Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the importance of creating a restore point.) In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done. The following tip will […]
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Entries by dynaMACS Software
dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps. The example below will show you how to filter the criteria and customize which customers you visit. Example First we will focus on the geographic area in the state of Illinois where the sales manager from […]
When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no sales in 3+ months. There are also codes that are displayed to help you identify Column Settings and Sub Totals that where selected for this report […]
In business it is common that companies merge, create DBA’s or an alias. dynaMACS has a unique feature that allows you to refer to the correct customer. The instructions below will walk you through how to accomplish this. Add the New Customer Add the new customer (DBA or Alias) which will be related in dynaMACS. […]