User contributions
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- 07:54, 26 January 2012 (diff | hist) . . (+277) . . N Vehicle Types (Created page with "To input your vehicle types, click on '''Tools''' on the''' Taskbar''' then '''Config'''. Click on '''Vehicle Options''' then '''Vehicle Types'''. Click on '''New Vehicle''' and ...")
- 15:26, 25 January 2012 (diff | hist) . . (+65) . . N Configuration (Created page with "Follow the instructions in this section to configure your system.") (current)
- 15:25, 25 January 2012 (diff | hist) . . (+111) . . Invoice Logo (current)
- 15:21, 25 January 2012 (diff | hist) . . (+110) . . N Invoice Logo (Created page with " For Invoice Logo, Click on Invoice Logo then click the upload your Company Logo and locate from your files.")
- 15:19, 25 January 2012 (diff | hist) . . (+128) . . User Columns (current)
- 15:17, 25 January 2012 (diff | hist) . . (-1) . . User Columns
- 15:16, 25 January 2012 (diff | hist) . . (+4) . . User Columns
- 15:15, 25 January 2012 (diff | hist) . . (+636) . . N User Columns (Created page with "To personalise the user columns click on '''User Columns''' You will see '''Column A''' and '''Column B'''. To choose the order that '''Quote ID''', '''Name''', '''Booking''' dat...")
- 15:11, 25 January 2012 (diff | hist) . . (+323) . . N Delete Reasons (Created page with "To change user access levels click on '''Tools''' on the '''Taskbar''' then '''Config'''. Click on site option then '''Delete Reasons'''. Click on '''Add New Record''' and comple...")
- 15:05, 25 January 2012 (diff | hist) . . (+47) . . Standard Callbacks
- 15:02, 25 January 2012 (diff | hist) . . (+394) . . N Standard Callbacks (Created page with "To change user access levels click on '''Tools''' on the '''Taskbar''' then '''Config'''. Click on site option then '''Standard Callbacks'''. Click on '''Add New Record''' and en...")
- 14:53, 25 January 2012 (diff | hist) . . (+328) . . N User Access Levels (Created page with "To change user access levels click on '''Tools''' on the '''Taskbar''' then''' Config'''. Click on site option then '''User Access Levels'''. Click on '''New Access Level''' and ...")
- 14:44, 25 January 2012 (diff | hist) . . (+445) . . N Edit Users (Created page with "To add New Users or '''Edit''' existing users click on''' Tools''' on the''' Taskbar''', then '''Config'''. On the left hand side of your screen a box opens showing '''Edit Users...")
- 14:40, 25 January 2012 (diff | hist) . . (+312) . . N Company Data (Created page with "To add your Company data click on''' Tools''' on the '''Taskbar''', then '''Config'''. On the left hand side of your screen a box opens showing '''Company data''', '''edit users'...")
- 14:35, 25 January 2012 (diff | hist) . . (-1,212) . . Reports (current)
- 14:34, 25 January 2012 (diff | hist) . . (+170) . . N Period Summary Charts (Created page with "'''Period Summary Charts:''' Click on this feature and by changing the parameters in the three boxes at the top of your screen. The results will be shown on your screen.") (current)
- 14:33, 25 January 2012 (diff | hist) . . (+263) . . N Vehicle Summary Charts (Created page with "'''Vehicle Summary Charts:''' Click on this feature and your screen will show the Sales achieved by each individual vehicle listed and used during the period of your report para...") (current)
- 14:32, 25 January 2012 (diff | hist) . . (+217) . . N Salesperson Summary charts (Created page with "'''Salesperson Summary Charts:''' Click on this feature and your screen will show charts of each Salesperson performance. You can change the parameters for this report by clicki...") (current)
- 14:31, 25 January 2012 (diff | hist) . . (+42) . . Custom Reports (current)
- 14:29, 25 January 2012 (diff | hist) . . (+511) . . N Custom Reports (Created page with "'''Custom Reports:''' This page will give you an overview of Company activity based on the date parameter you set. To change the parameters of each report, under the heading of ...")
- 14:28, 25 January 2012 (diff | hist) . . (+1,492) . . N Reports (Created page with "To access the reports section, click on '''Tools''' on the '''Taskbar''' then choose '''Reports'''. You then have a choice of '''Custom Reports''', '''Salesperson Summary Charts'...")
- 13:57, 25 January 2012 (diff | hist) . . (+336) . . N Incoming alert messages (Created page with "'''Incoming alert messages''' are displayed in the '''bottom left hand corner''' of your ecoachmanager system ,they will pop up when either a '''new payment''' or '''booking''' i...") (current)
- 10:38, 25 January 2012 (diff | hist) . . (+501) . . N Contracts (Created page with "To create a Contract on the system, click '''Finance''' on the '''Taskbar''' and then '''Contracts''' Click on '''Create New''' and complete the details as required. When all the...") (current)
- 10:23, 25 January 2012 (diff | hist) . . (+101) . . Customers
- 10:22, 25 January 2012 (diff | hist) . . (+419) . . Accounts
- 10:16, 25 January 2012 (diff | hist) . . (+218) . . N Accounts (Created page with "You can create an account for individual customers by clicking on''' Finance''' on the '''Taskbar''' then '''Accounts'''. Click on '''New Account''' and fill in the details as re...")
