Q and A training session with newly implemented customer

Continuing training is a necessity, so don’t get too comfortable just because your on-site trainer is gone.

When our trainer leaves your facility, that is just the beginning of working with us to master and unleash the incredible power of e-manage | ONE. We invite all users to join us in these continuing training meetings to avoid the company loner, that one negative person in the company that does not want to change, from poisoning the well for the rest of the company.
Because e-manage | ONE is so flexible, especially in the quoting and estimating area, we scheduled continuing on-line training twice a week for 3 to 4 weeks ,after initial on-site training, to reinforce the embrace of all that e-manage ONE has to offer. This meeting focused mostly on the Bill of Materials and a combination of question and answers and full force training.

 

Saving an Email to a Project in e manage ONE

Short How To Video on Saving an Email to a Project in e manage ONE…

Creating a Phone message in e-manage ONE

This is a short How To video on creating a phone message in e-manage ONE and assigning it to a user to be completed

Adding Global Ship To Addresses in e-manage ONE

This is a short video with a customer on Adding Global Ship To Addresses in e-manage ONE.

Revised Payable Entry How to Video

This is a short revised Payable Entry How to Video with a customer demonstrating how to use the new auto QuickBooks Account Mapping on Payables.

Canvas to e-manage ONE to Lynx usage

A short video demonstrating how to use Canvas XML Export into a BOM in e-manage | ONE, creating a quote, XML to Haworth Lynx, and applying the pricing back.

Loading a Saved Grid Layout File from an External Source

This is a brief video on loading a grid layout from an external source such as being supplied by someone else. After loading the layout from a file, this video explains how to set it as the company default

Add Contact, Create Lead, Start Project

Short video on how to add a contact to an existing company, create a lead record for the contact and start a new project from the lead record.

Kimball EDI OrderXChange Integration Setup

This is a fairly short video showing how to setup Kimball EDI OrderXChange Integration Setup and how to use it once setup.