Video Library

The following is a list of every e-manage|ONE video available sorted by most recent. Scroll through the list, click on the category on the left to sort or type into the search.

Creating a New Company, Contact, Lead & Attaching it to a Marketing Campaign

The following video walks you through the process of creating a New Company, Contact, Lead and attaching it to a Marketing Campaign.

Using The BOM Clipboard Manager

The Clipboard Manager is an easy way to create fast quotes or orders for your most popular items and / or for customers that reorder items on a regular basis.

Using and Creating AutoParts

Create accurate quotes and automate your estimates with e-manageONE AutoParts.

e manageONE Day Planner & How To

This video explains the Day Planner and how to set it up for users

Requesting A New Partner Account Number from Haworth

This video shows users how request a new partner from Haworth Lynx, then add the new partner to e-manage | ONE for use on orders.

Associated Parts and Using for COM Fabric Orders

The following video will show you how to use Associated Parts and what they can do to help automate your estimating and help to reduce margin erosion.

Haworth Web Services Setup

This video demonstrates how to setup the Haworth Web Services within e-manage |ONE

Creating a New Action Item in e-manage ONE

This video demonstrates how to submit project action items in e-manage | ONE to have work performed by users in your company.

Implementation Work Order Settings

This video demonstrates the different settings that can be set as defaults or on the fly to determine how the e-manage | ONE work order is printed.

e-manage Dashboards, Cash Receipts Day Planner & Pivot Grids Explained

This is an hour and a half video training on all the new dashboard features including custom graphs, pivot grids, and Cash Receipt Day Planner Items.

Copy and Paste Functionality for the Bill of Materials

This is a short Functionality video detailing our newly redesigned copy and paste functionality for the Bill of Materials module of e-manage | ONE.

New Functionality – BOM Item Repository

The BOM Item repository is a database driven collection of Bill of Materials items your company uses all the time.

e-manage | ONE Implementation of Herman Miller Quote Tool Web Service

The Herman Miller Quote Tool is 7 minutes of one of the most exciting things we have ever delivered to any of our customers. Not a Herman Miller dealer? You still might want to watch this.

e-manage | ONE Bill of Materials Basic Training

This is a great start. The Bill of Materials drives every part of the project after it and generates quotes and estimated profit and loss. We took our time with this customer to ensure a comfort level from not showing too much at one time.

Line Item Pictures – Project Matrix Extended Integration

This is a short video with a newly developed extended integration with Project Matrix. We added the ability to apply pictures, with transparent background.

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.

ProjectSpec Catalog Integration into e-manage ONE

This is a complete, start to finish, instructional video demonstrating how to setup the ProjectSpec Catalog Integration

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.

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.

Herman Miller Quoting Tool

This is a short almost 7 minute recording of a live meeting with a Herman Miller dealer…

Marketing Campaigns

Track the success of your Marketing Campaigns right in e-manage | ONE. See how well Marketing Campaigns have performed by viewing the conversions and the costs from a lead to an order with a Job being booked.

Direct Bill Projects

For GSA and Direct Bill Jobs, we have added new functionality to automate this process as much as possible.

BOM Item Repository

The BOM Item repository is a database driven collection of Bill of Materials items your company uses all the time. Any one that has the application right to “Create and Price Bill of Materials” can now take any items from any BOM, right click on the highlighted items and add them to the repository.

Enhanced BOM Copy & Paste Functionality

Along with what was already possible (the copying and pasting of Options / Phases / and BOM’s), users can now copy items directly from the BOM Item listing…

Dashboard Graphs

Now available in e-manage | ONE is a new Graphical Analysis Module you won’t find in any other software. It comes with over 80 pre-build graphs and if that is not enough, it is totally customizable and we will help you build more.

My Company Documents

My Company Documents is your file server build into e-manage | ONE. Create folders and sub folders as you would on a file server.

Built In Report Designer

Our users are not stuck with canned reports. Every report in e-manage can be customized with our BUILT IN Report Designer

Portfolio

Create your very own project Portfolio just by taking pictures of your project when you are logged into the e-manage|ONE web portal from your mobile device.