Posts

Never forget a password again

In today’s digital world everything needs a password. Your passwords should be strong and changed on a regular basis. Who can remember every password by memory now that they must be secure?  A password of “password” is ancient history. The best way to manage all your passwords is with a ‘password manager’.  There are many available that are free (or almost free) and often will even help you create “strong” secure passwords. While we can’t recommend any one, here are a few of our favorites, check them out and give them a try: LastPassDashline1Password. Here is a great article on why, how, and what the top password managers are out there. “The best password managers for 2019
by David Gewirtz

Stop phishing emails in their tracks

Do you know when you’ve received a phishing or spoofing email? Your first line of defense against phishing emails is to have a 3rd party anti-virus solution between your email and the outside world. Even with having the additional anti-virus some of these malicious emails will get through.  Here are a few tips to identify if you’ve gotten a phishing email:1. Be cautious about opening attachments or clicking on links in emails. Even your friend or family members’ accounts could be hacked. Files and links can contain malware that can weaken your computer’s security.

2. Do your own typing. If a company or organization you know sends you a link or phone number, don’t click. Use your favorite search engine to look up the website or phone number yourself. Even though a link or phone number in an email may look like the real deal, scammers can hide the true destination.

3. Turn on two-factor authentication. For accounts that support it, two-factor authentication requires both your password and an additional piece of information to log in to your account. The second piece could be a code sent to your phone, or a random number generated by an app or a token. This protects your account even if your password is compromised.

See this great blog post, it’s older but is more relevant than ever: “10 Tips on How to Identify a Phishing or Spoofing Email” by Lauren Harris from Return Path to learn more.

Video Tip – How to create a restore point

dynaMACS has a “mini backup” for sales rep agencies’ convenience

dynaMACS has created a restore point utility to help save time if you need to revert back to a prior period and start over again.  For example:  Posted a session to the wrong month, posted a commission statement to the wrong manufacturer or transferring history to the wrong customer/manufacturer or sales rep.

This DOES NOT replace an offsite backup.  The restore point is located in the same directory as your dynaMACS Software.  This means that if your dynaMACS folder crashes then all the restore points will not work.

 

Watch the Create a Restore Point Video Below:

For written instructions visit Tip #1308.

Offering solutions that you requested

 

AccountManager 365 Add-In(CRM from your inbox):

  1. Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone.
  2. Contacts in one place. Update your contacts in Outlook from the AccountManager Add-in and the other applications will update.
  3. Unclutter your Outlook folders. Email Attachments sync over to AccountManager. One place to find the information you are looking for.
  4. Use the Planner to help organize your team’s workflow. Use the planner to help your team work smarter not harder.

 

Missed the other blogs regarding our extended capabilities:

AccountManager (CRM)

SalesAnalysis (Sales, Commission and Order Management)

Contact us today to learn more!

 

Offering more options for your business

 

SalesAnalysis (Sales, Commission and Order Management):

  1. Line Item Details. Import a part number spreadsheet from your principal so it’s easy to add line item details.
  2. Order Tracking. Keep track of what items your customers buy and the quantities.
  3. Electronic Data Imports. Imports saves time and money.

Keep an eye out for more in our upcoming blog:

AccountManager Office 365 (CRM from your In-box)

If you can’t wait contact us today!

             Now offering even more capabilities

 

AccountManager (CRM):

  1. Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone.
  2. Sell from your phone. Update your opportunities, contacts and more with voice to text as you walk out of meetings with our new AccountManager App. Then sync your opportunity with your principal’s Salesforce CRM in one click.
  3. Create a custom layout for each Principal. Create custom opportunity layouts so that you hit the target and maximize user productivity with just the fields that are required.
  4. Manage Quotations. No more hunting for quotations, simply link them to your opportunity, so they’re where they need to be. You won the business, turn the quote directly into an order.

Keep an eye out for more in our upcoming blog:

AccountManager Office 365 (CRM from your In-box)

SalesAnalysis (Sales, Commission and Order Management)

If you can’t wait contact us today!