Entries by dynaMACS Software

Tip #1202 – Understanding Security Features in dynaMACS

As in other businesses, many agencies may want to restrict access to certain confidential information stored in dynaMACS. For example, it may be necessary to restrict commission information from being seen by the general user community and only visible to management and the sales rep. In dynaMACS we have made it simple to set up […]

Case Study: RST Thermal

“dynaMACS is a great fit for our agency. It is very user friendly and provides all the information we need, quickly and easily.” Mary Ellen Hickey, Operations Officer & Support RST Thermal Client Challenge As Operations Officer for RST Thermal, Mary Ellen Hickey knew the previous software they had been using for sales and commission […]

Case Study: Hammond Group

“For the first time ever, our sales reps receive up-to-date sales reports – and believe in the accuracy of the numbers. They are equipped to be more proactive and productive.” Barbara Hammond Hammond Group Client Challenge Until a year ago, The Hammond Group used CAS-rep as its software, and the agency always behind in reporting […]

Tip #1201 – Using dynaMACS Transaction Viewer

The Transaction Viewer is a powerful tool accessible through Sales IQ or the Process Menu. Through the use of the Transaction Viewer you can review all transactions posted in dynaMACS for manufacturers, customers and sales reps by: Source (i.e. Shipment or Commission record) Month (i.e. Post or Process Month) From and Thru Date From and […]