Database Backup
Overview of database backup created locally on removeable media (flash drives)
Playlist 2
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Technician Setup
Overview of employee setup for technicians, service writers and their availability for scheduling
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Scheduler Options
Setup of business hours, holidays and hours displayed for using the Scheduler.
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Scheduler: Add/Edit Statuses
How to add custom status entries to be used in the appointment editor
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Scheduler: Add/Edit Resources
How to define resources for use in the calendar with the Scheduler
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Program Security – Setup
Description of program security and creating users with passwords for protected functions
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Program Security – Demo
Creating Usernames / Passwords to provide/deny access to protected functions
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AutoUpdater
Quick overview of the SE 6.5 AutoUpdater function that allows us to update features and provide fixes faster using the internet.
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Data Protection & Recovery
Quick overview of DPR (Data Protection & Recovery) for SE database backup.
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Toggle Demo Mode
Overview of Special Maintenance menu option of switching to a demo database for training or to experiement outside the live database used for business.
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Set Starting Invoice
Special Maintenance – Set Starting Invoice # (typically a one-time event on Day 1)
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Manage Locked Records
Discussion of how the Manage Locked Records function in Special Maintenance works relative to other users with the open record.
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Grid Line Colors
How to set up the line item colors for WIP and Order/Revisions screens. These are shared by all User profiles.
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Electronic Payment Processing
Special Maintenance – Configure the program to use X-Charge electroninc payment processing for credit cards / debit cards.
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Special Maintenance
Overview of accessing the Special Maintenance menu from the home “splash” screen.