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.

Mapping Product Types to QuickBooks Accounts

This is a video with a customer, mapping product types to QuickBooks Accounts in order to use the new auto-mapping functionality of Vendor Bills.

Create A Lead Record

Watch how to create a lead record for a contact.

Processing a Customer Order

This is a short video demonstration on processing a customer order once a customer accepts the quote.

Associated Parts Configuration

Associated Parts are items that can automatically and conditionally add to your estimate and auto calculate based on other items on the estimate.

Prospecting in e-manage|ONE

This is a short 15 minute video demonstration of how to use the new Prospecting in e-manageONE to add customers / potential customers to your database and to build call sheets of companies you are targeting for new business.

Telerik Reports Training

This is an hour and a half video training on how to redesign our reports as alternatives and use them in e-manage | ONE.