- 10:12, 25 January 2012 (diff | hist) . . (+251) . . N Customers (Created page with "To add customers click on '''Contacts''' on the '''Taskbar''' and choose '''Customers''' Click on '''New Customer''' and fill in data as required then click on''' Save'''. You ca...")
- 10:00, 25 January 2012 (diff | hist) . . (+302) . . Assign a driver or vehicle to a job
- 09:50, 25 January 2012 (diff | hist) . . (+484) . . N Assign a driver or vehicle to a job (Created page with "To assign a driver to a job, from the right hand side of the booking screen choose '''Driver Details'''. Then choose '''Staff Driver''' or '''Push Job''' A list of your drivers o...")
- 09:33, 25 January 2012 (diff | hist) . . (+108) . . Add a driver
- 09:31, 25 January 2012 (diff | hist) . . (+210) . . N Add a driver (Created page with "To add a driver to your system go to '''Contacts''' on the '''Taskbar''' then choose '''Drivers'''. Click on '''New Driver''' and complete the form with relevant information, onc...")
- 09:23, 25 January 2012 (diff | hist) . . (+118) . . Add a vehicle (current)
- 09:20, 25 January 2012 (diff | hist) . . (+306) . . N Add a vehicle (Created page with "To add a vehicle to your system go to '''Tools''' on the '''Taskbar''' then choose '''Config'''. Click on the '''Vehicle Option''' and then click on''' Company Vehicles'''. Click...")
- 09:14, 25 January 2012 (diff | hist) . . (0) . . Sending Emails (current)
- 08:57, 25 January 2012 (diff | hist) . . (+290) . . N Sending SMS (Created page with "To send an SMS click on''' Messages''' on the '''Taskbar''' and choose '''New SMS''' A box will open allowing you to choose an option to send a single message to '''ALL Drivers''...") (current)
- 08:48, 25 January 2012 (diff | hist) . . (+250) . . N Viewing sent emails (Created page with "To view sent Emails, click on '''Messages''' on the '''Taskbar''' on your homepage and then click on sent messages. A list of messages you have sent will appear on your screen an...") (current)
- 08:43, 25 January 2012 (diff | hist) . . (+528) . . N Sending Emails (Created page with "To send an Email click on Messages on the '''Toolbar''' and choose '''New Mail''' From the Email box, choose what type of Email you want to send '''Single address''', '''All Cust...")
- 08:03, 25 January 2012 (diff | hist) . . (+587) . . N Edit a job (Created page with "To edit a job find the job by following the instructions in '''Find a Job'''. When you have searched and found the job you want to edit, click on it to open it and you will see t...")
- 07:49, 25 January 2012 (diff | hist) . . (+473) . . Find a job (current)
- 07:34, 25 January 2012 (diff | hist) . . (+251) . . N Find a job (Created page with "To find an existing job on the system enter the details into the search box on the top right corner of your screen. You can search for an existing job by entering '''Name''', '''...")
- 15:29, 24 January 2012 (diff | hist) . . (+619) . . Add a job
- 15:14, 24 January 2012 (diff | hist) . . (+218) . . N Add a job (Created page with "To manually add a job, go to''' Jobs''' on the '''Taskbar''', click on '''New Job''' A screen will appear which will require the fields marked with a red asterisk completed and a...")
- 15:05, 24 January 2012 (diff | hist) . . (+116) . . N Getting Started (Created page with "The following headings will guide you through setting up your system to suit your Companies individual requirements.") (current)
- 15:03, 24 January 2012 (diff | hist) . . (+1,324) . . N Personalisation (Created page with "To personalise the system to your requirements click on '''Tools''' on the '''Taskbar''', then''' Config'''. On the left hand side of your screen a box opens showing '''Standard ...")
- 14:24, 24 January 2012 (diff | hist) . . (-4) . . Adding Users
- 14:23, 24 January 2012 (diff | hist) . . (-5) . . Adding Users
- 14:22, 24 January 2012 (diff | hist) . . (+382) . . N Adding Users (Created page with "To add New Users or edit existing users click on''' Tools''' on the '''Taskbar''', then '''Config'''. On the left hand side of your screen a box opens showing '''Edit Users'''. C...")
- 14:13, 24 January 2012 (diff | hist) . . (+294) . . N Enter your details (Created page with "To add your Company data click on '''Tools''' on the '''Taskbar''', then '''Config'''. On the left hand side of your screen a box opens showing Company data, edit users etc. Clic...")
- 14:03, 24 January 2012 (diff | hist) . . (+74) . . N Accessing your system (Created page with "To access your system you will need a username and password for each user.")
- 13:14, 24 January 2012 (diff | hist) . . (-16) . . ECoachManager User Manual
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