Entries by gmadm00ney

Current Opportunities – Estimated Sale is blank

When viewing the current opportunities Today Grid, you may see blank (not zero) estimated sale values. If the estimated sale value is blank and you are sure you have at least one most likely quote, go to the Customer Orders window and delete any un-booked orders. Because the current opportunities grid allows for multiple quotes to […]

Using Email Templates

The following video demonstrates how to use the Email Templates feature in e-manage. It can be very helpful for emails that you send out on a regular basis or to create standards within your organization.