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Results CRM 2010 User Manual - Results

1. lt lt Include All Records gt gt Description Number History To Date amp Year To Date Totals and Overall Balance by Display Name History To Date amp Year To Date Totals and Overall Balance by Highest History To Date Billed Invoices per Customer by Invoice Date Invoices Detail by Customer by Invoice Number Descending Payments by Customer by Payment Date Products by Customer by Product Code Expenses by Customer by Expense Date Descending Two column multi line listing with the Contact Name and Phone Number information by Display Name Two column multi line listing with the Contact Name Phone Email amp Remarks by Display Name Address amp Phone List Name and Phone Numbers by Display Name Name Address and Phone Numbers by Display Name Complete Contact Information List by Display Name Complete Contact Information by Company Contact Information with all related Categories by Display Name Complete Contact amp Associates Information CR400 Three column multi line listing on the Avery 41256 3 75 x 6 75 Form CR405 Three column multi line listing on the Avery 41256 3 75 x 6 75 Form Account Profile by Display Name Account Profile with Activities by Display Name CR520 Account Profile Data Sheet with User Fields as Opportunity Info Sorted by Contact Display Name 3 To select certain criteria for your report select a Named Search from
2. Show Contact s a Products Only ounce 205 OnHand 0 00 Price 125 0000 Remarks Description Training Misc Business Software Quantity 10 00 Discount 0 00 Unit Price 125 0000 Total 1 250 00 Utot Hous Weight UntCot 00000 Tacbie Tex 0 0000 Sales Rep Dimitri Class Sales Opp BESTPRODUCTS2 Remarks a Updated 1207 2077 1200AM ADMIN Created 12012017 1200AM ADMIN 2 of 2 Retrieved 2 Found 2 Total Detail Status VIEW 4 Select a Product from the Product drop down list 5 Once a product is selected click the Invoice History button in the upper toolbar The Product Sales History Display screen will appear Records for the selected contact will be highlighted in green Figure 72 Product Sales History Display Product History Listing Product BUSINESS_SUITE Business Suite Software Contact 1020 Carter Andrew Atlantic Home Remodeling T Display sales only for this contact Contact Display Name Inv Ordered Sales Rep Qty Unit Price Total Cost At Pos 1022 Stevenson Jane DC Metro R 5021 04 24 10 Dimitri 16 1 100 00 17 600 00 0 00 Business Suite Software 1024 Burr Raymond Johnson Cons 5018 04 15 10 1 445 50 0 00 Business Suite Software 15u 1018 Cunningham Mike Virginia Wi 5017 04 09 10 12 495 00 940 l Business Suite Software Enterprise Version
3. 6 To save the changes click the OK button OR to create a brand new search with a new name rename the search and click OK OR to give the existing search a new name click the Rename option and enter the new name Page 198 www Results Software com Results Software 1986 2012 Renaming a Named Search 1 Open the Named Search screen Refer to Creating a Named Search 2 Click the folder icon la on the toolbar to access a list of previously saved searches 3 Select the Named Search from the available list Figure 204 Select a Named Search Select a Named Search All Gient Records All Prospect Records All Vendor Records Clients in the Washington DC metro area Clients with a Balance Due Clients with Billable Activities that have not been invoir Contacts MidAtlantic Tenitory Contacts with Pending Activities Dimiti Contacts Dimitn s Active Major Accounts in VA Employees with DOD Sales Eqpenence Federal amp Consulting Contacts MD VA Federal Consulttant Eper MDVA Mike s contacts Personnel with Federal and Sales Exper and Sciences 4 Click the Rename button The following screen displays Figure 205 Rename Screen Rename Clients with a Balance Due __ lla Clients with a Balance Due 5 Rename the Named Search and click the OK button Results Software 1986 2012 www Results Software com Page 199 Ad Hoc Reporting Creating an Ad Hoc Report The Ad Hoc Reports module uses the sam
4. Tabs provide an area to capture more info about the Sales Opportunity optional Interested In reliable service Buying Criteria SBS certified Close 10A Days To Close Dec Process Lisa will decide based on price services Dec Makers Lisa Sidney Owner Stephen Anderson VP Opportunity Estimates Cost 1 400 00 Next Steps Unit Count 0 V Step1 Step2 Step3 Step4 E Step5 Red Hags asked two other companies for quotes a D services of Interest Tab Name What does it show about the sales opportunity Activities Past or future appointments meetings and tasks Services Past or future Service Orders related to the Opportunity Activity Links A list of contacts that are associated with the activities listed on the Activity tab Results Software 1986 2012 www Results Software com Page 63 Captures information about the decision making process and estimates associated with the Sales Opportunity Quotes Associated Quotes You can also add edit or sort from this tab Opportunity Detail Doc Links Associated documents and files such as proposals contracts images etc Notes Notes about the Sales Opportunity Searches can be performed on the contents of this field How to Add a Sales Opportunity 1 On the Sales amp Marketing tab in the Sales Opportunity group click Add 2 The Opp Code will be filled out for you based on what is
5. Figure 160 SmartVault Options within each DMC Y Attach Documents SmartVault SmartVault Attach Documents SmartVault Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M Document Source Instructions Scanne To scan a document place the document s in the ar selected scanner and click the Scan button to begin Unable to locate a scanner scanning Color Other settings To upload a document use the browse button to locate the file on your local computer or network 5 Click the Browse button to select a file from your computer or network Note Alternatively if you have an active scanner the Scan button will be available for use 6 Click the Accept button to attach the document to the record How to View Documents Attached to a Results Record via SmartVault Integration From Data Management Centers 1 Open the appropriate Data Management Center For example to view records attached to a Contact record open the Contacts DMC 2 Highlight the record to which you would like to attach the document 3 Click on the SmartVault button at the top of the DMC and then select the Attach amp View SmartVault Docs option Results Software 1986 2012 www Results Software com Page 155 Z a a a a a a yeas pazueapw yD4Jeas Psepueys P 1039 Allard Robert CLN M Amanda Roberts Robert Allard P 1001 Anderson Stephen Sidco Construction Comp C
6. SERVICECALL 100 5 Robert Call fo insure customer has all re Ci Ada C Copy Delete i Lors keine iS eee Detail Staus 2 Select the process you would like to edit by double clicking on the Process Name from within the list of current processes 3 The information associated with the process will appear on the right hand portion of the screen 4 If necessary edit the Process Name and Description Click the Save icon in the toolbar 5 To add or edit steps to this process select the Add or Open button at the bottom of the screen The Process Steps screen displays 6 Select the Process Step on the left hand grid that you would like to edit or delete 7 Make changes as necessary and then click the Save icon in the toolbar For more information on this screen refer to the To Create a Process section 8 To delete a Process Step click the Delete icon in the toolbar 9 Add additional steps to the process by clicking the Add icon in the toolbar For more information on this screen refer to the To Create a Process section 10 Click the Save icon in the toolbar 11 When you are done editing activities in the process close the screen Results Software 1986 2012 www Results Software com Page 105 To Activate a Process There are several ways to activate a process e Automatically based on Contact Type e Automatically based on Activity or Service Order completion e Manually Conta
7. e Description used to further define the purpose of the Contact Type a EFAJ ADMIN e Process to Activate a Drop Down of named Processes to be activated when the Contact Type Drop Down is changed for a Contact Review Process Maintenance in the documentation for more information e Overwrite Default User Fields Labels Check this box to overwrite the default labels for customizable fields on the User Fields Add l Info and Finances tab of the Contact data entry screen Unless the box is checked Results will ignore the labels on the Contact Types Maintenance form e Labels for User Fields Tab If configured these labels appear on the User Fields tab of the Contact screen Figure 226 Contacts Screen User Fields Tab Results Software 1986 2012 www Results Software com Page 213 e Labels for Add l Info Summary Tab If configured these labels appear on the Add Info tab of the Contact screen Figure 227 Contact Screen Additional Info Tab By Sales Rep Portal UserID Temtory CANADA Portal Password Updated 08 07 2010 03 18 F By Mane Created 02292010 08 39 F e Labels for Finances Tab If configured these labels appear on the Finances tab of the Contact screen Figure 228 Contact Screen Finances Tab Year To Date History To Date 0 00 0 00 0 00 0 00 Total Balance Due 0 00 Page 214 www Results Software com Results Software 1986 2012 Activity Service
8. 4 The Documents screen will appear with the Link Contact information Note Documents already associated with this Contact will appear in a grid on the left side of the screen Results Software 1986 2012 www Results Software com Page 61 a Documents Doc ID Doc Date Document Type Figure 61 Documents Screen Description i ie CNT_CONSUL _ Consulting Agreement 107 130 119 120 DOC_EMAIL PC_MAINT DOC_FAX DOC_LETTER Email Subject Thank you ft Jane s PC 40GB 17 LCD Sample Fax Cover with Me Sample Thank You letter fo Document ID Doc Type Doc Date 01 21 2012 AIA S B g SV Docs v v Project Opp Document Owner ADMIN SV Notes Mit Yv E 159 l EP ID 1001 Anderson Stephen Sidco Construction Private Document Description File Name or Browse Open Location Type Default Folder v Notes amp Searchable Contents Linked Activities amp Service Orders Added 07 21 2012 0323PM ADMIN Updated 1 of 5 Retrieved 5 Found 5 Total Detail Status 5 Choose an appropriate Document Type 6 If applicable choose to link the document to a Project or Sales Opportunity by clicking the binocular icon 7 The Doc Date will default to today s date Change this field if necessary 8 Type ina Description of the Document 9 Click the Browse button to locate and select the file you wish to link to Results 10 The File Name or URL
9. Do you wish to notify Kathy Franklin of the updated activity O ys J m Note Refer to the Configuration Options to set this option 5 Click Yes to email the assigned user information about the new activity click No to disregard this message Option 2 From the Calendar 1 On the Calendar amp Activities tab select one of the Calendar Views 2 The left side of the calendar screen will display all system users Select the User names of the person you would like to schedule for an activity 3 When their calendar displays type a Description of the activity in the appropriate time slot Note If you would like to access details of the activity or view the Activity screen double click on the calendar entry Results Software 1986 2012 www Results Software com Page 47 Outlook Integration Outlook integrates with Results to perform these main functions Exporting Contacts to Outlook Individually or by Group Exporting Activities to Outlook Individually or by Group Importing Contacts to Results Importing Emails to Results Importing Appointments to Results Exporting into Outlook To Export an Individual Contact Record 1 From the Contact Record click the Outlook icon HEME 47 Contact Screen Outlook Integration Icon Addl Emal Made Source VVebsite Addl Info Associate Notes ey ieee ares eer Actwites Emails Services Quotes Sales opp Projects Doca link Groups User Fields E
10. The Project Code that appears on the Project amp Contracts screen can be configured using the Configuration Options screen Ef Note If you decide to change the way this field is configured you would need to make the corresponding change in every INI file on the server while the users are not in the system or have each user change it from the Configuration Options screen To Configure Project Codes 1 On the Tools tab in the Configuration group click Options The Configuration Options Screen will appear 2 Navigate to the Project amp Opportunity tab 3 Use the key provided on this screen to configure a new code structure Type the configuration into Project amp Contract Code the field Page 110 www Results Software com Results Software 1986 2012 Figure 114 Configuration Options Screen Project amp Contract Code _oniguraton Opton _ Project amp Opportunity Template for Creating Projects amp Sales Opportunity Codes Defaults for Timesheet Project amp Contract Code P YYMMDD SEQ3 Start time if no feed time given in Activity type 3 09 00AM Sales Opportunity Code 5 YYMMDD 5eqgX Duration for All Day Activities amp hours Project amp Contract Defaults Sales Opportunity Defaults Project Type CONTRACT Sales Opp Type ALLIANCE Project Status CMP INACTIVE Sales Opp Status NEW Project Stage MID IMPLEMENT Sales Opp Stage 4 STRONG 4 Click Apply In the example ab
11. a ra Inv 5028 7 14 2010 Total 8 659 35 Due 8 659 35Printed 7 23 2010 Invoice anai A Tem NET30 Assigned Mike Amount 8 659 35 Date 07 23 2010 v Type CHECK Reference Batch Credit Card Expires Authorization Description Full Payment Proj Opp Product 0 of 0 pone 0 Found 0 Total Detail Sate S it a te a yy 4 Enter the appropriate payment Amount Date and Type 5 Enter information for the Reference Batch Credit Card Expires and Authorization fields as necessary 6 If necessary modify the Description 7 Click the icon to save the Payment information 8 To add another payment click the L icon and repeat Steps 4 7 Otherwise close the screen to return to the Invoice screen How to Apply a Credit to an Invoice 1 From the Invoice screen click the Add button on the Invoice Details tab 2 Add a line item with a negative quantity Example If you sold quantity 100 of TILE01 and quantity 50 were returned an additional line item will be added to the original invoice reflecting product TILEO1 with a quantity of 50 This will generate a credit on the invoice reducing the Balance Due on the invoice Page 126 www Results Software com Results Software 1986 2012 Figure 131 Invoice Screen with Negative Quantity Sales Rep Mary Ship Via F O B Payment s 1 099 00 Project Tracking Remarks dam af Converted From Sales Order 7
12. iar Abo rc Home nj outa an aes a SS SL SS LE NY NSE ES OR 1027 Green Rachel National Arbor 5009 04 04 10 47 44550 20 938 50 0 00 Enterprise Version Custom Ins 1006 Peterson Ronald BestProducts 5006 04 01 10 3 495 00 1 485 00 0 00 s3 o BESTPRODUCTS Business Suite Software 1005 Murfy Freddy Modem Remod 5008 03 04 10 Mike 20 1 000 00 20 000 00 0 00 20 Business Suite Software Dual 5 Click OK to close the screen and return to the Purchase Order Line Items screen Note Alternatively click the Open Contact button in the upper toolbar to view the Contact Record of the selected contact Navigate to the Invoice Details Tab or the Invoices Tab to view Sales History for that contact How to Open an Existing Purchase Order 1 On the Finances tab in the Purchase Order group click View The Purchase Order Data Management Center will appear 2 Conduct a search A list of purchase orders meeting your search criteria will appear 3 Double click on the Purchase Order you would like to open Note To display Purchase Orders from QuickBooks you must purchase the QuickBooks Integration option configure QBI and synchronize data between Results and QuickBooks How to Print a Purchase Order 1 On the Finances tab in the Purchase Order group click Manage The Purchase Order Data Management Center will appear 2 Double click on the Purchase Order you would like to open 3 Click the Print or Email
13. Option 2 From the Sales Order DMC 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Highlight the Sales Order you would like to convert to an Invoice 3 Click the Create Invoice button that appears on the top of the DMC 4 Aconfirmation question will appear Click Yes to create a partial Invoice from the Sales Order Page 92 www Results Software com Results Software 1986 2012 Figure 93 Sales Order Conversion Message Results J Ls Would you like to create a partial invoice from Sales Order ID 7 Click No to convert the entire Sales Order into an Invoice 5 The Rapid Add Sales Order Products to an Invoice screen will appear Enter the desired Invoice quantity in the first column Refer to the Ordered and Prev Inv Columns for reference Figure 94 Rapid Add Sales Order Products to Invoice Screen Rapid Add Sales Order Produkto on Invoice ttn nn re all I eal Enter the Invoice Quantities Qty to Inv Product Code Description On Hand Ordered Prev Inv Business Suite Software 287 10 CRM Software 200 4 EET E 6 Click the Add Selected Products button 7 A confirmation message will appear with the Invoice number How to Copy or Duplicate an Existing Sales Order 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Double click on the Sales Order
14. Payments Screen Invoice Screen with Negative Quantity Payments Data Management Center Product Lines Screen Add a Product Screen Products and Pricing DMC Expense Categories Screen Expense Types Screen Add Expense Screen Contacts Screen Expenses Tab Expense Screen Expenses Data Management Center System Users Screen Timesheet Tab Timesheets Screen Recurring Appointment Setup Purchase Orders Screen Purchase Order Screen Rapid Add Purchase Order Items Screen Purchase Order Line Items Screen Product Sales History Display Purchase Order Reports Screen Purchase Order Report Purchase Order Reports Screen Quote Line Items Screen Configuration Options Screen Integration Tab SmartVault Options within each DMC SmartVault Documents Screen Attach Documents SmartVault SmartVault Documents Button on a Results Record SmartVault Documents Screen www Results Software com 102 103 104 105 106 107 107 108 111 112 113 114 115 116 117 118 119 119 120 121 122 124 124 125 126 127 127 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 154 Results Software 1986 2012 Figure 160 Figure 161 Figure 162 Figure 163 Figure 164 Figure 165 Figure 166 Figure 167 Figure 168 Figure 169 Figure 170 Figure 171 Figure 172 Figure 173 Figure 174 Figure 175 Figure 176 Figure 177 Figure 178 Figu
15. ProgramData 7 31 2011 4 42 AM gt Computer a Results_Data 8 2 2011 5 42 AM amp System Volume Information 8 2 2011 5 01 AM Ga Network J Users 11 24 2010 4 46 AM J Windows 7 24 2011 6 11 AM File name x INI files ini m am 10 Select the location to install Result program files By default your Results program files will be installed to C Program Files Results Software Results CRM On a 64bit version of Windows 7 Vista it will be located in C Program Files x86 Results Software Results CRM 11 Click Next Then click Install Results will begin installing the Results program files on this workstation 12 Once Results is installed verify that you are able to open and log in to Results on the workstation s Results Software 1986 2012 www Results Software com Page 5 Upgrading from a Previous Version of Results 2010 Follow these instructions for upgrading Results from an existing version of Results 1 Download the latest version of Results from the Customer Care webpage Hf Note We suggest saving the file into the same directory as the initial install Results _Data ResultsInstallation_ Files 2 Close Results if it is currently running Run the latest installation file Warning If you are installing the Results program on a Server for use with Terminal Service or Remote Desktop it is critical that you install Results CRM from the Control Panel On Server 2003 20
16. Results Software 1986 2012 Figure 24 Search by Multiple Groups Screen search by Multiple Groups Le ss Check each Group that you wish to add Client Type F Construction Industry Contract E Federal l Health amp Fitness H Human Resources Industry H Industry Focus Groups Information F Legal Profession Quickbooks H Software l Vendor Match Selected Groups Must Match All Selected 5 Can Match Any of the Selected Search for Selected 2 Click the icon next to the Group you wish to expand Place a checkmark next to the groups that you would like to include in your search 3 Atthe bottom of the screen select whether you would like your search to identify contacts that include or exclude the Groups selected 4 Click the Search for Selected button 5 The DMC will return all records that fit your search criteria How to Add Groups 1 On the Set Up tab in the Maintain Lookup Values group click Contacts and then select Groups 2 Click the Add icon to add a new entry Results Software 1986 2012 www Results Software com Page 27 sroup Code ACCOUNTANT BS ENGINEER BS MATH BS SCIENCE CL_TYP_COM CL TYP_RES CNT CONSUL CNT_MAINT CONSTRUCTION CONSULTANT DOD FEDERAL FITNESS INF_ANNIV INF_DOB Accounting Firm Degree in Engineering Math degree DEGREE IN SCIENCE Client Type Commercial Client Type Residential Contracts Consulting Services Con
17. Results Software 1986 2012 www Results Software com Page 37 Figure 37 Example of Duplicate Contacts Message for Deb Brown Add Contact D RHS XEAIR Eg E Potentially Duplicate Contacts for Deb Brown IDF 1036 Full Name Deb Brown Company Name Dulles Regional Chamber of Commerce Address 3901 Centerview Dr Suite R Chantilly VA 20151 Phone 571 325 5300 Email Do you want to save this Contact record anyway Send Card Send Card Contact Type Page 38 www Results Software com Results Software 1986 2012 Calendar amp Scheduling The Calendar displays meetings activities and tasks that have been scheduled in Results Calendars can be viewed in daily weekly monthly or timeline views To View the Calendar 1 Click the Calendar amp Activities tab From the Calendar Views group choose to view the calendar in one of five ways Figure 38 Calendar Daily View Calendar New E Day 53 Week i Month 4 Timeline 4 July2010 SMTWT FS 1 23 a 5 6 7 8 910 11 12 13 14 15 16 17 am 18 19 20 21 22 23 24 f team 25 26 27 28 29 30 31 g 00 9 00 Meeting with Joe at ABC Corp E E E E ne Se M Results Software 1986 2012 www Results Software com Page 39 Figure 39 Calendar Weekly View Contacts gt Calendar X Calendar Nev iil Day zi Week b 9 00a Meeting with Joe at ABC Corp 11 303 Order l
18. b Exporting DMC Data You can export the DMC search results into an Excel or PDF file To Export the DMC a Performa DMC search b To Export to Excel click the Export button at the top of the DMC screen OR To Export to a PDF click the arrow next to the Export button A secondary menu displays Select Export to PDF Figure 17 Selecting Export Options in the DMC Contacts Data Management Center 1 of 35 b bi Ld Add LA Open Delete Refresh eS Export J Activate a Process Mail Merge f Mass Drag a column header here to group by that column rt to PDF l g Expo Contact ID Display Name ame Company Name 1023 Williams Jamal Williams Construction CLN M Williams Jamal Williams Construction 1012 Thompson Fredrick Wang Computer Inc PROSP Thompson Fredrick Wang Computer Inc c The Save As dialog box will open Select the folder that you would like to save your file and give your file aname Click Save d The exported file will open in the format you selected Page 18 www Results Software com Results Software 1986 2012 The Home Page The Home Page shows each user a customized view of job related information To display your Home Page on the Home tab in the Home group click Home Page The list of your selected Named Searches will display here Figure 18 Home Page Home Page X Home Page for Mary Harris FA Open Data Center
19. k Ordered 14 03 2011 Quantity Ordered 1 00 Quantity Invoiced 0 00 Discount 10 00 Unit Price 0 0000 Total 0 00 Unit of Measure bach Weight Unit Cost 0 0000 Table Tax 0 0000 Sales Rep Sally Class list Sequence 10 5 Project Opp Remarks a Updated lt Created 12Ua207T 13 PM ADIN 0 of 0 Retrieved 0 Found 0 Total Detail Status Ef Note Once a Product is selected click the Invoice History button or the Open Contact button in the upper tool bar to view the sales history of the selected product For more details refer to Viewing Product Sales History When Creating an Invoice 7 When you are done adding line items click the lel icon to save the Invoice Page 114 www Results Software com Results Software 1986 2012 Viewing Product Sales History When Creating an Invoice Viewing a product s sales history when creating an Invoice is helpful when you need to determine previous pricing previous customers and other historical information about the Product 1 On the Finances tab in the Invoices group click Manage The Invoice Data Management Center will appear 2 Double click on the Invoice you would like to open 3 Click the Add button on the Invoice Details tab The Invoice Line Items screen appears Figure 118 Invoice Line Items Screen Tonne OOOO O O OOO lst Product Product ov E Only show Customer s products Lookup of Product Information Product Line L
20. 1001 Anderson Stephen Sidco Construction Company Nines x CY G 4 4 sv Docs SV Notes Qt Fs Full Name Dr Stephen H Anderson St Office Phone 00 11 SIDCO 3728 Job Title Vice President Mobile 703 333 4444 IF Urgent Company Sidco Construction Company Fax 703 111 2222 Display Name Anderson Stephen Sideo Construction Cor Home 703 713 6900 Gpm 10pm Address line 1 22 West Butterfield Street Primary Email SAnderson Sidco com Address line 2 Building 12 Add Email 3 The Documents SmartVault screen appears as shown below Figure 172 Documents SmartVault Screen i Documents SmartVault Documents Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M Size Upload Date A Signed Agreement with Sidco 1 docx 12 KB 5 23 2011 621 PM wl Signed Agreement with Sidco docx 17 KB 5 9 2011 2 42 PM Properties Modify Name Signed Agreement with Sidco 1 docx Description Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 4 Highlight the desired document and click the Modify link at the bottom of the screen 5 Edit the Name as necessary and then click the Save link How to Synchronize QuickBooks and Results SmartVault Documents If you have purchased the QuickBooks Integration module the SmartVault Integration module will allow documents to appear within SmartVault Results and QuickBooks no matter which system was used to
21. 2012
22. Clients Inactive CLN I Clients Employee Full Time EMP F Employees Employee Imported from QuickBook EMP Q Employees l Employee Inactive EMP Employees T Employee Part Time EMP P Employees Lead LEAD Leads Personal Contact PERS Other Prospect PROSP P By clicking the Tree View icon users see the same list grouped by various configurable categories Figure 215 Example of Tree View List da Select a Value p ala s Results Software 1986 2012 www Results Software com Page 205 Modifying LookUp Tables Editing a Lookup Table Entry 1 On the Setup tab in the Maintain LookUp Values group point to the desired module and then select LookUp Table you would like to modify The following type of screen will display Figure 216 Example of LookUp Screen Expense Type ripti DEES X ACA Eg Us BUSINESS PERSONAL erson Expense Types List of current e Type BUSINESS drop down o p values By _A esus By _ Aesuts_ 1 of 2 Retrieved 2 Found 2 Total Detail Status 2 Select the entry you would like to edit from the list in the left grid 3 Type the changes in the data entry form 4 Click the Save lel icon Note The code cannot be directly edited See the sections called Replace and Merge for guidance on editing the value of the code Page 206 www Results Software com Results Software 1986 2012 Adding a Lookup Table Entry 1 On the Setup tab in the Maintain LookUp Values gro
23. Contacts DMC Mail Merge Button Contacts Data Management Center 000000 o e o A Id 43 of15 gt bi Add J Open Delete j B Refresh Ba _ Reports J Emai yg Mass Update T Find Duplicates p 2 ee g Drag a column header here to group by that column z Contact ID Display Name Type Last Name First Name Company Name Assigned To Sales Rep a a a a a a a a Kd 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construction Company Mary Sally g 1020 Carter Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling Dimitri Dimitri Boo 5 ee l E i P 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing Dimitri Dimitri ual 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society Mike Mary ual 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store Dimitri Dimitri F 1019 Jackson Greg Exterior Home Solutions CLN R Jackson Greg Exterior Home Solutions Dimitri Dimitri m 1005 Murfy Freddy Modern Remodelers CLN M Murfy Freddy Modern Remodelers Frank Mike al 1004 Murphey Fredie Discount Market CLN R Murphey Fredie Discount Market Dimitri Dimitri al 1003 Murphy Fred Marble Construction CLN R Murphy Fred Marble Construction Mary Mary F 1006 Peterson Ronald BestProducts CLN R Peterson Ronald
24. Contacts Data Management Center 1 of 1 _ Add Open 3 Delete 2 Refresh 4 Export Reports v D SmartVault a Mail N y Contact ID Display Name Type First Name Last Name Suffix Full Name Company Name FA E E E A E saa E E 5 The Constant Contact Integration screen will appear Results Software 1986 2012 www Results Software com Page 171 Figure 182 Individual s Constant Contact Integration Screen common I i i Contact Event Information Constant Contact Events for ID 1011 Campaign Name Opens Clicks Forwards Opt Out Reason Bounce Reason CE FS A a ConstantContact for Clients 0 Califomia Show z May 12 2011 4 Copy of Invitation to Comprehensive Results Training May 52 Results SmartVault Beta email Blogger Email SV Integration 7 Clicks for the EMail Campaign selected Above URL http www results software com Roles Sales_Manager Sales_Manager html http www results software com Products results add on Constant Contact htm http www results software com Products Quick Start_Bundles htm This screen lists the emails that were sent to the individual As you highlight the various emails on the top portion of the screen the bottom portion of the screen will display any URLs the Contact clicked from within that email campaign How To Link New Results Contact to an Existing Constant Contact Record If you create a new Results CRM contact for an existing contact in Constant Conta
25. E l A E B y o Duplicates 6235 52 2 items a ial 1053 Jasmine Park CLN R Jimenez Cristina Jasmine Park a 1097 Great Statewide Bank VEN Q Jimenez Cristina Duplicates Fa3hKM61 3 items E 1005 Murty Freddy Modern Remodelers CLA M Murty Freddy Modern Remodelers Frank a 1004 Murphey Fredie Discount Market CLA R Murphey Fredie Discount Market Dimitri al 1003 Murphy Fred Marble Construction CLN R Murphy Fred Marble Construction Mary Duplicates gt 662 25 2 items ia 1032 Jackson George SoftwareUSA EMIP F Jackson George SoftwareUSA ADMIM E 1019 Jackson Greg Exterior Home Solutions CLAN R Jackson Greg Exterior Home Solutions Dimitri al 1009 MC Kenzy Jenny Phonetics Testing Company VEN A MC Kenzy Jenny Phonetics Testing Company Frank E 1002 Me Kingi Jennie The Hardware Store CLN R ME Kini Jennie The Hardware Store Mary 4 Select the records you would like to combine by placing a check in the appropriate row Note You can select up to six records at once 5 Click the Combine Contacts button on the DMC toolbar The Combine Contacts screen appears 6 In the header row identify the primary record that you d like to keep by placing a check next to the Contact ID The information for this record will turn green indicating that this is the data that will be preserved Page 34 www Results Software com Results Software 1986 2012 Figure 33 Combine Contacts Screen Combine
26. Program from R Results_Installation_Files Ef Note If you are using Windows Vista 7 you will need to run the installation program as an Administrator This can be done by Right clicking the installation file and selecting Run as administrator P Results_CRM_Setup_2010_v10 2 3 exe Open 8 1 2011 9 38 AM Applicatio 331 434 KB Enable Disable Digital Signature Icons i P Run as administrator i Medialnfo Troubleshoot compatibility 8 Select Program Files Only Then click Next Page 4 www Results Software com Results Software 1986 2012 Figure 3 Results CRM Installation Wizard Program and Data Files Selection Results CRM 2010 Installation Wizard Setup Type Select the setup type that best suits your needs Click the type of setup you prefer Data Files Only Description naan and Data Files Program Files Only lt Back Next gt Cancel 9 You will now be prompted for the location of the INI file for the current workstation For example on James s workstation navigate to R Results_JSmith INI Figure 4 INI File Location INI File Location WI g gt Computer OS C gt v Search OS C Organize v New folder v Hl 4 sy E Name Date modified E Desktop MSOCache 11 14 2010 5 48 AM Recent Places J PerfLogs 7 13 2009 11 20 PM m Downloads d PIScan 7 13 2011 1 07 PM di Program Files 7 31 2011 9 34 AM C Libraries a Program Files x86 7 24 2011 9 18 AM
27. deh EAEN A JEEE EIEE Description 3 Choose the Type of activity you would like to schedule 4 Ifthe Activity is considered a priority change the Priority to Yes 5 Fill in the appropriate Start and End date and times 6 Fill in a Description for the Activity This is what will appear on your Calendar Page 42 www Results Software com Results Software 1986 2012 7 The Assigned To field defaults to the User that is currently logged into the system Change this field if necessary 8 Optional Enter a Location and select a Status 9 To link a Contact to this Activity navigate to the Links tab Click the binoculars icon Choose the Contact that is associated with this record by double clicking on the Contact s name You will be returned to the Activities Screen 10 To identify if you would like the activity to appear in your calendar or to schedule a reminder alarm or recurring activity navigate to the Calendar tab and choose the appropriate options 11 Click the icon to save the record Option 2 From the Calendar 1 Onthe Calendar amp Activities tab select one of the Calendar Views 2 Single click in the time you would like to schedule your activity 3 Type a description of the activity Note If you would like to access details of the activity or view the Activity screen double click on your new calendar entry Option 3 From a Contact Record 1 From the Contact Record Ref
28. 0 0000 e HESUS e Activity Type twenty character code used when selecting from the Drop Down e Activity Group select Activities from the Drop Down if this code is intended to describe an activity and should appear in the Activity Type Drop Down select Service Orders from the Drop Down if this code is intended to describe a service and should appear in the Results Software 1986 2012 www Results Software com Page 215 Service Type Drop Down e List Sequence allows the list to be sorted in any order Default is alphabetical by code e Description used to further define the purpose of the Activity or Service code The Description field stores multiple lines e Dept Category the business area for an activity record For example Sales Customer Service or Technical Support are some of the business areas under which activities are grouped for reporting and analysis e Points used to assign points to the task for purposes of calculating commission or tracking productivity e Process to Activate upon checking Completed for activities of this type automatically trigger a business process Review Process Maintenance in the documentation for more information e Link attachment to New Activity automatically attach a specified document to activities of this type Defaults for Main Activity Fields e Start Date o Blank Date do not specify a date This is useful for reminder type activities or Tasks o Curren
