-to_mass_create_folders_for_storing_customer_information|]] | * [[:how-to_mass_create_folders_for_storing_customer_information|How-To Mass Create Folders for Storing Customer Information]] |
| * [[:how-to_use_an_ipad_with_control|]] | * [[:how-to_use_an_ipad_with_control|How-To use an Ipad with Control]] |
| * [[:how-to_utilize_keyboard_shortcuts_in_to_decrease_mouse_clicks|]] | * [[:how-to_utilize_keyboard_shortcuts_in_control_to_decrease_mouse_clicks|How-To Utilize Keyboard Shortcuts in Control to Decrease Mouse Clicks]] |
| * [[:how-to_use_the_quick_add_address_feature|]] | * [[:how-to_use_the_quick_add_address_feature|How-To Use the Quick Add Address Feature]] |
| * [[:how-to_use_the_line_item_due_date_feature|]] | * [[:how-to_use_the_line_item_due_date_feature|How-To Use the Line Item Due Date Feature]] |
| * [[:how-to_trigger_refreshes_in_control_from_3rd_party_applications|How-To Trigger refreshes in Control from 3rd Party Applications]] | * [[:how-to_trigger_refreshes_in_control_from_3rd_party_applications|How-To Trigger Refreshes in Control from 3rd Party Applications]] |
| |