Displaying 1 - 19 of 19
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  Title Short Desc Category
Managing Users and Security

                

This document covers the basics of defining security for your system. You can use user security to define users roles, limit access to important or confidential information or simply remove functionality for users. Configuration Views:51

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Company Settings / Company Options

                

Overview of the company options page. Configuration Views:48

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Welcome to Next Era Office

                

This is a first time help topic shown when users register a new account with Next Era Office. Getting Started Views:189

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Template Placeholders

                

Placeholders are used to enter information into reports, notifications, order templates, document templates, quick reply messages and other similar auto-generated records. Templates Views:72

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Contact Requests Interface

                

Introductory Views:10

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Events

                

Introductory Views:2

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Employee Management

                

Introductory Views:18

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Public Page URLs

                

Introductory Views:23

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Automated Messages

                

You can use the Automated Messages to customize the messages that are sent based on certain events Templates Views:27

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Referral Codes

                

Other Views:2

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Importing your data

                

Data Management Views:4

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Order Types

                

An order type can be something such as an Invoice, Quote, Estimate, or whatever you want to call them. You can create any number of different order types. You can also use these to better track various sale types, or customize the appearance of the document you create. Customization Views:32

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Report Templates

                

You can use report templates to create basically any type of report you would like for a variety of record types within Next Era Office. Customization Views:33

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Setting Up Client Scheduling

                

This topic covers the steps needed to setup online client scheduling options within Next Era Office.


Getting Started Views:61

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Working with Taxes

                

You may simply enter either a dollar amount or a percentage for the Total Tax while creating orders, or you can use our various tax options to help track various taxes you company may collect or owe. Getting Started Views:26

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Record Flags

                

You can use record flags to create custom flags that will be displayed on the top of the view page for your records. Customization Views:1

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Mailing Lists and Signup Forms

                

You can use mailing lists to allow people to sign up for emails or text messages that your company sends out. You can then create sign up forms to allow people to sign up for your mailing lists. Configuration Views:25

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Company Divisions and Departments

                

You can use the company divisions and departments features to better organize or control access to various information by assigning users to different departments or divisions within your origination. Configuration Views:19

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Employee Kiosk

                

The Employee Kiosk allows quick access using a PIN to timekeeping functions for your employees. Introductory Views:32

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