29. 10 i 485 I 0 BESTPRODUCTS Business Suite Software Murty Freddy Modem Remod 5008 03 04 10 Mike 000 000 0 Business Suite Software Dual 6 Click OK to close the screen and return to the Quote Line Items screen Note Alternatively click the Open Contact button in the upper toolbar to view the Contact Record of the selected contact Navigate to the Invoice Details Tab or the Invoices Tab to view Sales History for that contact How to Update an Invoice Once an Invoice is created any edits should be made through the Update button located on the Invoice screen This button allows you to edit the Contact field as well as update the various other fields on the line item level Note Although some updates can be changed directly from the Invoice screen these updates will not appear on the individual Product Line Items Therefore using the Update button is recommended so that changes are updated on the entire quote 1 On the Finances tab in the Invoices group click Manage The Invoices Data Management Center will appear 2 Double click on the Invoice you would like to open 3 Click the Update button located in the toolbar The Invoice Update screen appears Page 116 www Results Software com Results Software 1986 2012 Figure 120 Invoice Update Screen Invoice Sales Order Quote Replacemen So x Contact Display Name Davis Tom Davis Accounting Services ID Product Init Price Discount Net Pice Taxab
30. 2009 12 00 Exp Category Expense Type Paid To ID 0 Paid To l Amount Paid 0 00 Paid 7 Method l Description Expense By Reimbursable Requested IDB 100 Anderson Stephen Sidco Construction Company Work 00 117 SIDCO 3728 Home 703 713 6900 6pm 10om Fax 703 111 2222 Cell 4 Select an Expense Category and Expense Type 5 If the expense was paid to a Results Contact enter the Contact ID or click the binocular icon to search for the contact If a Contact ID is selected the Paid To field will be automatically populated 6 If not previously populated fill out the Paid To field 7 Enter appropriate information into the Amount Paid Paid Date Method Reference optional and Description fields 8 Fill out information on the rest of the screen as appropriate 9 The Links tab provides an area to associate the expense with specific contacts projects or invoices The Link Contact will be automatically populated To link the Expense with a Project or Invoice click the appropriate button conduct a search for the record and double click the record you would like to link back to the product Page 136 www Results Software com Results Software 1986 2012 10 The Notes tab provides an unlimited text field to store additional notes about the expense Fill out this tab as appropriate 11 Click the Save icon to save the record How to Open an Existing Expense 1 On the Finances
31. 5 Aconfirmation message will appear with the Invoice number How to Convert a Sales Order to a Partial Invoice Option 1 From the Sales Order Screen 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Double click on the Sales Order you would like to open 3 Click the Convert to Invoice s button that appears on the top of the screen 4 Aconfirmation question will appear Click Yes to create a partial Invoice from the Sales Order Figure 91 Sales Order Conversion Message Results PE Would you like to create a partial invoice from Sales Order ID 7 Click No to convert the entire Sales Order into an Invoice 5 The Rapid Add Sales Order Products to an Invoice screen will appear Enter the desired Invoice quantity in the first column Note The system will quickly find the desired product when you start typing the first letters of the product name Results Software 1986 2012 www Results Software com Page 91 Figure 92 Rapid Add Sales Order Products to Invoice Screen Rapid Add Sales Order Producten an Ivalice nnn e Pips Enter the Invoice Quantities Qty to Inv Product Code Description On Hand Ordered Prev Inv 10 BUSINESS SUITE Business Suite Software 267 10 RA CRM Software 200 4 Add Selected Products Cancel 6 Click the Add Selected Products button 7 The confirmation message will appear with the Invoice number
32. AIE EB Reports H i IDA 1024 Bur Raymond Johnson Consulting Contact ID 1025 FR Work 608 777 8768 Cell 608 767 8988 Invoice 0 Amount 0 00 Date 07 14 2010 Type CHECK Reference Batch Credit Card Expires Authorization Description Full Payment Pol Opp Product m 0 of 0 Retrieved 0 Found 0 Total Payment Amount ADD 4 Type in the Invoice or click the search icon to browse invoices associated with this contact Page 124 www Results Software com Results Software 1986 2012 5 Enter the payment Amount Date and Type 6 Enter information for the Reference Batch Credit Card Expires and Authorization fields as necessary 7 If necessary modify the Description 8 Click the save icon to save the Payment information 9 To add another payment click the Add icon and repeat Steps 4 8 Otherwise close the screen to return to the Contact screen From the Invoice Screen 1 From the Invoice Screen navigate to the Payments tab 2 Click the Add button Figure 129 Invoice Screen Payments Tab 3 The Payments screen will display The Contact ID and Invoice will be populated Results Software 1986 2012 www Results Software com Page 125 Figure 130 Payments Screen a Payments E n ie a Critct ID Display Name To R Ei Xx A A Gs G4 Reports hle amp Contact ID 1025 Ba Vy T Carter ay Carter ae
33. BestProducts Mary Dimitri w 1007 Smith Sheila CSC CLN R Smith Sheila csc Dimitri Dimitri Results Software 1986 2012 www Results Software com Page 101 Page 102 lal Save Ea Close Editor lt i Q Add Documen OF Edit Document 9 Merge amp Preview Current 2 The Letters for Contacts screen will display Select the Edit Document button Figure 105 Letters for Contacts Screen Edit Document Letters for Contacts rer a ist Merge amp amp Print Selected Delete Document Edit Properties Edit the letter or document as necessary Document Type Owner Private Modified Created Results word processor will open the selected file To insert a mail merge field into the letter select the Fields button in the menu bar The Insert Fields screen appears Figure 106 Insert Fields Screen aen e Cn ee ee e i a ID Contact ID Prefi Prefix First Name First Name Middle Middle Name Last Name Last Name Full Name Combined name for Letters amp Reports Suffix Suffix Job Title Job Title Company Company Name Display Name Display Name for sorting and reports Salutation Salutation for mail nerged letters Address line 1 Address Line 1 Address line 2 Address Line 2 6 Highlight the field you would like to insert and click OK 7 When you are finished typing the document click the Save button www Results Software com Results S
34. Calendar 1 On the Calendar amp Activities tab select a view within the Calendar Views group The Calendar will appear 2 Single click on the activity you would like to edit 3 Type anew description for the activity or adjust the height of the displayed activity to alter the time Note If you would like to edit details of the activity or view the Activity screen double click on the desired calendar entry Option 3 From a Contact Record 1 From the Contact Record Refer to How to Open an Existing Contact Record navigate to the Activities tab D Highlight the Activity that you would like to edit 3 Click the Edit button under the Activities tab 4 The Activities screen will appear Edit the information as necessary 5 Click the icon to save the record Page 44 www Results Software com Results Software 1986 2012 To Schedule Recurring Activities 1 From the Activities screen click on the Calendar tab 2 Click the Add Edit Recurrence button The Recurring Appointment Setup screen will appear Figure 44 Recurring Appointment Setup Screen Recurring Appointment Setu Range of Recumence Start Date 4 78 7010 Stat Time 05 36 PMI E All Day Activity End After 10 Occurrences Last occurence on 6 90 20 Recurrence Pattem Daily Recur Every 1 Week s Weekly E Monday C Tuesday Wednesday C Thursday Monthly Friday Saturday Sunday 6 Yearly 3 Enter appropriate data into bo
35. Construction Company Fax 703 111 2222 Display Name Anderson Stephen Sidco Construction Cor Home 703 713 6900 6om 10pm Address line 1 22 West Butterfield Street Primary Email SAnderson Sidco com Address line 2 Building 12 Add Email 3 The SmartVault Edit Notes screen appears Figure 176 SmartVault Edit Notes Screen Edit Note Contact ID number 1036 Brown Deb Dulles Regional Chamber of Commerce Res Contact Type VEN A 4 Type or edit your notes for this contact 5 Click the Close button Page 166 www Results Software com Results Software 1986 2012 Constant Contact Integration How to Configure Constant Contact Integration 1 On the Tools tab in the Configuration group click Options The Configuration Options screen displays 2 Click the Integration tab Figure 177 Configuration Options Screen Integration Tab _ mamino O O E Mail2 Integration SmatVault Integration Coud Document Management SmatVault is already installed on this computer use with Results Venty that SmartVault is Active Leam more about the SmartVault Integration Signup For SmartVault Constant Contact Integration Mass EMailing UserName Password Venfy that the User Name and the Password are Corect Leam more about the Constant Contact Integration 3 If you are an existing Constant Contact customer enter your Constant Contact login credentials into the User Name and Password fields 4 Click the Verify
36. Contact ID Display Name Type Last Name Y First Name Company Name Sales Rep a a a a l l Assigned To Dimitri 9 items D 1023 Williams Jamal Williams Construction CLH M Williams Jamal Williams Construction Dimitri 1022 Stevenson Jane OC Metra Remodelers CLA M Stevenson Jane DC Metra Remodelers Dimitri 1014 Smith Harold Hanover Inc PROSP Smith Harald Hanover Inc Dimitri 1007 Smith Sheila CSCI CLN R Smith Sheila csa Dimitri 1004 Murphey Fredie Discount Market CLN R Murphey Fredie Discount Market Dimitri 1019 Jackson Greg Exterior Home Solutions CLN R Jackson Greg Exterior Home Solutions Dimitri 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store Dimitri 1018 Cunningham Mike Virginia Windows amp Roof CLN R Cunningham Mike Virginia Windows amp Roofing Dimitri 1020 Carter Andrew Atlantic Home Remodeling CLN MI Carter Andrew Atlantic Home Remodeling Dimitri Assigned To Frank 4 items b 1012 Thompson Fredrick Wang Computer Inc PROSP Thompson Fredrick Wang Computer Inc Sally 1034 Sample John Army Corp of Engineers LEAD Sample John Army Corp of Engineers Mike 1005 Murty Freddy Modern Remodelers CLM h Murty Freddy Modern Remodelers Mike 1009 MC Kengy Jenny Phonetics Testing Company VEN A ME Kenzy Jenny Phonetics Testing Company Assigned To George 1 item 1017 Harold Steve Technology Inc PROSP Harolds Steve Technology
37. Contact or Associate Record 3 Select an Email Campaign from the drop down 4 Information about the Email Campaign will automatically appear within the Records sent Forwarded Clicked Opened Opted Out and Bounced fields The Sent On date and the Lists Used will also display Page 170 www Results Software com Results Software 1986 2012 5 To view the associated contacts within each category select the desired value from the Information to Display Below field 6 To edit or open any of the displayed contact records highlight the record of interest and click the Edit Highlighted Contact or Associate Record button Note To sort the displayed information by a particular field click the column heading once A small up arrow appears above the column heading search results will be sorted in ascending or chronological order by that field Click the column heading a second time to display the information in descending or reverse chronological order How To View the Constant Contact Mailings Sent to a Particular Contact 1 On the Contacts tab in the Contacts group click Manage The Contacts Data Management Center will appear 2 Tonarrow the list of records displayed click on the Standard Search tab and perform a search for the records you would like to access 3 Highlight the record or contact of interest 4 Click the Constant Contact Events button at the top of the DMC Figure 181 Constant Contact Events Button
38. Custom Ins 04 01 10 485 l 0 BESTPRODUCTS Business Suite Software 03 04 10 Mike 000 000 l 0 Business Suite Software Dual 6 Click OK to close the screen and return to the Quote Line Items screen Page 72 www Results Software com Results Software 1986 2012 4 Note Alternatively click the Open Contact button in the upper toolbar to view the Contact Record of the selected contact Navigate to the Invoice Details Inv Detail Tab or the Invoices Tab to view Sales History for that contact How to Update a Quote Once a Quote is created any edits should be made through the Update button located on the Quotes screen This button allows you to edit the Contact field as well as update the various other fields on the line item level Note Although some updates can be changed directly from the Quotes screen these updates will not appear on the individual Product Line Items Therefore using the Update button is recommended so that changes are updated on the entire Quote 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quote you would like to open 3 Click the Update button located in the toolbar The Quote Update screen appears Figure 73 Quote Update Screen Quote Update aj x Quote being Updated Quote 31 Contact Display Name Anderson Stephen Sidco Construction Company Product Init Price Discoun
39. Export Reports Email 23 Mail MergeQe Mass Update Find Duplicates f Combine Contacts Drag a column header here to group by that column Contact ID Display Name Type Last Name First Name Company Name Assigned To Sales Rep Contact Source z m w E E E E E a a F 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construction Company Mary Sally WEBSITE ial 1036 Brown Deb Dulles Regional Chamber of Com VEN A Brown Deb Dulles Regional Chamber of Mary yaueas pasueapy ydueas puepueys 1024 Burr Raymond Johnson Consulting PROSP Burr Raymond Johnson Consulting Mike Mike TRADESHOWS 1020 Carter Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling Dimitri Dimitri REFERRAL 1025 Carter Lauren Carter and Co CLN M Carter Lauren Carter and Co Robert Mike WEBSITE 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing Dimitri Dimitri REFERRAL Davis Tom Davis Accounting Services LEAD Davis Tom avis Accounting Services ADMIN WEBSITE o Le 1026 Goode Johnny Lightning Industries PROSP Goode Johnny Lightning Industries Mike Mike TRADESHOWS w 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society Mike Mary TRADESHOWS w 1017 Harolds Steve Technology Inc PROSP Harolds Steve Technology Inc George NETWORKING F 1010 Harrison Peter and Mary The Music Compan
40. FA FA FA VO View Only FA Full Access 4 Check the appropriate boxes under Login Settings a Allow User to Login to the System determines whether or not the user has permission to access the system For example a staff member that is no longer with the company will have their record unchecked to deactivate their account b Password Required for Login determines whether or not the password field is allowed to be blank upon login Warning If the Password Required for Login field is unchecked then anyone can access the program data c Prompt User for a New Password determines whether or not a new password prompt is displayed the next time the user logs into the system Note If the Password Required for Login setting is unchecked then a new password prompt will never be issued 5 Check the appropriate boxes under Access Level Settings a Include User in the Lookup List b Restrict User to Assigned Contacts Override ignore Private Flags allows managers to see all of the records including those marked as private d Allow access to the QBI Module e Allow access to Time Management Portal allow user to access to the Time Management Portal optional add on f Allow access to the Results for the Web allow user the same functionality using Results for the Web RforW as with the Windows version 6 Fill out information on the Email Audit tab a If the default email client requires a user name and password then it
41. File Server create a folder called Results_ Data Under this same folder create a folder named Results_Installation_Files 3 Share the Results_Data and subfolder on the network so that users can access and map a drive letter to the shared Results_ Data folder 4 Change the Security rights on the shared Results_ Data folder to allow for FULL Read Write and Modify access by all users 5 Download and place the Results installation file in the Results_Installation_Files folder Workstation Installation Instructions 1 From each workstation that will have Results installed create a Mapped Network drive i e R that points to Results_ Data Ef Note The shared drive may have any drive letter It does not necessarily have to be R For the purpose of this documentation however the Mapped Network drive will be referred to as R 2 From the administrator s workstations or from the server run the Results Installation Program from R Results_Installation_Files warning If you are installing the Results program on a Server for use with Terminal Service or Remote Desktop it is critical that you use the Add Remove Program feature from the Control Panel On Server 2003 2005 Navigate to Start gt Control Panel gt Add Remove Programs to run Setup On Server 2008 R2 navigate to Control Panel gt Programs gt Install Application on Terminal Server Ef Note If you are using Windows
42. ID Mr Freddy Murhy Chief Financial Officer Modem Remodelers 4515 Willard Avenue 5055 Chevy Chase MD 20815 PO ID 0 GBP O V Open Purchase Order Tem Total Weight 0 0 Defaut Ta 0 000 Onder Date 11 25 2011 Sales Rep Ship Via F 0 B Due Date r Project MODERNREMOD Expected Date Vendor Class Message Purchase Orders Details Notes Product Description Qty Ordered Received Unit Price 4 Ir a pee hale a Detail Status 5 Enter a Vendor s Contact ID To search for an existing Contact select a Search icon L next to the Vendor field OR to add a new contact record click the New icon next to the Vendor field Results Software 1986 2012 www Results Software com Page 141 6 The selected or added Vendor will automatically populate 7 The Project Contact and Ship To addresses are automatically populated based on the selected Contact on the Project screen To refresh the data displayed in either of these sections click the respective buttons 8 Fill in appropriate information on the top portion of the Purchase Order screen 9 Click the icon to save the record The buttons in the Purchase Order Detail part of the screen will now become available 10 Choose one of the following ways to add line items to the quote a Via Rapid Add i Click the Rapid Add button and select the products you would like to appear on the quote Note The system will
43. Inc Assigned To Kathy 1 item 1021 Swift Jonathon Mid Atlantic Boat Owners As PROSP Swift Jonathon Mid Atlantic Boat Owners A Mike You can collapse or expand the view of the records associated with each group by clicking on the icon L in the left of the column The following figure shows the results of Contacts DMC search grouped by Assigned To with each row collapsed Figure 14 DMC Search with Search Results Grouped Rows Collapsed I4 4 1 of35 b H L Add 47 Open Delete Refresh l g Export C Contact ID Display Name Type Last Name ees Assigned To Dimitri 9 items Assigned To Frank 4 items Assigned To George 1 item Assigned To Kathy 1 item Assigned To Mary 7 items Assigned Toa Mike 4 items Assigned To Robert 1 item Page 16 www Results Software com Results Software 1986 2012 To Group Search Results a Perform a DMC search b Determine column header you want to use to group your search results Drag the column header to the light blue area at the top of the DMC that reads Drag a column header here to group by that column Figure 15 DMC with Column Header Selected for Grouping Contacts Data Management Center 1 of 35 FI Assigned To C To further group your search results repeat the previous step as necessary Figure 16 DMC with Two Column Headers Selected for Grouping Contacts Data Management Center 1 of 3
44. Include All Records gt gt E Export Activities Named Searches Selected Activities Criteria lt lt Include All Records gt gt 2 Select the Outlook Database into which you wish to import the records 3 Place a check in the box es that apply the types of records you would like to export 4 Ifyou would like to specify a sub set of records select a Named Search from the drop down or select the Add Filter button to create a new Named Search Refer to the section on Creating Named Searches Ef Note If you do not select a Named Search all records from all users in the database will be exported into Outlook 5 Click the OK button Results Software 1986 2012 www Results Software com Page 53 Mass Updating Records The Mass Update feature allows users to quickly update several selected contact records Users can update fields and Add or Delete contact records from Groups In addition users can create Activities or Service Orders for the selected records How to Update Fields in Several Contact Records 1 From the Contact Management DMC select the records you would like to include in the Mass Update by placing a check in the boxes associated with the records you would like to change Figure 53 Contact Screen Outlook Integration Icon HomePage Contacts X KM 47 Drag a column header here to group by that column yaueas paaueapy yoJeas puepueys Contact ID Display Name Type L
45. Invoice Details Product Description Quantity Shipped Tax Amt Total Price P_P_HP4100 HP LaserJet 4100 Seres Printers 1 00 100 54 9500 1 099 00 P_P_HP4100 HP LaserJet 4100 Series Printers 1 00 0 00 54 9500 1 099 00 rr 3 Click the icon to save your changes Close the Product Line Items screen 4 On the Invoice screen navigate to the Payments tab and click the Add button 5 Create a negative payment equal to the credit amount Refer to the Payment Module for specific instructions on applying payments How to Open an Existing Payment 1 On the Finances tab in the Payments group click on Manage The Payments Data Management Center will appear 2 Conduct a search Double click on the Payment you would like to open Figure 132 Payments Data Management Center uw a 5 a yw S g z O Payment ID Contact ID Contact Display Name Invoice ID Sales Rep Payment Date Payment Amount Payment Type Ref CC Expires CC Auth Desc m a a a J a a a a wl a m a gt ac 1001 Anderson Stephen Sidco Construct S001 Mary 2y16 2009 30900 Check 388 Partial Payment w 3 101 1001 Anderson Stephen Sidco Construct 5001 Mary 12 12 2009 450 00 Check 5231 Partial Payment n o A a 106 1010 Harrison Peter and Mary The Musi 5003 Mary 10 30 2009 562 50 Check 13546 Full Payment F 107 1001 Anderson Stephen Sidco Construct 5000 Mary 06 01 2009 10 562 50 Check 26325 Full Payment Resul
46. N N m a P ant Anderson Stephen Sidco Construction Comp CIN M Anderson Stephen Sido Construction Company 1037 Bonly Jonly BoldlyGo CLN Q Bonly Jonly BoldlyGo 1036 Brown Deb Dulles Regional Chamber of Com VEN A Brown Deb Dulles Regional Chamber of 1024 Burr Raymond Johnson Consulting PROSP Burr Raymond Johnson Consulting 1020 Carter Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling a 1025 Carter Lauren Carter and Co CLN M Carter Lauren Carter and Co 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing 1029 Davis Tom Davis Accounting Services LEAD Davis Tom Davis Accounting Services 1026 Goode Johnny Lightning Industries PROSP Goode Johnny Lightning Industries 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society F 1017 Harolds Steve Technology Inc PROSP Harolds Steve Technology Inc 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store 1015 Ingram Micro VEN A Jackson Jane Ingram Micro 1032 Jackson George SoftwareUSA EMP F Jackson George SoftwareUSA 1019 Jackson Greg Exterior Home Solutions CLN R Jackson Greg Exterior Home Solutions 1038 Jameson Bob ASSOC Jameson Bob 1013 Jones Joseph A T C Inc LEAD Jones Joseph ATC Inc Results CRM features the following Data Management Centers e Contacts e Activities e Sales Opportunities e Quotes e Sales
47. Printers Quantity Description On Hand Price 0 P_P_HP4100 HP LaserJet 4100 Series Printer 1 099 00 0 P_P_HP41000TN HF LaserJet 4100 Series Printer Network Ready wy 10 100 amp Extra Tray amp Duplexing 2 049 00 0 P_P_HP4100N HP LaserJet 4100 Series Printer Network Ready with built in 10 100BaseTX 1 529 00 0 P_P_HP4100TN HP LaserJet 4100 Series Printer Network Ready built in 10 100BaseTX amp Extra Tray 2 1 789 00 Products Software Quantity Code Description On Hand Price g BUSINESS SUITE Business Suite Software 287 495 00 0 CRIMI CRM Software 200 295 00 Services Consulting Services Networking amp Communications Services Programming Services Traininn Add Selected Products Cancel c To add more than quantity one of an item or to add an item with a price other than the default price Click the Add button to open the Invoice Line Items screen Select a Product from the drop down and change other fields on the screen as necessary Click the Save icon to save the record To add another line item click the Add icon and repeat this step as necessary Close the screen when you have added all line items Results Software 1986 2012 www Results Software com Page 113 Figure 117 Invoice Line Items Screen aid Sales Order Lin tems DH SX A ey ia Invoice History Open Contact i Product kd Only show Customers products Lookup of Product Information Product Line Location On Hand 0 00 Price i 0 0000
48. Projects Docsilink Groups User Fields Email Type Email Date Time Subject Description CS EMAIL OUT 11 17 2009 11 00AM_ Call to say welcome Open nai Document Page 20 www Results Software com Results Software 1986 2012 Tab Name What does it show about the contact Activities Past or future appointments meetings and tasks Emails Incoming or outgoing emails from the account Services Past or future Service Orders Quotes Associated Quotes Sales Opportunities Associated Sales Opportunities Projects Associated Projects or Contracts Groups Associated groups or categories User Fields User Fields can have a different label for each Contact Type Associates An unlimited number of associates contacts and addresses related to the main Contact record Each has their own contact record and related activities Notes Notes about the account Searches can be performed against contents of this field Invoice Detail Purchased products and or services Products Displays specialty custom Products for the Contact Expenses Expenses associated with this contact How to Add a New Contact 1 On the Contacts tab in the Contacts group click Add 2 Type in a Full Name for your Contact 3 Select a Contact Type 4 Enter the information that you would like included for the Contact 5 Click the save icon to save the record Note When a new record is saved Results will run automatic duplicate
49. Select a Contact 523 Clear Fields Exact Search Range Type of Search Display Name FP to PO Start of Field Contact Type PO to PO Start of Field v Contact ID t t o o StatofFied v Phone Numbers PO to o Start of Field v Remarks 00 o CLS art oF Field v t Last Name PO to n Start of Field gt FirstName tit o o StatofFied x Job Tite i st o StatofFied y Company o e o fStatofFied v AssignedTo 0 ae CLS tat oF Field e Search Across all Search Fields Search By Intersection AND Q Search C Search By Union OR LX seach ca Clear gt Cancel Cancel MaxRows 500 Type in relevant contact information for the contact you would like to link to this project Click Search A list of contacts meeting the Search criteria will display Double click on the Contact you would like to link to the Project 3 The selected or added Contact will automatically populate the Bill To and Ship To addresses To change either of these click the respective buttons A list of Associate records for the selected Contact will appear Double click the desired address 4 Fillin appropriate information on the top portion of the Sales Order screen 5 Click the Save icon to save the record The buttons in the Sales Orders Details part of the screen will now become available 6 Click the Add button to open the Sales Order Line Items screen Select a Product from the drop down and change other fi
50. Type BUSINESS Last Updated 06 OT 2006 T2700 AM 1 of 2 Retrieved 2 Found 2 Total Detail Status 2 Select the entry you would like to edit from the list in the left grid 3 Access the Merge option from the Toolbar of the data entry screen Figure 223 Example of LookUp Screen with Merge Option Expense Categories TABS xmJAAaA 9ga Replace Descriction Advertising amp Marketing Bank Charges Equipment Computer Equipment Office Expense Category 1000 Equipment Repairs amp Maint aca Insurance Business Interest amp Financial Charges Legal Frof Fees Miscellaneous Expenses Office Fumiture Pastane Last Updated ORUL2006 1200AM By _Aesuts_ Created G amp 072006 1200AM By _Aesuts_ 1 of 34 Retrieved 34 Found 34 Total Detail Status 4 Type the new code in the New Value field Results Software 1986 2012 www Results Software com Page 211 Figure 224 Merge Primary Field Screen Merge Primary Field Ls ee Orginal Value BUSINESS New Value s 5 Click Merge to change the code or Cancel to cancel the merge Note To successfully merge the New Value must already exist in the list If the New Value does not already exist a message box is displayed Primary Lookup Tables As part of deploying Results in your office it is recommended that your Results administrator set up the following primary Lookup tables Conta
51. Vista 7 you will need to run the installation program as an Administrator This can be done by Right clicking the installation file and selecting Run as administrator 3 Accept all default installation parameters UNTIL you get to the screen which asks for the location of the Results Data files to be installed Click on Browse and change the destination to R 4 Copy the Results LIC file that was sent to you to the R overwriting the existing file Results Software 1986 2012 www Results Software com Page 3 5 Verify that you can start Results The Following steps A D are ONLY FOR Enterprise version of Results Refer to the MS SQL 2005 amp 2008 Deployment Instructions document for additional information a Log into any workstation and access the DB Connect tab on the Configuration Options screen Change the Database type to SQL Specify the four items required to connect to your SQL database d Test and verify that Results can communicate with the SQL database and that there are no connection issues O o 6 Make a copy of the R Results INI file for EACH user on the system and place it under R Ef Note Re name each of the copied INI files and give it a unique name that references the User Name For example for the user James Smith the INI file could be named as Results _JSmith INI 7 On the rest of the workstations you wish to install Results on run the Results Installation
52. a rasa seesaw tng ce es eens vi eave es cement secre nares anstunenestenes secures 54 How to Update Fields in Several Contact RECOrdS ssscccccssssecceceeseccccsuesecceeaueeceeesueeceeesaeeeceessuaaeeeessuaueeeessaaseseeees 54 How to Add or Delete Groups on Several Contact RECOIS cccsscccccsseecceseecccenseccaeusceseusecesauececseuseeseuseeesauseessaeseesaes 55 How to Link a Document to an Activity or Service Order ccccccsssccccsseccascceceueccceeuscessuuseesauscesseseeseaeecessaseessaeseeseas 57 How to Add Activities or Service Orders for Several Contact RecordS ccccccccsssseccecceesecceeeeeecceceeaeeecessuaeeeessaaaeeeeees 59 Documents S Attachments sensisse inaen EEEE 61 How to Attach a Document to a Contact Record sssssesssseeresssreresssrrrsssrerosssrersssrreesssreresssrrrossereressseeesseeressereresseeee 61 Page ii www Results Software com Results Software 1986 2012 Sales COT ELS sarni atone 63 HOW TOAGG a sales ODDO UGLY sesmonata 64 HOW to Open an Active Sales Opportunity cos ssvnvosecavsanenseubvasendedncandaudaesereasesssatelooulesaetagendeasracusdviacendantansnctuieaessatevedesaetessas 65 How to View ALL Sales Opportunities in the DMC ccccsssccccsssccccsseccceeccccenscecaeeecessuecceseeceseueeeseuscesseueeesaeeesseaeeees 65 How to View Won and or Lost Sales Opportunities ONLY ccccccccccecceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeceeeeeeeeeeeeeeeeeeeeeeeeees 66 Co
53. add them Results Software 1986 2012 www Results Software com Page 163 To Synchronize QuickBooks and Results SmartVault documents 1 Setup the Results SmartVault Integration Refer to the How to Configure SmartVault Integration section 2 Perform a QuickBooks Synchronization 3 Documents added to QuickBooks records can be viewed from within Results documents added to Results records will now appear within QuickBooks records How Add or Edit SmartVault Notes From Data Management Centers 1 Open the appropriate Data Management Center For example to attach records to a Contact record open the Contacts DMC 2 Highlight the Results record to which you would like to attach the document 3 Click on the SmartVault button at the top of the DMC and then select the Attach amp Edit SmartVault Docs option Figure 173 SmartVault Options within each DMC Contacts Data Management Center id 4 4 of 37 gt bi KJ Email lt lt Constant Contact Events 23 Mail Me g Export Reports p Add lA Open X Delete Drag a column header here to group by that column 2 Refresh a Enter amp View SmartVault Notes Yuk aS paJULAp 3JE PJepPUeJS Contact ID Display Name Type First Name Last Name Company Name E E E E E E E E 1039 Allard Robert CLN M Amanda Roberts Robert Allard 1001 Anderson Stephen Sidco Construction Comp CLN M Stephen Anderson Sr Dr Ste
54. after Send or Open Edit the Activity record after creation Create an Activity Record for each selected Contact record Save message as a Results document Attachments E Rend Ree To send a Results email compose your email and choose the appropriate options at the bottom of the message that allow you to create or edit Activity Records add attachments or save the email as a document To send immediately click Send Now or for further editing click Open in Outlook To Email from a Contact Record 1 Open the appropriate contact record 2 Click the email icon next to either the Primary Email or Add l Email fields Page 32 www Results Software com Results Software 1986 2012 Figure 30 Contact Screen Showing Email Icons ID 1001 Anderson Stephen Sidco Construction Company DAES X Pik G ai e Dr Stephen H Anderson Sr Office Phone 800 11 SIDCO 3728 Job Title Vice President Mobile 703 333 4444 IF Urgent Company Sidoo Construction Company Fax 703 111 2222 Display Name Anderson Stephen Sidco Construction Cor Home 703 713 6900 6om 10pm Address line 1 22 West Butterfield Stree Primary Email SAnderson Sidco com M Address line 2 Buildin Add Email City State Zip Fai VA 20151 3501 IM Address Country Mailing Website www Sidco com Contact Type Clients Active Major Accounts Remarks Referred by Harold Smith Source Website ID 1001 3 Based on your Configuration Options a Results o
