Concept

A program as detailed as Cyrious Control can seem overwhelming, but we have set up some tools that will make it easier to learn. By configuring Cyrious to fit your needs, you will learn the software more quickly and get the most out of your investment.

We strongly recommend going through the customization and setup processes whenever you get a chance to sit down and explore your new software. It will help you be better acquainted with your personal settings before your day becomes too busy.

Access

Main Menu | Setup

Figure 4.2.1 Menu Setup Options


System Setup Tree - General Menu

Main Menu | Setup | System Setup

Figure 4.3.1 System Setup Tree General Menu


Special Actions Toolbar Functions
Figure 4.3.1.1 System Setup Screen's Action Menu

  • Move Up: Moves the item selected in the list up.
  • Demote: Demotes the item selected in the list.
  • Close: Closes an unedited screen.
  • Edit: Enters a mode that allows previously saved information to be changed.
  • Set Next Order Number: If you have reached order number 9999 and want to restart your order count at 0001, set that up in this screen.
  • Set Next Estimate Number: If you have reached estimate number 9999 and want to restart your estimate count at 0001, set that up in this screen.
  • Set Next Recurring Order Number: If you have reached recurring order number 9999 and want to restart your recurring order count at 0001, set that up in this screen.
  • Set Next Company Number: If you have reached company number 9999 and want to restart your company count at 0001 set that up in this screen.
  • Set Next Service Ticket Number: If you have reached service ticket number 9999 and want to restart your service ticket count at 0001, set that up in this screen.
  • Set Next Purchase Order Number: If you have reached purchase order number 9999 and want to restart your purchase order count at 0001, set that up in this screen.
  • Set Next Bill Number: If you have reached bill number 9999 and want to restart your bill count at 0001, set that up in this screen.
  • Set Next Receiving Document Number: If you have reached receiving document number 9999 and want to restart your receiving document count at 0001, set that up in this screen.
  • New Address: Allows you to enter a new address to be used for your company.

Address and Logo

Figure 2.3.2.1 Address and Logo Screen

First Step to enter data on any screen is to select the Edit Icon at the far right of the screen.

  • Store Number: Enter your store number, i.e., if you are part of a franchise.
  • Default Area Code: Enter your default area code. All phone numbers entered into the system, unless they have an area code typed in, will default to this area code.
  • Default Country Code: Enter in your default country code. All phone numbers entered into the system, unless they have a country code typed in, will default to this country code.
  • Company Name: Type in your company's name.
  • Tax ID: Type in your company's tax ID.
  • Street Address: Enter in your company's main address.
  • Telephone numbers: Enter in your company's two main phone numbers.

|| You can enter additional phone numbers in the Employee Setup screens. ||

  • Email Address: Enter in your company's main email address, for example, mailto:customerservice@yourcompany.net – this will display on your estimates and invoices.
  • Tag Line: Enter in a tag line to display on your estimates and invoices. Here at Cyrious, our tag line is “Rapidly Operational, Highly Served, Incredibly Satisfied”.
  • Store Manager: Enter in the name of the head of your store.
  • URL: Enter in your company's web address. This will display on your estimates and orders.
  • Store Logo: Upload a store logo. This will display on your estimates and invoices.

Quick Products

Figure 2.3.3.1 Quick Product Screen

Select the Edit button on the right side of the screen before entering your information.

Home Frame:

  • This selection allows you to select which products you would like to appear on your home frame.

Order/Estimate:

  • This selection allows you to select which products you would like to appear on the Orders and Estimates frame.

Service Tickets:

  • This selection allows you to select which products you would like to appear on the Service Tickets frame.

Email Options

Figure 2.3.4.1 E-mail Screen

Select Edit on the right side of the screen, and then enter your Email information.

Select the Save icon to move on to another screen.

Email delivery option: . This option allows you to select your email delivery. Your emails can be delivered via Outlook or your internal email system.

Email address: [ text entry ]. This text entry field is where you will input your email address.

SMTP address: [ text entry ]. This text entry field is where you can type a local host (or the name of another smtp server, such as smtp.artwork.com).

  • Different SMTP Port Required. If this option is selected, a different SMTP Port will be required when setting up your email. If this option is not selected, a different SMTP Port will not be required.

SMTP Port: This scroll box allows you to select an SMTP Port. ISPs block ports to prevent spam. Check with your ISP before assigning a port number.

User Name: [ text entry ]. This text entry field allows you to create a user name.

Password: [ text entry ]. This text entry field allows you to create a password.

  • Authentication Required. If this option is selected, authentication will be required. If this option is not selected, no authentication will be required.
  • Email server requires checking Email before sending. If this option is selected, the email server will require that you check your email before sending an email. If this option is not selected, you will not be required to check your inbox before sending an email.
  • POP3 address: [ text entry ]. This text entry field allows you to input a POP3 address.
  • Different POP3 Port required. If this option is selected, a different POP3 Port will be required. If this option is not selected, a different POP3 Port will not be required.
  • POP3 Port Number: . This scroll box allows you to select a POP3 Port number.
  • Send to each recipient individually. If this option is selected, emails will be sent to each recipient individually. If this option is not selected, emails will not be sent individually.
  • Send copy of emails to the sender. If this option is selected, a copy of all emails will be sent to the sender. If this option is not selected, a copy of all emails will not be sent to the sender.

Email Signature: [ text entry ]. This text entry field allows you to create a customized email signature.

Reset Values Button: If this button is clicked, it will reset all your current selections to your default selections.

Report Options

  • Figure 2.3.5.1 Report Options

Select Edit to make your selections. Select Save when you have completed the information.

Save record of all Reports being emailed.

  • If this option is selected, a record of all reports being emailed will be saved. If this option is not selected, no record will be saved.

Save record of emailed Estimates as Activities.

  • If this option is selected, records of all emailed Estimates will be saved as activities. If this option is not selected, no records will be saved.

Save record of emailed Invoices and Work Orders as Activities

  • If this option is selected, records of all emailed Invoices and Work Orders will be saved as Activities. If this option is not selected, no records will be saved.

Save record of emailed all Reports being Printed

  • If this option is selected, records of all reports that are printed will be saved. If this option is not selected, no records will be saved.

Save record of Estimates being printed as Activities.

  • If this option is selected, records of all printed Estimates will be saved as Activities. If this option is not selected, no records will be saved.

Save record of Invoices and Work Orders being printed as Activities.

  • If this option is selected, records of all printed Invoices and Work Orders will be saved as Activities. If this option is not selected, no records will be saved.

