| 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
Rating:Not Rated |
|
|
Company Settings / Company Options
|
Overview of the company options page. | Configuration |
Views:48
Rating:Not Rated |
|
|
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
Rating:Not Rated |
|
|
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
Rating:Not Rated |
|
|
Contact Requests Interface
|
Introductory |
Views:10
Rating:Not Rated |
||
|
Events
|
Introductory |
Views:2
Rating:Not Rated |
||
|
Employee Management
|
Introductory |
Views:18
Rating:Not Rated |
||
|
Public Page URLs
|
Introductory |
Views:23
Rating:Not Rated |
||
|
Automated Messages
|
You can use the Automated Messages to customize the messages that are sent based on certain events | Templates |
Views:27
Rating:Not Rated |
|
|
Referral Codes
|
Other |
Views:2
Rating:Not Rated |
||
|
Importing your data
|
Data Management |
Views:4
Rating:Not Rated |
||
|
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
Rating:Not Rated |
|
|
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
Rating:Not Rated |
|
|
Setting Up Client Scheduling
|
This topic covers the steps needed to setup online client scheduling options within Next Era Office. |
Getting Started |
Views:61
Rating:Not Rated |
|
|
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:27
Rating:Not Rated |
|
|
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
Rating:Not Rated |
|
|
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
Rating:Not Rated |
|
|
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
Rating:Not Rated |
|
|
Employee Kiosk
|
The Employee Kiosk allows quick access using a PIN to timekeeping functions for your employees. | Introductory |
Views:32
Rating:Not Rated |