55. box will auto populate with the name of the attached document If necessary change the information in this field 11 Click the mi icon to save the record 12 Close the screen The new document will appear under the Docs Link tab of the appropriate contact Note In order for the document to be accessed by all Results users it must be stored on your network If the document is stored on your local PC it will only be available to you Page 62 www Results Software com Results Software 1986 2012 Sales Opportunities The sales opportunity module offers a central place to see detailed information about the sale opportunities or prospects you are tracking In addition to capturing general information and status you can track the specific statuses activities documents notes and quotes associated with each account The screen below displays a sample Sales Opportunity for installing a new IT network Figure 62 Sales Opportunity Screen _ 3 Top of the Sales Opportunities O RESX Petse4ar amp screen i a rss ae 7 captures Opp Code OPPNEW331 Type NEW Status PROPO EA Opp Name New Sales Opportunity with Sidco Stage 4 STRONG information about the Description Sidco is looking for a new IT firm to maintain their network source REFERRAL Sales Opportunity Assigned To Robert Sales Rep Sally Total Hours 7 25 GBillable 0 00 E Completed 07 07 2010 s SCO IAI CIE
56. defined in the Configuration options Refer to How to Change Configuration and Set Up Options 3 Inthe top portion of the screen enter the information that you would like included in the Sales Opportunity 4 To link a Contact to this opportunity type in the Contact ID OR To search for a contact click the binocular icon ta Enter your search criteria into the appropriate fields on the Search Condition Screen and click Search Once the search results display double click on the desired Contact Figure 63 Search Condition Screen R Search Condition On Select a Contact Exact Search Type of Search Display Name to Start of Field r Contact Type Contact IDH Phone Numbers Remarks Last Name First Mame Job Title Company Assigned To Search Across all Search Fields f Search By Intersection AND K Search Bp Union OR Max Rows 500 5 To link an associate record to the Sales Opportunity type in the Associate ID or click the binocular icon and follow the steps described above for searching for records Page 64 www Results Software com Results Software 1986 2012 6 After returning to the Sales Opportunity click the lel icon to save the record How to Open an Active Sales Opportunity The Sales Opportunity DMC automatically displays all active Sales Opportunities 1 On the Sales amp Marketing tab in the Sales Opportunity group click Manage The Sales Opportunity Data Management Ce
57. field 3 Click the Edit button on the top portion of the screen 4 Onthe Add Remove from List tab select a Named Search that contains the criteria for the Contacts you would like displayed on your list Note To create a new Named Search or to modify an existing Named Search click the Add Filter button The Named Search screen will appear Please refer to the chapter on Named Searches for additional information Results Software 1986 2012 www Results Software com Page 169 5 After a Named Search is selected click the Add Records that meet the search criteria to the List button 6 On the Results Contacts amp Associates in the List tab review the list of contacts To remove any of the listed contacts highlight the record and then click the Remove Selected Record s from List before Exporting button Note Hold the Ctrl button down to highlight more than one record at a time 7 When you are satisfied with your list click the Export Replace this List in Constant Contact The contents of this list will replace the lists stored in Constant Contact How to View Constant Contact Campaign Info 1 On the Contacts tab in the Integration group click Constant Contact The Constant Contact screen displays 2 Click on the Email Campaign Info tab Figure 180 Constant Contact Integration Screen Information To Display Below Contact ID Assoc ID Type Display Name Edit Highlighted
58. icon on your desktop 2 When the login screen appears type your User ID and the Password Click OK to continue Figure 7 Results Login Screen p Results wem amn An Effective Contact amp Business Management Solution Password Business Suite Edition 2010 Licensed 1 S N BUS SQL42BI N3 OPT 2370 Logged on 1 5 7 2010 2 33 PM Licensed To Results Software Technical Support amp Product Information Voice 703 430 9110 800 713 7013 E Mail Support Results Sottware com Website weew Results Sottware com Copyright 1986 2010 Results Software i Results is a Registerad Trademark of DPS Consulting LLC Note If the software was recently installed Login into Results with the User ID ADMIN and leave the Password blank until you change the security settings and add users Results Software 1986 2012 www Results Software com Page 9 Product Navigation The ribbon at the top of application serves as the Main Menu allowing users to navigate to different modules within the software Figure 8 Ribbon Menu B Home Contacts Calendar amp Activities Sales amp Marketin Services amp Projects Time amp Expenses Finances Reports Tools Setup Help g J p A A My Contacts EA My Sales Opportunities Fal My Service Orders eH My Expenses ae Z My To Do List ER My Quotes Zil My Projects amp Contracts g My Timesheets Home i Options Page E My Calendar gg My Sales Orders se My r Invoices x My Documents It
59. in LOOKUP TADICS ccsscccccseecccnnsseccsesecsauseccsausecsauseecsausecssaueessaunecssauseessuusessausecssausessaaaeeess 208 Merging Codes ON LOOKUP TODICS srren iE RE RE T tates tesa Ver mes eects tan E esteem ieee 210 Primary LOOKUP TADIC Sinte tant cal nce sbact cease eunlat tained aca aaccdatied coulinletseamadan aanatcdasua tava atatouaiecueymmauncanneuaceseneneetine 212 CONAC TYDES arto eats EE ances ewe Sua Soares ata aa swe say Sect a naa lea sea A OANA 212 OTHER Avalla DIE LOOKUD Tale Snes cncascicedaes sanietiuns bie caey E E E canpakoenddocueaaxbewemwnedeed sanauuiacnarsawees 218 Results Software 1986 2012 www Results Software com Page vii Figure 1 Figure 2 Figure 3 Figure 4 Figure 5 Figure 6 Figure 7 Figure 8 Figure 9 Figure 10 Figure 11 Figure 12 Figure 13 Figure 14 Figure 15 Figure 16 Figure 17 Figure 18 Figure 19 Figure 20 Figure 21 Figure 22 Figure 23 Figure 24 Figure 25 Figure 26 Figure 27 Figure 28 Figure 29 Figure 30 Figure 31 Figure 32 Figure 33 Figure 34 Figure 35 Figure 36 Figure 37 Figure 38 Figure 39 Figure 40 Figure 41 Figure 42 Figure 43 Figure 44 Figure 45 Figure 46 Figure 47 Figure 48 Figure 49 Figure 50 Figure 51 Page viii Table of Figures Results CRM Installation Wizard Accept License Agreement Results CRM Installation Wizard Program and Data Files Selection Results CRM Installation Wizard Progra
60. is recommended that they be specified in this section to prevent a log on prompt from Results Software 1986 2012 www Results Software com Page 183 being displayed each time Results attempts to establish a session with the email client i User Name the user name required to log on to the email client ii Password the password required to log on to the email client b Email Address for Notifications the default email address to use when contacting this user by email from Results 7 Fill out information on the Personal Info tab a Hired On Departed On Date of Birth Hourly Rate SSN Commission commission amount for sales used when a user is assigned to an invoice or an item on the invoice Year Sales Quota Employee Contact Record link the user record to the corresponding Employee Contact record This is required to export employee timesheets into QuickBooks hoan 90 8 If this user will be using the timesheet module fill out information on the Timesheet tab Refer to the Timesheet Module for more information Ef Fill out the Notes tab to document any other miscellaneous information about the user Note The Configuration tab is not typically used by the standard user Technical support and Administrators may store user specific configurations here so that they can make changes to a user s configuration without having to log in as that user first 9 Click the Save icon To Reset a User Password 1 On the Setu
61. item in the Quote Details grid and click the Edit button Figure 69 Quotes Screen Rapid Add LB kee Products Miscellaneous Products and charges Products Printers Qua rr Code 7 P_P_HP4100 0 P_P_HP4100DTN 0 P_P_HP4100N 0 P_P_HP4100TN Products Software H Services Consulting Services Networking amp Communications H Services Programming H Services Training Steel Fabrication of Replacement Paris Page 70 Description On Hand HP LaserJet 4100 Series Printer HP LaserJet 4100 Series Printer Network Ready w 10 100 amp Extra Tray amp Duplexing HP LaserJet 4100 Series Printer Network Ready with built in 10 100BaseTxX HP LaserJet 4100 Series Printer Network Ready built in 10 100BaseTX amp Extra Tray Add Selected Products Cancel b Via the Add button Click the Add button to open the Quote Line Items screen Select a Product from the drop down and change other fields on the screen as necessary www Results Software com Results Software 1986 2012 iii Click the icon to save the record To add another line item click the Add icon and repeat this step as necessary Close the screen when you have added all line items Figure 70 Quote Line Items Screen Product Description 5 P CUSTOM Custom programming 5_T_BUS MI Training Misc Business Sol Product S T BUS MISC aa show Contact s Sequence 70 tl Products Onh Lookup of
62. made click Combine Records to combine all the listed contacts into a single record The surviving record will merge information from all of the contacts and will automatically update the Finances Tab with the Year to Date History to date and Due In addition information from the following tables will be combined Activities Emails Service Work Orders Contact Associates Groups amp Categories Documents amp Links Quotes Sales Opportunities Sales Orders Purchase Orders Projects Invoices Payments Products and Expenses Combining Contacts as Associate Records When combining Contacts you can select a primary contact and save the other contacts as Associate records of the primary contact For example if you have three contact records with the same Company Name but each has a unique individual name phone numbers and email address you can move two of the contacts to Associate records of the main surviving record Results Software 1986 2012 www Results Software com Page 35 To Combine Contacts as Associate Records 1 In the Contacts DMC click on the Find Duplicates button on the DMC toolbar 2 Select one of the duplicate checking options and click OK Figure 34 Select Duplicate Criteria Select Duplicate Criteria emae Fem Find Duplicates Using Phonetic First and Last Name OK 3 The DMC screen will show potential duplicates grouped together Figure 35 Contacts DMC with Potential Duplicates Grouped Tog
63. name and location for the saved file www Results Software com Page 203 To Edit an Ad Hoc Report 1 On the Reports tab point to the module in which you would like to create a report select Ad Hoc The following screen displays 2 Click the folder icon la on the toolbar to access a list of previously saved queries 3 Select the Query from the available list and click OK _ Figure 212 Select a Query Screen select a Query List of Email Addresses for All Active Clients 4 Make necessary changes to the search criteria or column headings Refer to Creating an Ad Hoc Report for instructions 5 Click the Save icon to save your changes The following screen displays l Figure 213 Saving Query Screen Saving Query Query Name List of Email Addresses for All Active Clients Changing the name of an existing query will leave the existing quer and create a new query with the new name Co 6 To save the changes click the OK OR to create a new report with a new name rename the search and click OK Page 204 www Results Software com Results Software 1986 2012 Look Up Tables Drop Down Overview Throughout Results users view drop down lists by either selecting the Drop Down icon or Tree View icon When the Drop Down icon This selected a list reflecting the corresponding lookup table is displayed Figure 214 Example of Drop Down List Clients Imported from QuickBooks CLN Q Clients
64. quote The email will be addressed to the Primary Contact the Bill To Associate if different and the Ship To Associate if different Note Refer to How to Change Configuration and Set up Options to customize the contents of the email message How to Convert a Quote into Tasks Quote Details that are identified as a Service can be converted into Activity records In order to use this feature Activity Types need to be Identical to the Product Item name To create or edit Activity Types refer to the Lookup Tables section of this User Manual Page 76 www Results Software com Results Software 1986 2012 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quotes you would like to open 3 Click the Tasks button that appears on the top portion of the screen in the Convert Quote to section 4 Aconfirmation question will appear Click Yes to continue with the quote conversion 5 The confirmation message will appear with the number of Activity Records that have been created How to Convert a Quote to a Sales Order 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quotes you would like to open 3 Click the S O button that appears on the top portion of the screen in the Convert Quote to section 4 Aconfirmation question will a
65. the Mail Merge button Figure 97 Contacts DMC with Mail Merge A id 4 3 of15 gt bi Add J Open Delete 2 Refresh g Export Reports MJ Emai Mass Update Find Duplicates y P g Drag a column header here to group by that column Contact ID Display Name Type Last Name First Name Company Name Assigned To Sales Rep fa a a al al al al al a 7 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construction Company Mary Sally g 1020 Carter Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling Dimitri Dimitri oo An 1025 Carter tauren Carterand Co LN Carter tauren Carterand Con Robert Mike al 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing Dimitri Dimitri ual 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society Mike Mary al 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store Dimitri Dimitri 1019 Jackson Greg Exterior Home Solutions CLN R Jackson Greg Exterior Home Solutions Dimitri Dimitri F 1005 Murfy Freddy Modern Remodelers CLN M Murfy Freddy Modern Remodelers Frank Mike m 1004 Murphey Fredie Discount Market CLN R Murphey Fredie Discount Market Dimitri Dimitri al 1003 Murphy Fred Marble Construction CLN R Murphy Fred Marble Construction Mary Mary Cua 1
66. the list displayed at the top of the screen Refer to Named Searches for more information on this topic 4 To preview the report before outputting it click on the Open Preview button Page 174 www Results Software com Results Software 1986 2012 Figure 185 Report Preview l O SE Add Filter Close Preview Gy Print Export S24 Email by PDF Maintain rr 5 ih ae Main Report Two Column Contact Name amp Phone List Display Name Phone Numbers Campion Patrick CPA as as 475 555 2381 AaS A fess Fax 415 555 2382 e 7075555734 Anderson Stephen Sidco Construction Com l a AEE ee ee pls nE 843 663 8101 23 o 703 713 6900 x Gom 10 6pm i0pm SEEE 7031112299 o 843 214 3958 703 333 4444 IF Urgent Andrew Carter AHR net o 202 111 3535 Pint 72376 102 Carter Lauren Carter and Co SAnderson Sidco com 305 555 7657 Andres Cristina alii y l mai LCarter arer c 415 555 2174 ee cristinag samplename com 104 Chapman Natalie 415 555 3232 B Nataleg samplename com 1039 Balak Mike 70 Cheknis Benjamin Work 415 555 6453 415 555 4356 Fax none F none Current Page No 1 Total Page No 5 Zoom Factor 100 OR To output the Report click on the Print button Email as PDF button or the Export button Results Software 1986 2012 www Results Software com Page 175 Results Folders and Your Backup Strategy How to Backup Results 1 Ensure all users are logged out o
67. upper toolbar The Invoice Reports screen appears Figure 124 Invoice Reports Screen mec Be SB anaes Ss Ss XH Named Searches E AddFilter Open Preview Gb Print Export BZ Email by PDF Maintain Results_Orders InvoicelD 5026 Description Number Products Invoice Company Info Centered Services Invoice Company Info Left justified Services Invoice Company Info Centered Standard 10 Envelope for Bill To Contents of Each Invoice Standard 10 Envelope for Bill To Contents of Each Invoice Address Label for Bill To Contents of Each Invoice in the Selection Criteria Dymo 30252 or 30254 Address Label for Bill To Contents of Each Invoice Dymo 30256 Shipping Label for Bill To Contents of Each Invoice in the Selection Criteria Standard 10 Envelope for Ship To Contents of Each Invoice in the Selection Criteria Standard 10 Envelope for Ship To Contents of Each Invoice in the Selection Criteria Address Label for Ship To Contents of Each Invoice in the Selection Criteria Dymo 30252 or 30254 Address Label for Ship To Contents of Each Invoice in the Selection Criteria Dymo 30256 Shipping Label for Ship To Contents of Each Invoice in the Selection Criteria Proposal Template based onthe Standard Services Invoice Packing Slip 4 Highlight the preferred layout for your invoice 5 Click the Email by PDF button on the toolbar An email will open with an attached P
68. what is defined in the Configuration options Refer to Configuring Project Codes 3 Inthe top portion of the screen enter the information that you would like included in the Project 4 To link a Contact to this opportunity type in the Contact ID or to search for a contact click the binocular icon The following screen will appear Results Software 1986 2012 www Results Software com Page 109 R Search Condition On Select a Contact Xi Oe a Exact Search Range Type of Search Display Name PO to FP Start of Field Contact Type FP to PO Start of Field Contact IDR o o o StatofFied Phone Numbers n to Pe Start of Field v Remarks ti itstst t o StatofFied v Last Name PO to Pe Start of Field FirstName titi o StatofFied v l Job Tite i ti o StatofFied v Company o e CS tat of Field AssignedTo 0 ae StatofFied v Search Across all Search Fields f Search By Intersection AND Q Search gt Cancel Search By Union OR LX seach ca Clear x3 Cancel MaxRows 500 4 4 4 4 4 4 4 4 4 4 Type in relevant contact information for the contact you would like to link to this project Click Search A list of contacts meeting the Search criteria will display Double click on the Contact you would like to link to the Project 5 After returning to the Project click the Save icon to save the record Configuring Project Codes
69. you enter in the selected column Displays all records with values greater than or equal to the value you enter in the selected column Displays all records that include the value entered This is used when the surrounding text might be unknown For example searching for LIKE Proposal will find Requested a Proposal be sent Note For the Enterprise edition use instead for the Global character Will do a regular expression comparison of the column s value to the comparison value taking comparison value as regular expression string Displays all records with values that start with the value you enter in the selected column Displays all records with values that contain the value you enter in the selected column Displays all records with values that end with the value you enter in the selected column Displays all records with values that do not start with the value you enter in the selected column www Results Software com Results Software 1986 2012 Does not contain Does not end with Does not match Not like To Apply a Filter a Perform a DMC search Displays all records with values that do not contain the value you enter in the selected column Displays all records with values that do not end with the value you enter in the selected column Displays all records with values that do not match the value you enter in the selected column Displays all records that do not inclu
70. 006 Peterson Ronald BestProducts CLN R Peterson Ronald BestProducts Mary Dimitri r 1007 Smith Sheila CSC CLN R Smith Sheila Cd Dimitri Dimitri 3 The Letters for Contacts screen will display Figure 98 Letter for Contacts Screen F Add Document A Edit Document 2 Delete Document 8 Edit Properties Merge amp Preview Current 6 Merge amp Print Selected Name Document Type Owner Private Modified Created 4 Select the document from the available list 5 Select one of the following buttons e Merge amp Preview Current Merges the selected record and opens the document so it becomes available for editing before printing e Merge amp Print Selected Merges the selected record and sends directly to the printer Page 98 www Results Software com Results Software 1986 2012 Creating a New Mail Merge Document 1 Click the Mail Merge button at the top of the Contacts DMC Figure 99 Contacts DMC Mail Merge Button A id 43 of15 gt bi Add J Open Delete Refresh g Export Reports Emai J Mass Update Find Duplicates f a Sm A a E a g Drag a column header here to group by that column a z Contact ID Display Name Type Last Name First Name Company Name Assigned To Sales Rep 5 a a a a 5 a a a a a 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construction Company Mary Sally g Fj 1020 Carte
71. 05 Navigate to Start gt Control Panel gt Add Remove Programs to run Setup On Server 2008 R2 navigate to Control Panel gt Programs gt Install Application on Terminal Server Ef Note If you are using a workstation with Windows Vista 7 you will need to run the installation program as an Administrator This can be done by Right clicking the installation file and selecting Run as administrator Results CRM Update Setup vl2 0 12 exe P Hp Run as administrator Tranhlerhant enennatrhilrhe 3 Verify the version s of Result that you are upgrading to and from Page 6 www Results Software com Results Software 1986 2012 Figure 5 Results CRM Installation Wizard Results CRM InstallShield Wizard Welcome to the InstallShield Wizard for Results CRM The Installshield Wizard will update the installed version 10 04 006 of Results CAM to version 12 0 12 To continue click Mest 4 Click Next The following screen will ask where you wish to install the Results Data files By default the Result Data files are stored in C Results_Data If the Result Data files are stored in a different location please click on Browse and then navigate to where the Results Data files are stored Ef Note Results will NEVER overwrite or remove existing Results data files Results Software 1986 2012 www Results Software com Page 7 Figure 6 Results CRM Installation Wizard Choose File Location Results
72. 165 SmartVault Options within each DMC Contacts Data Management Center id 4 4 of 37 gt bi Add J Open Delete 2 Refresh g Export Reports 4 Email lt lt Constant Contact Events 23 Mail Me Drag a column header here to group by that column Enter amp View SmartVault Notes O Contact ID Display Name Type First Name Company Name z E E E E E A E 1039 Allard Robert CLN M Amanda Roberts Robert Allard 1001 Anderson Stephen Sidco Construction Comp CLN M Stephen Anderson Sr Dr Stephen H Anderson Sr Sidco Construction Company 1040 Babcock s Music Shop CLN M Kristie Babcock Kristie Babcock Babcock s Music Shop p Tebow Deb Dules Regional Chamber otcom vena Oe Bown Deb Bouma Regional Cambero 1024 Burr Raymond Johnson Consulting CLN R Raymond Burr Raymond Burr Johnson Consulting 1020 Carter Andrew Atlantic Home Remodeling CLN M Andrew Carter Andrew Carter Atlantic Home Remodeling 1025 Carter Lauren Carter and Co CLN M Lauren Carter Lauren Carter Carter and Co 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Mike Cunningham Mike Cunningham Virginia Windows amp Roofing e 158 www Results Software com Results Software 1986 2012 4 The Documents SmartVault screen appears as shown below Figure 166 Documents SmartVault Screen t Documents SmartVault Documents Contact ID number 1001 Size Upload Da
73. 29 00 4 178 00 1 100 A Fetra Trav amp Mun le vwinn Results Software 1986 2012 www Results Software com Page 89 How to Convert a Sales Order to a Full Invoice Option 1 From the Sales Order Screen 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 1 Double click on the Sales Order you would like to open 2 Click the Convert to Invoice button that appears on the top of the screen 3 A confirmation question will appear Click No to convert the entire Sales Order into an Invoice Figure 89 Sales Order Conversion Message Click No to convert the entire Sales Order into an Invoice he Wes No Cancel 4 Aconfirmation message will appear with the Invoice number Option 2 From the Sales Order DMC 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Highlight the Sales Order you would like to convert to an Invoice 3 Click the Create Invoice button that appears at the top of the DMC 4 Aconfirmation question will appear Click No to convert the entire Sales Order into an Invoice Page 90 www Results Software com Results Software 1986 2012 Figure 90 Sales Order Conversion Message tac eal Results Slee Would you like to create a partial invoice from Sales Order ID 7 Click No to convert the entire Sales Order into an Invoice
74. 4 Open Records Open Reports Refresh Add HomePage 4 Open HomePage gt Copy HomePage x Delete HomePage Data Center Description Count Label Value P Contacts et Recor gg Contacts All Prospect Records 7 Contacts All Vendor Records 4 Contacts Contacts MidAtlantic Territory 18 Contacts Contacts with Pending Activities 19 Projects List of All Projects 6 Sales Opportunities List of All Active Opportunities 13 Opportunity Total 139 373 75 Each item on the list will open a DMC and display the records for that search How To Add Items To Your Home Page Refer to the section on Named Searches Results Software 1986 2012 www Results Software com Page 19 Contacts The contacts screen offers a central place to see all the aspects of your relationship with your customers prospects employees and vendors In addition to basic contact information you can also see all activities opportunities invoices payments etc that are associated with each account The figure below displays a contact screen for Dr Anderson with Sidco Construction Figure 19 Contacts Screen Address line 1 22 West Butterfield Street Primary Email SAndersont Sidco com Address line 2 Building 12 Add Email _ ___ Country Lal oe Website www Sidco com Contact Type Clients Active Major Accounts Source Website Addl Info Associate Notes Finances ara etc esa Products Expenses Activities Emails Services Quotes Sales opp
75. 5 W Fl Assigned To mu Type d To collapse the rows displayed under each group click the minus icon e To return to the original display click Refresh button in the DMC menu Tips for Conducting DMC Searches Tip 1 To search for a list of Contact IDs enter a list of ID s separated by commas 1234 2345 Tip 2 To search for a range of Contact ID s enter the range indicated by a colon 1111 2222 Tip 3 The Address field in the Contacts DMC allows you to search on any portion of the Address Line 1 Address Line 2 City State Zip and Country fields Tip 4 The following characters can be used in the Standard Search fields h Searc Search Results Character Any string composed of zero or more characters Example Entering in the email standard search field will return all records with a blank email address Results Software 1986 2012 www Results Software com Page 17 Any single character Example Entering in the email standard search field will return underscore all records that have at least one character in that field Any single character matching the specified set or range Example Entering ab in the email standard search field will return all email addresses starting with a or b Any single character not matching the specified set or range Example Entering ab in the email standard search field will return all email addresses that do NOT start with a or
76. 9 99 100 100 101 101 102 Page ix Figure 106 Figure 107 Figure 108 Figure 109 Figure 110 Figure 111 Figure 112 Figure 113 Figure 114 Figure 115 Figure 116 Figure 117 Figure 118 Figure 119 Figure 120 Figure 121 Figure 122 Figure 123 Figure 124 Figure 125 Figure 126 Figure 127 Figure 128 Figure 129 Figure 130 Figure 131 Figure 132 Figure 133 Figure 134 Figure 135 Figure 136 Figure 137 Figure 138 Figure 139 Figure 140 Figure 141 Figure 142 Figure 143 Figure 144 Figure 145 Figure 146 Figure 147 Figure 148 Figure 149 Figure 150 Figure 151 Figure 152 Figure 153 Figure 154 Figure 155 Figure 156 Figure 157 Figure 158 Figure 159 Page x Insert Fields Screen Processes Screen Process Steps Screen Processes Screen Contacts DMC with Activate a Process Button Activities Tab with Activate a Process Button Select a Process Screen Projects amp Contracts Screen Configuration Options Screen Project amp Contract Code Invoices Screen Rapid Add Products to an Invoice Screen Invoice Line Items Screen Invoice Line Items Screen Product Sales History Display Invoice Update Screen Invoices Data Management Center Invoice Reports Screen Printed Invoice Invoice Reports Screen Mass Invoicing Module Screen Mass Invoicing Module with Contacts Displayed in Grid Contacts Screen Payments Tab Payments Screen Invoice Screen Payments Tab
77. 95 1 153 95 Dimitri How to Print a Sales Order 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Double click on the Sales Order you would like to open 3 Click the Print or Email button that appears on the upper toolbar The following screen appears Figure 86 Sales Order Reports Screen seo E eel Named Searches ME Add Filter Q Open Preview amp Print 4 Export Email by PDF amp Maintain Results_ SalesOrders SalesOrderID 9 Description Number P Sales Order Form SREOD 4 Highlight the preferred layout for your quote 5 Click the Print button at the top of the screen How to Email a Sales Order 1 On the Sales amp Marketing tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Double click on the Sales Order you would like to open Results Software 1986 2012 www Results Software com Page 87 3 Click the Print or Email button that appears on the upper toolbar of the Quote screen The following screen appears Figure 87 Sales Order Reports Screen Sales Orders Named Searches SB Add Filter Q Open Preview dp Print 4 Export Email by PDF amp Maintain Results SalesOrders SalesOrderID 9 Description Number p Sales Order Form LOO ee 4 Highlight the preferred layout for your Sales Order 5 Click the Email by PDF button in the
78. CLN R Raymond Burr Raymond Burr Johnson Consulting 1020 Carter Andrew Atlantic Home Remodeling CLN M Andrew Carter Andrew Carter Atlantic Home Remodeling 1025 Carter Lauren Carter and Co CLN M Lauren Carter Lauren Carter Carter and Co 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Mike Cunningham Mike Cunningham Virginia Windows amp Roofing Results Software 1986 2012 www Results Software com Page 151 4 The SmartVault Documents screen appears Click the Add button Figure 156 SmartVault Documents Screen Properties 5 The Attach Documents SmartVault screen appears as shown below Page 152 www Results Software com Results Software 1986 2012 Figure 157 Attach Documents SmartVault ij Attach Documents SmartVault SmartVault Attach Documents SmartVault Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M Document Source Instructions Scanne To scan a document place the document s in the a selected scanner and click the Scan button to begin Unable to locate a scanner scanning Color Other settings To upload a document use the browse button to locate the file on your local computer or network 6 Click the Browse button to select a file from your computer or network Note Alternatively if you have an active scanner the Scan button will be available for use 7 Click the Accept button to attach the document to
79. CRM InstallShield Wizard Choose Data Files Location Setup will Install your Results CAM Data files tn the following folder To install to this folder click Next To install to a different folder click Browse and select another tolder Destination Folder LC Results_Data 5 Click Next The update process will start Once the update process is completed click Finish 6 Open Results and verify that you are running the latest version The version will be indicated in the top of the Results window and under the About option found on the Help tab Uninstalling Results To remove Results from a PC navigate to Start gt Programs gt Results Software gt Results Select Uninstall Results Ef Note Results will NOT remove the Results data directory as it may contain important information If you wish to remove the Results data files folder this can be done by manually deleting that folder The default location of the data is C Results_ Data unless the data files were installed in a different location i e Network installs Page 8 www Results Software com Results Software 1986 2012 System Overview Accessing Results When Results CRM is installed two icons will appear on your desktop One icon will provide access to a demo database that contains sample records the other icon will provide access to an empty database where you can start entering real company information To open Results CRM 1 Click the Results
80. Contacts o a m Combine Contact Records into One Contact The text to go into the destination record is checked Click a cell to check or un check it Click the Edit Tet button as needed Fields From 1005 From 1004 Keep Assoc type E E Prefix First Name Middle Name Last Name Murphy Murphey Suffix Salutation Mir Murphy Mr Murphey Full Name Mir Fred Murphy Mr Fredie Murphey Job Title President Owner Freddy Murty Mir Wiurfy Mir Freddy Murty Chief Financial Officer Modern Remodelers Murfy Freddy Modern Remodelers 4515 Willard Avenue Company Name Marble Construction Discount Market Display Name Murphy Fred Marble Construction Murphey Fredie Discount Market Address Linel 1254 Conn Ave MW F O Box 5615 LSS SS SS SSS Ss Sse Edit Current Cell Text 7 Review the information displaying for the other contacts If you d like to preserve a particular field from a contact other than the identified primary place a check next to that field The information there will turn green indicating that is the information that will be preserved Note You can select more than one Remarks Notes and User fields The content from each of the Contact records will be combined and preserved in the final surviving Contact record 8 Edit any incorrect data directly from this screen by clicking in the cell of the surviving data Note The Notes field cannot be edited in this way 9 Once all the selections are