Save record of Company Reports being printed as Activites.

  • If this option is selected, records of printed Company Reports will be saved as Activities. If this option is not selected, no records will be saved.

Save record of Quick reports being printed.

  • If this option is selected, records of all printed Quick Reports will be saved. If this option is not selected, no records will be saved.

Reset Values – If this button is clicked, it will reset all your current selections to your default selections.

Backup Options

File Path

  • This text entry field allows you to select a name to use for backup files. “.bak” is the type of file Control will create for a backup file.

File Name

  • This text entry field allows you to enter the entire path from root to backup location. If you do not wish to enter a file path, you can select the browse button and browse for a path.
    • Note: The file path is relative to the computer the SSLIP is on.

Notify All Users on Failure

  • If this option is selected, all users will receive a notification in the event that the backup fails

Append Date to File Name

  • If this option is selected, all backups will contain their creation date.

Overwrite if file exists. * If this option is selected, the created file will be overwritten if the file already exists. * Note: If this option is not checked and the file exists, the date and time is appended to the file name. Use Default Temporary file path * If this option is selected the backups will be created within the default backup folder created during installation. Specify File Path [ text entry ] * If this option is selected, you can specify a temporary path on the SQL Server. This text entry field is where you input the SQL Server Temp Path.

  • Note: The file path is relative to the computer where the SQL Server is located. The path required is the local path on the SQL Server used when backing up the SQL Server. It is only required when the SSLIP is on a different computer than the SQL Server.

Reset Values

  • If this button is clicked, it will reset all your current selections to your default selections.

Production Setup General Options You can find this setup screen under Production > Production Setup Inventory Settings Enable Inventory Tracking:

  • Here you can enable inventory tracking in control

Enable Warehouses (separate inventory locations):

  • Here you can enable Warehouses which will allow you to track your inventory in different locations

Allow warehouse specific parts. (Note: this requires parts to be set up for each warehouse.):

  • This option will allow you to designate where you store different parts in the event that you have multiple warehouses

Force part costs to be the same across Divisions:

  • This option will let you set parts costs' to be the same even if they are in different Divisions. If this option is not selected a part can have different costs for each division which will affect cost-based pricingStockroom Manager Screen

Allows the transfer amount to use decimal (non-integer) values:

  • This option will enable you to complete the transfer of non-integer amounts for materials.

Enable barcode scanning of materials:

  • This option will allow you to track materials via barcode scanning.

Require materials to be barcode scanned before creating a Transfer Document:

  • This option will allow you to scan a materials' barcode before creating a Transfer DocumentOrder Options

Enable Built Status between WIP and Sales:

  • This option will allow you to automatically change the the order status to built

Show Order-Level Station:

  • Enabling this option will show Order-Level Stations on Orders

Show Station on Sale:

  • Enabling this option will show station upon reaching Sale Status

Require Station on Sale:

  • Enabling this option will require you to select a station when an order is placed into sale

Track Changes to Order-Level Stations as Activities. Default Order-Level Station: [Dropdown menu containing Stations] Default Station on Sale: [Dropdown menu containing Sale Stations]

  • You can configure these options to record certain station changes as Activities within the Order

Require Line Item Station except on Status change:

  • Enabling this option will require users to choose stations for line Items

Track Changes to Line Item Stations as Activities-

  • With this option enabled you can record changes made to Line Item stations as Activities within the order

Clear Line Item Stations when: Order is marked as Built. Order is marked as Sale. Order is marked as Closed-

  • Here you can choose to clear the stations on Line Irems when an order is marked as Built status, or as Sale status, or as Closed status

Show the Proof Date:

  • With this option enabled you can choose whether or not to show the Proof Date for an Order

Do not Default the Proof Date:

  • With this modifier enabled you can set the proof date manually for each order

Default the Proof Date to [text entry] days for Order Creation:

  • With this modifier enabled you can set the option to make the automatically set the proof date to a set amount of days after Order Creation

Use the default number of days proof date for cloning and converting:

  • With this modifier enabled you can automatically set the proof date even when crating orders by cloning or conversion

Show the Due Date

  • With this option enabled you can choose to show the Due Date for an order

Require the Due Date for Orders-

  • With this option enabled you can require users to set Due Dates for orders

Require the Due Date for Estimates-

  • With this option enabled you can require users to set Due Dates for Estimates

Require the Due Date for Service Tickets-

  • With this option enabled you can require users to Set Due Dates for Service Tickets

Automatically Calculate the Due Date based on the longest Production Days specified on all line items:

  • Here you can choose to automatically generate the due date for an Order based on the longest Production Days specified on all line items

Allow Due Dates in Orders before Today-

  • Enabling this option will allow you to set an Order's due date to a date prior to today

When an Estimate is converted:

  • This area will allow you to modify options related specifically to when an Estimate is Converted to an Order

Retain the exact due specified on the estimate as the order's due date:

  • This modifier will allow you to retain the original Due Date you set when converting an Estimate to an Order.

Automatically recalculate the order due date based on the number of days from the estimate created date to the estimate due date:

  • This modifier will will change the due date from the original specified date based on the number of days from the estimate created date to the estimate due date

Warn the customer when:

  • This area allows you to create warnings for users when they make changes to Proof and Due dates.

The Due Date is before Proof Date:

  • Selecting this option will show the user a warning if they set the Due Date to before the Proof Date

The Proof Date is before Due Date:

  • Selecting this option will show the user a warning if they set the Proof Date to before the Due Date

Neither:

  • This option will not display a warning in regards to Proof Date or Due Dates.Reset Values:

Clicking this button will reset everything in this section to its' default values.

Stations

Under Production > Production Setup > Stations you can find these options

New Department button- * This button allows you to create new departments.

New Sub-Level Station- * This button allows you to create new sub-level stations under any department.

Reconfigure Mode- * By clicking on this button, you will enter the reconfiguration mode, which will allow you to reconfigure your stations.

1st Dropdown menu: Here you can choose to display stations used for Line Items, Estimates, Orders and Service Tickets, or Time Clock Stations.

2nd Dropdown menu: Here you can choose the sub-level stations to help narrow the stations displayed to those you want. In the options window for each station you will have the following options

Name: * This box shows the name of the station that you have highlighted on the left of the screen.

Next to the box for the Name you can find a checkbox with the name “Active” * If this option is selected, it makes the current station active. If it's not selected, the current station will be considered inactive.

