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system_setup_ch_4-system_setup [2019/02/20 15:29]
kcifreo
system_setup_ch_4-system_setup [2019/06/14 15:53] (current)
smerritt
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 |   ||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.|| |   ||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\\ +Access 
-|| **Main Menu | Setup** ||+ 
 +|**Main Menu | Setup** ||
  
 **Figure 4.2.1 Menu Setup Options** **Figure 4.2.1 Menu Setup Options**
  
 \\ \\
-System Setup Tree - General Menu\\ +System Setup Tree - General Menu 
-|| **Main Menu | Setup | System Setup** ||+ 
 +|**Main Menu | Setup | System Setup** ||
  
 **Figure 4.3.1 System Setup Tree General Menu** **Figure 4.3.1 System Setup Tree General Menu**
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 Reset Values Reset Values
  
-  * **If this button is clicked, it will reset all your current selections to your default selections.******+  * **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: ** **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** **+  * Here you can enable inventory tracking in control
  
 **Enable Warehouses (separate inventory locations): ** **Enable Warehouses (separate inventory locations): **
  
-  * Here you can enable Warehouses which will allow you to track your inventory in different 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.):​ ** **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** **+  * 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: ** **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** **+  * 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: ** **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.** **+  * This option will enable you to complete the transfer of non-integer amounts for materials.
  
 **Enable barcode scanning of materials: ** **Enable barcode scanning of materials: **
  
-  * This option will allow you to track materials via barcode scanning.** **+  * This option will allow you to track materials via barcode scanning.
  
 **Require materials to be barcode scanned before creating a Transfer Document: ** **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** **+  * This option will allow you to scan a materials'​ barcode before creating a Transfer DocumentOrder Options
  
 **Enable Built Status between WIP and Sales: ** **Enable Built Status between WIP and Sales: **
  
-  * This option will allow you to automatically change the the order status to built** **+  * This option will allow you to automatically change the the order status to built
  
 **Show Order-Level Station: ** **Show Order-Level Station: **
  
-  * Enabling this option will show Order-Level Stations on Orders** **+  * Enabling this option will show Order-Level Stations on Orders
  
 **Show Station on Sale: ** **Show Station on Sale: **
  
-  * Enabling this option will show station upon reaching Sale Status** **+  * Enabling this option will show station upon reaching Sale Status
  
 **Require Station on Sale: ** **Require Station on Sale: **
  
-  * Enabling this option will require you to select a station when an order is placed into 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] ** **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** **+  * You can configure these options to record certain station changes as Activities within the Order
  
 **Require Line Item Station except on Status change: ** **Require Line Item Station except on Status change: **
  
-  * Enabling this option will require users to choose stations for line Items** **+  * Enabling this option will require users to choose stations for line Items
  
 **Track Changes to Line Item Stations as Activities- ** **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** **+  * 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- ** **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** **+  * 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: ** **Show the Proof Date: **
  
-  * With this option enabled you can choose whether or not to show the Proof Date for an Order** **+  * With this option enabled you can choose whether or not to show the Proof Date for an Order
  
 **Do not Default the Proof Date: ** **Do not Default the Proof Date: **
  
-  * With this modifier enabled you can set the proof date manually for each order** **+  * 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: ** **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** **+  * 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: ** **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** **+  * With this modifier enabled you can automatically set the proof date even when crating orders by cloning or conversion
  
 **Show the Due Date ** **Show the Due Date **
  
-  * With this option enabled you can choose to show the Due Date for an order** **+  * With this option enabled you can choose to show the Due Date for an order
  
 **Require the Due Date for Orders- ** **Require the Due Date for Orders- **
  
-  * With this option enabled you can require users to set Due Dates for orders** **+  * With this option enabled you can require users to set Due Dates for orders
  
 **Require the Due Date for Estimates- ** **Require the Due Date for Estimates- **
  
-  * With this option enabled you can require users to set Due Dates for Estimates** **+  * With this option enabled you can require users to set Due Dates for Estimates
  
 **Require the Due Date for Service Tickets- ** **Require the Due Date for Service Tickets- **
  
-  * With this option enabled you can require users to Set Due Dates 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: ** **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** **+  * 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- ** **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** **+  * Enabling this option will allow you to set an Order'​s due date to a date prior to today
  
 **When an Estimate is converted: ** **When an Estimate is converted: **
  
-  * This area will allow you to modify options related specifically to when an Estimate is Converted to an Order** **+  * 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: ** **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.** **+  * 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: ** **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** **+  * 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: ** **Warn the customer when: **
  
-  * This area allows you to create warnings for users when they make changes to Proof and Due dates.** **+  * 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: ** **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** **+  * 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: ** **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** **+  * Selecting this option will show the user a warning if they set the Proof Date to before the Due Date
  
 **Neither: ** **Neither: **
  
-  * This option will not display a warning in regards to Proof Date or Due Dates.Reset Values:** **+  * 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.** **Clicking this button will reset everything in this section to its' default values.**
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 Stations 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: * C**licking 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+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: * C**licking 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: Warehouse Type:
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   * **With this option all vendor credit memos will be treated 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.** +Reset Values - **If this button is clicked, it will reset all your current selections to your default selections.** ​ Next Numbers
-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. *** 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.
  
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 Contact Options 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 +*** 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
-Address Type Name +
   * **This option allows you to create templates for address types. **   * **This option allows you to create templates for address types. **
 Active [ check box ] Active [ check box ]
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   *   *
   * **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.**   * **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.**+  * * **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 one section.**
  
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   *   *
   * **When this option is selected, all cloned events will be kept on the same day of the week.**   * **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 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. * ** **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. * **
  
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   * **- 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 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**+  * * **Allows you to delete contract period types** 
 Event Status **INCOMPLETE** Event Status **INCOMPLETE**
  
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   *   *
   * **Allows you to move event statuses down in the list**   * **Allows you to move event statuses down in the list**
-  *      * **Allows you to sort event statuses**+  * * **Allows you to sort event statuses** 
 Limited Contact Statuses **INCOMPLETE** Limited Contact Statuses **INCOMPLETE**
  
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   *   *
   * **Allows you to move limited contact statuses down in the list**   * **Allows you to move limited contact statuses down in the list**
-  *      * **Allows you to sort limited contact statuses**+  * * **Allows you to sort limited contact statuses**
       * System Student Statuses - Indicates statuses that are pre-loaded in the system with a *       * System Student Statuses - Indicates statuses that are pre-loaded in the system with a *
  
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   * **Orders with a status of WIP with a due date in the past will appear in the color chosen here in explorers.**   * **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.** +**: 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 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 
-*** 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.** +*** 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 
-Estimate and Estimate History 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 
-*** 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.** +*** 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 
-Company 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**
-*** 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. *** 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 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.** +*** 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
-Close Out +
 **INCOMPLETE** **INCOMPLETE**
  
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 **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. **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.