81. Contains Field Names Scroll Through Data Default Key Fields 5 In the Target Field column select a value from the drop down list for each row that you wish to import Not every field in the Source file needs to be matched to a field in the Target Field drop down For example only three Target fields may be matched to a Source file with twelve fields Warning It is critical that the Source data and the Target data fields are correctly matched 6 7 Fill out the information in the Default Key Fields box Click OK 8 Click the Import button Warning Before importing records it is strongly recommended but not required that all users be logged off of the system Results Software 1986 2012 www Results Software com Page 179 Exporting Data To QuickBooks Once your initial set up is complete refer to the QuickBooks User Manual you must synchronize Results and QuickBooks data on a regular basis To Export to QuickBooks 1 On the Finances tab in the External group select QuickBooks Synchronization 2 Select the items in the left hand column that you would like to import 3 Click the Synchronize All Selected Items button To Excel You can export to Excel from any Data Management Center DMC or from the Export module To Export from any DMC 1 Navigate to any DMC and perform a search for your desired record set 2 Click the Export button at the top of the DMC Under Export select
82. DF file of the invoice The email will be addressed to the Primary Contact the Bill To Associate if different and the Ship To Associate if different Note Refer to How to Change Configuration and Set Up Options to customize the contents of the email message Page 120 www Results Software com Results Software 1986 2012 How to Mass Invoice 1 On the Finances tab in the Invoices group click Mass Invoicing The Mass Invoicing Module screen will appear Figure 125 Mass Invoicing Module Screen upo oe iP Invoicing Options Through Cut off Date 08 31 10 E Only include Completed activities Load Contacts into the Grid Below Bill Starting Date 01 01 80 E Create an Invoice for each Project Date to Show on Invoice 08 31 10 E Summarize on Each Invoice Identical BillProduct Code and Assigned To Values r Mass Invoicing Module To avoid invoicing a Contact clear the checkbox next to the ID Click in the heading to sort on that column LD Display Name City State Activities Inv ID View Inv Inv Amt Tax Amt Print Completed Invoices 2 Filter your search criteria by selecting the appropriate dates for the following fields a Bill Through Cut off Date b Bill Starting Date 3 Enter the date you would like to appear on the invoice in the Date to Show on Invoice field 4 Select the other options on the top portion of the screen as appropriate for your company 5 Click the Load Contacts into the Grid Below
83. E TRADESHOWS REFERRAL WEBSITE REFERRAL TRADESHOWS TRADESHOWS NETWORKING CHAMBER YELLOWPGS Results Software 1986 2012 2 Select the Mass Update button in the DMC toolbar The following screen appears g Figure 54 Mass Update Screen o 5 Selected Contacts Display Name Update Contact Fields Add or Delete Group Add Activity Service Order Cunningham Mike Virginia Wine Contact Type Carter Andrew Atlantic Home Ra Burr Raymond Johneon Consulti nen Mi Sa Carter Lauren Carter and Co Address 1 Sales Rep Davis Tom Davis Accounting Se Address Teritory Tax Rate 3 Populate the fields that you would like to update among all the records displayed on the left hand side of the screen 4 Select the Update All Selected Contacts button 5 All records will be changed to reflect the new information Hf Note When a Contact Type is updated you can decide to trigger associated Processes for each Contact record that is updated with the new Contact Type How to Add or Delete Groups on Several Contact Records 1 From the Contact Management DMC select the records you would like to include in the Mass Update by placing a check in the boxes associated with the records you would like to change Results Software 1986 2012 www Results Software com Page 55 Figure 55 Contacts DMC with Records Selected for Mass Update Screen id 4 7 of 32 gt bi LA Add J Open Delete 2 Refresh g
84. EA E 125 How to Apply a Credit toan INVOICE x bvecsacacceveyiwasvasvewsgtneacvanneuiesesdtivenixeswvenewa EO EAA 126 HOW TO ODEN alt Existing Payment vsssszpentinactsas saactavamasatneisshe cvanalanbamscabnandguwlanncisnasiaa cCasiandainwe inectpnlvansaded ATE O 127 Products Frc ttc saci atacand cet ceencane asian en teceatacdunnanscconcanieratacneacseuessennas 129 POWO FCG POU EENE care saevstercctc EET OEEO T E O EAN EANET 129 HOWTO Add a asec crear E A E AEA E E TEA A AAA AAA 129 HOw to Open an Existing Product ccccccsssecccesseccceececcenseccseuseessueeeeseeeesaeeeeesaaeeesssuseesseueeeseuseeeseascessuseesaesessaneeess 131 F e ccc eines ch E ae eed ee ee 132 How to Add an Expense Cat gory ccccssssccccsssccccssecccessccccsnscessensecseeecesenseesseneeeseaeeessaueeesseeeeseaueeeseaecessaeseeseeeessaneeess 132 HOW TO AGG Afi Expense TYPO sescsscrssscnses irinin inn aeoe aA Eara E EENEN ES 132 HOW to Add an EXPENSE ccccccssscccnsseccceeccecescecaeeeeeseeeeeeseeeeeseeneeeseaeeeeseeeeeeseseeesseeseeseuseesseuseessaueeesaaeeessasessaaesessaneeees 133 From the Expense Data Management Center asseossneneosseennesseeresssereessseresssrrressserressrereessreresssrrressserressreressseereesse 133 Page iv www Results Software com Results Software 1986 2012 From ihe Contac Soon Seer ee eae meen nT te ee me en ete E een ene OTe Oe me men ene eee ee ee ee eee ee 135 HOW to Open an Existing EXPENSE cccccccssccese
85. Highlight the preferred layout for your quote 5 Click the Print button at the top of the screen Figure 75 Quote Report Quote Bill To Ship To Mike Cunningham Mike Cunningham General Manager General Manager Virginia Windows amp Roofing Virginia Windows amp Roofing 4222 James Madison Court 422 James Madison Court Fairfax VA 20153 Fairfax VA 20153 USA USA 1018 aroviz010 08 06 2010 NET3O Dimitri o S E Quantty Unit Price Total Price P_P_HP4100 HP LaserJet 4100 Series Printer 1 099 00 7 693 00 Specs 1200dpi Black amp White 25 Pages per minute ppm 6 5 x 14 max papersize 16MB 364MB std Max 150 000 page month duty cycle CRM Software Results Software 1986 2012 www Results Software com Page 75 How to Email a Quote 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quote you would like to open 3 Click the Print or Email button that appears on the upper toolbar of the Quote screen The following screen appears Figure 76 Quote Reports Screen Quoteaepets D ee 8 C Las J Named Searches v SB Add Filter Open Preview dab Print 1 Export 4 Email by PDF Maintain Results Quotes QuotelD 29 Description Number 4 Highlight the preferred layout for your Quote 5 Click the Email by PDF button in the toolbar An email will open with an attached PDF file of the
86. L Sales Opportunities Graph Records in Excel Screen Configuration Options Screen Sales Opportunity Code Quotes Screen Quotes Screen Rapid Add Quote Line Items Screen Quote Line Items Screen Product Sales History Display Quote Update Screen Quote Reports Screen Quote Report Quote Reports Screen Quote Screen Displaying Sales Order Conversion Info Quote Screen Displaying Invoice Conversion Info Add Sales Order Screen Search Condition on Select a Contact Screen Sales Order Line Item Screen Sales Order Line Items Screen Product Sales History Display Sales Order Update Screen Sales Order Data Management Center Screen Sales Order Reports Screen Sales Order Reports Screen Printed Sales Order Sales Order Conversion Message Sales Order Conversion Message Sales Order Conversion Message Rapid Add Sales Order Products to Invoice Screen Sales Order Conversion Message Rapid Add Sales Order Products to Invoice Screen Service Order Screen Contacts Screen Services Tab Contacts DMC with Mail Merge Letter for Contacts Screen Contacts DMC Mail Merge Button Letters for Contacts Screen Edit Properties Screen Results Editor Screen Results Editor Screen Contacts DMC Mail Merge Button Letters for Contacts Screen Edit Document www Results Software com 53 54 55 56 56 58 59 59 61 62 63 64 65 66 67 68 69 70 71 72 72 73 75 75 76 78 79 81 82 83 84 85 86 87 87 88 89 90 91 91 92 93 93 95 96 98 98 9
87. LN M Stephen Anderson Sr Dr Stephen H Anderson Sr Sidco Construction Compan P 1040 Babcock s Music Shop Kristie Babcock Babcock s Music Shop Pl 1024 Burr Raymond Johnson Consulting CLN R Raymond Burr Raymond Burr Johnson Consulting P 1020 Carter Andrew Atlantic Home Remodeling CLN M Andrew Carter Andrew Carter Atlantic Home Remodeling i 1025 Carter Lauren Carter and Co CLN M Lauren Carter Lauren Carter Carter and Co P 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Mike Cunningham Mike Cunningham Virginia Windows amp Roofing 4 The Documents SmartVault screen appears as shown below Figure 162 Documents SmartVault Screen 7 Signed Agreement with Sidco 1 doce 5 2a2017 6 21 PM Signed Agreement with Sidco doce 5 9 2011 2 47 PM Properties Modify Name Signed Agreement with Sidco 1 docx Description Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 5 Highlight the desired document and click the Open button From a Results Record 1 Use the appropriate DMC to search for the record Double click on the record you would like to open Page 156 www Results Software com Results Software 1986 2012 2 Click on the SV Docs button that appears on the top of the screen sone 163 SmartVault Documents Button on Contact Screen ETE Pas FT ETTET T SV Docs 5V Notes l Ens Full Name Dr Stephen H Anderson S Office Phone 800 11 SIDC
88. List Sequence 104 Description Meeting 28 HEHHE ta am ca Dept Category Administration Paints 0 00 Process to Activate when Activity is flagged as Completed Link attachment to New Activity Defaults for Main Activity elds S i i i ci Stat Date C Fred Date Priority No E Completed Stat Time C Fixed Time Duration Minutes 60 FP All Day Activity i Assigned C Static Assigned To kd CS CALL OUT CS_EMAIL_IN CS_EMAIL_OUT CS FAX CS_LETTER CUSTOMIZATION EVENT PR_APPT_FLWUP PR_APPT_INITIAL PR_CALL OUT PR_CLOSE PR_EMAIL_OUT PR_LETTER 6 of 34 Retrieved 34 Found 34 Total Customer Service Call Outg Customer Service Email Inc Customer Service Email Out Customer Service Send Rec Customer Service Send Rer Custom development Event Prospecting Appointment Fel Prospecting Appointment In La Prospecting Call Outgoing l Prospecting Close Sale Prospecting Email Outgoing Prospecting Send Receive F Description Calendar Billable Defaults for Calendar Recur Tab Show In Calendar E Aam Is Set Show in Task Pad E Show Linked Info Bill To Colorin Calendar 12632256 _ Updated 22071 2008 1200A Choy o _ La T Billable Overide Unit Price with A A OP q Pe oe Ar Created QA 02008 7 A f LiU A Defaults for Billable Audit Tab Hours hy 0 0000 7s
89. Management Center will appear Double click on the Quote you would like to open Click the Duplicate button that appears on the upper toolbar of the Quote screen Click the YES button to confirm that you would like to duplicate the Quote 5 Amessage will display the Quote Number of the newly created record To open the new Quote use the Quotes DMC to search for the new Quote number Page 80 www Results Software com Results Software 1986 2012 Sales Orders The sales order module offers the ability to create and edit sales orders Sales Orders can be converted into full or partial Invoices How to Create a Sales Order 1 On the Sales amp Marketing tab in the Sales Order group click Add The Add Sales Order screen will appear Figure 79 Add Sales Order Screen Add Sales Ord D eS X B S amp g Duplicate Update PrintorEmail f B Contact TEIENEI Ship Bill To cs Order Date 11 29 2011 Printed Open Sales Order Toon Eg akre P O FOB Default Tax 0 000 Total Weight 0 0 Default Disc 0 00 ew St Tn Tt GA Tags Tamat SS Class Order Total 0 00 Linked Invoices Linked Invoice Details 2 Enter a Contact ID or to search for a contact click the binocular icon The following screen will appear Results Software 1986 2012 www Results Software com Page 81 Figure 80 Search Condition on Select a Contact Screen R Search Condition On
90. Mary Harris Display Options Order Number Show Count Calculation Label casson Bees CO r a 2 Select the Data Center from which you would like to pull information 3 Select the Maintain Named Search button The following screen displays Page 190 www Results Software com Results Software 1986 2012 Figure 196 Named Search Screen ad Search oo xE amed E Ms d B X SQL Clear Filter amp The Named Search screen is divided into two sections e The Table amp Field List Shows all the relational tables that apply to this Data Center and their associated searchable fields Note Double clicking a field adds the field to the Filter List e The Filter List The list that will be used to specify the filter criteria 4 Double click a subject area in the Table amp Field List to display all of the fields under that section Double click the fields you would like added to the Filter List 5 To apply conditions to the fields in the Filter List double click on each entry The Field Search Properties screen displays Results Software 1986 2012 www Results Software com Page 191 l Figure 197 Field Search Properties Screen Field Search Properties C Begin Group Field Name Contact Type Contact Type Condition Value m Link Search Criteria E End Group 6 Select the Condition i e Equal Less Than Greater Than etc and Value you would like applied to the field 7 Asin an arithmetic
91. N No 6 9 2010 05 36PM 606 SERVICECALL Robert N No 6 2 2010 5 36PM ff a p Ci Ada C Copy i Open Delete tn Call to ensure cu 3 The Service Order screen will appear Please refer to Option 1 in this section for instructions on how to complete screen Page 96 www Results Software com Results Software 1986 2012 To Change or Edit a Scheduled Service Order Option 1 From the Service Orders Data Management Center DMC 1 On the Services amp Projects tab in the Service Orders group click Manage The Service Orders Data Management Center will appear 2 Conduct a search for the Sales Opportunity 3 Double click on the Sales Opportunity you would like to open 4 The Service Order screen will appear Edit the information as necessary 5 Click the mi icon to save the record Option 2 From a Contact Record 1 From the Contact Record Refer to How to Open an Existing Contact Record navigate to the Services tab 2 Highlight the Service Order that you would like to edit 3 Click the Open button under the Services tab 4 The Service Orders screen will appear Edit the information as necessary 5 Click the mi icon to save the record Results Software 1986 2012 www Results Software com Page 97 Mail Merge Using Mail Merge 1 From the Contacts DMC select a contact that you would like to include in the Mail Merge by placing a check in the corresponding row 2 Click
92. Number b Activity Type c Days from Trigger d Override Priority The default priority level is Normal 7 Each Activity within the process will automatically be assigned to the person user that activates the process To override this default and assign the activity to a particular person select a value for the Override Assigned To field 8 Click the Save icon in the toolbar 9 Add additional steps to the process by clicking the Add icon in the toolbar and repeating Steps 6 9 10 When you are done adding activities to the process close the screen To Edit a Process 1 On the Setup tab in the Processes group click Maintain Processes The Process screen displays Page 104 www Results Software com Results Software 1986 2012 Figure 109 Processes Screen Processes Process Name Description C LA mn X A ie A aay is hls oe Customer Care Activities to complete when account r New Customer Activities to complete when a new cu Processes New Lead Process that follows once a lead has New Prospect Activities to complete when a new Pr Process Name Customer Care Technical Supped Activities to complete when a custom Description Activities to complete when account renews Customer Care contract foe ee List of activities generated when this process is Step Activity Type X Days PR Assigned To Ovenig activated 1 EMAIL 50 2 Robert Email Processes Frocess Details Activites History
93. O 3728 Job Title Vice President Mobile 703 333 4444 IF Urgent Company Sidco Construction Company Fax 703 111 2222 Display Name Anderson Stephen Sideo Construction Cor Home 703 713 6900 Gom 10pm Address line 1 22 West Butterfield Street EE Primary Email SAnderson Sidco com 84 4 Address line 2 Building 12 Add Email 3 The Documents SmartVault screen appears as shown below Results Software 1986 2012 www Results Software com Page 157 Figure 164 Documents SmartVault Screen Documents Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M Size Upload Date Signed Agreement with Sidco 1 docx 12 KB 5 23 2011 6 21 PM wl Signed Agreement with Sidco doce 17 KB 5 9 2011 2 42 PM Properties Modify Name Signed Agreement with Sidco 1 docx Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 4 Highlight the desired document and click the Open button How to Delete Documents Attached to a Results Record via SmartVault Integration Fro yaJeas paqUuRApY Y4eAS P1epue s Pag m a Data Management Center 1 Open the appropriate Data Management Center For example to attach records to a Contact record open the Contacts DMC 2 Highlight the record to which you would like to attach the document 3 Click on the SmartVault button at the top of the DMC and then select the Attach amp View SmartVault Docs option Figure
94. Once a Sales Order is created any edits should be made through the Update button located on the Sales Order screen This button allows you to edit the Contact field as well as update the various other fields on the line item level Note Although some updates can be changed directly from the Sales Order screen these updates will not appear on the individual Product Line Items Therefore using the Update button is recommended so that changes are updated on the entire Sales Order 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Double click on the Sales Order you would like to open 3 Click the Update button located in the toolbar The Sales Order Update screen appears Results Software 1986 2012 www Results Software com Page 85 Figure 84 Sales Order Update Screen Sales Order 7 Contact Display Name Green Rachel National Arborst Society Product Init Price Discount Net Pice Taxable Quantity Tax Amount Sales Rep BUSINESS SUITE 495 00 10 00 445 450 1 046 53 Mary 5_P_CUSTOM 125 00 0 00 125 00 0 00 Mary Non Taxable Taxable Total Total Tax Sales Order Total Initial Value 6 750 00 20 938 50 1 046 93 30 735 43 New Value Information to Replace Initial Value Contact ID 1027 Date 08 08 2010 Sales Reo Mary Tax Rate Discount Rate Sales Opp Project 4 Inthe New Value column enter the new Contact ID Date Sales Rep Tax Rate Disc
95. Options and Setup Emails can be sent to any Results contact from within Results Emails can be composed using Outlook or using an email screen that is internal to Results To Configure Results to Send Emails Using Outlook 1 On the Tools tab in the Configuration group click Options The Configuration Options screen will appear 2 On the E mail tab check the I use Outlook as my e mail client option Figure 26 Configuration Options Screen Set for Outlook Default Settings E Prompt user with an Option to automatically add a comesponding Activity record when the GO Email button is clicked C Use Intemal E Mail form that integrates with Outlook Default Activity Types for Sent Received E Mails Specify the default Activity Type when an E Mail is loaded into an Activity Record EMAIL Specify the default Activity Type when an E Mail is Sent via Merge or GO Button EMAIL 3 Click Apply Hf Note With this option checked the emails you compose from within Results will be sent via Outlook and will contain your formatting preferecnes and signature blocks Results Software 1986 2012 www Results Software com Page 29 To Configure Results to Send Emails Using the Internal Email Form 1 On the Tools tab in the Configuration group click Options The Configuration Options screen will appear 2 On the E mail tab check the I use Outlook as my e mail client option and the Use Internal E mail for
96. Orders e Documents e Service Orders e Projects amp Contracts e Expenses e Invoices e Payments e Products amp Pricing e Purchase Orders Results Software 1986 2012 www Results Software com Page 11 Conducting a DMC Search Each DMC will automatically list all relevant information Users can conduct a search to the list of records 1 Open a Data Management Center For example to open the Contacts DMC on the Contacts tab in the Contacts Group and click Manage The Contacts Data Management Center will appear 2 Click the Standard Search tab 3 Type in basic search criteria to filter your search Note You do not need to fill in all fields If more than one field is filled all search criteria will have to apply in the displayed records 4 Click the Apply button A list of records meeting your search criteria will appear 5 Double click on the record you would like to open Sorting Information in the DMC You can sort DMC search results by any column heading in either ascending or descending order Click the column heading once and a small up arrow appears to the right of the column heading The DMC is sorted in ascending or chronological order by that field Click the column heading a second time and a small down arrow appears to the right of the column heading The DMC is sorted in descending or reverse chronological order by that field The following figure shows data sorted by Last Name Page 12
97. Product Information Product Line SERV TRAIN Location On Hand 0 00 Price 125 0000 Description Training Misc Business Software Quantity 10 00 Discount 0 00 Unit Price 125 0000 Total 1 250 00 Unitof Hous Weight Unit Cost 0 0000 Table Tax 0 0000 Sales Rep Dimitri Class Sales Opp BESTPRODUCTS Remarks l Updated 2 07 2077 12 00 AM ADMIN Created T200R240T7 LA00 AM ADMIN 2 of 2 Retrieved 2 Found 2 Total Detail Status VIEW Ef Note Once a Product is selected click the Invoice History button or the Open Contact button in the upper tool bar to view the sales history of the selected product For more details refer to Viewing Product Sales History When Creating a Quote 7 When you are done adding line items click the lel icon to save the Quote Viewing Product Sales History When Creating a Quote Viewing a product s sales history when creating a Quote is helpful when you need to determine previous pricing previous customers and other historical information about the Product 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quote you would like to open Results Software 1986 2012 www Results Software com Page 71 3 Click the Add button on the Quote Details tab The Quote Line Items screen appears Figure 71 Quote Line Items Screen n l O mn x ACA i Invoice History Open Contact l E
98. R Raymond Burr Raymond Burr Johnson Consulting P 1020 Carter Andrew Atlantic Home Remodeling CLN M Andrew Carter Andrew Carter Atlantic Home Remodeling al 1025 Carter Lauren Carter and Co CLN M Lauren Carter Lauren Carter Carter and Co F 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Mike Cunningham Mike Cunningham Virginia Windows amp Roofing 4 The Documents SmartVault screen appears as shown below Results Software 1986 2012 www Results Software com Page 161 Figure 170 Documents SmartVault Screen t Documents SmartVault Documents Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 1 Signed Agreement with Sidco 1 docx 12 KB 5 23 2011 6 21 PM Wh Signed Agreement with Sidco docx 12KB 5 9 2011 2 42 PM Properties Modify Name Signed Agreement with Sidco 1 docx Description Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 5 Highlight the desired document and click the Modify link at the bottom of the screen 6 Edit the Name as necessary and then click the Save link From a Results Record 1 Use the appropriate DMC to search for the record Double click on the record you would like to open 2 Click on the SV Docs button that appears on the top of the screen Page 162 www Results Software com Results Software 1986 2012 Figure 171 SmartVault Documents Button on Contact Screen ID
99. Results CRM 2012 User Manual A Guide to Using Results CRM Standard Results CRM Plus amp Results CRM Business Suite FiesultsS Grow your business with Results Table of Contents instalation 105101 asoini nnr N E AE 1 Single User amp Evaluation Installation Instructions cccccccssssscccccesseccecceseececcceesececceuaeeccesauaecesseeasecessueasecessauaeecessagaeses 1 Netwo rk Installation INStruUctionS ajeasecesccvsanseivaccindevennnsceversanacessaneeacasepenenconaeancacsaveapepedetucncapvaassyooreaeeausseeor iiaiai dinas 2 Pre workstation Installation Instructions ccccscecccsecccssnseccsnuseccaussessausecesauseessuseeesausesssaueeesausessausecssausessaunecssausessaganes 3 Wakaona On INS PU COONS irr narei ns va E EEE EE EE TAE TAR 3 Upgrading from a Previous Version of Results 2010 c cccccececessesececcsesesececsesescecsescsucecsescsucecarsesesesarstsesusarstsesececetsteesateee 6 Uninstalling ROS UIES ce sere urcescuncensqavecesconsaueceenatencacasadyeqeusargssbnsdaedanratnaaeuraucencupcupsamuncieacoumyaraanearaieracsaavaxewenauisusnneeavanmenieaaneee 8 vais recast ensue E E AE EE bias E A E T A E EE E E E eit 9 Aa esine Ro neen n E E EAS E E E E E 9 Produc tN VEIO ea a E EE aoe cc a E E E E ee 10 DCO NICON aa E A A E A E E E E E EAE E E E E 10 Data Management Centers ciaiesicnsssasscausaccecencaewsdindctctcueskacsdewentescunecwesdsseiaesanssensasieaeaseeanieascupeneceat 11 Overview of the Data Management Cen
100. Types The Activity Type is a mandatory drop down found on Activities screen An Activity Type is used to identify a business event such as a meeting a phone call an email or a mailing The Activity Type makes it easy to track plan and report on all business events and activities The Service Type is a mandatory drop down found on Service Order screen A Service Type is used to identify a business event that is initiated by a customer need for service such as maintenance installation or troubleshooting The Service Type makes it easy to track plan and report customer service events Both Activity and Service Types are configurable using the Activity Type Maintenance screen On the Setup tab in the Maintain LookUp Values group point to Activities and then select Activity Types The following screen will display Figure 229 Activity Types Screen a e EE Activity Types Activity Types Pe Activity Type PRESENTATION Presentation PROPOSAL Submit Proposal EMAIL Email LETTER Letter MEETING Meeting TASK Task To Do ADMIN Administrative SERVICE CALL Services Phone Call SERVICE EMAIL Services Email SERVICE ONSITE Services Onsite SERVICE TASK Services Task ESTIMATE Estimate BA_BUILD DECK Business Activity Constructior BA_MEET Business Activity Meeting BILLING MONTH Contracted Monthly Charges BUSINESS DEVEL Sales or marketing related acti Description Activity Type MEETING Activity Group Activities
101. Use the column filtering feature 3 A list of contacts meeting your search criteria will appear Double click on the Contact record you would like to open Contacts Groups How to Add a Contact to a Group 1 From the Contact Record Refer to How to Open an Existing Contact Record navigate to the Groups tab 2 Click the Rapid Add button Figure 21 Groups Tab Contact Screen CL TYP_COM omme CNT_MAINT Contracts Maintenance PRF_CONSTR Professional Construction PRF_OWNER Professional Owner of Business 3 Click the icon next to the Group you wish to expand Place a checkmark next to the appropriate groups for this contact Page 24 www Results Software com Results Software 1986 2012 Figure 22 Rapid Add for Groups Screen SE u 1 Rapid Add for Groups Anderson Stephen Sidco Construction Company _ EE e z Check each Group that you wish to add Chent Type W CLTYP_COM Client Type Commercial CL T P_RES Client Type Residential Construction Industry Contract Federal Health amp Fitness Industry MANUFACTURER Manufacturer of IT products PRF_COMP Professional Computer Consultant Programmer PRF_CONSTR Professional Construction PRF_OWNER Professional Owner of Business TESTING SERVICE Provides various test services ee ee ee 4 Click the Add Selected Groups button 5 A message indicating how many Groups were added will be displayed 6 Click OK How to Perform Sea
102. User Field 06 T50 Label for User Field 07 Num Label for User Field 08 Date Label for User Field 09 Num Label for User Field 10 T30 Label for User Field 11 T30 Label for User Field 12 T30 Label for User Field 13 T30 Label for User Field 14 T30 Label for User Field 15 Date Label for User Field 16 Box Label for User Field 17 Date Label for User Field 18 Box Department Assistant Reports To Industry Serial Version Purchased Lic Count Upg Hist Ship Info D O B Send Card Anniv Send Card DT bel SX BQ RSA p Contact Types Contact Category Clients Process to Activate when Contact Type is Assigned New Customer Sync To QB List Customers Overwrite Default User Fields Labels Nofe hWhen ths box amp checked and a Contact recand is using iiis Contaci Type fhe Label an fis page jinoluaing blank labels wil overnite fhe I Jabes ofthe Laer Relds Labels for the Additional Information Tab Label for Event 1 Date First Contact Label for Event 2 Date Customer Since Label for Event 3 Date Customer Care E Label for Event 4 Date Customer Care Exp Labels for the Finances Tab Label for User Field 19 Num Label for User Field 20 Num Updated 0404 2008 08 23 A Created 2 07 2008 1200A e Contact Type five character code used when selecting from the Drop Down e Contact Category user defined category for grouping in the Tree View
103. a E T Mtr E E E E A S 189 Creating Named Searches ccccccssscccsssccccsneccccenscccseeeeseeseeeseeceeseeeeesseeeeeseaeeeeaeaeeeseeeeeeseaeeeesauseessuuseesauesesseseessansessaas 190 Fome Home dge ririri sea aaaea EA ET OEE OEEO AEE OATS 190 From a Data Management Center DMO cccccccseeseccccceeeecseccueeceseccueeeesecsueeeesecuueecssseueeessscuueeecsssuueessssaueeessssuenssss 193 Examples of Named SOG SS erroaren EEE OE E 195 Renaming a Nimed Searchiesrireerurisonsini rir eE EN ENERE A EEEE EEE 199 A Reporte sia sia sigan cass EEEE E 200 Cheating an AGd HOC RED OMG coesione inniinn e rE Er EAE EAEra ENNA ER E EEE EE a 200 TO Edit an AQ HOC REDOILsisecosnsacsicacinnnseerteunyiesseucsacawautnaetsanstacdenctaead smeleicnsaateeeedaunteentaansisedtanchataamseretsiensetactemawerdtaansiantens 204 Or UD TAD E E E AAEE EE AEE A 205 Drop Down Overview cccsccseccssccsecesececcseceusceeccseceuecaeccseceuecaeccseceussaeceseceuesaecesecsustaeeeseseuetaeceseseuetaeeeseseessseeeseseeseaeess 205 Moan WN LOORI TDO ea a EE a E E E E E A EA 206 Eding a Lookup Table ENUY scancacrsnsacssanstasavenncavasnoanceerusanesanenannrinasacnin siesunsanenesurebspatnbtoadadaveeewacnsauvensieetesannceneassueitioas 206 Page vi www Results Software com Results Software 1986 2012 Adding T LOOKUP TADIC ENT esses Ae dias ah Oe i aces dad Aa a ak Ba ed iad io Ok Ball Oey a 207 Deleting a LOOKUD TADE ENV gir TETO Guatesee Vesa Ria OAT 208 Replacing Code Values
104. ab Show in Calendar always display this Activity type in the calendar Alarm is Set notify the assigned user that the activity is starting Show Linked Info show linked contact associated attachment and project information in the calendar Color in Calendar specify a color for the activity s calendar entry Defaults for Billable Audit Tab Billable designate the activity as billable Hours Qty default hours or quantity to be billed Bill To Drop Down with a list of Services from the Products table with items marked as Services and not marked as Discontinued See the Bill Codes section for additional information A Bill code is used to establish pricing and track available units when creating a billable activity that will eventually appear on an invoice Override Unit Price option to override the price in Products table Last Updated and Last Updated By the date and time the record was last modified and the user who made the modification Created and Created By the date and time the record was created and the user who set up the record Notes Tab Specify unlimited searchable notes as part of the activity defaults This is useful for including a checklist of items in the activity providing a list of questions to be answered and become part of the Activity record and or for including detailed information on the invoice for billable activities Results Software 1986 2012 www Results Software com Page 217 Other Ava
105. act Invoice History hle E FABR_STEEL Fabrication of steel replacen BUSINESS Business Suite Software l CRM CRM Software Lookup of Product Information Product Line PROD_SFTWR Location On Hand 20 00 Price 495 0000 Description Business Suite Software Order Date 11 29 2011 Qty Ordered 1 00 Qty Received Manufacturer Part Unit Price 455 0000 Total 495 00 Unit of Measure Each Taxable Tax 0 0000 Sales Rep Project Code MODERNREMOD Updated 77 29 2017 TA00 AM ADMIN Created Pi28 2077T TA AM ADMIN 3 of 4 Retrieved 4 Found 4 Total Note Once a Product is selected click the Invoice History button or the Open Contact button in the upper tool bar to view the sales history of the selected product For more details refer to Viewing Product Sales History When Creating a Purchase Order 11 When you are done adding line items click the lel icon to save the Purchase Order Viewing Product Sales History When Creating a Purchase Order Viewing a product s sales history when creating a Purchase Order is helpful when you need to determine previous pricing previous customers and other historical information about the Product 1 On the Finances tab in the QB Purchase Orders group click View The Purchase Order Data Management Center will appear Results Software 1986 2012 www Results Software com Page 143 2 Double click on the Purchase Order Line Item you would like to open The Purc
106. aiald EE OEA ER 145 How to Email a Purchase OLder cccssccccsssscccnsecccceneeccssnscccaseccssueeeeseueeessaeecessuseesseueeessuseeeseuecessausesssueessauecesauesesseages 148 OTM UN Meera TOT sasirnane nenna NEEE EEEn 150 How to Configure SmartVault Integration ccccccccssssecccccsseecccceesseceesseeseceecaaesececesaeseccesseeuecesesaunseeesseaaeeeessueaeeeessages 150 How to Attach Documents to a Results Record via SmartVault Integration cccccseeccccsesecceececceecccseeeeesaueeeesauees 151 Fom Data Management CEN eTS srrriti arrr rai EOP OE TAEAE ERTO 151 Foma ResUl RECO airera n a ens EE EO AEN TO ENS EEE SONANO T E EEO 153 How to View Documents Attached to a Results Record via SmartVault Integration sssnsssseenssssserssssrersssrrrrssseerees 155 FomDbata Managemen CONTIG rrine iT aa a rin Taa TEN N T OTE EEA EEE A teens 155 Foma kesu Fh CGO ensidan no E A EEIE nee Fon E ON OEIS AE TN EEN Ni 156 How to Delete Documents Attached to a Results Record via SmartVault Integration cccscccccssseeccseeeeeeeeeeeeeeees 158 From a Dalo Mandgement Conter ia ccuncecsacannesanduucinsedaatiiaeduecaneadanausaectecotiadenneten duciones EOIR EIEE ETE 158 Ona U RE O pcs r E AT E cc ie es E EA E O T E EE E E T E T EE 159 How to Rename a SmartVault Document in Results ossnnnseseennssseerssssrerossererossrrresssrrresssrerosserresssreresssreresserresssereres 160 From d Data Manggement Center cascvsscnntaawstvnssvase