Orders/Service Ticket This station is Used for Orders and Service Tickets- * When this option is selected, the station you have selected will be shown on all orders, service tickets, and estimates.

* Beneath this option you can choose whether the current station will be a valid status for all Orders or Service tickets in WIP or Built or Sale status.

Estimate: This station is used for Pending Estimates- * When this option is selected, your selected station will be shown on all pending estimates.Line Item This station is used for Line Items- * When this option is selected, your selected station will be shown on all line items. Mark as Complete when set to this Station- * When this option is selected the line item will be marked as complete when set to this station.Time Clock Employee can clock-in for this Station- * When this option is selected an employee can clock into this station. Workers Comp Code- * From here you can select from a dropdown menu what Workers Comp Code will be used when an employee clocks into this station. Examples include: Installation,Office Wages, Salesperson Wages, or Shop Labor\ Default Expense Account- * From here you can select the default expense account, this is used to record employee time not associated with a labor part. Time Clock pay status- * From here you can select from a dropdown menu whether the stations time clock pay status will be Paid, Unpaid, Vacation Time, Sick Time, or Holiday time.Production Terminal Options: There is a checkbox “Show For Production Terminal” which will allow you to show the selected station for Production Terminal. Warehouse Setup Add Warehouse Group: * Clicking this button will allow you to add new Warehouse Groups to help organize your Warehouses. Add Warehouse Item: * Clicking this will allow you to add another Warehouse with its own inventory.Under a selected Warehouse Group you will find these options: Warehouse Name: * Here you can choose the name of the Warehouse Next to the Warehouse Name you will find a checkbox for “Active” - * Checking this box makes a Warehouse active for usersGeneral Tab

Warehouse Type:

  • Designates the warehouse type, should be set to group.

Default Production Warehouse:

  • Here you can choose the Warehouse Group

Inventory Tab

Under the inventory tab you will see a detailed customizable list of all parts associated with that warehouse. There are two different views for the parts list, “List” and “Detail”, List shows a list of all associated parts with a limited predetermined view of part information, “Detail” you can individually select each part and view all available information for that part.

Time Clock Defaults

Automatically Deduct for Lunch-

  • If this option is selected, time for lunch will be automatically deducted. If this option is not selected, time will not be automatically deducted.

After _ hours, include _ minutes of lunch time-

  • This option allows you to set times for lunch to be deducted. The first scroll box allows you to set lunch time to be deducted after a certain number of hours. The second scroll box allows you to set a number of minutes long that lunch will be. For example, if you select 5 in the first scroll box and 30 in the second scroll box, it will read: After 5 hours, include 30 minutes of lunch time.

Minimum clock in time. [text entry] Clear-

  • This option allows you to set a minimum clock in time. The “Clear” button next to it will clear whatever value you've put in.

Maximum clock in time. [text entry] Clear-

  • This option allows you to set a maximum clock out time. The “Clear” button next to it will clear whatever value you've put in.

Time Clock Options

Require a password to Clock in/out- * If this option is selected, a password will be required to clock in or out. If this option is not selected, you will be able to clock in and out without a password. Require a password to change the time clock status- * If this option is selected, a password will be required to change time clock statuses. If this option is not selected, you will be able to change time clock statuses without a password. Allow entry of additional information when changing the time clock status- * When this option is selected, your employees will be able to enter additional information when they change their time clock status. If this option is not selected, additional information will not be allowed. Automatically assign Line Items to employees Clocked on Job- * If this option is selected, line items will be automatically assigned to employees that are clocked in on the job. If this option is not selected, line items will not be automatically assigned. Default weeks of history displayed in the time clock- * This option allows you to select a number of weeks to be displayed in the time clock history. Reset Values - If this button is clicked, it will reset all your current selections to your default selections.Part Usage CreationUnder Production > Production Setup > Part Usage Creation you can find the following options Labor time cards when - * This option allows you to choose the order status at which part usage cards will be created. Equipment time cards when- * This option allows you to choose the order status at which equipment time cards will be created. Material parts based on Estimated when- * This option allows you to choose the order status at which material time cards are based on Estimated. * Beneath the drop-down menu you can find a checkbox to stop creation of parts usage cards if material usage cards exist. Freight parts based on Estimated when- * This option allows you to choose the order status at which freight parts are based on Estimated. * Beneath the drop-down menu you can find a checkbox to stop creation of a freight usage card when an order is changed to a Built status. Outsource parts based on Estimated when- * This option allows you to choose the order status at which outsource parts are based on Estimated. * Beneath the drop-down menu you can find a checkbox to stop creation, an outsource usage card will not be created when an order is changed to a Built status. Other parts based on Estimate when- * This option allows you to choose the order status at which other parts are based on Estimated. Beneath the drop-down menu you can find a checkbox to stop creation of usage cards when an order is changed to a Built status. Reset Values -If this button is clicked it will reset all your current selections to your default selections.

Purchase Orders, Bills, Receiving Documents

* Enable Payables and Bills - * If this option is selected, you will be able to access the Payables and Bills features in Control. If this option is not selected, you will not be able to access the Payables and Bills features. Enable Receiving Documents- * If this option is selected, you will be able to access the Receiving Documents features in Control. If this option is not selected, you will not be able to access the Receiving Documents features. Enable Purchase Orders * If this option is selected, you will be able to access the Purchase Orders features in Control. If this option is not selected, you will not be able to access the Purchase Orders features. Reset Values- If this button is clicked, it will reset all your current selections to your default selections.

Purchase Orders

Track changes to line item statuses as activities. * If this option is selected, line item status changes will appear as activities. If this option is not selected, line item status changes will not be tracked. Show Vendor Information * If this option is selected, vendor information will be shown in the purchase order. If this option is not selected, vendor information will not show. Expected Date is Required * If this option is selected, the expected date will be required to save the purchase order. If this option is not selected, the expected date will not be required to save the purchase order. Default Purchase Order Description to the First Line Item's Description * If this option is selected, the text in the description field will be automatically filled in with the first line item's description. If this option is not selected, the text in the description field will not be automatically filled in. When cloned, add the following prefix to the description * If this option is selected, the text entered in the text entry box will appear before the description in the purchase order if it is cloned. If this option is not selected, no text will appear before the description in the purchase order if you clone a purchase order. Require Expected Payment Method * If this option is selected, a payment method will be required to save the purchase order. If this option is not selected, a payment method will not be required to save the purchase order. Require Order Numbers * If this options is selected, an order number will be required to save the purchase order. If this option is not selected an order number will not be required to save the purchase order. Prompt To Update Catalog Items when PO/Bill cost differs from catalog item's cost * Any text entered here will appear by default in the Purchase Order notes section. If no text is entered, nothing will appear by default in the Purchase Order notes section; you will be able to manually enter text in this section either way. Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Bills

When cloned, add the following prefix to the description: [ text entry ] -

  • If this option is selected, the text entered in the text entry box will appear before the description in the bill if it is cloned. If this option is not selected, no text will appear before the description in the bill if you clone a bill.

