Entries by dynaMACS Software

Case Study: David Gooding, Inc.

 “The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.” Patrick Carroll, Information Systems David Gooding Inc. Client Challenge David Gooding Inc.’s old software pulled information from a Microsoft database and applied data tables to it, based on computer code the user had to enter. If […]

Tip #1608 – Save Time by Using the Manufacturer Customer Code During Manual Entry

When entering Sales and Commissions directly from a manufacturer’s spreadsheet or invoice, it may be quicker to enter in Sales Entry using the Manufacturer Customer Code.  The following tip explains how to customize a sales entry session to accomplish this.  From the Sales Entry screen select the Customize button. Select the Manufacturer radio button and […]

Tip #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit for sales based upon the manufacturer. This tip is a follow up which discusses how to transfer the sales and commission history for the manufacturer/customer after making that override.  From the […]

Case Study: Kitchin & Sons

“When traveling, I use dynaMACS daily to look up customer sales, territory sales and more.  It’s extremely convenient.” Thomas M. Kitchin, President Kitchin & Sons Client Challenge When Kitchin & Sons experienced significant growth due to an acquisition, President Tom Kitchin quickly realized his agency needed better information to manage the growing business, as well […]