107. an existing Contact select a Search La icon next to the Contact field OR to add a new contact record click the New icon next to the Contact field 3 The selected or added Contact will automatically populate the Bill To and Ship To addresses To change either of these click the respective buttons A list of Associate records for the selected Contact will appear Double click the desired address 4 Fillin appropriate information on the top portion of the Invoice screen Page 112 www Results Software com Results Software 1986 2012 5 Click the save icon to save the record The buttons in the Invoice Detail part of the screen will now become available 6 Choose one of the following ways to add line items to the invoice a To bill for completed services Click the Load Billable Activities button All completed billable activities associated with this contact will be available to be selectively loaded as line items on this invoice b To bill for single items at list price Click the Rapid Add button and select the products you would like to have appear on the invoice Click the Add Selected Products button Note The system will quickly find the desired product when you Start typing the first letters of the product name Figure 116 Rapid Add Products to an Invoice Screen p i Gee Rapid Add Products to an Invoice P 2 Click the and Enter the Quantity Products Miscellaneous Products and charges Products
108. as necessary and click OK 6 Excel will open with your graph displayed Use Excel to change the color and look of your graphs as necessary Configuring Sales Opportunity Codes The Sales Opportunity Code that appears on the Sales Opportunity screen can be configured using the Configuration Options screen Note If you decide to change the way this field is configured you would need to make the corresponding change in every INI file on the server while the users are not in the system or have each user change it from the Configuration Options screen Results Software 1986 2012 www Results Software com Page 67 To Configure Sales Opportunity Codes 1 On the Tools tab in the Configuration group click Options The Configuration Options Screen will appear 2 Navigate to the Project amp Opportunity tab 3 Use the key provided on this screen to configure a new code structure Type the configuration into Sales Opportunity Code the field Figure 67 Configuration Options Screen Sales Opportunity Code an a ooo Noo mmm LE eee a eal Le Configuration Options e 5 a xT es E Mail2 Project amp Opportunity Template for Creating Projects amp Sales Opportunity Codes Defaults for Timesheet Project amp Contract Code P YYMMDD SEQ3 Start time if no fixed time given in Activity type 09 00AM Sales Opportunity Code 5 7 YMMDD Seqx Duration for All Day Activities amp hours Project amp Contract D
109. ast Name First Name Company Name E A a 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construction Company 1036 Brown Deb Dulles Regional Chamber of Com VEN A Brown Deb Dulles Regional Chamber of 1024 Burr Raymond Johnson Consulting PROSP Burr Raymond Johnson Consulting 1020 Carter Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling 1025 Carter Lauren Carter and Co CLN M Carter Lauren Carter and Co 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing 1026 Goode Johnny Lightning Industries PROSP Goode Johnny Lightning Industries P 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society F 1017 Harolds Steve Technology Inc PROSP Harolds Steve Technology Inc P 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store a 1015 Ingram Micro VEN A Jackson Jane Ingram Micro a 1032 Jackson George SoftwareUSA EMP F Jackson George SoftwareUSA Page 54 www Results Software com of32 gt bi LA Add J Open Delete 2 Refresh q Export Reports KZ Email 23 Mail Merge amp Mass Update J Find Duplicates Combine Contacts Assigned To E Mary Mary Mike Dimitri Robert Dimitri George Dimitri ADMIN ADMIN Sales Rep a Sally Mike Dimitri Mike Dimitri Dimitri Contact Source N WEBSIT
110. ault User 1D when logging into Results From Toolbar Web Search URL www Google com Favorite Website www Results Software com 2 Each tab of the Configuration Options screen allows you to customize different features and components of the system The following table highlights some of the available options Highlights of the Configuration Options General e Choose to display Navigation Menu e Identify the User ID to default on the logon screen e Identify the number of records displayed in a DMC e Change the background of the screen e Set the default Web Search URL and Favorite Website Contacts e Choose the default tab on the Contacts screen e Default Assigned To field to the User Page 186 www Results Software com Results Software 1986 2012 Activities e Select default Activity Types e Choose the default tab on the Activity Detail screen Calendar e Select the default Activity Type for calendar entries e Select the start time for each day Email e Select Outlook as your email client e Select the default Activity Type for imported Emails Email 2 e Select HTML vs Plain e Select options as email signatures and other defaults Projects amp Opportunities e Select the default Project and Sales Opportunity Codes e Select the default Project and Sales Opportunity Status Type and Stage Finances e Customize the Header and Footers of various reports e Set default credit limits and terms for Contact records e Customize emai
111. axtaneaeaaedanansarvansantassnetad 45 TOE WY ONS OU Call SG I eanais a a ESEA E 45 To View Another User s COlCndar ccccccccssescccccsnesscccnsnuseecccsuessecenaueseecssaenseesesauuseesssauueeeseauaseesssaunseesssauasecsssauaseesssaegs 45 To Schedule an Activity for Another USer ccccccseccccsenseccecscnseecesscnsescenscusescesscusesccsscsesecsacssesecsecusesecseussesecseuseesensenss 46 Outlook integratiO i sorciers 48 els aaa Aa EED Ca a E A EA ee EA E A AT E A T E T ener 48 To Export an Individual Contact Record 01 cccccsseccccseseccsaeeeccsseececausecesasecssaeeeessaneessaueeessausessauaeeesaunecssausesssueessaneeeees 48 To Export Individual Activities or Calendar Entries to Outlook ccccsssccccsseseccsnsecccauseccssuseccsunsessausscssausessauseessaunseees 49 Hopon onm 0 5 010 aeann T ean nn ere een E tee ee 49 MPNO E MOUS sirrane ae fever occa dae ae ov ci an a eg Tne ee eye ee ee 49 POR DO T ON AE eea E ERE E AE AEE EEE AE EEEE EEA EEA E EEEE E S 50 Importing Contacts as Associate RecordS scccccseccccnseecccssscenauseccsausccssuseessausecesaueeesaascssauecssauseessuasessaunsessausesssaages 51 Importing Appointments or Calendar Entries ccccccccssesseccccsonseccccccnseecenseusessecseuseesecseuseesecseuseesecseuseesesseusessecsenseess 52 The Outlook Integration MOdUlE cccccccccsssccccsscccasececescccsenecesaeeeeeseueecsseecessaesesseueeessaeeessaesesseuecesausesseaesessanseesaes 52 Mass Updating
112. button All contacts that have completed billable activities will appear in the grid Results Software 1986 2012 www Results Software com Page 121 Figure 126 Mass Invoicing Module with Contacts Displayed in Grid Invoicing Options Bill Through Cut off Date 08 31 10 E Ony include Completed activities Load Contacts into the Grd Below Bill Starting Date 01 01 80 Create an Invoice for each Project Date to Show on Invoice 08 31710 C Summarize on Each Invoice Identical Bill Product Code and Assigned To Values To avoid invoicing a Contact clear the checkbox next to the ID Click in the heading to sort on that column Display Name City State Activities Inv ID View Inv Inv Amt Tax Amt z Cunningham Mike Virginia Wi Green Rachel National Arbori Jackson Greg Exterior Home Sa Miami MC Kenzy Jenny Phonetics Te Washington Murphey Fredie Discount Mar Washington Swift Jonathon Mid Atlantic B Richmond 6 To view the activities before the invoice is created push the View button associated with each record 7 If you do not want to invoice a particular contact uncheck the box in the first column of the grid that is associated with that record 8 Press the Invoice Selected Contacts button You will notice the Invoice ID Invoice Amount and Tax Amount columns of the selected records will now be populated 9 To preview any of the invoices push the View button associated with the recor
113. button that appears on the upper toolbar of the Purchase Order screen The following screen appears Results Software 1986 2012 www Results Software com Page 145 Figure 150 Purchase Order Reports Screen Purchase Orders Erm l Named Searches SE Add Filter l Open Preview r Print Export EA Email by PDF 963 Maintain 3 Results_PurchaseOrders PurchaseOrderlD 1 Description Number P Purchase Order Form un 4 Highlight the preferred layout for your quote 5 Click the Print button at the top of the screen Page 146 www Results Software com Results Software 1986 2012 Figure 151 Purchase Order Report Results Software 620 Herndon Parkway Suite 350 Hemdon VA 20170 800 703 7013 Purchase Order Cier ai Mary Harn son The Music Store 1427 Washington Blvd Arlington VA 22216 USA Nork 703 768 5678 Home 703 627 2910 Client Customer Ship To Dr Ronald Peterson Dr Ronald Peterson VP Business Development VP Business Development BestProducts BestProducts 6671 Hollow Road Suite 210 66 1 Hollow Road Suite 210 springfield VA 22050 springfield VA 22050 USA jera OrderDate Expected Date a a A S A A A S Results Software 1986 2012 www Results Software com Page 147 How to Email a Purchase Order 1 On the Finances tab in the Purchase Order group click View The Purchase Order Data Management Center will appear 2 Double click on the Purchase Order you would like
114. ccsecceeecnseeneeeeseeeeeeeeeeseeeeeeeeeseeseeeeeeeeseeeeeeeeeeeeseeeseeeeaaseseeeseeseeaseneeenaeee 137 WS adie sern csc cevencens N E 138 How to Change Timesheet Configuration ANd Security ccccccsesccccssececeescccceececsuseceseuecesseuecesauseceseuecetsunecessueeeesenecs 138 How to Add Time to Your TiIMe ShHEe ccccccccsssseccccaeseecccceessecceeaeeseeeessaaeceeeaaeeceessenseceesseuseceessueaeeeessaaneeessegnsseeesages 138 From the Timesheet Module cccccsseeccssesecccanseccsensecsauneeesauseecsausesssuneessausecesausessaueessausecssauseesauaecssausesssasessaueeess 138 PROT Gi ACE V Vaere E E T A EE E A ena EET E ear ade Aenea N 139 How to Automatically Populate Your TiIMe Sheet ccccccsseccccessccccesscccseeccseececsensceseueseeseuscesseueesssaeeesseuecesaueseesaases 140 Nc SE teres veer ease encase ere saansinnaampgudaavaasnncssasuers T A 141 How to Create a Purchase ONCE ra acuccrnsahceusenractnccosecneeto eavacusan talon ten tesdurecsbdncennaiaieannedcoeisanisunnsesicbueesanesvanentaosiaaeeseneaniaauads 141 Viewing Product Sales History When Creating a Purchase Order ccccceseccccesececeeseceeeeececeuececeeeceeeuecesseeecessunesesees 143 How to Open an Existing Purchase OLdel ccccccsseccccssecccseeccceuscccceuscccsueeccssseessauecesaueseeseuseeseeseessueeessaueeessuesessaaees 145 Howto Print a Purchase ONG SM aissansavaiavaediseicinasentidnsweasiiasanetis selondad steniesmesis ieamoesnsoasn
115. cesesceseeoese 34 How to Search and Combine Duplicates RecordS ssssccccccssseececsesseccccseeseccceeaeeeceessueeecessaueeceeesuaaseeessuaaeeeessaaeseeees 34 Combining Contacts as Associate RECOIS ssccccsssccccseccccenscccaeneccseeeeessneecesenecessaeseesauscesseuecessueeessauscessauseessuesessaages 35 How to Check for Potential Duplicates when Adding a Contact Record sssssesssseensessreressererssssrressssrresssreressereressenee 37 Calendar amp SchenulinE aan ener nRa EAA SEER 39 TOVON E ENA e E A A E E E E E E E 39 WS Neale amA N ar aE E EE E EE E aaiscearsanaceasearee 42 Option 1 From the Main MON ccsssccccsseecccsnececsasecssausecsauseecsaeseeesauseessaueessauueessaueecssausessauaecesaueessaueeessanecssausesssges 42 Ooo 2 FIOM E Na O a E E E E E E EE E TA 43 Onton From a COn Oct RECO eerie trr arana naan E ena ENE EEEE A AEEA EAT ede ences 43 To Change or Edit a Scheduled Activity cccccssccccessccccessccccensccceessccssuecccseecesaueeceseuecessascessaecesseuscessausesseaesessenseesens 44 Option 1 From the Activity Data Management Center DMC cccccccssseseseeceetccceeeesecesctecaeessececssessuaeseecessssaanneeeess 44 opion FO CCC CON oracles cave eae seca ede ovale twas eae Hon eae owe aT OH E TE 44 opion Foma Contact RECO oriri arne en EA E TANEN E adam ete 44 To Schedule Recurring ACTIVIEICS scdnccsesansasossaesacnnseussneeanineaapeaesancascaneneaateassarsddeassasead cavvunvaesassaedapu
116. ct 6 The next time you Quick Add that Outlook Contact record it will appear as an Associate record of the specified Contact Results Software 1986 2012 www Results Software com Page 51 Importing Appointments or Calendar Entries 1 From Outlook select one or more appointments you would like to import into Results Figure 51 Outlook Calendar with Appointment Highlighted gt July 05 2010 Search Calendar 5 Monday l Meeting to Review QA Processes R Results Quick Add 2 Click the Results Quick Add button 3 All selected Outlook appointments are added as activity records in Results The Outlook Integration Module The Outlook Integration Module allows users to export a number of activities contacts and or associate records from Results into Outlook Users can either export all records or specific records that are identified from a Named Search To Use the Outlook Integration Module 1 From the Contacts tab in the Export group select Export to Outlook The Outlook Integration Module OIM screen displays Page 52 www Results Software com Results Software 1986 2012 Figure 52 Outlook Integration Screen Outlook Database Results Software Select the components and data to Export to Outlook Export Contacts Named Searches Selected Contacts nterna lt lt Include All Records gt gt Export Associates Named Searches Selected Associates Crtena lt lt
117. ct Hf Note In order for the document to be accessed by all Results users it must be stored on your network Ifthe document is stored on your local PC it will only be available to you Page 58 www Results Software com Results Software 1986 2012 How to Add Activities or Service Orders for Several Contact Records 1 From the Contact Management DMC select the records you would like to include in the Mass Update by placing a check in the boxes associated with the records you would like to change Figure 58 Contacts DMC with Records Selected for Mass Update Screen i 4 7 of 32 gt bi LA Add A Open Delete 2 Refresh 99 Export Reports Email 23 Mail MergeQe f Mass Update Find Duplicates Combine Contacts Drag a column header here to group by that column Contact ID Display Name Type Last Name First Name Company Name Assigned To Sales Rep Contact Source w m a w w a a w P 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construction Company Mary Sally WEBSITE F 1036 Brown Deb Dulles Regional Chamber of Com VEN A Brown Deb Dulles Regional Chamber of Mary yaueas pasueapy ysseas puepueys 1024 Burr Raymond Johnson Consulting PROSP Burr Raymond Johnson Consulting Mike Mike TRADESHOWS 1020 Carter Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling Dimitri Dimitri REFERRAL l 1025 Carter Lauren Carter and Co CLN M Cart
118. ct you will need to link the records so that the Constant Contact reports within Results CRM reflect accurate information To do so login to Constant Contact and enter the Results Contact ID into the Custom Field 1 of the associated contact record Page 172 www Results Software com Results Software 1986 2012 Figure 183 Email Address jsmith abc corp com gt Status Active Added By Site owner Notes Contact Information Company Information custom Fieis Email Format Lists Email History Bounce History Results Software 1986 2012 Constant Contact s Custom Field 1 NES Custom field 1 Custom field 2 Custom field 3 Custom field 4 Custom field 5 Custom field 6 Custom field 7 Custom field 8 Custom field 9 Custom field 10 Custom field 11 Custom field 12 Custom field 13 Custom field 14 Custom field 15 Last Update 7 15 2011 11 16 PM EDT Date Added 7 15 2011 11 16 PM EDT Enter Results Contact ID www Results Software com Page 173 Reports Each module within Results offers a set of standard reports How To Preview or Print a Report 1 On the Reports tab select the type of report you would like to access 2 Highlight the desired report oe Figure 184 Reports Screen E Contacts Reports mee Me e a bes bue S me eee ooo O Named Searches SB Add Filter EI Open Preview ep Print Export EA Email by PDF 2 Maintain
119. ct Types The Contact Type is a mandatory drop down field found on the top section of the Contacts data entry screen It is used to identify a business entity such as prospect customer vendor or employee The Contact Type makes it easy to track and report entity specific information using customized fields and processes On the Setup tab in the Maintain LookUp Values group point to Contacts and then select Contact Types The following screen will display Page 212 www Results Software com Results Software 1986 2012 Contact Types ge Contact Type ASSOC CLN CLN M CLN Q CLN R EMP F EMP EMP P EMP G LEAD PARTN PERS PROSP I PROSV VEN A VEN VEN Q 1 3 of 17 Retrieved 17 Found 17 Total Figure 225 Contact Types Screen Associates Alliances Clients Inactive Clients Active Major Accounts Clients Imported from QuickBooks To Clients Active Regular Accounts Employee Full Time Employee Inactive Employee Part Time Employee Imported from QuickBooks Lead VAR Consulting Partner Personal Contact Prospect VAR Consulting Prospect Partner Vendors Active Vendors Inactive Vendors Imported from QuickBooks Te Contact Type CLN M Description Clients Active Major Accounts Labels tor the User Fields Tab Label for User Field 01 T50 Label for User Field 02 T50 Label for User Field 03 T50 Label for User Field 04 T50 Label for User Field 05 T50 Label for
120. cts Qh 6 Sales Opportunities List of All Active Opportunities lt 13 Opportunity Total 139 373 75 Page 188 www Results Software com Results Software 1986 2012 From Each DMC Figure 193 DMC showing Named Search i4 4 1 of7 gt bi Add L Open Delete 2 Refresh 8g Export Reports BZ Email Drag a column header here to group by that column Named Search n Contact ID Display Name Type Last Name First Name C ne a a Anderson Stephen Sidco Construction Com CLN M_ Anderson Stephen Sidco C 1036 Brown Deb Dulles Regional Chamber of Co VEN A Brown Deb Dulles R a ad F 1002 Mc Kinzi Jennie The Hardware Store PROSP MC Kinzi Jennie The Han F 1003 Murphy Fred Marble Construction CLN R Murphy Fred Marble F 1006 Peterson Ronald BestProducts CLN R Peterson Ronald BestPro al 1011 Saab Naseem Results Software VEN A Saab Naseem Results al 1008 The Corner Computer Store Michael Georg CLN R Michael George The Cor From any Reports Menu Figure 194 Reports Screen showing Named Search coat ents A A Ce Named Searches ee ee ee SE Add Filter Open Preview Gh Print Export EA Email by PDF Maintain Results_ Contact fn TDBilled gt 0 OR Results_Contacts InvHTDPaid gt 0 OR Results_Contacts InvBalanceDue gt 0 History To Date amp Year To Date Totals and Overall Balance by Highest History To Date Billed Invoices per Custome
121. cts Screen the Contacts DMC Sales Opportunity screen or Project screen Automatically Based on Contact Type Processes can be triggered automatically when the Contact Type is changed on the Contact screen Please refer to the LookUp Tables Maintenance section for details on the Contact Type Lookup Tables Automatically Based on Activity or Service Order Completion Processes can be triggered automatically when an Activity or a Service Order is completed Please refer to the LookUp Tables Maintenance section for details on the Activity Types Lookup Tables Manually Processes can be triggered manually from the Contacts DMC the Contact screen the Sales Opportunity screen or a Project screen 1 To activate a process from the Contacts DMC select the record and click the Activate a Process button Figure 110 Contacts DMC with Activate a Process Button A contacts x ld 4 1 of 7 b bi Ld Add LF Open Delete 2 Refresh l g Export Reports 5A Email By Mail Mergd 28 Activate a Process Drag a column header here to group by that column O Contact ID Display Name Type Last Name First Name Company Name Assigned To Sales eag pazueapg Ieas pJepuezg a m a a m a Burr Raymond Johnson Consulting PROSP Burr Raymond Johnson Consulting Mike Mike Goode Johnny Lightning Industries PROSP Goode Johnny Lightning Industries Mike Mike E 1017 Harolds Steve Tech
122. d 10 Press the Print Completed Invoices Page 122 www Results Software com Results Software 1986 2012 How to Copy or Duplicate an Existing Invoice 1 On the Finances tab in the Invoices group click Manage The Invoice Data Management Center will appear 2 Double click on the Invoice you would like to open 3 Click the Duplicate button that appears on the upper toolbar of the Invoice screen 4 Click the Yes button to confirm that you would like to duplicate the Invoice 5 Amessage will display the Invoice Number of the newly created record To open the new Invoice use the Invoice DMC to search for the new Invoice number Results Software 1986 2012 www Results Software com Page 123 Payments To Apply a Payment From the Contacts Screen 1 From the Contacts Screen navigate to the Payments tab 2 Click the Add button Figure 127 Contacts Screen Payments Tab Activities Emails Services Quotes Sales opp Projects Docs link Groups User Fields Addl Info Associate Notes Finances Invoices Inv detail Payments Products Expenses S001 6 12 2009 409 00 Check 356 Partial Payment S001 6 14 2009 12 12 2009 450 00 Check 3231 Partial Payment 5000 11 15 200 6 1 2009 10 562 50 Check 26325 Full Payment C ma A co One 3 The Payments screen will display The Contact ID will be populated Figure 128 Payments Screen a Payme Onict ID Display Name D DHS XBA A
123. d Description fields 3 Click the Save icon to save the record How to Add a Product 1 On the Finances tab in the Products amp Pricing group click Add The Add a Product screen will display Results Software 1986 2012 www Results Software com Page 129 Figure 134 Add a Product Screen R Add a Product DAMS Xje 8 1 ee S Product Code Cost 0 00 Price 0 0000 v Taxable Description Qty On Hand O00 v Track Or Hand Sold To Date 0 00 Last Sold nar Qty Unbilled O 00 weight Unit of Measure Each W Service Discontinued g Product Line a Location w Remarks a and sales instructions x Links Reorder Audit QB Info Linked Contact Linked Fro Opp Linked Supplier Cost of a the product as listed ADD 2 Enter a Product Code for the product Note This will appear on all invoices and quotes 3 Enter the appropriate information in the rest of the screen 4 The Links tab provides an area to associate the product with specific contacts projects sales opportunities or suppliers To link the product with any or all of these categories click the appropriate button conduct a search for the record and double click the record you would like to link back to the product 5 The Invoice Details tab that will list the corresponding Invoice Line Items where a Product has already been sold It also displays the actual sales price 6 The Reorder Audit tab provides an area to keep detailed infor
124. de the value entered This is used when the surrounding text might be unknown For example searching for Not LIKE Proposal will find all entries that do NOT have the word proposal anywhere in the text Note For the Enterprise edition use instead for the Global character b Enter your filter criteria below the column heading of the column s on which you want to apply the filter c Click the left hand filter icon to display the filter menu and select the operation you want to apply from the menu d Apply additional filters in other columns as necessary Ef Note To remove all filters click the clear filter icon located in the far left column of the filter row This icon will also appear on the right hand side of a filter cell when you scroll over the cell with your mouse Grouping Search Results DMC search results can be grouped by any of the fields displayed in the column headings For example if you were performing a search in the Contacts DMC you could group by Contact Type or Assigned To Results Software 1986 2012 www Results Software com Page 15 The following figure shows the results of Contacts DMC search grouped by Assigned To Figure 13 DMC Search with Search Results Grouped Contacts Data Management Center ld 4 1 of 35h bi 4 Add A Open Delete 2 Refresh aq Export 2 Activate a Process Ey Mail Merge Mass Update Assigned To O
125. ducts Resources Invoices Invoice Detail Payments Expenses Purchase Orders Sales Orders Quotes How to Add a Project What does it show about the project Past or future appointments meetings and tasks associated with this project A list of all emails associated with the project A list of Service Orders associated with the project A list of contacts that are associated with the activities listed on the Activity tab Associated documents and files such as proposals contracts images etc Notes about the account Searches can be performed against the contents of this field Financial information including costs Gross Margin invoicing totals etc Also displays User Defined date fields Associated and custom products used with the project Associated resources including who will be working on the project the periods of time their billable rate and the default service task performed Associated Invoices Line items from the associated invoices Payments received or applied to the associated invoices Expenses associated with this project A list of Purchase Orders associated with the project You can also add Purchase Orders from this tab A list of Sales Orders associated with the project You can also add Sales Orders from this tab Lists associated Quotes 1 On the Services amp Projects tab in the Projects amp Contracts group select Add 2 The Project Code will be filled out for you based on
126. e Sales amp Marketing tab in the Sales Opportunity group click Manage The Sales Opportunity Data Management Center will appear Click on the Standard Search tab Uncheck the Include Active Sales Opportunities option Check the Include Won Sales Opportunities and or the Include Lost Sales Opportunities options as needed Click Apply The Sales Opportunity DMC will display the Sales Opportunities meeting your search criteria Converting Sales Opportunities to Projects Sales Opportunities can be converted to Projects from the Quotes screen Please refer to the Quotes chapter for more information on this topic Page 66 www Results Software com Results Software 1986 2012 Graphing Sales Opportunities 1 On the Sales amp Marketing tab in the Sales Opportunity group click Manage The Sales Opportunity Data Management Center will appear 2 Conduct a search for the Sales Opportunities you would like to graph 3 Place a check next to the records in the DMC that you would like to graph and click the Graph button on the DMC toolbar Note To graph all records in the DMC simply click the Graph button 4 The Graph Records in Excel screen will appear Select a Graph and Style Figure 66 Graph Records in Excel Screen Be raph Recands wt Excel a on Sof Opportunities per Sales Rep ay Graph Details Graph Title of Opportunities per Sales X Ais Sales Rep Y Axis Tot Opportunity Amount 5 Change the Graph Details
127. e engine as the Named Search engine However it also allows you to specify the fields that will be included in the Ad Hoc Report 1 On the Reports tab point to the module in which you would like to create a report select Ad Hoc The following screen displays Figure 206 Ad Hoc Reports The Ad Hoc Reports screen is divided into three sections e The Tables amp Fields List Shows all areas that contain searchable fields e The Columns List Displays a list of columns that will appear in your report e The Filter List Displays the filters and fields associated with the report output 2 Double click a subject area in the Tables amp Fields List to display all of the fields under that section Double click the field s you would like added to the Column List Repeat as necessary Page 200 www Results Software com Results Software 1986 2012 3 Columns will appear in the order listed under the Column List To change the order of the columns highlight the row that you would like to move and click the Up or Down A YF icons in the toolbar l 4 To format the columns in your report double click the entries displayed in the Column List The following screen will display Figure 207 Properties for Display Field Screen Properties for Display Field a Display Field Name Frionty Size Inches 1 0000 Fort Aggregate ot Gear FILE ATTRIBUTES of Characters of Digits Before Decmical of Digits After Decmica
128. ecuring Appointment Seta E Range of Recurrence Start Date 4 11 2011 Stat Time 09 03PM Duration 60 All Day Activity End After 10 Occurrences Last occurence on 6 13 2013 Recurrence Pattem Daily Recur Every 1 Week s Weekly Monday Tuesday Wednesday Thursday E Monthly E Friday E Saturday Z Sunday 5 Click the Generate Recurrences button 6 Click the W icon to save your changes 7 The timesheet of the User identified in the Assigned To field will be populated with the recurring activities Page 140 www Results Software com Results Software 1986 2012 Purchase Orders The Purchase Order module allows you to search for QuickBooks and Results Purchase Orders Information can be viewed from within this DMC or exported to Excel How to Create a Purchase Order In the current version of Results Purchase Orders can only be created from within a Project 1 On the Services amp Projects tab in the Projects amp Contracts group click Manage The Projects Data Management Center will appear 2 Conduct a search A list of projects meeting your search criteria will appear 3 Double click on the Project you would like to open 4 Navigate to the Purchase Orders Tab and click Add The Purchase Order screen will appear Figure 145 Purchase Orders Screen oJ Purchase Orders a X P O ID VendoriD Vendor Display Name D EHS HIA X E g Print or Email Vendor 0 EY f
129. ed on Activity or Service Order Completion cccccccccsececccccceccccceccccecccecsceesseseessesssesssssssesesseees 106 MONU eie E E E E E E O E A E E oe 106 Pe L O S 3 geen E EEOAE 108 FOW TOAGA PrO e A E E A A E EA AAEE E 109 COMEU PEORCCH COO CS nairean E E E eE E E E ai 110 Daaa E EE E E E E E E E E E E E Ena 112 HOW to Create an MNVOICE ac cccarasrseieisarptcresieae vesting cine Guia stta aie oases nnntespa EAT ncsivniiow vielen Ge mentee acdc 112 Viewing Product Sales History When Creating an INVOICE cccccsseccccsssecccenscccseeceeseuecesseecessusseessuscesseueeesaaesessaneeess 115 HOW tO Update an INVOICE resisa E E EE E E 116 FLOW TO OP Chica EXISUNE INVOICE caccccacaunjraieeon ran rA EER E RENEE A EAE EARE RER REE NRR 117 HOW COPIA AN VOCO erer E E E E E 119 FONG tO EW SIA ONG aenea E E E E E EN 120 HOWO W165 NVO E aaa EE E E A E E A EE 121 How to Copy or Duplicate an Existing INVOICE ccccecccccsssceccseccceeccccenecccsenseessueeeeseuseesseeeessaseeeseuseessaeeesaecessaneeess 123 E 5s sa ccanctnateraaac nce ncanenpcienseiceraiiwneressannveciensadciea pen peretesiscneiieneanauianeerensetieekissiciatenieneeestaeise 124 ker ole ae ior a1 eee nee corre ene E a ee ee er ree ee ne eer ee eee ee ee ee eee eee ee eee 124 Fomthe Contacts SCN CI pstarccanecteciconeessnctnventnasavs NRAN AEAEE ETERA EN EEEE UPEA EEE AAEREN AEEA EAEE EEEN 124 From ENC INVOICE SCl CO siris inarin anere En ET TE A NEE CEEE TEENE EEEN AIR
130. eed to determine previous pricing previous customers and other historical information about the Product 1 On the Sales amp Marketing tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Double click on the Sales Order you would like to open 3 Click the Add button on the Sales Order Details tab The Sales Order Line Items screen appears Figure 82 Sales Order Line Items Screen Product Description BUSINESS Enterprise Version Custom P_CUSTOM Custom programming Add Product HRS Scenes 7s E Only show Customer s products Lookup of Product Information Product Line PROD SFTWR Location On Hand 287 00 Price 495 0000 Business Suite Software Description Product Description Ordered 08 08 2010 fem eS Quanity krace 0 00 Discount 0 00 Unit Price 495 0000 Total 455 00 Unit of i Price Each Weight Unit Cost 0 0000 Taxable Tax 24 7500 Sales Rep Mary Class List Sequence 30 Project Opp Remarks a Updated Created 72032011 1247 PM ADMIN 1 of 2 Retrieved 2 Found 2 Total Product code model number as appears on Invoice ADD 4 Select a Product from the Product drop down list 5 Once a product is selected click the Invoice History button in the upper toolbar The Product Sales History Display screen will appear Records for the selected contact will be highlighted in green Page 84 www Resu
131. efaults Sales Opportunity Defaults Project Type CONTRACT Sales Opp Type ALLIANCE Project Status CMP INACTIVE Sales Opp Status MEW Project Stage MID IMPLE MENT Sales Opp Stage 4 STRONG 4 Click Apply In the example above when an Opportunity is added the code will have the letter S followed by the two digit year the two digit month and the two digit day of the month This will be followed by a hyphen and the ContactID If you expect to add more than one opportunity for the same Contact on the same day the Code would no longer be unique after the first Opportunity is added To support multiple opportunities in a single day use the SEQX in the structure of the Opportunity Code For example if you use YYMMDD ContactID SEQ3 it will support up to 999 unique opportunities per Contact Use SEQ2 instead of SEQ3 to support up to 99 unique codes per day per contact Page 68 www Results Software com Results Software 1986 2012 Quotes The quotes module offers the ability to create edit and send quotes How to Create a Quote 1 On the Sales amp Marketing tab in the Quotes group click Add The figure below displays the Quote screen Figure 68 Quotes Screen Add Quote D PHS XHAI g Duplicate Update PrintorEmail Mt amp ee Convert Quote To Contact 0 i 0 Quote O Date 11 30 201 Status x Valid For 304 Through 12 30 2011 Defaut Tax 0 000 Quote Total Total W
132. eight 0 0 Defaut Disc 0 00 Taxable Total Ship Via FOB Tax Amourt 50 00 re A Class 2 To search for an existing Contact select a Search La icon next to the Contact field OR to add a new contact record click the New D icon next to the Contact field 3 The selected or added Contact will automatically populate the Bill To and Ship To addresses based on what is identified on the Contact screen s Finance Tab To change Results Software 1986 2012 www Results Software com Page 69 either of these click the respective buttons A list of Associate records for the selected Contact will appear Double click the desired address Fill in appropriate information on the top portion of the Quote screen Click the lad icon to save the record The buttons in the Quote Detail part of the screen will now become available Choose one of the following ways to add line items to the quote a Via the Rapid Add button Rapid Add Products to a Quote Glick the and Enter the Quantities Click the Rapid Add button and select the products you would like to appear on the quote Note The system will quickly find the desired product when you start typing the first letters of the product name Change the quantity of items displayed on the quote in the Qty column associated with the product you would like to add Click the Add Selected Products button Note To change the quantity or the price of any added item highlight the