Default Rule for Adjusting Bill Item Cost:

  • This option allows you to choose how bill item costs will be adjusted.

Allow user to override Cost Rule in Bills

  • This option will allow users to override the default rule set for Adjusting Bill Item Cost.

Default to Vendor's division:

  • This option will set the Bill's division to the vendor's division

Vendor Credit Memos:

  • Here you will find options pertaining to vendor credit memos

Allow Vendor Credit Memos:

  • With this option selected you can enable credit memos for Vendors

Allow voiding of vendor credit memos:

  • With this option selected it gives you the option to void Vendor credit memos

Allow Vendor credit memos to be used as return documents (i.e, reduce inventory on parts)

  • With this option selected you can use Vendor credit memos as return documents

By default, treat all vendor credit memos as return documents:

  • With this option all vendor credit memos will be treated as return documents

Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Next Numbers * Set Next Purchase Order Number: * This is where the purchase order number for the next purchase order will appear. You can also click the 'Set Next Purchase Order Number' button and set your own number for the next purchase order. Next Bill Number: * This is where the bill number for the next bill will appear. You can also click the 'Set Next Bill Number' button and set your own number for the next bill. Next Receiving Doc Number: * This is where the receiving document number for the next receiving document will appear. You can also click the 'Set Next Receiving Document Number' button and set your own number for the next Receiving Document. Purchase Order Notes New * This option allows you to create templates for Purchase Order notes. In this screenshot, the Purchase Order note template is named “Default PO Note”, which is shown in the first text entry field. * Underneath the name of the template, you are able to create the template. This template reads “Hello World!”. * You also have the ability to insert merge fields into note templates, such as the contact's first name. Show Inactive * If this option is selected, all Estimate Greeting will appear in this list, whether they are active or inactive. If this option is not selected, only the active Estimate Greetings will be shown.

Purchase Order Internal Notes

New

  • - This option allows you to create templates for Purchase Order notes. In this screenshot, the Purchase Order internal note template is named “Default Internal Note”, which is shown in the first text entry field.
  • - Underneath the name of the template, you are able to create the template. This template reads “Hello There! ”.
  • - - The > symbols indicate a merge field. The merge field from above - - will become the full name for the contact being contacted. For example, if the contact was Jane Doe, the entire Purchase Order greeting would read –
  • Hello There! Jane Doe

Show Inactive

  • - If this option is selected, all Estimate Greeting will appear in this list, whether they are active or inactive. If this option is not selected, only the active Estimate Greetings will be shown.

Company

* Show Company flags when editing, cloning, converting, or changing status of Orders or Estimates. * If this option is selected, company flags will be displayed when editing, cloning, converting, or changing status orders or estimates. If this option is not selected, the flags will not be shown. Allow duplicate Company names in Company entry: * If this option is selected, you will be able to enter duplicate company names in the company entry. If this option is not selected, no duplicate names will be allowed. Require Company Industry: * When this option is selected, you will be required to enter a company industry. If this option is not selected, no company industry will be required. Require Company Origin: * If this option is selected, you will be required to enter a company origin. If this option is not selected, no company origin will be required. Require Phone Numbers: * When this option is selected, phone numbers will be required. If this option is not selected, no phone numbers will be required. Prompt for reason when prospect UDFs are edited: * If this option is selected, you will be prompted for reasons when editing prospects UDFs. If this option is not selected, you will not be prompted. Prompt for reason when Client UDFs are edited: * When this option is selected, you will be prompted for reasons when editing client's UDFs. If thisoption is not selected, you will not be prompted. Prompt for reason when prospects are edited: * When this option is selected, you will be prompted for reasons when editing a prospect. If this option is not selected, you will not be prompted. Prompt for reason when vendors are edited: * When this option is selected, you will be prompted for reasons when editing a vendor. If this option is not selected, you will not be prompted. Prompt for reason when Clients are edited: * When this option is selected, you will be prompted for reasons when editing a client. If this option is not selected, you will not be prompted. Check lookup Tax by ZIP Code by default * When this option is selected, the lookup tax will be checked by zip code by default. If this option is not selected, the lookup tax will not be checked by zip code by default. Default P.O. Required to True for new Companies * If this option is selected, the tax class field will be left blank by default. If this option is not selected, the tax class will not be blank. Show Salespeople on Company and Order Entry screens * If this option is selected, the salespeople will show on the company and order entry screens. If this option is not selected, they will not be shown. Default Salesperson to: * If this option is selected, the salesperson you select will become your salesperson by default. If this option is not selected, you will have no default salesperson. Allow multiple salespeople per company/order * When this option is selected, multiple salespeople per company will be allowed. In the scroll box, you can choose the number of salespeople you want allowed. If this option is not selected, only one salesperson will be allowed per company. Tax Exemption Options Default tax exemption to all states. * When this option is selected, all states will be marked tax exempt by default. Require tax exempt status to be manually selected. * When this option is selected, you will be required to select the tax exemption status manually. Show county field in address entry. * If this option is selected, the county field will appear in the address entry. If this option is not selected, the county field will not appear in the address entry. Show country field in address entry * If this option is selected, the country field will appear in the address entry. If this option is not selected, the country field will not appear in the address entry. Limit states to list * If this option is selected, you will be able to select a state from a created list. If this option is not selected, you will not be able to select a state from a list. Hide Shipping Address * With this option selected you can hide the shipping address from the company record. If this option is not selected it will appear as normal. Allow Address to use Tax Class * When this option is selected, addresses will be allowed to use tax classes. If this option is not selected, addresses will not be allowed to use tax classes. Use Shipping Company's Tax Class when Shipping Full Contact's Tax Class is not set * When this option is selected, the shipping company's tax class will be used instead of the shipping full contact's tax class. If this option is not selected, the shipping full contact's tax class will be used. Require Postal Code * When this option is selected, a postal code will be required for a company. If this option is not selected, no postal code will be required. Default city to store's city for the new address * If this option is selected, the city in a new address will be the same as the store's city by default. If this option is not selected, you will have to manually enter a city for the new address. Allow multiple Addresses * When this option is selected, you will be allowed to have multiple addresses for an individual company. If this option is not selected, you will only be able to have one address per company. Automatically Create Additional Address for new Companies [ text entry ] , [ text entry ] * . If this option is selected, the user will be prompted to enter additional addresses for new companies. If this option is not selected, only the standard billing and shipping addresses will be created for a company.Reset Values - If this button is clicked, it will reset all your current selections to your default selections.

