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CRM 10 Training: Searches, Dashboards and Reports
This course will cover using searches, dashboards and reports in OnContact CRM software. Searching for Data in OnContact CRM: Using the Navigation Menu Search Using the CRM List Page to find data Working with Saved Search Customize the UI Using Advanced Search feature Dashboards: Dashboards shipped with OnContact CRM software User preferences on Dashboards Working with Data Using Reports: Report Workspace Customizing Reports This free webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note…
Find out more »Overview of WorkWise ERP
Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…
Find out more »CRM 10 Training: Outlook Integration
In this free CRM training course, we will cover the following OnContact Outlook Integration features: Log into Toolbar/Basic Setting Send & Record Inbound/Outbound Email Create Outlook Appointments & Tasks from Activities Create Activities from Appointments & Tasks Send Email from Activity Email Merge Send Contacts to Outlook OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this…
Find out more »Make Shipping a Profit Center
Most companies spend millions of dollars putting in software and machinery to improve their profitability. However, shipping improvements are often ignored and shipping remains a “black hole” to most within the company. Eventually, this negatively impacts not only your bottom-line, but your customers who experience shipping errors and feel they are being overcharged for freight. In 2018 freight costs, on average, increased over 5%. In 2019, you can expect the same. With ProcessWeaver, you can save on freight bills, eliminate…
Find out more »Upgrade to WorkWise ERP 10.1
WW-ERP 10 offers the best user experience in the history of WorkWise releases. Attend this session to learn about all new capabilities, including a fully tailorable Dashboard with user-definable Badges, Charts, and Web Pages. Workbenches now are fully dynamic and offer an improved Navigator and even easier queries with conditional dating and pivot table-style results, with user-definable field selections for results. And that’s just for starters. Also available is the all new Mobile inventory Control module and an even better…
Find out more »Overview of WorkWise ERP
Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…
Find out more »ERP Integration and What It Really Means for Your Ecommerce Website
ERP systems are the foundation of many B2B business processes. Proper integration with your ecommerce website brings cost savings, the ability to scale operations and a more personal customer experience. The benefits of ERP integration are significant, but it isn’t always easy to do. In this webinar Chad Spaude, Top Floor, will discuss how integrating your e-commerce website and WorkWise‘s ERP and CRM can take your business to the next level. What You Will Learn: Integration Benefits Planning your Integration…
Find out more »Overview of WorkWise ERP
Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…
Find out more »Southern WI ERP User Group Meeting
Please join us for a Southern WI ERP User Group Meeting Tuesday, February 19th through Wednesday, February 20th hosted by Spee-Dee Packaging and Racine Metal Fab. in Sturtevant, WI. This meeting will provide you with the opportunity to: Create both professional and personal relationships Educate each other on effective uses of the WorkWise ERP Applications Review product updates and learn more about WorkWise ERP software Provide valuable feedback to Workwise Management and R&D Please save the date! More information coming…
Find out more »The Work Truck Show
The must-attend event for the work truck industry. North America's largest work truck event is your once-a-year chance to see all of the newest industry products. This event helps commercial truck manufacturers, upfitters, distributors and body builders learn how to improve manufacturing efficiency and business results using the latest techniques and technology. Attendees will discover the most innovative tools, processes and resources available and how all of these solutions are scalable and customizable to operations of all sizes. Visit WorkWise…
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