133. elds on the screen as necessary Click the Save icon to save the record To add another line item click the Add icon and repeat this step as necessary Close the screen when you have added all line items Page 82 www Results Software com Results Software 1986 2012 Figure 81 Sales Order Line Item Screen al Sales Order fi e tems D W a xX A z ey dag Invoice History Open Contact Milt Product E Only show Customer s products Lookup of Product Information Product Line Location On Hand 0 00 Price 0 0000 7 Ordered 12 03 2011 Quantity Ordered 1 00 Quantity Invoiced 0 00 Discount 3 10 00 Unit Price 0 0000 Total 0 00 Unit of Measure Each Weight Unit Cost 0 0000 Table Tax 0 0000 Sales Rep Sally Class ListSequence 10 Project Opp ao a Updated 77 Created 12022077 TZS PM ADMIN 0 of 0 Retrieved 0 Found 0 Total Detail Status Ef Note Once a Product is selected click the Invoice History button or the Open Contact button in the upper tool bar to view the sales history of the selected product For more details refer to Viewing Product Sales History When Creating a Sales Order 7 When you are done adding line items click the Save icon to save the Sales Order Results Software 1986 2012 www Results Software com Page 83 Viewing Product Sales History When Creating a Sales Order Viewing a product s sales history when creating a Sales Order is helpful when you n
134. ems under the Home ET TETT will default to denia O specific to the logged in user All other menu items will display general company information but can be filtered as desired Screen Icons The following icons will appear at the top of most screens within Results Figure 9 Screen Icons con Description Add a new record Copy or replicate the record Deletes record B Refreshes or redisplays the record Perform an additional Standard search within the listed records K Perform an additional Named search within the listed records Accesses Ad Hoc Reports Prints Form or Screen Accesses the Reports Close Exit Results Help or User Manual Page 10 www Results Software com Results Software 1986 2012 Data Management Centers Overview of the Data Management Centers Each module within Results features a Data Management Center DMC DMCs allow users to search view sort and group information relevant to each module DMCs can be accessed by choosing the various Manage icons available within the main menu The following screen displays the Contacts Data Management Center Figure 10 Data Management Center Last Name Display Name Phonetic Search Phone s Full Address m id 4 1 of 35 gt bi PB Add Bi Open 2 Delete Refresh lsg Export 7 amp Activate a Process Mail Merge Mass E Contact ID Display Name Type Last Name First Name Company Name z N m
135. equation when you combine different searches you will need to enclose them in parentheses which is done with the Begin Group and End Group Therefore if this is the beginning or end of a group of related fields select the Begin Group or End Group Otherwise leave these fields blank 8 Click OK 9 Repeat Steps 4 8 as necessary to complete your equation For more guidance refer to the Named Search Examples section below 10 Click the Save icon to save the search criteria for later use Figure 198 Saving Named Search Screen Named Search Changing the name of an existing search will leave the existing search and create a new search with the new name 11 Type a unique name for your saved criteria Click the OK button 12 You will be returned to the Named Search screen Close out of this screen to return to the Home Page Contents screen 13 Select your recently saved Named Search from the Named Search field Page 192 www Results Software com Results Software 1986 2012 14 If desired edit the Display Name of the Named Search that you would like to appear on your Home Page 15 Select to have the Home Page displayed for either a single user or for All Users 16 If desired fill out the Display Options fields 17 Click the OK button From a Data Management Center DMC 1 Open the appropriate Data Management Center 2 Click the Advanced Search tab 3 Click the Maintain Named Searc
136. er Lauren Carter and Co Robert Mike WEBSITE 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing Dimitri Dimitri REFERRAL 1028 Davis Tom Davis Accounting Services LEAD Davis Tom Davis Accounting Services ADMIN WEBSITE j 1026 Goode Johnny Lightning Industries PROSP Goode Johnny Lightning Industries Mike Mike TRADESHOWS F 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society Mike Mary TRADESHOWS al 1017 Harolds Steve Technology Inc PROSP Harolds Steve Technology Inc George NETWORKING w 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store Dimitri Dimitri CHAMBER a 1015 Ingram Micro VEN A Jackson Jane Ingram Micro ADMIN YELLOWPGS Lal 1032 Jackson George SoftwareUSA EMP F Jackson George SoftwareUSA ADMIN 2 Select the Mass Update button 3 Navigate to the Add Activity Service Order tab The following screen appears Figure 59 Mass Update Screen Add Activity Service Order Display Name Add Activity Service Order Ginningham Mike Virginia Wine eee ty Tyne C Py Burr Raymond Johnson Consulti Stat 08 13 10 OS 00AM ssigned To A Days Hours Minutes Show in Calendar 0 0 All Day Show in Task Pad Carter Lauren Carter and Co Davis Tom Davis Accounting Se Co 0 Description Results Software 1986 2012 www Results Software com Page 59 4 Populate the fields
137. er to How to Open an Existing Contact Record navigate to the Activities tab 2 Select the New button under the Activities tab ail 43 Contact Screen Activities Tab se Acti iy Type Assigned PR OK Starting Time Dur Description t 499 EMAI L Robert N No 4 9 2010 05 36PM 5 Email Customer Care w 325 CS EMAIL Robert N No 11 77 2009 11 00AM 15 Call to say welcome 324 CS LETTER Robert N No 11 14 2005 10 00AM 9 Send a thank you note 330 PRICLOSE Robert N Yes 11 73 2009 10 00AM 5 Close deal Becamea rir j Show All Pending Ih Repl Delete Activate a Process Results Software 1986 2012 www Results Software com Page 43 3 The Activities screen will appear Please refer to Option 1 in this section for instructions on how to complete this screen To Change or Edit a Scheduled Activity Option 1 From the Activity Data Management Center DMC 1 On the Calendar amp Activities tab in the Activities group click Manage The Activities Data Management Center will appear 2 To filter your search do one of the following e Click on the Standard Search tab enter search criteria and click Apply e Use the column filtering feature 3 A list of contacts meeting your search criteria will appear Double click on the Activity record you would like to open 4 The Activity screen will appear Edit the information as necessary 5 Click the Save icon to save the record Option 2 From the
138. eresses 79 E Ee a A E E PA E AA AA P EA EAA N A E E TEA E 81 HOW to Create a Sales OCOD aiiiscinirivsanirininun inneni E EE E 81 Viewing Product Sales History When Creating a Sales Order cccccccssssecccceessececceeeseccesauseeccesaeaseeessuaaeecessaeaeeeessuansess 84 Mow to a a aeS CRI sorina n E EE a E E a 85 HOW to Open ah Existing Sales Order sirsiiiississesisinidriisersiniina iniaiaiai ari a aaie iniiai i 86 OWES a e E E e E E EA O A T E E E E 87 Howto Emal a Sales Order serais i n EE R ERTE EEE 87 How to Convert a Sales Order to a Full INVOICE s nneosssnnsssseensssseenssssrersssreresssreresssrerossrrressserresssreresssreressereressereresseeeeee 90 Option 1 From the Sales Order SCreCN nerrirrrrnn arn aor E OTEN EEE E EEEa 90 Option 2 From the Sales Order DMC cccssssccccsssessecccsnesseccensseeccsaaseecessaseecessaeneeeessaunsessssauaeeeessaunseesssauseessaaansesenas 90 How to Convert a Sales Order to a Partial INVOICE ccccsseccccssscccceesecceeccccenscccaueceessuscecseuseesauesesssaecesseneeeseeeesseneeess 91 ODOR 1 FIOM the Sales Order Screen sorearniiiriir intine ooeeate eects ee aetens a eaten Seon na padi ea NNk 91 ODOR FIOM TES des Order DME acts causa nanvena O E E O TAT 92 How to Copy or Duplicate an Existing Sales Order cccccsseccccssseccessecccesccccensceceuesccssueceeseuecessaseeseuscesseueeesaaesessenseess 93 E EEE A 95 TO Create a Service Order vsccapcanescsdccunnteneseseaascueateseasncenive
139. esauseccsaueecsaaeeeessuneeesaueesssaueessausecesauessauuecesauesssauesssansessaunsessges 24 How to Perform Searches for Contacts within Certain Groups sccccccsseseccccssessecccsaussecescaunsecessaunseesssaunseesssaueseesseaens 25 POWO AGO TOUD aaao E E E T OOO E ee 27 OAC SPSS Clo E T E E TE E E T 28 How to Add an Associate Contact ccccccsssccccenseccsenscccsuseccseseccsauscccsusecesauseessasecssusecesauseessauscessusesssanseessaaseessusesssans 28 How to Convert a Contact Record into an Associate RCCOIGA 1cccccseecccsneseccseeecsasecesasecssunsessauseessausesssuasessausesssaes 28 Sending Emails in Bes NN artic ctor ta sn rca neg Ea 29 mages RG ola fo aN ps ai ar tolerant ne enter AT ntEee Mert nerer nt E ar cna me ns oener any werk terete tar ert teene are ee ear erer 29 Results Software 1986 2012 www Results Software com Page i To Configure Results to Send Emails USING Outlook ccccccsesccccsesececeesececsnsescsusecsscusececsusesssucecscsusecsssuseseseeeestseeeees 29 To Configure Results to Send Emails Using the Internal Email Form ccccccssesseccccsessececcaessesscseseecsecaesecessaessecsssaees 30 VO tmalitrom aconta RECON Oe aecaateni crs cetvasoatdacdamsnctauencaneedesencnedeeittateussaneaneaasancaresstanenebssecuveecnasaesnnaseenceaneannentetoeseunas 32 TOE Wiel WON DMC sirenerne EE E EAEE EA 33 Duplicate Records and Combining Contacts sesessesessesessecesescecesoesescecesoecessecesescesee
140. esources and financial information invoices payments and expenses The figure below displays the Project amp Contract screen Figure 113 Projects amp Contracts Screen L D E sS Pas HA g A de 44 SV Docs SV Notes Reports hle E gt Project Code MODERNREMOD Type CONTRACT Status CNT ACTIVE y Project Name New System Development Stage CNT PROGRESS Description Create updated remodeler business system source YELLOWPGS hi Exclude ae F poe Assigned To Robert Sales Rep Mike Total Hours 0 08 Gillable 0 00 Total Invoiced To Date 6 290 00 Stated 03 05 2008 ae 0 E Completed Resources Invoices Inv Details Payments Expenses Quotes Sales Order Purch Ord Activities Emails Services Activity links Docs Links Notes Contract Info Products Approved Date 03 04 7008 P O MROOO 408006 Expected Date Contract Amt 20 000 00 Bled To Date UserField 01 Material Cost 0 00 Payments To Date User Feld 2 Labor Cost 5 000 00 Expenses To Date User Field 03 Other Cost 12 000 00 Calculate To Date Amounts User Field 04 TOTAL Cost 17 000 00 User Field 05 Calculate Project Costs as Gross Margin 3 000 00 found in QuickBooks User Field 06 Commission Amt 0 00 GM 0 15 GM Nea 0 15 User Field 07 Detail Status Page 108 www Results Software com Results Software 1986 2012 Tab Name Activities Emails Services Activity Links Doc Links Contract Info Pro
141. ether ld 4 1 of 9 gt bi F Add Fi Open F Delete Refresh EF Export Reports E7 Email Mail Merge f Mass Update Ei Find Duplicates ee O Contact ID Display Name Type Last Name First Name Company Name Assigned To S m B E E E B B 3 Duplicates C6235 52 2 items D E 1053 Jasmine Park CLN R Jimenez Cristina Jasmine Park 5 a 1097 Great Statewide Bank VEN Q Jimenez Cristina E 1005 Murty Freddy Modern Remodelers CLN MI Murty Freddy Modern Remodelers Frank El 1004 Murphey Fredie Discount Market CLN R Murphey Fredie Discount Market Dimitri E 1003 Murphy Fred Marble Construction CLN R Murphy Fred Marble Construction Mary Duplicates 662 25 2 items F 1032 Jackson George Software USA EMIF F Jackson George SoftwareUsA ADMIN ial 1019 Jackson Greg Exterior Home Solutions CLN R Jackson Greg Exteriar Home Solutions Dimitri E 1009 MC Kengy Jenny Phonetics Testing Company VEN A ME Kenzy Jenny Phonetics Testing Company Frank E 1002 Mec Kingi Jennie The Hardware Store CLAN R MC Kingi Jennie The Hardware Store Mary 4 Select the records you would like to combine by placing a check in the appropriate row Note You can select up to six records at once 5 Click the Combine Contacts button at the top of the Contacts DMC The Combine Contacts screen appears 6 Inthe header row identify the primary record that you d like to keep by placing a check next to t
142. f Results 2 Navigate to the Results Data folder usually found under the Results drive on your network 3 Save the files in the Results Data Folder and the following five folders to your backup device di _Attachments di _Documents di _Export di _Reports i XML Note For the Results Small Business edition the mdb file is your main database file If you are using the Results Enterprise Edition you will need to back up the SQL database file as well Refer to your SQL manual for instructions on how to back up SQL files Organizing Your INI Files Each Results User will typically have their own INI file An INI file or configuration file stores information about each user s individual preferences We recommend storing all of the INI files in your Results Data Folder Page 176 www Results Software com Results Software 1986 2012 Importing Data From QuickBooks If you use QuickBooks you will want to import your QuickBooks files before importing any other type of file Once your initial set up is complete refer to the QuickBooks User Manual you must synchronize Results and QuickBooks data on a regular basis To Import from QuickBooks 1 On the Finances tab in the External group select QuickBooks Synchronization 2 Select the items in the left hand column that you would like to import 3 Click the Synchronize All Selected Items button From Outlook Please refer to the Outlook Integration Chapter Fro
143. fficial Associates United States Postal Service zip code list Contacts Mailing Codes Contacts To categorize an address for mailing Associates purposes such as international or undeliverable Activities Status Sales amp Opportunity Type Sales Opportunity To categorize a Sales Opportunity For Marketing example the opportunity might be new business or an up sell for a current account Sales amp Opportunity Status Sales Opportunity To categorize the Sales Opportunity status Marketing For example the opportunity might be won or lost Sales amp Opportunity Stage Sales Opportunity To categorize the stage of the Sales Marketing Opportunity For example the opportunity might be in negotiation or finalized Page 218 www Results Software com Results Software 1986 2012 Sales amp Marketing Sales amp Marketing Services amp Projects Services amp Projects Services amp Projects Finances Finances Finances Finances Finances Finances Quote Status Document Types Project Type Project Status Project Stage Invoice Terms Payment Types Class Codes VAT Codes Product Lines Product Locations Results Software 1986 2012 Quotes Contact Activities Sales Opportunities Projects Project Project Project Invoices Quotes Invoices Payments Invoices Quotes Sales Order Products Quotes Sales Orders Contacts Invoices Products Quotes Invoices P
144. for the Activities or Service Orders you would like to create for the selected contacts 5 Select the Add to Each Selected Contact button to create a similar Activity or Service Order record for each of the selected contacts Page 60 www Results Software com Results Software 1986 2012 Documents amp Attachments Frequently accessed company documents or customer specific documents can be stored and managed in Results Note SmartVault users can use the SmartVault Integration module to scan upload and view documents Please refer to the SmartVault Integration chapter for more details How to Attach a Document to a Contact Record 1 Open a Contact Record For more information refer to How to Open an Existing Contact Record 2 Navigate to the Docs Links tab Figure 60 Contacts Screen Documents Links Tab Add l Info Associate Notes Finances Invoices Inv detail Payments Products Expenses Activities Emails Services Quotes Salesopp Projects Docs link Groups User Fields Doc Date Document Type Description CNT CONSULTI Consulting Agreement DOC EMAIL Email Subject Thank you for your note PC MAINT Jane s PC 40GB 17 LCD DVD RAN No Floppy Room 107 DOC FAX Sample Fax Cover with Merged info sent with Results info DOC LETTER Sample Thank You letter for Dr Anderson 4 HT Email Document s _ E Add A Copy is Open x Delete 3 Click the Add button t Open File
145. greement with Sidco 1 docx 12 KB 5 23 2011 6 21 PM wh Signed Agreement with Sidco docx 12KB 5 9 2011 2 42 PM Properties Modify Name Signed Agreement with Sidco 1 docx Description Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 4 Highlight the desired document and click the Delete button How to Rename a SmartVault Document in Results From a Data Management Center 1 Open the appropriate Data Management Center For example to open records attached to a Contact record open the Contacts DMC 2 Highlight the Results record that has an attached document Page 160 www Results Software com Results Software 1986 2012 3 Click on the SmartVault button at the top of the DMC and then select the Attach amp View SmartVault Docs option Figure 169 SmartVault Options within each DMC of 37 gt bi Add Open Delete 2 Refresh g Export Reports Drag a column header here to group by that column yDueas pazueap yDJeas puepueys Contact ID Display Name i Company Name z m a a a a a a a al 1039 Allard Robert CLN M Amanda Roberts Robert Allard al 1001 Anderson Stephen Sidco Construction Comp CLN M Stephen Anderson Sr Dr Stephen H Anderson Sr Sidco Construction Compan F 1040 Babcock s Music Shop CLN M Kristie Babcock Kristie Babcock Babcock s Music Shop p i F 1024 Burr Raymond Johnson Consulting CLN
146. h button The following screen displays Figure 199 Named Search Screen Samed search MS Apply Filter g fed ES X SQL Clear Filter amp Tables and Fields List Results Software 1986 2012 www Results Software com Page 193 The Named Search screen is divided into two sections e The Table amp Field List Shows all the relational tables that apply to this Data Center and their associated searchable fields Note Double clicking a field adds the field to the Filter List e The Filter List The list used to specify the filter criteria Double click a subject area in the Tables amp Field List to display all of the fields under that section Double click the fields you would like added to the Filter List To apply conditions to the fields in the Filter List double click on each entry The following screen displays l Figure 200 Field Search Properties Screen Field Search Properties oo C Begin Group Field Name First Name Condition Equal al Value Link Search Criteria AND D Gear Cna Select the Condition i e Equal Less Than Greater Than etc and Value you would like applied to the field In this example you might want all Contact Types Equal to Major Clients or All Contact Types Equal to Vendors As in an arithmetic equation when you combine different searches you will need to enclose them in parentheses which is done with the Begin Group and End Group Therefore
147. hase Order Line Items screen appears Figure 148 Purchase Order Line Items Screen Purchase Order Line Items E nx A dag Open Contact Invoice History hle Product FABR_STEEL Product Line FABROSTEEL Location WWH_VA On Hand Description Fabrication of steel replacement part Order Date 11 29 2011 Manufacturer Part Unit of Measure Each Project Code MODERNREMOD Updated 7728 4077 QZ TS PA ADMIN Created 7222077 ZTS PH ADMIN Detail Status 3 Select a Product from the Product drop down list 4 Once a product is selected click the Invoice History button in the upper toolbar The Product Sales History Display screen will appear Records for the selected contact will be highlighted in green Page 144 www Results Software com Results Software 1986 2012 Figure 149 Product Sales History Display m oane Sales History spy I E Product History Listing Product BUSINESS_SUITE Business Suite Software Contact 1020 Carter Andrew Atlantic Home Remodeling C Display sales only for this contact Display Name Inv Ordered Sales Rep Qty Unit Price Total Cost At Pos Shipped Back Ordered Project Description Stevenson Jane DC Metro R 5021 04 24 10 Dimitri 16 1 100 00 17 600 00 l 16 0 DC METRO REM Business Suite Software Bur Raymond Johnson Cons 5018 04 15 10 1 abs ama 5 0 Business Suite Software 15u Cunningham Mike Virginia Wi 5017 04 09 10 12 0 101 Business Suite Software 40
148. he Contact ID The information for this record will turn green indicating that this is the data that will be preserved 7 In the second row place a checkbox next to the Contacts you would like to keep as Associate Records Page 36 www Results Software com Results Software 1986 2012 Figure 36 Combine Contacts Combine Records as Associates Combine Contacts ee lt Combine Contact Records into One Contact The text to go into the destination record is checked Click a cell to check or un check t Cige the Edit Tet button as needed Fields To 1032 Eat Prefix First Name W Dimitri P George Middle Name Last Name Smith M Jackson Suffix Fi Salutation W Dimitri Smith M George Jackson Full Mame Dimitri Smith George Jackson Job Title Sales Consultant Company Name SottwareUsSa SoftwareUSa Display Name Smith Dimitri SofftwareUSA Jackson George SoftwareUSA Address Linel 6200 Herndon Skyway 6200 Herndon Parkway ER Cine Cole 8 Next to the checkbox in the second row type in the Associate Type 9 Click the Combine Records button How to Check for Potential Duplicates when Adding a Contact Record When a new contact is added Results automatically checks for Potential Duplicates within the database by comparing Full Name Company Name and the Address Line 2 fields If a potential duplicate is identified when the record is saved you will receive the following Duplicate Contacts message
149. if this is the beginning or end of a group of related fields select the Begin Group or End Group Otherwise leave these fields blank Click OK Repeat Steps 4 8 as necessary to complete your equation For more guidance refer to the Named Search Examples section below 10 Click the Save icon to save the search criteria for later use Page 194 www Results Software com Results Software 1986 2012 Figure 201 Saving Named Search Screen Changing the name of an existing search will leave the existing search and create a 11 Type a unique name for your saved criteria Click the OK button 12 You will be returned to the Named Search screen Close out of this screen to return to the DMIC 13 Your new Named Search will now be available from the Named Search list 14 Click Apply Search to view the list of records meeting the search criteria Examples of Named Searches Label for User Field 01 750 I Label for User Field 02 T50 I Label for User Field 03 750 Label for User Field 04 750 I Label for User Field 05 750 I Label for User Field 06 T50 I Label for User Field 07 Num Label for User Field 08 Date Label for User Field 09 Num Label for User Field 10 730 I Label for User Field 11 730 l Label for User Field 12 730 l Label for User Field 13 730 l Label for User Field 14 730 l i Label for U
150. ilable Lookup Tables Several other Lookup tables are available and are used throughout the system To modify or setup the values in other tables follow the same process as described above The following list contains the names and descriptions of the other available lookup tables within Results Module Lookup Table Location Purpose or Description Contacts Associate Types Contacts To identify the types of Associate Contacts you would like to track Contacts Sources Contacts To identify the origin of the record For Sales Opportunities example a trade show might yield a list of Projects new prospects or a new opportunity arose after a prospect visited your website Contacts Territories Contacts Add l Info To define the geographical location or Tab similar of a Contact record For example all customers in the Eastern territory may be the responsibility of a specific account manager Contacts Groups Contacts Multipurpose code that can be utilized in a variety of ways such as analysis providing Summary counts or to group contacts for reports and target mailings Examples include office supply vendor computer hardware vendor professional affiliation type of business SEC code etc Contacts States Contacts To define states Associates Contacts Countries Contacts To define the Countries where the Associates addresses of the Contacts and Associates might be from Contacts Zip Codes Contacts By default Results ships with the o
151. ill in the appropriate Start and End date and times 7 Fill in a Description for the Service Order This is what will appear on your Calendar 8 To link a Contact to this Service Order navigate to the Links tab Click the binoculars icon Choose the Contact that is associated with this record by double clicking on the Contact s name You will be returned to the Service Order screen 9 To identify if you would like the activity to appear in your calendar or to schedule a reminder alarm navigate to the Calendar tab and choose the appropriate options 10 To identify if the Service Order as Billable navigate to the Billable tab and choose the appropriate options 11 Click the Save icon to save the record Option 2 From a Contact Record 1 From the Contact Record Refer to How to Open an Existing Contact Record navigate to the Services tab 2 Select the Add button under the Services tab Figure 96 Contacts Screen Services Tab Add Info Associate Notes Finances Invoices Inv detail Payments Products Expenses Activities Emails Services Quotes Sales opp Projects Docs link Groups User Fielda sve lD Service Order Type Assigned PR OK Stat Date Time Dur Description i 610 SERVICECALL Robert N No 6 90 2010 05 36PM 5 Call to ensure cu SERVICECCALL Robert N No 6 23 2010 05 36PM 5 Call to ensure cu Call to ensure cu Call to ensure cu 608 SERVICECALL Robert N No 6 16 2010 05 36PM 607 SERVICECALL Robert
152. ith Replace Option Expense Types Expense Type scripti DRE os X Im ig ATA amp g Us Cz BUSINESS JEE Replace PERSONAL BE Merge Exqpense Type BUSINESS Description Business j mn oe Pa Fe oa ear Pg F ie Last Updated a 07 2000 TA AM By _Sesufs j ee A rF ie Created 6 07 4006 TA AR By _Aesuts 1 of 2 Retrieved 2 Found 2 Total Detail Status 4 Type the new code in the New Value field Figure 221 Replace Primary Field Screen Replace pe tO Original Value BUSINESS New Value 5 Click Replace to change the code or Cancel to cancel the replace Merging Codes on Lookup Tables Use the Merge function to globally merge a Drop Down code with another Drop Down code wherever it occurs in the Results database The Merge feature eliminates the need to check every record in a data center for the value to be merged For example if some Contacts are assigned Contact Type VENDR and others are assigned Contact Type VEND yet both refer to Vendor use the Merge function to combine these two entries Page 210 www Results Software com Results Software 1986 2012 To Merge a Code 1 On the Setup tab in the Maintain LookUp Values group point to the desired module and then select LookUp Table you would like to modify The following type of screen will display Figure 222 Example of LookUp Screen SS X B RED BUSINESS PERSONAL 5 Expen se Types Data Entry A Screen List of current Expense
153. ivities Screen Send to Outlook Button Activities Screen Links Tab Showing Imported Email Email Notification Message Outlook Calendar with Appointment Highlighted www Results Software com Results Software 1986 2012 Figure 52 Figure 53 Figure 54 Figure 55 Figure 56 Figure 57 Figure 58 Figure 59 Figure 60 Figure 61 Figure 62 Figure 63 Figure 64 Figure 65 Figure 66 Figure 67 Figure 68 Figure 69 Figure 70 Figure 71 Figure 72 Figure 73 Figure 74 Figure 75 Figure 76 Figure 77 Figure 78 Figure 79 Figure 80 Figure 81 Figure 82 Figure 83 Figure 84 Figure 85 Figure 86 Figure 87 Figure 88 Figure 89 Figure 90 Figure 91 Figure 92 Figure 93 Figure 94 Figure 95 Figure 96 Figure 97 Figure 98 Figure 99 Figure 100 Figure 101 Figure 102 Figure 103 Figure 104 Figure 105 Results Software 1986 2012 Outlook Integration Screen Contact Screen Outlook Integration Icon Mass Update Screen Contacts DMC with Records Selected for Mass Update Screen Mass Update Screen Add or Delete Group Document Screen Linked Activities amp Service Orders Tab Contacts DMC with Records Selected for Mass Update Screen Mass Update Screen Add Activity Service Order Contacts Screen Documents Links Tab Documents Screen Sales Opportunity Screen Search Condition Screen Fields that Indicate Inactive Sales Opportunities Sales Opportunity DMC How to Display AL
154. k highlight the contact s you would like to import To highlight more than one contact at a time hold down the Ctrl key and click on each contact of interest R Results Quick Add 2 Click the Results Quick Add button located in Outlook s toolbar 3 The selected contacts will be added to Results New records will be created for new contacts records will be updated for current Results contacts Hf Note For easy identification assign the new Results contacts a specific Contact Type Page 50 www Results Software com Results Software 1986 2012 Importing Contacts as Associate Records 1 In Outlook open the Contact record you would like to import into Results 2 Select All Fields from the main menu In the Select From field choose All Contact Fields Figure 50 Email Notification Message dl W I ob a Agilysys Bob Pallo Contact Insert Format Text Add Ins rE Save amp New E E Sal Activities Dx l cay QR 44 Assign Task B all Send rE Certificates al Web Page save amp General Details E mail Meeting Call Business Close lt Delete E gt Map Card Actions Show Communicate Select from All Contact fields Name Value Created Thu 11 15 2007 4 46 PM ee ee 3 Inthe Customer ID field enter the Results ContactID of the Customer 4 Inthe OrganizationallD field enter 5 Save amp Close the Outlook Conta
155. l Leading Zeros 5 Change information on the Properties for Display Field screen as necessary For example to change the column heading change the Title field or to have the column sorted in a particular order make a selection under the Sort field Click OK to save your changes 6 To add fields to the Filter List highlight the desired field s on the Field List and drag and drop it into the Filter List 7 To apply conditions to the fields in the Filter List double click on each entry The following screen displays Results Software 1986 2012 www Results Software com Page 201 Figure 208 Field Search Properties Screen Field Search Properties C Begin Group Field Name Contact Condon Value 0 End Group 8 Select the Condition i e Equal Less Than Greater Than etc and Value you would like applied to the field In this example you might want all Contact Types Equal to Major Clients or All Contact Types Equal to Vendors 9 Asinan arithmetic equation when you combine different searches you will need to enclose them in parentheses which is done with the Begin Group and End Group Therefore if this is the beginning or end of a group of related fields select the Begin Group or End Group Otherwise leave these fields blank 10 Click OK 11 Repeat Steps 6 10 as necessary to complete your equation For more guidance refer to the Named Search Examples section 12 Click the Save icon t
156. l subjects and titles for Invoices and Quotes Integration e Setup SmartVault Integration e Setup Constant Contact Integration DB Connect e Identify the type of data connection and related attributes Files e Identify file path directories for various components 3 Make your changes and click the Apply button Note Some changes may not take effect until the next time you login to Results Results Software 1986 2012 www Results Software com Page 187 Named Searches A Named Search allows users to save regularly used search criteria within Results A Named Search allows you to search on any combination of fields from within Results Here are some examples of Named Searches e How many customers have overdue invoices e How many customers live in the DC area e Contacts Assigned to Mike e Contacts within a certain zip code Viewing Named Searches After created a Named Search is available from the following areas From the Home Page Figure 192 Home Page showing Named Searches _ HomePage X Contacts Home Page for Mary Harris FA Open Data Center 4 Open Records Open Reports Z Refresh 1 Add A Open U Copy Delete Data Center Description Count Label Value Contacts ert Records Contacts All Prospect Records lt 4 7 Contacts All Vendor Records _ 4 Contacts Contacts MidAtlantic Territory 18 Contacts Contacts with Pending Activities sj 19 Projects List of All Proje
157. le Quantity Tax Amount Sales Rep 149 SERVICE CONT 2 000 00 0 00 2 000 00 N 1 0 00 Non Taxable Taxable Total Total Tax Invoice Total Initial Value 7 000 00 0 00 0 00 7 000 00 New Value Information to Replace Initial Value Contact ID 1025 Date 11 30 2011 Sales Reo Dimitri Tax Rate Discount Rate Sales Opp Project 4 Inthe New Value column enter the new Contact ID Date Sales Rep Tax Rate Discount Rate and or Sales Opp Project information as necessary 5 Click the Update Transaction s and Exit button How to Open an Existing Invoice 1 On the Finances tab in the Invoices group click Manage The Invoices Data Management Center will appear 2 Double click on the Invoice you would like to open Results Software 1986 2012 www Results Software com Page 117 Figure 121 Invoices Data Management Center Id 4 2 of 27 b bi 2 Add A Open Delete 2 Refresh l g Export Z Reports EA Email Drag a column header here to group by that column Contacto Contact Depa Name imvokerD Invoke Date puepate Purchase Onder InvokeTotal a e o ooo d o o o e 1025 Carter Lauren Carter and Co 0771472010 osa3z2010 58 6593 E peterson Ronald Gestroduts s026 oroso oaoa OOOO OOOO 82500 O E 102 snctson George Somwareusa sos omea owman sa E sma Stevenson ane DC ewo Remodes soa opazo osamo OO OOOO ass so Sample Jomm Army Corg ofEngimes sos oaasaoio oasa OOO sa Stevens
158. lection Criteria Address Label for Ship To Contents of Each Invoice in the Selection Criteria Dymo 30252 or 30254 Address Label for Ship To Contents of Each Invoice in the Selection Criteria Dymo 30256 Shipping Label for Ship To Contents of Each Invoice in the Selection Criteria Proposal Template based onthe Standard Services Invoice Packing Slip 4 Highlight the preferred layout for your invoice 5 Click the Print button on the toolbar Figure 123 Printed Invoice Results Software 620 Herndon Parkway Suite 350 Herndon Virginia 20170 703 430 9110 703 713 6050 Fax 703 430 9110 703 713 6050 Fax Invoice BillTo ShipTo Andrew Carter Andrew Carter CEO CEO Atlantic Home Remodeling Atlantic Home Remodeling 300 Chestnut St 300 Chestnut St Charleston SC 29402 Charleston SC 29402 USA USA meie Date Due Date Tems Rep Purchase Over Nomber sao f oei foranas oases nera f pm mem P_P_HP4100DTN HP LaserJet 4100 Series Printer Network Ready w 10 100 amp Extra Tray amp Duplexing rime 1200 dpi Black amp White 25 Pages per minute om 8 5 gtd rar ah ea 32M BI38 Results Software 1986 2012 www Results Software com Page 119 How to Email an Invoice 1 On the Finances tab in the Invoices group click Manage The Invoice Data Management Center will appear 2 Double click on the Invoice you would like to open 3 Click the Print or Email button that appears on the
159. lts Software com Results Software 1986 2012 Figure 83 Product Sales History Display ai Product Sales History Di E le Product History Listing Product BUSINESS_SUITE Business Suite Software Contact 1020 Carter Andrew Atlantic Home Remodeling C Display sales only for this contact Display Name Inv Ordered Sales Rep Qty Unit Price Total Cost At Pos Shipped Back Ordered Project Description Stevenson Jane DC Metro R 5021 04 24 10 Dimitri 16 1 100 00 17 600 00 l 16 0 DC METRO REM Business Suite Software Bur Raymond Johnson Cons 5018 04 15 10 1 abs ama 5 0 Business Suite Software 15u Cunningham Mike Virginia Wi 5017 04 09 10 12 0 101 Business Suite Software 40 iar Abo rc Home nj outa an aes a SS SL SS LE NY NSE ES OR 1027 Green Rachel National Arbor 5009 04 04 10 47 44550 20 938 50 0 00 Enterprise Version Custom Ins 1006 Peterson Ronald BestProducts 5006 04 01 10 3 495 00 1 485 00 0 00 s3 o BESTPRODUCTS Business Suite 1005 Murfy Freddy Modem Remod 5008 03 04 10 Mike 20 1 000 00 20 000 00 0 00 20 Business Suite Software Dual 6 Click OK to close the screen and return to the Sales Order Line Items screen Note Alternatively click the Open Contact button in the upper toolbar to view the Contact Record of the selected contact Navigate to the Invoice Details Tab or the Invoices Tab to view Sales History for that contact How to Update a Sales Order