Contact Options

* Show Middle Name. * If this option is selected, the middle name will appear. If this option is not selected, no middle name will show. Hide Shipping Address * If this option is selected, the shipping address will be hidden. If this option is not selected, the shipping address will show. Require check number when posting a payment * When this option is selected, a check number will be required when posting a payment. If this option is not selected, you will be able to post a payment with no check number. Show Contact Image * If this option is selected, the contact image will show. If this option is not selected, no contact image will appear. Include Year in Birthday * If this option is selected, the year will be included in the birthday of the contact. If this option is not selected, there will not be a year of birth for the contact. Default the Last name to the company name * If this option is selected, the last name will be the same as the company name by default. If this option is not selected, the last name will need to be manually entered. Full Contact Singular Name: * Text entered in this field will be used to refer to one full contact person in a company. Full Contact Plural Name * Text entered in this field will be used to refer to more than one full contact person in a company. Limited Contact Singular Name * Text used in this field will be used to refer to one limited contact person in a company. Limited Contact Plural Name * Text entered in this field will be used to refer to more than one limited contact person in a company. When storing credit card information for a contact: * Under this field you will find the following credit card-related options Check that Credit Card Numbers are valid. (Does not authorize) * When this option is selected, credit card numbers will be checked to make sure they are valid. When the number is checked, the payment WILL NOT be authorized. Require a valid expiration date * When this option is selected, a credit card will have to have a valid expiration date in order for the credit card information to be stored. If this option is not selected, no valid expiration date will be required. Require a name on card * When this option is selected, a credit card must have a name on it in order for the credit card information to be stored. If this option is not selected, no valid expiration date will be required. * Automatically create additional addresses for new contacts. * When this option is selected, the user will be prompted to enter additional addresses for new contacts. If this option is not selected, only the standard billing and shipping addresses will be created for a contact. Credit Card Billing [ text entry ] * If this option is selected, the credit card billing address will be the same address as the address selected in the drop-down menu. For example, Home is selected so the credit card address will be the same as the contact's home address. Email Options * Underneath this header you will find email options for contacts Require email addresses for all contacts * If this option is selected, you will need to enter an email address for all contacts. Require email address for Primary Contacts * If this option is selected, you will need to enter an email address for Primary contacts Require email address for Billing Contacts * If this option is selected, you will need to enter an email address for Billing contactsReset Values - If this button is clicked, it will reset all your current selections to your default selections. Vendor Options Default Shipping Method [ text entry ] * This option allows you to select a default shipping method for your vendors. You can choose a method of your choice, or choose 'none' to have no default shipping method. Company Notes New * This option allows you to create templates for company notes. In this screenshot, the note template is named “100% Deposit”, which is shown in the first text entry field. * Underneath the name of the template, you are able to create the template. This template reads “Take a 100% deposit from this customer!” Show Inactive * If this option is selected, all company notes will appear in this list, whether they are active or inactive. If this option is not selected, only the active company notes will be shown.Address Types Address Type Name

  • This option allows you to create templates for address types.

Active [ check box ]

  • If this option is selected, the currently displayed address type will be considered an active address type. If this option is not selected, the current type will be considered inactive.

Description

  • In this text box, you are able to type a description of the current address type.

Show Inactive

  • If this option is selected, all address types will appear in this list, whether they are active or inactive. If this option is not selected, only the active address types will be shown.

Phone Number Types

* Phone Number Type Name: [ text entry ]. * This text entry field will display the name of the phone number type that you selected from the list to the left. Active [ check box ] * If this option is selected, the currently displayed phone number type will be considered an active phone number type. If this option is not selected, the current type will be considered inactive Description * In this text box, you are able to type a description of the current phone number type. Show Inactive * If this option is selected, all phone number types will be shown in the list, whether they are active or inactive. Titles * Title Name: [ text entry ]. * This text entry field will display the title name that you selected from the list to the left. Active Title * If this option is selected, the currently displayed title will be considered an active title. If this option is not selected, the current title will be considered inactive. Show Inactive * If this option is selected, all titles will be shown in the list, whether they are active or inactive. Next Company Number This is where the next company number will appear. You can also click the 'set next company number' button and set your own number for the company.

Products

* Require sale account in product entry. * If this option is selected, a sale account will be required in product entry. If this option is not selected, no sale account will be required. Require Pricing Family in product entry. * If this option is selected, a pricing family will be required in product entry. If this option is not selected, no product family will be required. Allow product calendar options * When this option is selected, the product calendar options will be allowed for use. If this option is not selected, you will be unable to use the product calendar options. Show Product Desciption with Product Name * When this option is selected, the product description will be shown with the product name. If this option is not selected only the product name will show. Show Default Transaction Stage * If this option is selected, the default transaction stage that you selected will be shown on all products. If this option is not selected, the default transaction stage will not be shown. Show Production Time * When this option is selected, the production time will be shown. If this option is not selected, the production time will not be shown. Enable Product UDFs * When this option is selected, production UDFs will be enabled. If this option is not selected, you will be unable to use production UDFs. Default Taxability Code [ Drop-down menu ] * This option allows you to set a taxability code to default.If this button is clicked, it will reset all your current selections to your default selections.

Parts

Use full parts module - * If this option is selected, the full parts module will be used. Use only location parts * If this option is selected, only location parts will be used. Enable Part UDFs * If this option is selected, Part UDFs will be enabled Display description in dynamic part lists (and not the part name) * If this option is selected, Resell Parts: * Here you can choose what parts, if any, will be resold Disabled * If this option is selected, no parts will be resold Resell Only material parts * If this option is selected, only material parts will be resold. Resell only material parts with a product specified * If this option is selected, only material parts with a product specified will be resold. * Course INCOMPLETE This option allows you to set a default location for your courses. If you do not want a default location, simply select none. *

Classes span multiple days.

  • If this option is selected, classes will be able to span multiple days. If this option is not selected, classes will only be able to last one day.
  • If this option is selected, multiple instructors per course will be allowed. If this option is not selected, each course will only be allowed one instructor.
  • * This scrollbar menu allows you to set the number of instructors allowed.

