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.
Entries by Stephan Edwards
Q and A training session with newly implemented customer
A non-technical managerial overview of e-manage | ONE recorded from a live prospect meeting
Managerial Overview of e-manage | ONE (less technical) – April 2016
A non-technical managerial overview of e-manage | ONE recorded from a live prospect meeting
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.
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.
How to add a Haworth SPA (Special Pricing Agreement) to e-manage ONE
This is a short video on how to add a Haworth SPA (Special Pricing Agreement) to e-manage ONE