160. ly import emails contacts and appointments from Outlook into Results Importing Emails 1 In Outlook highlight the email s that you want to import into Results Results Software 1986 2012 www Results Software com Page 49 2 Click the Results Quick Add button on your Outlook Tool bar R Results Quick Add _ 3 Amessage will ask you if it is OK to transfer the selected email s into Results Click OK 4 An Add Activity screen will open in Results with the appropriate Contact linked to the record If an Activity Type is not selected choose the appropriate type The text of the email is saved in the notes field in the activity record and the subject line is saved in the Description field 5 Click the mi icon to save the record 6 Once saved the email and any attachment associated with that email will be available as a single document under the Links tab Figure 49 Activities Screen Links Tab Showing Imported Email Process Notes intema Notes Resolution Links All Activities Calendar Billable Products Contact 1004 ty T Murphey Fredie Discount Market Ez Lad P O Box 5615 Washington DC 20036 Work 202 246 2562 Associate 0 Document 156 Proj Opp ocmw Email From website results software com Subject artner Conference Registration 7 The email will also appear on the appropriate Contact record under the Emails Activities and the Document Links tab Importing Contacts 1 From Outloo
161. m Other Sources To Import Contacts 1 On the Contacts tab in the Integration group click Import The Data Import screen displays Results Software 1986 2012 www Results Software com Page 177 Figure 186 Data Import Screen Import Specifications Select Format Select Fields Start Import 2 Select a format for the file you are about to import Note Only Text ASCIl imports are supported with Results Enterprise Edition 3 Click the Browse button and choose the file you wish to import Note When a source is selected its path will be displayed 4 Click the Fields button to select the fields for import The following screen displays Page 178 www Results Software com Results Software 1986 2012 Select and Match Fields to In Figure 187 Select and Match Fields to Import Source Data Source Field Source Contents Field 0 Field 1 Field 2 Field 3 Field 4 Field 5 Field 6 Field 7 _FIRST_NAME i lt lt Select Target field to Import gt gt LAST_NAME lt Select Target field to Import gt COMPANY lt lt Select Target field to Import gt STREET lt Select Target field to Import gt CITY Select Target field to Import gt gt STATE lt lt Select Target field to Import gt ZIP lt lt Select Target field to Import gt gt COMMENTS 2 lt S5elect Target field to Import gt 1 p E Do NOT Import the First Row of the Source file Since it
162. m and Data Files Selection INI File Location Results CRM Installation Wizard Results CRM Installation Wizard Choose File Location Results Login Screen Ribbon Menu Screen Icons Data Management Center DMC Sorted by Last Name DMC Filter Menu DMC Search with Search Results Grouped DMC Search with Search Results Grouped Rows Collapsed DMC with Column Header Selected for Grouping DMC with Two Column Headers Selected for Grouping Selecting Export Options in the DMC Home Page Contacts Screen Contact Screen Icons Groups Tab Contact Screen Rapid Add for Groups Screen Search by Multiple Groups Screen Search by Multiple Groups Screen Groups Screen Configuration Options Screen Set for Outlook Configuration Options Screen Set for Results Email Forms Configuration Options Screen E Mail2 Tab Internal Results Email Form Contact Screen Showing Email Icons Select Duplicate Criteria Contacts DMC with Potential Duplicates Grouped Together Combine Contacts Screen Select Duplicate Criteria Contacts DMC with Potential Duplicates Grouped Together Combine Contacts Combine Records as Associates Example of Duplicate Contacts Message for Deb Brown Calendar Daily View Calendar Weekly View Calendar Monthly View Calendar Timeline View Activities Screen Contact Screen Activities Tab Recurring Appointment Setup Screen Calendar Calendar User Selection Email Notification Message Contact Screen Outlook Integration Icon Act
163. m that Integrates with Outlook option Figure 27 Configuration Options Screen Set for Results Email Forms Configuration Options Default Settings E Prompt user with an Option to automatically add a comesponding Activity record when the GO Email button is clicked use Outlook as my e mail client Use intemal E Mail form that integrates with Outlook Defaut Activity Types tor Sent Received E Mails Specify the default Activity Type when an E Mail is loaded into an Activity Record EMAIL Specify the default Activity Type when an E Mail is Sent via Merge or GO Button EMAIL 3 On the E Mail 2 tab set up your email preferences including HTML vs Plain Text Signature blocks etc Page 30 www Results Software com Results Software 1986 2012 Figure 28 Configuration Options Screen E Mail2 Tab cea oe ee EMail2 HTML vs Plain Signature Defaults when mailing Plain Text T Edit the Activity record after creation Send EMail As Use Signature File HTML Save message as a Results document 4 Click Apply Note When you choose to send emails using the internal email form email will be sent via Outlook but the email editor will look like screen below Results Software 1986 2012 www Results Software com Page 31 Figure 29 Internal Results Email Form Sent Enea Meccan To SAnderson Sidco com Cc Subject l Create an Activity Record from data on this fom
164. mail Type Email Date Time ee at SS tel cs _EMAIL QUT 11 1 7 2009 1 i DAM Call say m Page 48 Open Email Document www Results Software com Results Software 1986 2012 2 Outlook will automatically create a new contact with contact s main information 3 Save amp Close the Outlook record to save it to your Outlook Address Book To Export Individual Activities or Calendar Entries to Outlook 1 From the Activity screen click the Send to Outlook button Figure 48 Activities Screen Send to Outlook Button Add Activity DEES xA eg Bey Ea Activity ID 625 Type MEETING z Priority N Completed Days Hour Minutes Duration OS e of Capia Stat 04 08 2011 03 11PM End 04 08 2011 04 11PM Description Meeting with Joe at ABC Com Assigned To Mary Location Notify Assigned E Private Activity Status Send To Outlook Process Notes Internal Notes Resolution Links All Activities Calendar Billable Products Contact 1013 itty 4 D Ga Jones Joseph ATC Inc P O 617 888 Box 1252 Quebec HOV 5718 Work 617 536 3633 Cell Associate o dh E in B Document 1 Froj Opp Contact ID that is linked to this Activity 2 Anew appointment will automatically open in Outlook 3 Save amp Close the Outlook record to save it to your Outlook Calendar Importing From Outlook Once Results QuickAdd is installed and configured on your computer you can easi
165. mation on the reorder levels amounts and associated dates Fill out information on this tab as appropriate Page 130 www Results Software com Results Software 1986 2012 7 The Notes tab provides an unlimited text field to store additional notes on the product Fill out this tab as appropriate 8 Click the Save icon to save the record How to Open an Existing Product 1 On the Finances tab in the Product amp Pricing group select Management The Product amp Pricing Data Management Center will appear Figure 135 Products and Pricing DMC HomePage Products X of22 gt bi Add J Open Delete 2 Refresh g Export Z Reports Email Drag a column header here to group by that column Product Line Product Code 4 3eas pazueapi YyDeas puepueys PROD_SFTWR CRM Software m FABR_STEEL FABR_STEEL prop_misc P_M_SHIPPING PROD_PRNTR P_P_HP4100 Fabrication of steel replacement part 07 08 2010 07 23 2010 Shipping and Handling HP LaserJet 4100 Series Printer PROD_PRNTR PROD_PRNTR P PROD_PRNTR SERV_CNSLT SERV_CNSLT SERV_CNSLT SERV_CNSLT P_P_HP4100DTN P_P_HP4100N P_P_HP4100TN S_C_ANALYSIS S_C_INSTALL S_C_REIMBURSE S_C_TECH_SUPP HP LaserJet 4100 Series Printer N HP LaserJet 4100 Series Printer N 1 529 00 HP LaserJet 4100 Series Printer N 1 789 00 System Analysis 125 00 Hardware amp Software Installation 125 00 Rei
166. mburse for 0 00 Technical Support 125 00 12 16 2006 05 17 2010 12 13 2006 12 13 2006 04 07 2008 SERV_NTWRK S_N_CABLING Install Network Cable 125 00 SERV_NTWRK S_N_INSTALL Install Network 125 00 SERV_PROGR S P_CUSTOM clolicoio colicioininio bicio Custom programming 195 00 07 08 2010 SERV_PROGR S P_PROJ107 Custom Programming for Task 107 110 00 12 13 2006 PROD_MISC S_P_PROJ108 Deck Installation for Task 108 110 00 08 25 2006 SERV_PROGR S_P_REPORTS Custom Reports 125 00 04 24 2008 ee 2 le ee ee eS ee eS eee ee H 2 2 To filter your search do one of the following e Click on the Standard Search tab enter search criteria and click Apply e Use the column filtering feature 3 A list of records meeting your search criteria will appear Double click on the record you would like to open www Results Software com Page 131 Results Software 1986 2012 Expenses How to Add an Expense Category 1 On the Set Up tab in the Maintain Lookup Values group click Finances and then select Expense Categories 2 Click the Add icon to add a new entry Figure 136 Expense Categories Screen Expense Categones Income Services Advertising amp Marketing Expense Categories Equipment Computer ense Category 1000 1 Equipment Repairs amp Maint ev Saas Insurance Business Description Income Services Interest amp Financial Charges Legal amp Prof Fees Miscellaneous Expense
167. nding data entry screen Refer to the Replace and Merge sections for guidance on renaming an existing code or merging into another item Replacing Code Values in Lookup Tables Use Replace to globally replace a Drop Down code with a new Drop Down code wherever it occurs in the Results database The replace feature eliminates the need to manually edit every record in a data center where the value needs to be replaced For example if you Replace the Contact Type VENDR with VEND every Contact record that uses the VENDR Contact Type will automatically have that field contents become VEND To Replace a Code 1 On the Setup tab in the Maintain LookUp Values group point to the desired module and then select LookUp Table you would like to modify The following type of screen will display Page 208 www Results Software com Results Software 1986 2012 Figure 219 Example of LookUp Screen BUSINESS PERSONAL ae Expense Types List of current Expense Type BUSINESS J drop down wa Description Business values Last Updated OG 7 2006 12 00 AM By _Aescats_ Created GG U1 2006 1200 AM By _ Asus 1 of 2 Retrieved 2 Found 2 Total Detail Status VIEW Results Software 1986 2012 www Results Software com Page 209 2 Select the entry you would like to edit from the list in the left grid 3 Access the Replace option from the Toolbar of the data entry screen Figure 220 Example of LookUp Screen w
168. nology Inc FROSP Harolds Steve Technology Inc George a 1002 Mic Kinzi Jennie The Hardware Store PROSP MC Kingi Jennie The Hardware Store Mary Mary E 1028 Newton Rocky Storm King Custom Siding PRIOSP Newton Rocky Storm King Custom Siding Mike Dimitri Fi 1014 Smith Harold Hanover Inch PROSP Smith Harald Hanover Inc Dimitri Dimitri F 1021 Switt Jonathon Mid Atlantic Boat Owners As PROSP Switt Jonathon Mid Atlantic Boat Owners A Kathy Mike OR To activate a process from the Contacts DMC a Contact record Project or Sales Opportunity record open the appropriate screen and click the Activate a Process button on the Activities Tab Page 106 www Results Software com Results Software 1986 2012 Figure 111 Activities Tab with Activate a Process Button H Yes 4 15 2010 10 14AM Show Al Pending Activate a Process J 2 Select the process you would like to activate from the drop down list 3 Click the OK button The activities associated with this process will now appear under the Activities Tab In addition they will show up on the appropriate User s calendar or task list Results Software 1986 2012 www Results Software com Page 107 Projects amp Contracts The project management module offers a central place to see detailed information about various types of projects In addition to capturing general information and status you can track associated activities documents notes r
169. nse is associated with a Results Contact enter the Contact ID or click the binocular icon to search for the contact If a Contact ID is selected the Paid To field will be automatically populated 5 If not previously populated fill out the Paid To field 6 Enter appropriate information into the Amount Paid Paid Date Method Reference optional and Description fields 7 Fill out information on the rest of the screen as appropriate 8 The Links tab provides an area to associate the expense with specific contacts projects sales opportunities or invoices To link the product with any or all of these categories click Page 134 www Results Software com Results Software 1986 2012 the appropriate button conduct a search for the record and double click the record you would like to link back to the product 9 The Notes tab provides an unlimited text field to store additional notes about the expense Fill out this tab as appropriate 10 Click the Save icon to save the record From the Contact Screen 1 From the Contact Record navigate to the Expenses tab refer to How to Open an Existing Contact Record 2 Select the Add button under the Expenses tab Figure 139 Contacts Screen Expenses Tab Results Software 1986 2012 www Results Software com Page 135 3 The Expense screen appears Figure 140 Expense Screen oJ Expenses Category Paid Amount MO LA mj a 3 A A da f hls ee 4000 6 4
170. ntact RECOI cssscccccessseceeeeeeseeceeeaeeeeeesseeeeeeeesaees 172 Results Software 1986 2012 www Results Software com Page v HR aioe E EEE E E E EE T EE E E T E E E 174 HOW TOFPrEVIEWw Or FINCA REDONE sraon naars r E E E R E 174 Results Folders and Your Backup Strategy sessesessesesescesescecescecescecesoecessecesoecesescecsscoesesoessesese 176 PONY BO BIU RESI eare E E E E E 176 Oeann oar INE GS a e a e 176 r O cia cartes coc rctacanesans vecessen scale cneisaeenceacauicunes cde centictecanssavaneiacaticn ests satinticunssectcistantaan 177 Fe OC RB OORS aona epestpn leans tes wn twee apie sic ios ap cians E pw ven ceepung E EE nats anes pa A E ipsa eae ips aooas 177 Pront CTO OI asters sates usecase nenie e E EE EE S E E E rome tec aaaee E 177 SES MAE E ea T E E T E CEA E T E A E N 177 E E EE 180 TOCE OOKO e e E E E A E A O E E E A 180 TOE OE EAE ee E ae N AE OEE AA TE EE 180 TOOU OR a A A 181 o PRC CANE a E E AT E E A E AE A E A A I E E ET 182 TOAdA AUSE a E N 182 To Receta User PASS WONG oerna ar E T EE O E E E E RE 184 TOD aN a C E SC a e E E T O A E ON EENEN A 184 Koi tihd alge OPON E aiena E E rmne AUNT Er Mer ent ee eern ne 186 Getting Familiar with the Configuration Screen ccccccccsssseccccceeseccccceeseeceessuecccesaeseecessaeueecessaeaeecessuaneeessuaaeeeeesaaes 186 PMS SS al E aaar a E A 188 WIG WIS N Im a EC are E E A A E E EEE EEE E danas 188 FON ERONEN E E E E teed eataeceaeens 188 Om ATD
171. nter will appear 2 Conduct a search for the Sales Opportunity 3 Double click on the Sales Opportunity you would like to open How to View ALL Sales Opportunities in the DMC When the Won Lost or Exclude fields are checked on a Sales Opportunity data entry screen the Sales Opportunity will be considered inactive and will not automatically included on the Sales Opportunity DMC Figure 64 Fields that Indicate Inactive Sales Opportunities Sales Opportunities OGk x Ono Code HA Opo Name To view ALL Sales Opportunities from within the DMC 1 On the Sales amp Marketing tab in the Sales Opportunity group click Manage The Sales Opportunity Data Management Center will appear 2 Click on the Standard Search tab 3 Uncheck the Include Active Sales Opportunities option Results Software 1986 2012 www Results Software com Page 65 4 Figure 65 Sales Opportunity DMC How to Display ALL Sales Opportunities les Opportunities jtandard Search a Aopy __ Reset Cose p Code Opp Name Description A Rep Assgn X IEOS PILP UTI Source m Status X Stage To Gose Within 0 Oasys J inchude Active Sales Opportunities include Won Sales Opportunities include Lost Sales Opporturvties Click Apply 5 The Sales Opportunity DMC will display all Sales Opportunities in your database How to View Won and or Lost Sales Opportunities ONLY 1 On th
172. nverting Sales Opportunities tO Projects serimi nn ien aE EEEE AEE NS 66 GrP igs arn OPPOTUNITIES epi E EE E E EE ere ee 67 CONTICUTING sales OPPOrNtUNIY COES gactincaccatcncenncnassiccacsaesatwsipanudais secu tenesabineayiseai tus Abnetenadioncenearawtneissuneahoutonrsuinsiisuntaceansaaen 67 COT OG sensed i inscanscdacnavia E EAO 69 POW TOC Gere a COU staicc saa stieacnnnce ecm O E EE EEEE NE E 69 Viewing Product Sales History When Creating a Quote ccccccsssseccccsssseceeceeseeccesseuseceeseenseceeseuaecessuaaseeeesaeaeeessaganses 71 Howto Update QUOTE unenian nn one ee ne ae ee ee eee 73 HOW TOO DCN an EXISEING QUOTES ccsuincsccausissinadip sane narr ER T E E 74 HOW to Printa QUOTO as sates casnuecaiess cece uae meg uton tanya E neta gaies ray auneweaaensiucta E ames es an 74 ge eked EMAN A O10 0 ana A E en eee eee ee ee ee ere eee E eee eee te eer 76 How to Convert a QUOTE INTO TASKS ccceccccccssseecccceesscccesaeseceeesseseeeessaeseceessueseeeessaeusecessueusceessuanecessuaaseeessuaaeeessagnsses 76 HOW to Convert a Quote to a Sales Order veavecsandevesinsnccassisennegssasecesaavanesye dean eaweuedengaasaavassandavvanniGederassaaessoincatesevabereeazean 77 HOw to Converta QUOLE To an INVOICE scacissantccccnasongastaecctenenceaetd acandoacedteamsauieesatenuse E A EN EE OTEREN 78 How to Copy or Duplicate an Existing QUOte ssssessssensseersseerssrerssrerssserssserssseressrrssserssrerosrerssseresserosrersseereseerese
173. o save the search criteria for later use Figure 209 Saving Query Screen Saving Query Query Name Changing the name of an existing query will leave the existing query and create a new query with the new name Y 13 Type a unique name for your saved criteria Click the OK button 14 You will be returned to the Ad Hoc Reports screen Page 202 www Results Software com Results Software 1986 2012 Results Software 1986 2012 al or ae 15 To run the report click the Run Query icon Your report will display in the Query Results screen Figure 210 Query Results Screen Anderson Stephen Sidco Construction Com Carter Lauren Carter and Co Cunningham Mike Virginia Windows amp Roof Green Rachel National Arborist Society Harmison Peter and Mary The Music Compa Jackson Greg Exterior Home Solutions Mury Freddy Modem Remodelers Murphy Fred Marble Construction Sample John Amy Corp of Engineers Smith Sheila CSCI Stevenson Jane DC Metro Remodelers Williams Jamal Williams Construction SAnderson Sidco com LCarter Carter com Rachel nas onrg GWJackson EHS com sheila email3 net Jane demr com JWilliams williamscons 16 To Export the contents of an Ad Hoc report click the Save To File aD icon The following screen will display allowing you to select the desired file format Figure 211 File Output Screen 17 Click OK The following screen will allow you to select a
174. ocation On Hand 0 00 Price 0 0000 r Ordered 12 03 2011 Oty 1 00 Shipped 0 00 Back Ordered 0 00 Discount 10 00 Unit Cost 0 0000 Unit Price 0 0000 Total 0 00 Unit of Measure Each Weight Taxable Tax Amount 0 0000 Sales Rep Sally Class List Sequence 10 Project Opp Remarks Updated 72 7 Created 72 02 2077 OTTE PM ADMIN of 0 Retrieved 0 Found 0 Total Detail Status 4 Select a Product from the Product drop down list 5 Once a product is selected click the Invoice History button in the upper toolbar The Product Sales History Display screen will appear Records for the selected contact will be highlighted in green Results Software 1986 2012 www Results Software com Page 115 Figure 119 Product Sales History Display a Product Sales History Di E jam Product History Listing Product BUSINESS_SUITE Business Suite Software Contact 1020 Carter Andrew Atlantic Home Remodeling F Display sales only for this contact Display Name Inv Ordered Sales Rep Qty Unit Price Total Cost At Pos Shipped Back Ordered Project Description Stevenson Jane DC Metro R 5021 04 24 10 Dimitri 16 1 100 00 17 600 00 0 00 16 0 DC METRO REM Business Suite Software Burr Raymond Johnson Cons 5018 04 15 10 445 50 445 50 0 00 Business Suite Software 15u Cunningham Mike Virginia Wi 5017 Enterprise Version Custom Ins 0 Peterson Ronald BestProducts 5006 04 01
175. oftware 1986 2012 Automated Processes To Create a Process 1 On the Setup tab in the Processes group click Maintain Processes The Process screen displays Figure 107 Processes Screen OARS X BiQ X eB oS Activities to complete when account r Activities to complete when a new cu Processes Process that follows once a lead has Activities to complete when a new Pr Process N Customer Care Activities to complete when a custom ie Description Activities to complete when account renews Customer Care contract hee rey List of activities Processes Process Details Activites History generated when this process is 1 of 5 Retrieved 5 Found 5 Total 2 Click the Add icon in the toolbar 3 Type in a Process Name and Description for the new process 4 mi Click the Save icon in the toolbar 5 To add steps to this process select the Add button at the bottom of the screen The following screen appears Results Software 1986 2012 www Results Software com Page 103 Figure 108 Process Steps Screen a Process Steps Step Activity Type Comp Days Priority Assigned To Ovemide Descrpt L H A gt eu ay Me g I LCS CALL OUT ET Process Steps 0 Activity Type 7s 0 Ovenide Priority v OQvernide Assigned To 3 BA MEET EDENE 1 of 3 Retrieved 3 Found 3 Total Detail Status 6 Enter the following information for the activity a Step
176. omer click the Signup for SmartVault button After selecting a plan you can perform this step 4 When you get a message that reads SmartVault is Working you are ready to use the SmartVault Integration module How to Attach Documents to a Results Record via SmartVault Integration Fro yaseas p JULApY Y4eAS pJepPULIS m Data Management Centers 1 Open the appropriate Data Management Center For example to attach records to a Contact record open the Contacts DMC 2 Highlight the Results record that you would like to attach the document to 3 Click on the SmartVault button at the top of the DMC and then select the Attach amp Edit SmartVault Docs option Figure 155 SmartVault Options within each DMC Contacts Data Management Center id 4 4 of 37 gt bi Add A Open Delete 2 Refresh g Export Reports M4 Email lt lt Constant Contact Events 23 Mail Me Drag a column header here to group by that column Babcock s Music Shop Contact ID Display Name Type First Name Company Name a a aw a a a N 1039 Allard Robert CLN M Amanda Roberts Robert Allard 1001 Anderson Stephen Sidco Construction Comp CLN M Stephen Anderson Sr Dr Stephen H Anderson Sr Sidco Construction Company Kristie Babcock Kristie Babcock Babcock s Music Shop ees ace l Dulles Regional Chamber of 1024 Burr Raymond Johnson Consulting
177. on 6 After a Named Search is selected click the Add Records that meet the search criteria to the List button 7 On the Results Contacts amp Associates in the List tab review the list of contacts To remove any of the listed contacts highlight the record and then click the Remove Selected Page 168 www Results Software com Results Software 1986 2012 Record s from List before Exporting button Note Hold the Ctrl button down to highlight more than one record at a time 8 When you are satisfied with your list click the Export Replace this List in Constant Contact If this is anew List Name it will now appear within Constant Contact If this List Name already exists in Constant Contact it will replace the contents of that list with what you just imported How to Edit or Refresh Email Distribution Lists for a Constant Contact Mailing 1 On the Contacts tab in the Integration group click Constant Contact The Constant Contact screen displays Figure 179 Constant Contact Integration Screen Constant Contact Integration List Management EMail Campaign Info List Name v Added by Updated by Description Add Remove from List Results Contacts amp Associates in this List Export Contacts Include Associates Add Filter Add Records that meet this search criteria to the List Remove Records that meet this search criteria from the List 2 Select the list that you would like to edit from the List Name
178. on lane DC Metro Remode s022 oaaao saazou D Stevenson ane DC Metro Remodes sozi aaao osaoo D YJEaS PAIUEADY Yeas pJepueJs as m EE E it i E EI 5 BEN E E E E w Green Rachel Mational Arborist Sor Page 118 www Results Software com Results Software 1986 2012 How to Print an Invoice 1 On the Finances tab in the Invoices group click Manage The Invoices Data Management Center will appear 2 Double click on the Invoice you would like to open 3 Click the Print or Email button that appears on the upper toolbar The Invoice Report screen appears Figure 122 voice Reports Screen Named Searches SB Add Filter Ll Open Preview eb Print Export 4 Email by PDF Maintain Results Orders InvoicelD 5026 Products Invoice Company Info Centered Services Invoice Company Info Left justified Services Invoice Company Info Centered Standard 10 Envelope for Bill To Contents of Each Invoice Standard 10 Envelope for Bill To Contents of Each Invoice Address Label for Bill To Contents of Each Invoice in the Selection Criteria Dymo 30252 or 30254 Address Label for Bill To Contents of Each Invoice Dymo 30256 Shipping Label for Bill To Contents of Each Invoice in the Selection Criteria Standard 10 Envelope for Ship To Contents of Each Invoice in the Selection Criteria Standard 10 Envelope for Ship To Contents of Each Invoice in the Se
179. ount Rate and or Sales Opp Project information as necessary 5 Click the Update Transaction s and Exit button How to Open an Existing Sales Order 1 On the Finances tab in the Sales Order group click Manage The Sales Order Data Management Center will appear 2 Conduct a Search Double click on the Sales Order you would like to open Page 86 www Results Software com Results Software 1986 2012 Figure 85 Sales Order Data Management Center Screen Home Page y Sales Orders X w a 5 Id 4 1 of7 pb bi P Add Bi Open gt Delete 2 Refresh lsg Export Reports Z Email B Create Invoice a A Drag a column header here to group by that column l L Contact ID Contact Display Name Sales Order ID Order Date Open Order Total Tax Amount Amount Invoiced Sales Rep 2 50 839 83 1 998 33 2 307 90 23 E a a a E m a E E a uw S gt 2022 Stevenson Jane DC Metro Remodes 8 081 2010 NN Sats895 5895 15395 Dimitri F 1027 Green Rachel National Arborist Soc 7 08 08 2010 Y 30 73543 1 046 93 Mary 1020 Carter Andrew Atlantic Home Rem 6 08 08 2010 Y 6 237 00 297 00 Dimitri F 1021 Swift Jonathon Mid Atlantic Boat 5 08 08 2010 Y 5 197 50 247 50 Mike 1019 Jackson Greg Exterior Home Soluti 4 08 08 2010 Y 125 00 0 00 Dimitri 1018 Cunningham Mike Virginia Windo 3 08 08 2010 Y 6 237 00 297 00 Dimitri F 1022 Stevenson Jane DC Metro Remode 2 04 12 2010 N 1 153 95 54
180. ove when a Project is added the code will have the letter P followed by the two digit year the two digit month and the two digit day of the month This will be followed by a hyphen and the ContactID If you expect to add more than one project for the same Contact on the same day the Code would no longer be unique after the first Project is added To support multiple projects in a single day use the SEQX in the structure of the Project Code For example if you use YYMMDD ContactID SEQ3 it will support up to 999 unique projects per Contact Use SEQ2 instead of SEQ3 to support up to 99 unique codes per day per contact Results Software 1986 2012 www Results Software com Page 111 Invoices How to Create an Invoice 1 On the Finances tab in the Invoices group click Add The Invoice Screen displays Figure 115 Invoices Screen a D PASXA Eg B Duplicate Update PrintorEmail t Contact 0 To Invoice O Date 11 29 2011 Printed Invoice Total 0 00 PO Default Tax 0 000 Taxable Total 50 00 Inv Tem Total Weight Default Disc 0 00 Tax Amount 0 00 SalesRep v ShipVa FOB Payments 0 00 Project B Tracking 4 Balance Due 0 00 Remarks Class x Invoice Details Payments Linked Activities Al Activities Product ipti Quantity Shipped Tax Amt Total Price Load Billable Activities E Add a Open Delete Rapid Add 2 To search for
181. p tab in the Security group click Users The Users screen displays 2 Select the appropriate user from the left hand grid 3 Under Login Settings check Prompt User for New Password 4 The next time that user logs in they will be prompted for a new password To Disable a Current User 1 On the Setup tab in the Security group click Users Page 184 www Results Software com Results Software 1986 2012 2 Select the appropriate user from the left hand grid 3 Under Login Settings uncheck Allow User to Login to System Results Software 1986 2012 www Results Software com Page 185 Configuration Options Using the configuration screen each user can change the preferences and settings associated with their own User Account Getting Familiar with the Configuration Screen 1 On the Tools tab in the Configuration group select Options The following screen displays Figure 191 Configuration Options Configuration Options Bona Desktop Settings Startup Options E Maximize the Results application window at startup Automatically run My To Do List Automatically run My Contacts Automatically run My Projects amp Contracts Data Management Centers DMCs a Gar ip E Start each DMC in Search Mode m Auto Stat V Home Page E Calendar Miscellaneous Wam of suspicious dates Prompt before exiting Results Default User ID to login ADMIN E Use the Windows User ID of the curent station as the def
182. phen H Anderson Sr Sidco Construction Compan 1040 Babcock s Music Shop CLN M Kristie Babcock Kristie Babcock Babcock s Music Shop sso tresses etna eneeeneeneneeeEneeeanenNnen sneer 1024 Burr Raymond Johnson Consulting CLN R Raymond Burr Raymond Burr Johnson Consulting 1020 Carter Andrew Atlantic Home Remodeling CLN M Andrew Carter Andrew Carter Atlantic Home Remodeling 1025 Carter Lauren Carter and Co CLN M Lauren Carter Lauren Carter Carter and Co 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Mike Cunningham Mike Cunningham Virginia Windows amp Roofing Page 164 www Results Software com Results Software 1986 2012 4 The SmartVault Edit Notes screen appears Figure 174 SmartVault Edit Notes Screen Bi Edit Note SmartVault Edit Note Mark as urgent Last modified 12 1 2011 5 Type or edit your notes for this contact 6 Click the Close button From a Results Record 1 Use the appropriate DMC to search for the record Double click on the record you would like to open 2 Click on the SV Notes button that appears on the top of the screen Results Software 1986 2012 www Results Software com Page 165 Figure 175 SmartVault Documents Button on the Results Record D EES XK le g a l svDocs svNotes Mls amp Full Name Dr Stephen H Anderson Sr Office Phone 800 11 SIDCO 3728 Job Title Vice President Mobile 703 333 4444 IF Urgent Company Sidco
183. ppear Click Yes to continue with the quote conversion 5 The confirmation message will appear with the Sales Order number Comments indicating the Sales Order number and date of transfer will be displayed to the right of the Remarks field on the Quotes screen Results Software 1986 2012 www Results Software com Page 77 Figure 77 Quote Screen Displaying Sales Order Conversion Info Does x OY amp Duplicate Update Print or Email Ml Contact 1029 E a D He MRES fip ama CA ae FARA S0 J ino rey to Bill To Tom Davis Ship Tom Davis President To President Los Angeles CA 90034 Los Angeles CA 90034 Quote 26 Date 04 28 2010 Status ACTIVE Valid For 30 54 Through 05 28 2010 Default Tax 5 000 Quote Total a Tem NET30 Total Weight 0 0 Default Disc 0 00 0 00 Taxable Total Sales Rep Dimitri Ship Via UPS FOB Tax Amount 0 00 P 0 Y a ied D ed To Sales Order Remarks Thanks opportunity silak On 11 30 2011 By ADMIN Quote Details Notes Unit Price Taxable Total Ship To an Associate record instead of the main contact record How to Convert a Quote to an Invoice 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quotes you would like to open 6 Click the Invoice button that appears on the top portion of the screen in the Convert Quote to section 3 Aconfirmation q
184. quickly find the desired product when you start typing the first letters of the product name ii Change the quantity of items displayed on the quote in the Qty column associated with the product you would like to add iii Click the Add Selected Products button Note To change the quantity or the price of any added item highlight the item in the Purchase Order Details grid and click the Edit button Figure 146 Purchase Order Screen Rapid Add Rapid Add Products to a Purchase Order P x Click the and Enter the Quantity Products Miscellaneous Products and charges Products Printers Products Software Quantity Code Description On Hand 1 BUSINESS SUITE Business Suite Software 207 0 CR CRM Software 200 Services Consulting Services Networking amp Communications Services Programming Services Training Steel Fabrication of Replacement Parts b Via the Add Button i Click the Add button to open the Purchase Order Line Items screen Page 142 www Results Software com Results Software 1986 2012 ii Select a Product from the drop down and change other fields on the screen as necessary iii Click the icon to save the record To add another line item click the Add icon and repeat this step as necessary iv Close the screen when you have added all line items Figure 147 Purchase Order Items Screen a Purchase Order Line Items ACEN Product Description OD M g A ki A das Open Cont
185. r by Invoice Date Invoices Detail by Customer by Invoice Number Descending Payments by Customer by Payment Date Products by Customer by Product Code Expenses by Customer by Expense Date Descending Two column multi line listing with the Contact Name and Phone Number information by Display Name Two column multi line listing with the Contact Name Phone Email amp Remarks by Display Name Address amp Phone List Name and Phone Numbers by Display Name Mame Address and Phone Numbers by Display Name Complete Contact Information List by Display Name Complete Contact Information by Company Contact Information with all related Categories by Display Name Complete Contact amp Associates Information CR400 Three column multi line listing on the Avery 41256 3 75 x 6 75 Form CR405 Three column multi line listing on the Avery 41256 3 75 x 6 75 Form Account Profile by Display Name Account Profile with Activities by Display Name CR520 Account Profile Data Sheet with User Fields as Opportunity Info Sorted by Contact Display Name Results Software 1986 2012 www Results Software com Page 189 Creating Named Searches From the Home Page 1 From the Home Page select the Add button The Home Page Contents screen displays i Figure 195 Home Page Contents Screen l Home Page Contents U es E Le Home Page Contents Data Center Named Search Display Name User s