Text entered in this field will be used to refer to one section.

Text entered in this field will be used to refer to more than section. *

Add default section by default to new course.

  • If this option is selected, a default section will be added to all new courses by default.
  • When this option is selected, all cloned events will be kept on the same day of the week.
  • * If this option is selected, you will be able to use course UDFs. If this option is not selected, course UDFs will not be enabled.

If this button is clicked, it will reset all your current selections to your default selections. Contract Periods Types This option allows you to add event statuses. *

Add

  • - Allows you to add new contract period types; fill in the Contract Period Name, Number of periods specified in Contract Periods Type, and Contract Periods Type. For example, the Annual Contract Period has 12 Months.
  • * Allows you to delete contract period types

Event Status INCOMPLETE

This option allows you to add event statuses. *

Insert

  • - Allows you to insert new event statuses
  • Allows you to remove existing event statuses
  • Allows you to move event statuses up in the list
  • Allows you to move event statuses down in the list
  • * Allows you to sort event statuses

Limited Contact Statuses INCOMPLETE

This option allows you to add limited contact statuses. *

Insert

  • - Allows you to insert new limited contact statuses
  • Allows you to remove existing limited contact statuses
  • Allows you to move limited contact statuses up in the list
  • Allows you to move limited contact statuses down in the list
  • * Allows you to sort limited contact statuses
    • System Student Statuses - Indicates statuses that are pre-loaded in the system with a *

Explorer Options INCOMPLETE

Default window type for explorer to open in:

  • . This option allows you to select a default window type that explorer will open in.

Auto-search in explorer enabled at startup -

  • When this option is selected, the explorer will auto-search for information. If this option is not selected, the explorer will not auto-search for information.

Default number of records pulled in Simple Mode: .

  • This option allows you to choose the default number of records that will appear in the base explorers.

AR Colors:

  • This allows you to choose the colors for AR Orders of different ages.

Out 30 days or less:

  • Orders that still have a balance but are less than 30 days old will appear in the color chosen here in explorers.

Out 31 to 60 days

  • Orders that still have a balance and are between 31 to 60 days old will appear in the color chosen here in explorers.

Out 60 to 90 days

  • Orders that still have a balance and are between 60 to 90 days old will appear in the color chosen here in explorers.

Out over 90 days:

  • Orders that still have a balance and are older than 90 days will appear in the color chosen here in explorers.

WIP Colors

  • This allows you to choose the colors for WIP orders to help differentiate by due date.

Due Date Today or in Future: .

  • Orders with a status of WIP with a due date of today or in the future will appear in the color chosen here in explorers.

Due Date in Past

  • Orders with a status of WIP with a due date in the past will appear in the color chosen here in explorers.

: Built Colors * This allows you to choose the colors for Built orders to help differentiate by due date. Due Date Today or in Future: . * Orders with a status of Built with a due date of today or in the future will appear in the color chosen here in explorers. Due date in Past * Orders with a status of Built with a due date in the past will appear in the color chosen here in explorers. Explorer Auto-Refresh Interval: This option allows you to choose the auto refresh interval for explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Order and Order History Explorer Options * Order Number. * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the order number filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the company name filter will not appear on the explorer. Contact Last Name * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the contact last name filter will not appear on the explorer. Description Text * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the description text filter will not appear on the explorer. Salesperson 1 * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the salesperson filter will not appear on the explorer. Salesperson 2 * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the entered by filter will not appear on the explorer. Entered By * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the station filter will not appear on the explorer. Station * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the PO number filter will not appear on the explorer. PO Number * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the number filter will not appear on the explorer. Number * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the total price filter will not appear on the explorer. Total Price * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the service tickets filter will not appear on the explorer. Not Calculated * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the not calculated filter will not appear on the explorer. Current Order Statuses (WIP, Built, Sale) * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the current order status (WIP, built, sale) filter will not appear on the explorer. Historical Order Statuses (Lost, Closed) * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the historical order status (Lost, Closed) filter will not appear on the explorer. Shipping * If this option is selected, this filter will appear on the order and order history explorer. If this option is not selected, the Shipping filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Estimate and Estimate History Explorer Options * Estimate Number. * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the estimate number filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the company name filter will not appear on the explorer. Contact Last Name * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the contact last name filter will not appear on the explorer. Description Text * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the description text filter will not appear on the explorer. Salesperson 1 * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the salesperson 1 filter will not appear on the explorer. Salesperson 2 * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the salesperson 2 filter will not appear on the explorer. Entered By * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the entered by filter will not appear on the explorer. Station * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the station filter will not appear on the explorer. Number * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the number filter will not appear on the explorer. Total Price * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the total price filter will not appear on the explorer. Current Estimate Status (Pending) * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the current estimate status (Pending) filter will not appear on the explorer. Historical Estimate Statuses (Lost, Converted, Voided) * If this option is selected, this filter will appear on the estimate and estimate history explorer. If this option is not selected, the historical estimate statuses (Lost, Converted, Voided) filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Company Explorer Options * Company Name. * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the company name filter will not appear on the explorer. Contact Last Name * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the contact last name filter will not appear on the explorer. Email Address * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the email address filter will not appear on the explorer. Salesperson 1 * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the salesperson 1 filter will not appear on the explorer. Salesperson 2 * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the salesperson 2 filter will not appear on the explorer. Tax Class * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the tax class filter will not appear on the explorer. Number * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the number filter will not appear on the explorer. Address * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the address filter will not appear on the explorer. Is Active * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the 'is active' filter will not appear on the explorer. Client and Prospect * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the client and prospect filter will not appear on the explorer. Vendor * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the vendor filter will not appear on the explorer. Personal * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the personal filter will not appear on the explorer. Not Classified * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the not classified filter will not appear on the explorer. Has Open Estimates * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the has open estimates filter will not appear on the explorer. Has Open Orders * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the has open orders filter will not appear on the explorer. Stage * If this option is selected, this filter will appear on the company explorer. If this option is not selected, the Stage will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Contact Explorer Options * First Name. * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the first name filter will not appear on the explorer. Last Name * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the last name filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the company name filter will not appear on the explorer. Number * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the number filter will not appear on the explorer. Address * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the address filter will not appear on the explorer. Email Address * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the email address filter will not appear on the explorer. Is Active * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the is active filter will not appear on the explorer. Contact Type * If this option is selected, this filter will appear on the contact explorer. If this option is not selected, the contact type filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Recurring Order Explorer Options * Recurring Order Number. * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the recurring order number filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the company name filter will not appear on the explorer. Contact Last Name * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the contact last name filter will not appear on the explorer. Description Text * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the description text filter will not appear on the explorer. Salesperson * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the salesperson filter will not appear on the explorer. Entered By * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the entered by filter will not appear on the explorer. Total Price * If this option is selected, this filter will appear on the recurring order explorer. If this option is not selected, the total price filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Line Item Explorer Options * Order, Estimate, or Recurring Order Number. * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the order, estimate, or recurring order number filter will not appear on the explorer. Salesperson * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the salesperson filter will not appear on the explorer. Entered by * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the entered by filter will not appear on the explorer. Order, Estimate, or Recurring Order Status * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the order, estimate, or recurring order status filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the company name filter will not appear on the explorer. Product * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the product filter will not appear on the explorer. Product Category * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the product category filter will not appear on the explorer. Bar Code * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the bar code filter will not appear on the explorer. Description * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the description filter will not appear on the explorer. Station * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the station filter will not appear on the explorer. Variable * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the variable filter will not appear on the explorer. All, Top or Child Level Items * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the all, top or child level items filter will not appear on the explorer. Show Completed * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the show completed filter will not appear on the explorer. Assigned To * If this option is selected, this filter will appear on the line item explorer. If this option is not selected, the assigned to filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Activity Explorer Options * Order, Estimate, or Recurring Order Number. * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the order, estimate, or recurring order number filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the company name filter will not appear on the explorer. Contact Last Name * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the contact last name filter will not appear on the explorer. Employee * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the employee filter will not appear on the explorer. Show Detailed Entries * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the show detailed entries filter will not appear on the explorer. Show Completed * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the show completed filter will not appear on the explorer. Activity Class * If this option is selected, this filter will appear on the activity explorer. If this option is not selected, the activity class filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selections. Service Ticket Explorer Options * Ticket Number. * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the ticket number filter will not appear on the explorer. Salesperson * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the salesperson filter will not appear on the explorer. Entered By * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the entered by filter will not appear on the explorer. Status * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the status filter will not appear on the explorer. Company Name * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the company name filter will not appear on the explorer. Product * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the product filter will not appear on the explorer. Product Category * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the product category filter will not appear on the explorer. Bar Code * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the bar code filter will not appear on the explorer. Description * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the description filter will not appear on the explorer. Station * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the station filter will not appear on the explorer. Show Completed * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the show completed filter will not appear on the explorer. Assigned To * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the assigned to filter will not appear on the explorer. Variable * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the Variable filter will not appear on the explorer. All, Top, or Child Level Items * If this option is selected, this filter will appear on the service ticket explorer. If this option is not selected, the all, top, or child level items filter will not appear on the explorer.Reset Values - If this button is clicked, it will reset all your current selections to your default selection. Course Explorer Options INCOMPLETE * Name. * If this option is selected, this filter will appear on the course explorer. If this option is not selected, the name filter will not appear on the explorer. * * If this option is selected, this filter will appear on the course explorer. If this option is not selected, the category filter will not appear on the explorer. * * If this option is selected, this filter will appear on the course explorer. If this option is not selected, the student filter will not appear on the explorer. * * If this option is selected, the inactive courses will be included in the search. If this option is not selected, only active courses will be searched.If this button is clicked, it will reset all your current selections to your default selections.

