These self-paced tutorials enable you to get the
best out of the system and demonstrate new capabilities that you
might not be aware of. If you prefer printed documentation, please
download the Manual
Introduction to Staff Interface. Part 1
See how you can handle a support case, create a customized view of a table, edit your contacts, and customize your desktop environment. (4:03)
Introduction to Staff Interface. Part 2
See how you can specify custom searches, perform mass edits, and review detailed history. (2:34)
Allow Popups
The staff interface uses pop-ups. This presentation illustrates how to configure your browser to allow them. (0:45)
Using Charts and Reports
Real time information to keep your entire organization on track. Graphical, Excel and HTML reports and more. (9:07)
Leveraging Teams
Automate business processes with teams that reflect your organization’s hierarchy and customer/supplier relationships. (3:05)
Setting up Tables and Fields
Edit tables and fields, and walk through the process of creating a custom table. (4:52)
Setting up Rules
Automate repetitive actions through the creation of rules, ensuring consistency in your business processes. (4:41)
Setting up and Using Workflows
Ensure that alerts, validity checks, and interactions with other departments and programs occur as dictated by your business. (6:20)
Setting up Linked Fields
Custom table and external database linkages eliminate data duplication and automate business relationships. (4:01)
Creating a custom look and feel and product branding
Provide a look and feel that matches your organization’s web site or dynamically adjusts to match your customer. (12:45)
Providing Debug Info
How to send a debug log to our support department. (1:54)
Upgrading on Windows and Unix
Upgrade EnterpriseWizard using six mouse clicks, with full migration and integrity checking. (1:26)
Please turn on your speakers before viewing these presentations
