Entries by dynaMACS Software

Offering solutions that you requested   AccountManager 365 Add-In(CRM from your inbox): Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone. Contacts in one place. Update your contacts in Outlook from the AccountManager Add-in and the other applications will update. Unclutter your Outlook folders. […]

Offering more options for your business   SalesAnalysis (Sales, Commission and Order Management): Line Item Details. Import a part number spreadsheet from your principal so it’s easy to add line item details. Order Tracking. Keep track of what items your customers buy and the quantities. Electronic Data Imports. Imports saves time and money. Keep an […]

             Now offering even more capabilities   AccountManager (CRM): Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone. Sell from your phone. Update your opportunities, contacts and more with voice to text as you walk out of meetings with […]

Tip #1712 – How to Delete a Customer from the dynaMACS Database

Follow the steps below to delete a customer that has merged with another customer or is no longer in business. Move the history to another customer Go to Edit drop-down menu. Select File Transfer/Combine. Choose Mfr/Cst/Rep Transfer (1). The Manufacturer/Customer/Sales Rep Transfer/Combine window will appear. Type in the customer that you want to delete on […]