Marketing and Activity Manager

* Show calendar screen first in activity viewer: * If this option is checked, the Activity Manager will open into the calendar view. If this option is not checked, the Activity Manager will open into the Activity List view. Open activity calendar with 15-minute increments * If this is checked, the Activity Manager will open with 15 minutes intervals, otherwise it will use 30 minutes intervals. Mark Future and Past Acitivities on Side Calendars * If this option is selected, any dates that have future or past activities scheduled will appear bold on the side calendars. If this option is not selected, dates that have activities scheduled will not appear bold on the side calendars. Require Sub Type * If this option is selected, 7 days will show in a column on the calendar. If this option is not selected, only one day will show at a time when the calendar is viewed. Require activity result * If this option is selected, results will be required for all activities. If this option is not selected, no results will be required. Show Completed Activities on Calendar By Default * If this option is selected, all completed activities will be shown on the calendar by default. If this option is not selected, you will have to manually choose which completed activities will appear on the calendar. Show Completed Activities on Activity List By Default * If this option is selected, all completed activities will be shown on the activity list by default. If this option is not selected, you will have to manually choose which completed activities will appear on the activity list. Show To Do List on Calendar * If this option is selected, the To Do list will appear on the calendar. If this option is not selected, the To Do list will not show on the calendar. Create Work Assignment by Default when Double-Clicking on Calendar * When this option is selected, a work assignment will be created when you double click on the calendar by default. If this option is not selected, you will have to click on the calendar and click Create Work Assignment to create a work assignment. Show Complete Button on New Activities * If this option is selected, the complete button will be shown on all new activities. If this option is not selected, the complete button will not be shown. Show Balance due on Calendar if possible * If this option is selected, a company's balance due will be shown on the calendar. If this option is not selected, the balance due will not be shown on their activity. Enable Reminders * If this option is selected, reminders will be enabled. If this option is not selected, you will be unable to use the reminders. By Default, Set Reminder to [dropdown menu] * If this option is selected, you will be able to set reminders to appear at certain times by default. * Within the dropdown menu you can choose the default for the amount of time before each reminder is displayed Check for reminders every: * This option allows you to set a time interval that your system will check for reminders. For example, if you selected 6 in the scroll down box, your system would check for reminders every 6 minutes. Track billing time * If this option is selected, the billing time will be tracked. If this option is not selected, the billing time will not be tracked. Calls, meetings, appts billed as actual. * If this option is selected, all calls, meetings, and appointments will be billed as actual time. Calls, meetings, appts not billed * If this option is selected, all calls, meetings, and appointments will not be billed. Select Activity Types to Show By Default * This option allows you to select which activity types will be shown by default in control. Only the options you select will be shown by default.Reset Values - If this button is clicked, it will reset all your current selections to your default selection. Close Out INCOMPLETE

  • *

If this button is clicked, it will reset all your current selections to your default selections. Calendar Statuses This screen allows you to determine calendar statuses. * To get started creating calendar statuses you'll need to click the new button, once you have you'll be able to create and customize your calendar statuses with the criteria below.

Name: [ text entry ] -

  • Enter a name for the calendar status

Active

  • When this option is selected, the calendar status is active. If this option is not selected, the calendar status is not active.

Description

  • You can enter a description for the calendar status here.

Change color when status is selected

  • When this option is selected, the color will change when the associated calendar status is selected. If this option is not selected, the color will not change.

Background color

  • This option allows you to choose the background color that will be displayed.

Show Inactive

  • When this option is selected, all calendar statuses will appear in the list. If this option is not selected, only active statuses will appear in the list.

Sales Goals

The Sales Goals are laid out in list format with Goals for each month, the actual sales figure for each month, and the percentage difference between the months at the end. At the very bottom of the list you will find the Yearly totals for each field as well.

  • Salespersons can use this box to create sales goals for themselves. All they have to do is select a year and click Add to enter new goals.
  • Activity Pick Lists

This section covers the different selection list items used in Activity Manager.

Result:

  • This can hold a list of possible results for activities upon completion

Appointment Type:

  • This can hold a list of possible appointment types to choose from when the activity type is Appt.

Call Type:

  • This can hold a list of possible call types to choose from when the activity type is Call.

To Do Type:

  • This can hold a list of possible to-do types to choose from when the activity type is To Do.

Meeting Type:

  • This can hold a list of possible meeting types to choose from when the activity type is Meeting.

Other Type:

  • This can hold a list possible other activity types to choose from when the activity type is Other.

Location:

  • This can hold a list of possible locations to choose from when setting an activity.

Description:

  • This can hold a list of possible descriptions to choose from when setting an activity.

Activity Roles:

  • This can hold a list of possible roles to choose from when setting an activity.

Marketing Lists

This shows any marketing lists setup for use by your company, and allows you to edit or add to the list. Marketing Lists comes with 4 default subcategories: Company regions, Customer Origins, Industries, and Order Origins, which all house their own Items. You can add your own subcategories and items based on how you want to categorize your lists.

Each list in each category has the following options:

Item Name:

  • Here you can create unique Item names for each type of List in the marketing categories

Parent [Dropdown Menu]:

  • Here you can pick which parent category your list will go in

Description:

  • Here you can create your own description for each list

Marketing Code:

  • Here you can pick your primary Marketing code for each list

Code 2:

  • Here you can pick your secondary Marketing code for each list.

Industry Code Identifiers

Figure 2.12.5.1 Industry Code Identifiers * This option allows you to set Marketing List Codes for Industries. You are able to set two codes, as shown in the picture. Miscellaneous Figure 2.13.1 Miscellaneous * Automatically open web page on login. If this option is selected, a web page of your choice will open automatically when the user logs in. If this option is not selected, no web page will open automatically. * URL: [ text entry ]. This text entry field allows you to enter the URL of the web page you would like to open. * Show web update announcement screen. If this option is selected, the web update announcement screen will show. If this option is not selected, web updates will not appear. * Map Addresses on the internet using: . This option lets you choose an internet site to map addresses. * Automatically lock the screen when idle for minutes. This option allows you to have the screen automatically lock after it has been idle for a certain period of time. If you set the scroll box to 10, the screen will automatically lock after you have been idle for 10 minutes. * Enable translation. When this option is selected, translations will be enabled. If this option is not selected, you will not be able to translate to other languages. * Language: . This option allows you to set your default language. * Show (add/edit) in Selection List boxes. If this option is selected, the add/edit buttons will be shown in the Selection List boxes. If this option is not selected, the feature will be unavailable. * Exclude Saturday from scheduled dates. If this option is selected, Saturday will be excluded from scheduled dates. If this option is not selected, you will be able to schedule on Saturdays. * Exclude Sunday from scheduled dates. If this option is selected, Sunday will be excluded from scheduled dates. If this option is not selected, you will be able to schedule on Sundays. Phone Number Format: * Phone Number Format: [ text entry ]. This text entry field allows you to enter a phone number format. The format you enter here will be the phone number format that all phone numbers will follow. Phone Number Formatting Rules: * A: The A character requires a number in this position. * a: The a character permits a number in this position but doesn't require one. * Formatting does not include Area Code or Extensions. Time Stamp Format: [ text entry ].Import Options: * XML Character Header: [ text entry ]. This text entry field allows you to enter an XML character header. * The import/export feature uses an XML format. The character set will be used when generating that XML. Warning: Incorrectly modifying the character may cause input errors. Reset Values: Dashboard Options Figure 2.13.1.1 Dashboard OptionsHome Dashboard [ list selection ] -Reset Values: Custom Date Range Figure 2.13.2.1 Custom Date Range * This option allows you to define custom date ranges for use in Activity Manager. Bar Coding Options Figure 2.13.3.1 Bar Coding Options * Enable Bar Coding. If this option is selected, you will be able to use barcodes. If this option is not selected, you will be unable to use barcodes.Reset Values: WebView Options Figure 2.14.1 WebView Options * Enable WebView - When this option is selected, the WebView module will be enabled. If this option is not selected, the WebView Module will not be enabled. Note: You must purchase the WebView module to be able to access it. * WebView Directory: [ text entry ] - This will be the WebView Folder path; you can click the ellipsis to the right to browse to the WebView Folder. Reset Values: Production Terminal Options Figure 2.15.1 * Enable Production Terminal - When this option is selected, the Production Terminal module will be enabled. If this option is not selected, the Production Terminal Module will not be enabled. Note: You must purchase the Production Terminal module to be able to access it. * Folder Path: [ text entry ] - This will be the Production Terminal Hot Folder path; you can click the ellipsis to the right to browse to the Production Terminal Hot Folder. * Enable Automatic Screen Refresh - When this option is selected, the production terminal screen will automatically refresh. If this option is not selected, the production terminal screen will not automatically refresh. * Screen Refresh Time: - This option allows you to choose how often the production terminal screen will automatically refresh. * Enable Automatic No Activity Logout - When this option is selected, users who have been idle for a certain amount of time will be logged out automatically. If this option is not selected, users will not be logged out automatically because they are idle. * No Activity Logout Time: - This option allows you to choose the length of time users must be idle before they are automatically logged out. Reset Values: Production Terminal Security Setup Figure 2.16.1 Production Terminal Security Setup * Add: Adds a new security template for which you want to designate security rights. * Delete: Removes a security template from the security setup. * Administrator: Administrators have rights to all areas of Cyrious. * Standard:** Typically includes your store crew. Depending on their job, you can issue different security levels to each employee.


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