186. r Andrew Atlantic Home Remodeling CLN M Carter Andrew Atlantic Home Remodeling Dimitri Dimitri An 4025 Carter Lauren Carter and Co CIN Carter tauren Carterand co Robert Mike o a 1018 Cunningham Mike Virginia Windows amp Roofi CLN R Cunningham Mike Virginia Windows amp Roofing Dimitri Dimitri a 1027 Green Rachel National Arborist Society CLN R Green Rachel National Arborist Society Mike Mary il 1010 Harrison Peter and Mary The Music Company CLN R Harrison Peter The Music Store Dimitri Dimitri al 1019 Jackson Greg Exterior Home Solutions CLN R Jackson Greg Exterior Home Solutions Dimitri Dimitri m 1005 Murfy Freddy Modern Remodelers CLN M Murfy Freddy Modern Remodelers Frank Mike 1004 Murphey Fredie Discount Market CLN R Murphey Fredie Discount Market Dimitri Dimitri m 1003 Murphy Fred Marble Construction CLN R Murphy Fred Marble Construction Mary Mary al 1006 Peterson Ronald BestProducts CLN R Peterson Ronald BestProducts Mary Dimitri P 1007 Smith Sheila CSC CLN R Smith Sheila cscl Dimitri Dimitri 2 The Letters for Contacts screen will display Select the Add Document button Figure 100 Letters for Contacts Screen _ Add Document 4 Edit Document F Delete Document er Edit Properties Merge amp Preview Current fey Merge amp Print Selected Name Document Type Owner Private Modified Created 3 The Edit Properties screen will display Results Soft
187. r Outlook email will appear Refer to the Email Options and setup for additional details 4 Compose your email and send To Email from a DMC 1 Open a Data Management Center and perform any necessary searches to narrow the records displayed 2 Place a checkmark next to each contact you would like to include in the email 3 Click the Email button on the DMC toolbar Based on your Configuration Options a Results or Outlook email will appear and be addressed to the identified contacts Refer to the Email Options and setup for additional details 4 Compose your email and send Results Software 1986 2012 www Results Software com Page 33 Duplicate Records and Combining Contacts How to Search and Combine Duplicates Records 1 In the Contacts DMC click on the Find Duplicates button on the DMC toolbar 2 Select one of the duplicate checking options and click OK Figure 31 Select Duplicate Criteria Select Duplicate Criteria _ 23 Find Duplicates Using Phonetic First and Last Name 3 The DMC screen will show potential duplicates grouped together Figure 32 Contacts DMC with Potential Duplicates Grouped Together ld 4 1 ofa gt bi FF Add gt LA Open F Delete Refresh EF Export Reports EA Email 24 Mail Merge Mass Update Find Duplicates 3 a 2 S La D Duplicates 7 z O Contact ID Display Name Type Last Name First Name Company Name Assigned To Si i rey N
188. rches for Contacts within Certain Groups From the Standard Search Tab 1 From the Contacts DMC click on the Standard Search tab 2 Click on the ellipse button next to the Groups field 3 Click the icon next to the Group you wish to expand Place a checkmark next to the groups that you would like to include in your search 4 Atthe bottom of the screen select whether you would like your search to identify contacts that include or exclude the Groups selected You can also specify specific date ranges for your search Results Software 1986 2012 www Results Software com Page 25 Figure 23 Search by Multiple Groups Screen Search by Multiple Grote i es Check each group that you wish to search on and specify any additional criteria below Client Type Construction Industry Federal Health amp Fitness Human Resources Industry Industry Focus Groups Information Legal Profession Software Vendor E a E E E Match Selected Groups Include Matching Contacts Expires after Exclude Matching Contacts Effective after Remarks Notes 5 Click the Select amp Exit button 6 The DMC will return all records that fit your search criteria From the Standard Search Tab 1 From the Contacts DMC click on the Group Search button in the DMC toolbar The Search by Multiple Groups screen displays Page 26 www Results Software com
189. re 179 Figure 180 Figure 181 Figure 182 Figure 183 Figure 184 Figure 185 Figure 186 Figure 187 Figure 188 Figure 189 Figure 190 Figure 191 Figure 192 Figure 193 Figure 194 Figure 195 Figure 196 Figure 197 Figure 198 Figure 199 Figure 200 Figure 201 Figure 202 Figure 203 Figure 204 Figure 205 Figure 206 Figure 207 Figure 208 Figure 209 Figure 210 Figure 211 Figure 212 Figure 213 Results Software 1986 2012 SmartVault Options within each DMC SmartVault Options within each DMC Documents SmartVault Screen SmartVault Documents Button on Contact Screen Documents SmartVault Screen SmartVault Options within each DMC Documents SmartVault Screen SmartVault Documents Button on Contact Screen Documents SmartVault Screen SmartVault Options within each DMC Documents SmartVault Screen SmartVault Documents Button on Contact Screen Documents SmartVault Screen SmartVault Options within each DMC SmartVault Edit Notes Screen SmartVault Documents Button on the Results Record SmartVault Edit Notes Screen Configuration Options Screen Integration Tab Constant Contact Integration Screen Constant Contact Integration Screen Constant Contact Integration Screen Constant Contact Events Button Individual s Constant Contact Integration Screen Constant Contact s Custom Field 1 Reports Screen Report Preview Data Import Screen Select and Match Fields to Impo
190. record checking and display a message identifying potential duplicates within the system Results Software 1986 2012 www Results Software com Page 21 4 Field Definitions Contact ID Results automatically displays a number that is unique to each Contact within the system Contact Type Allows you to easily classify your contacts i e vendors employees prospects etc Source Allows you to track your marketing efforts How where did you meet this contact Page 22 www Results Software com Results Software 1986 2012 Contact Screen Icons Figure 20 Contact Screen Icons Job Title Address line 1 Address line 2 City State ip Country Contact Type Source Addl Info Associate Notes Finances Invoices Inv detail Payments Products Expenses Activities Emails Services Quotes Sales opp Projects Docsilink Groups User Fields Email Type Email Date Time Subject Description CS EMAIL OUT 11 17 2009 11 00AM_ Call to say welcome Open Emai Document _ Icon Description listed on the record Outlook address book entry contact Results Software 1986 2012 www Results Software com Page 23 How to Open an Existing Contact Record 1 On the Contacts tab in the Contacts group click Manage The Contacts Data Management Center will appear 2 To filter your search do one of the following e Click on the Standard Search tab enter search criteria and click Apply e
191. reement is a legal agreement between you ether an individual or a single entity and DPS Consulting LLC DPS for the Results product which includes computer software and may include associated media printed materials and online or electronic documentation PRODUCT The PRODUCT also includes any updates and supplements to the orginal PRODUCT provided to you by DPS Any software provided along with the PRODUCT that is associated with a separate end user license agreement is licensed to you under the terms of that license agreement By installing copying downloading accessing or othenvise using the PRODUCT vou agree to be bound by the terms of this Agreement IF you do not agree to the terms of this Agreement do not install accept the terme of the license agreement Print do not accept the terme of the license agreement Back Next gt Cancel 3 Select Program and Data files and then click Next Results Software 1986 2012 www Results Software com Page 1 Figure 2 Results CRM Installation Wizard Program and Data Files Selection Results CRM 2010 Installation Wizard Setup Type Select the setup tyoe that best suits your needs Click the type of setup you prefer Data Files Onl Description Program and Data Files Program and D ata Files Program Files Orly lt Back Next gt Cancel 4 The next two screens will allow you to select the locations of your P
192. reen with Merge Option Merge Primary Field Screen Contact Types Screen Contacts Screen User Fields Tab Contact Screen Additional Info Tab Contact Screen Finances Tab Activity Types Screen www Results Software com 205 205 206 207 208 209 210 210 211 211 212 213 213 214 214 215 Results Software 1986 2012 Installation Instructions Single User amp Evaluation Installation Instructions Follow these instructions for installing Results for the first time in a single user or evaluation environment 1 From the Results Customer Care website download and run the latest version of Results installation file Ef Note If you are using Windows Vista 7 you will need to run the installation program as an Administrator This can be done by Right clicking the installation file and selecting Run as administrator P Results_CRM_Setup_2010_v10 2 3 exe 8 1 2011 9 38 AM Applicat Open Enable Disable Digital Signature Icons Medialnfo Troubleshoot compatibility 2 After reading through the End User License Agreement select I accept the terms of the license agreement and click Next Figure 1 Results CRM Installation Wizard Accept License Agreement Results CRM 2010 Installation Wizard License Agreement Please read the following license agreement carefully END USER LICENSE AGREEMENT FOR RESULTS IMPORTANT READ CAREFULLY This Results End User License Agreement Ag
193. roducts Quotes Invoices www Results Software com To categorize the status of a Quote For example the quote might be submitted or pending final approval To categorize the document types that might be linked to a contact record or project For example Proposal Contract Letter etc To categorize a Project For example the project might be a marketing campaign or a new customer installation To categorize the Project status For example the project might be initiated or complete To categorize the stage of the Project For example the project might be in Phase or finalized To provide a list of invoice and quote payment terms To provide a list of payment types For example check or Visa To provide a list of Class Codes that will integrate with QuickBooks To provide a list of VAT Value Add Tax Codes Note This is only intended for the UK Version of Results To categorize the different types of products into similar groups Physical location of where a specific product is stored This is used for effective inventory tracking Page 219 Finances Expense Categories Expenses To group similar expenses For example travel meals or office supplies Finances Expense Types Expenses To categorize the expense types For example business or personal Finances Wage Types Projects To categorize the type of Wages being Timesheets tracked Page 220 www Results Software com Results Software 1986
194. rogram Files folder and your Data Files folder The default settings will result in a Program Files being installed to C Program Files Results Software Results CRM On a 64bit version of Windows 7 Vista they will be located in C Program Files x86 Results Software Results CRM b Your Data Files being installed to C Results_Data 5 Once the installation is complete Results can be run by either e Clicking the new Results icon on your desktop e Navigating to Start Menu gt Programs gt Results Software gt Results CRM and clicking the Results menu item Ef Note Once you install the software Login into Results with the User ID ADMIN and leave the Password blank until you change the security settings and add users Network Installation Instructions Follow these instructions for installing Results for the first time in a multi user networked environment Results can be installed on any office network as long as the data is stored in a central location that can be accessed by all users This can be either a dedicated Server in a Client Server environment or a shared drive in a Peer to Peer P2P network Page 2 www Results Software com Results Software 1986 2012 Pre workstation Installation Instructions 1 Decide which computer will hold the common Results data files that will be used by ALL users This computer will be referenced as the File Server for the rest of the instructions 2 On the
195. rt Data Export System Users Security Group Access Rights Configuration Options Home Page showing Named Searches DMC showing Named Search Reports Screen showing Named Search Home Page Contents Screen Named Search Screen Field Search Properties Screen Saving Named Search Screen Named Search Screen Field Search Properties Screen Saving Named Search Screen Select a Named Search Saving Named Search Screen Select a Named Search Rename Screen Ad Hoc Reports Properties for Display Field Screen Field Search Properties Screen Saving Query Screen Query Results Screen File Output Screen Select a Query Screen Saving Query Screen www Results Software com 155 156 156 157 158 158 159 160 160 161 162 163 163 164 165 166 166 167 168 169 170 171 172 173 174 175 178 179 181 182 183 186 188 189 189 190 191 192 192 193 194 195 198 198 199 199 200 201 202 202 203 203 204 204 Page xi Figure 214 Figure 215 Figure 216 Figure 217 Figure 218 Figure 219 Figure 220 Figure 221 Figure 222 Figure 223 Figure 224 Figure 225 Figure 226 Figure 227 Figure 228 Figure 229 Page xii Example of Drop Down List Example of Tree View List Example of LookUp Screen Example of LookUp Screen Example of LookUp Screen Example of LookUp Screen Example of LookUp Screen with Replace Option Replace Primary Field Screen Example of LookUp Screen Example of LookUp Sc
196. s Last Updated 026 0712006 12 00 AM ae Created 0601 2006 1200 AM By _Aesuts Pastane of 34 Retrieved 34 Found 34 Total 3 Fill out the Expense Category and Description fields a Click the Save icon to save the record How to Add an Expense Type 1 On the Set Up tab in the Maintain Lookup Values group click Finances and then select Expense Type 2 Click the Add icon to add a new entry Page 132 www Results Software com Results Software 1986 2012 Figure 137 Expense Types Screen Expense Type Description DELH osx A oe im amp his amp BUSINESS Business Personal Expense Types Expense Type BUSINESS Description Business Last Updated J6 07 2008 1200 AM By Aesuuts Created JRU1 2006 12 00 4M By _ Aesults_ 1 of 2 Retrieved 2 Found 2 Total Detail Status 3 Fill out the Expense Type and Description fields 4 Click the Save icon to save the record How to Add an Expense From the Expense Data Management Center 1 On the Finances tab in the Expenses group click Manage The Expense DMC will open 2 Click the Add button The Add Expense screen appears Results Software 1986 2012 www Results Software com Page 133 Figure 138 Add Expense Screen oon Dru er bi Expense Type Paid To ID 0 Paid To Amount Paid S000 Paid Reference Description l Expense Detail Status 3 Select an Expense Category and Expense Type 4 Ifthe expe
197. ser Field 15 Date 7 Results Software 1986 2012 www Results Software com Page 195 Contact Type Contact Type State Code State or U S Tent State Code State or U S Tent AA State Code State or US Tent Page 196 www Results Software com Results Software 1986 2012 Example 3 Clients with a Balance Due Results Software 1986 2012 www Results Software com Page 197 Editing a Named Search 1 Open the Named Search screen Refer to Creating a Named Search 2 Click the folder icon on the toolbar to access a list of previously saved searches 3 Select the Named Search from the available list Figure 202 Select a Named Search Clients with a Balance Due Clients with Billable Activities that have not been invoic Contacts MidAtlantic Temtor Contacts with Pending Activities Dimitri Contacts Dimitn s Active Major Accounts in VA Employees with DOD Sales Experience Federal amp Consulting Contacts MD VA FederalConsuttant Exper MD VA Mike s contacts Personnel with Federal and Sales Exper and Sciences 4 Make necessary changes to the search criteria Refer to Creating a Named Search for instructions 5 Click the Save icon to save your changes The following screen displays Figure 203 Saving Named Search Screen Named Search Wte cmane aE Pinte F Rename Changing the name of an existing search will leave the existing search and create a new search with the new name
198. sheet with Assigned Projects E Cannot Add Line tems Default Activity Type E Cannot Edit Line tems Default Product Code F Select Timesheets of other Users Last Timesheet date 02 01 2008 Allowed to Approve Timesheets Timesheet Duration Monthly Defaut Wage Type Default start time for a new timesheet entry Default all day hours 0 How to Add Time to Your Timesheet From the Timesheet Module 1 Onthe Time amp Expense tab in the Time group click Timesheets 2 Click the Modify Time Period button to change the displayed User or Time Period that is displayed Click Show Timesheet to display the selected Timesheet screen Page 138 www Results Software com Results Software 1986 2012 3 If you need to add a new line item to your Timesheet click the Add Entry Line button at the bottom of the page The following screen displays Figure 143 Timesheets Screen Timesheets LD S Timesheet for Mary Harris Timesheet Options Weekly Period Starting 09 01 2010 J 08 07 2010 User Mar i ptions Modify Time Period Double click on any cell to view the comesponding record Thu Fri Sat Suni Mon Tue Product Wed ool he E ons one 05 O06 OOF Contact Mame Project Mame T Description Activity Type Totals i st oN P i MEETING 3000 500 i 3 00 2 00 i i 5 00 Smith Dimitr Quickbooks L Add Edit Timesheet Line ii B Specify the Project Code for the line Specify the Contact ID for the line Specif
199. snlecaerenatecsvesdaesahenatuedoaadasatumnat EREDAR NAIEAN E ATEREA ERE 160 From d Results ReCO srsreirriinisio nis irananino Onin OPET a TEETE E ORORO EO EEA TOEO OTE OEO ROEA 162 How to Synchronize QuickBooks and Results SmartVault Documents ceccceseecceseccenecceecececececeseeeseeceeeeceseues 163 How Add or Edit SmartVault Notes cccccccccssssecccccesseccccseesecceseaeseceessaaseceesseeseceesseessceesseaaeceeseuauceessaaaeeessuaneseessaaes 164 From Data Management CONTIG eoiiesarii rE AE EAEE EEE EE AERE A T 164 POT ROSES Ce a EA E E OA E EAE EE E E E E O 165 Constant Contact ICT QEIONN cicncssicsnececcesenss ssn rir sa nkr rr niar AEri r SE EANNA IN A 167 How to Configure Constant Contact Integration ssssseessseeeesssreresssrerossrrerosserresssreresssreressererssseeresssreressereresseeeeeo 167 How to Create Email Distribution Lists for a Constant Contact Mailing cccccccssssecccecesecceeeeesecceeseeeeeeessaaeseeessaees 168 How to Edit or Refresh Email Distribution Lists for a Constant Contact Mailing cccsssscccccssseeceeceeseceeeseeseeeeeaees 169 How to View Constant Contact Campaign Info ccccccccssssecceccesseccccsaesecceseassececssueeceesseeueceeeseaueeessaaeeeeessuaneseessages 170 How To View the Constant Contact Mailings Sent to a Particular Contact nseseessseensssenssrerssrerssrressrerssrrrssreesse 171 How To Link New Results Contact to an Existing Constant Co
200. t Net Pice Taxable Quantity Tax Amount Sales Non Taxable Taxable Total Total Tax Quote Total Initial Value 0 00 0 00 0 00 0 00 New Value Information to Replace Initial Value Contact ID 1001 Date 11 30 2011 Sales Reo Sally Taz Rate EA 5 O00 Discount Rate T 10 00 Sales Opp Project Results Software 1986 2012 www Results Software com Page 73 4 Inthe New Value column enter the new Contact ID Date Sales Rep Tax Rate Discount Rate and or Sales Opp Project information as necessary 5 Click the Update Transaction s and Exit button How to Open an Existing Quote 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Conduct a search A list of quotes meeting your search criteria will appear 3 Double click on the Quote you would like to open How to Print a Quote 1 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data Management Center will appear 2 Double click on the Quote you would like to open 3 Click the Print or Email button that appears on the upper toolbar of the Quote screen The following screen appears Page 74 www Results Software com Results Software 1986 2012 Figure 74 Quote Reports Screen E E e o e O E Named Searches AddfFilter Open Preview dab Print Export SZ Email by PDF p Maintain Results_ Quotes QuotelD 29 Description Number 4
201. t System date date when the activity is added or the Calendar time slot highlighted when the activity is added o Fixed Date any date that you specify For example this is useful for scheduling quarterly inspections e Fixed Date the specified date if Fixed is selected from the Start Date dropdown e Priority High Normal or Low e Completed if checked this Activity Type is defaults to complete e Start Time o Blank Time no default time specified o Current Time defaults to the time the activity is added or the selected Calendar time slot o Fixed Time defaults to the specified time For example this is useful for scheduling recurring activities e Fixed Time the specified time if Fixed is selected from the Start Time dropdown e Duration the default number of minutes the activity lasts In addition to the Start Date and Start Time generates the End Date and End Time e All Day Activity indicates an all day activity overriding Start Time amp Duration e Assigned o Current User indicates that new activities are assigned to the user that is adding the activity o Fixed indicates that new activities are assigned to a specific user regardless of who Page 216 www Results Software com Results Software 1986 2012 adds them Static Assigned To the specified user for the Fixed assigned user Description free form text to minimize retyping of common descriptions Defaults for Calendar Recur T
202. tab in the Expense group click Manage The Expenses Data Management Center will appear 2 To filter your search do one of the following e Click on the Standard Search tab enter search criteria and click Apply e Use the column filtering feature 3 A list of records meeting your search criteria will appear Double click on the record you would like to open Figure 141 Expenses Data Management Center Expenses X at cu al id 4 1 off b bi C Add Open Delete 2 Refresh l g Export E Reports EA Email Ei jr D Drag a column header here to group by that column fa F O Expense ID Expense Category Expense Type Paid To ID Paid To Expense Date Expense Amount 3 E E E a a a a a BUSINESS 2025 Carter Lauren Carterand Co ryageoia 8200 D 49 7900 BUSINESS 1019 ATC Inc 06 15 2009 214 35 z 42 4000 BUSINESS Monument Parking 07 03 2009 10 00 43 4000 BUSINESS Colonial Parking 06 04 2009 12 00 Results Software 1986 2012 www Results Software com Page 137 Timesheets How to Change Timesheet Configuration and Security 1 On the Setup tab in the Security group click Users Note This option is only available to users with Administrative rights 2 Select the desired User from the left hand grid 3 Navigate to the Timesheet tab 4 Change the timesheet settings as needed for all users Figure 142 System Users Screen Timesheet Tab Timesheet Pre Fill Time
203. te w Signed Agreement with Sidco 1 docx 12 KBE 5 23 2011 6 27 PM MI Signed Agreement with Sidco docx 17 KB 5 9 2011 2 42 PM Properties Modify Name Signed Agreement with Sidco 1 docx Description Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M 5 Highlight the desired document and click the Delete button From a Results Record 1 Use the appropriate DMC to search for the record Double click on the record you would like to open 2 Click on the SV Docs button that appears on the top of the screen Results Software 1986 2012 www Results Software com Page 159 Figure 167 SmartVault Documents Button on Contact Screen ID 1001 Anderson Stephen Sidco Construction Company E Re Pai A de amp T SV Docs SV Notes l a Dr Stephen H Anderson Sf Office Phone 800 11 SIDCO 3728 Job Title Vice President Mobile 703 333 4444 IF Urgent Company Sidco Construction Company Fax 703 111 2222 Display Name Anderson Stephen Sidco Construction Cor Home 703 713 6900 Gpm 10pm Address line 1 22 West Butterfield Street Primary Email SAnderson Sidco com Address line 2 Building 12 Add Email 3 The Documents SmartVault screen appears as shown below Figure 168 Documents SmartVault Screen hal Documents SmartVault Documents Contact ID number 1001 Anderson Stephen Sidco Construction Company Res Contact Type CLN M Size Upload Date AY Signed A
204. ters ccccccccssssecccceessecceceeeseceecseeececsaaaeceesseaueceeseaeueeeesssaaeeeessaaaeeeessaaeeeeees 11 COCCHI a DME Sedie araisa e A REEE EA EEEE A EREE AEE 12 SOMiNng iniormmationin the DMC imsesiisenmeisrniiinin niei E e EE Ee Eiaa 12 Adjusting the Columns in the DMC2 csscccccsssseecccscseesccscseesccscnseesccsenseesccseaseesecseussesceseuseesectensseseeseassetsetsagsersessess 13 FRENE SO Cie RSS T T cian T E AAE ese 13 Grouping search RESU Sarasin ennnen E E E a aa 15 mo or Conducdine DMC SEC NES onaran e EE PE ea EE T ea a E n 17 PPOR VS DIT ae A E EE A E E A EA AEEA E E E 18 T NONE PDE ian 19 How To Add Items To Your Home Page ccccsssccccssscccceecccescccssnsccsaeeecesseeeeseuecesaaeeessusceeseuecessacesseaecessauseesaaeeessaaeeess 19 CONT asec oak dort avctctaagunsdesaaustaensoess des cannentachintsmaaurtawncare ude saesindesonnsdeisauneeundonesdnieauemensouadennes 20 AW EOP Gh New Contatti sorri serrin ceases os cts sarc ce cence ess ve E nae cet caps ce pene nwa a een cee 21 OTT ACG Screen ICONS ae fecteeatoce cosas cecuinsae same stm pscaseas NEEN E EENE EEA ENE E AEEA nonsued SNEEN r ae 23 How to Open an Existing Contact Record cccccssecccssseccceececsesccccenecessuesecseeceseeeeessuececseuseesauueeesauecessaueeessesesseaeeess 24 ROT ee US MOUS secre cr a E teeiea wate posed E paw a A piancrttmaiea wen abauionautaaieeas E AS 24 HOW to Add a Contact to a Group cccssecccssescccnnnseccscnse
205. th the Range of Recurrence and Recurrence Pattern sections of the screen 4 Click the Generate Recurrences button 5 You will be returned to the Activity Screen Click Save The Workgroup Calendar The calendar can be filtered to view each user s activities individually or all activities combined To View Another User s Calendar 1 On the Calendar amp Scheduling tab select one of the Calendar Views 2 The left side of the calendar screen will display all system users Select the User names of the Calendar you would like to view Results Software 1986 2012 www Results Software com Page 45 Figure 45 Calendar Calendar User Selection Calendar July 2010 gt SMTWTES 1 23 a 5 6 7 8 910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 To Schedule an Activity for Another User Option 1 From the Main Menu 1 On the Calendar amp Activities tab in the Activities group click Add The Add Activities screen will appear Refer to How to Schedule an Appointment Activity for information on how to complete this screen 2 To assign or schedule someone else for this activity select the User s name in the Assigned To field 3 Click the mi icon to save the record 4 When someone other than the logged in User is assigned an activity the following message will appear Page 46 www Results Software com Results Software 1986 2012 Figure 46 Email Notification Message Results Oa
206. that the User Name and the Password are Correct button 5 When you get a message that reads Results Connected successfully to your Constant Contact account you are ready to use the Constant Contact Integration module Results Software 1986 2012 www Results Software com Page 167 How to Create Email Distribution Lists for a Constant Contact Mailing 1 On the Contacts tab in the Integration group click Constant Contact The Constant Contact screen displays Figure 178 Constant Contact Integration Screen Constant Contact Integration List Management EMail Campaign info List Name Description Add Remove from List Results Contacts amp Associates in this List Export Contacts Include Associates Add Filter Add Records that meet this search criteria to the List Remove Records that meet this search criteria from the List 2 Select the first option from the List Name drop down Click here to Create a New List Type a new List Name in that field 3 Provide a Description for your list 4 Click the Save button on the top portion of the screen 5 Onthe Add Remove from List tab select a Named Search that contains the criteria for the Contacts you would like displayed on your list Note To create a new Named Search or to modify an existing Named Search click the Add Filter button The Named Search screen will appear Please refer to the chapter on Named Searches for additional informati
207. the Export to Excel option To Export from the Export Module 1 On the Contacts tab in the Integration group click Export The following screen displays Page 180 www Results Software com Results Software 1986 2012 Figure 188 Data Export Export Specifications Select Source Contacts Contents of the Master Contacts Table Select Target lt lt select target file gt gt Select Header Include Field Names as the First Line of the Exported Data Start Export 2 Select the table of interest from the Select Source drop down 3 Select the file type from the Select Format drop down 4 Select the location by clicking the Select Target button 5 Select whether or not you want the Field Names to be displayed in the first line of your file 6 Click the Export button 7 You can now open that CSV file in Excel and manipulate the data directly To Outlook You can export contacts and calendar entries from Results to Outlook Please refer to the Outlook Integration Chapter Results Software 1986 2012 www Results Software com Page 181 User Accounts To Add a User 1 On the Setup tab in the Security group click Users The following screen displays Figure 189 System Users T ke i x System Users ua R EEE latName O AS xX A Be g Us User ID Dimitri Department Sales amp Marketing First Name Dimitri Last Name Smith Full Name Dimitri Smith Defaut Securty Group Management Login Set
208. the attached documents from within Results or directly from SmartVault s custom branded Web Portal This integration leverages Results and SmartVault s renowned bi directional integration with QuickBooks to deliver the ultimate 3 way document management solution for Results CRM SmartVault and QuickBooks users The Results SmartVault Integration is included in all versions of Results After configuring SmartVault to work with Results SmartVault Integration is available at both the Data Management Center level and the Results record level How to Configure SmartVault Integration 1 On the Tools tab in the Configuration group click Options The Configuration Options screen displays 2 Click the Integration tab Figure 154 Configuration Options Screen Integration Tab gmo O E Project amp Opportunity Smart Vault Integration oud Document Management Smart Vault is already installed on this computer use with Results Venty that Smart Vault is Active Constant Contact Integration Mass EMailing Verify that the User Name and the Password are Comect Leam more about the Constant Contact Integration 3 If you are an existing SmartVault customer place a check in the SmartVault is already installed on this computer checkbox and then select the Verify that SmartVault is Active Page 150 www Results Software com Results Software 1986 2012 button Note If you would like to become a SmartVault cust
209. the record From a Results Record 1 Use the appropriate DMC to search for the record Double click on the record you would like to open 2 Click on the SV Docs button that appears on the top of the screen Results Software 1986 2012 www Results Software com Page 153 Figure 158 SmartVault Documents Button on a Results Record 1D 1001 Anderso stephen Sco DAe axis 2Be amp B SV Docs SV Notes hl ee Full Name Dr Stephen H Anderson SF Office Phone 800 11 SIDCO 3728 Job Title Vice President Mobile 703 333 4444 IF Urgent Company Sidco Construction Company Fax 703 111 2222 Display Name Anderson Stephen Sideo Construction Cor Home 703 713 6900 Gom 10pm Address line 1 22 West Butterfield Street B Primary Email SAnderson Sideo com Address line 2 Building 12 Add Email 7 3 The SmartVault Documents screen appears Click the Add button Figure 159 SmartVault Documents Screen eee A Documents Contact ID number 1036 Brown Deb Dulles Regional Chamber of Commerce Res Contact Type VEN A 4 The Attach Documents SmartVault screen appears as shown below Page 154 www Results Software com Results Software 1986 2012
210. tings Access Level Settings T Allow Userto Login to the System W Include User in the Lookup List Password required for Login Restrict User to Assigned Contacts Prompt User fora New Password C_ Override ignore Private Flags Last Login ae Allow Access to the GBI Module eccess Time Management Portal a O E Alow Access to Results forthe Web Enter the UserlD and Password to be used to establish an email session User Name Password Email Address for Notifications Updated On 03222070 TTEJAM Updated By ADMIN 2 of 12 Retrieved 12 Found 12 Total 2 The grid on the left side of the screen displays all of the current users To add a new user click the Add icon 3 Fill in the following fields a User ID Department First Name Last Name Full Name Default Security Group Note For Security this field is defaulted to All Users which does not have access to any modules gt OQA90c Page 182 www Results Software com Results Software 1986 2012 Figure 190 Security Group Access Rights ig y T a ae E 9 2 g 7 S 8 R s O i T a u oO D D wn gt 2 gt m zm E o lt E C 3 v 2 D o g T oo c A 5 x Bese e ee a Ste ee Security Groups G 6 Beecher ee e ee All_Users Guests VO VO Staff_Office FA FA FA FA FA FA FA FA FA FA Staff_Financial FA FA FA FA FA FA FA FA FA FA FA FA FA Management FA FA FA FA FA FA FA FA FA FA FA FA FA FA Administrators FA FA FA FA FA FA FA FA FA FA FA FA
211. to open 3 Click the Print or Email button that appears on the upper toolbar of the Purchase Order screen The following screen appears Figure 152 Purchase Order Reports Screen Purchase Orders Named Searches SE Add Filter E Open Preview Print Export 4 Email by PDF 6 Maintain Results_PurchaseOrders PurchaseQrderlD 1 Description Number Purchase Order Form uD 4 Highlight the preferred layout for your quote 5 Click the Email button at the top of the screen Page 148 www Results Software com Results Software 1986 2012 Figure 153 Quote Line Items Screen Quotes Reports i n _ n es Named Searches v SB Add Filter Q Open Preview Gb Print 4 Export A Email by PDF Maintain Results Quotes QuotelD 29 Description Number 6 Highlight the preferred layout for your invoice 7 Click the Email by PDF button at the bottom of the screen An email addressed to the primary contact will open and a PDF file of the quote will be attached Note Refer to How to Change Configuration and Set up Options to customize the contents of the email message Results Software 1986 2012 www Results Software com Page 149 SmartVault Integration The Results SmartVault Integration provides Results CRM users with an innovative and effective in the cloud document management solution Using this tool users can scan upload and attach documents to any Results CRM record Results users can access
212. toolbar An email will open with an attached PDF file of the Sales Order The email will be addressed to the Primary Contact the Bill To Associate if different and the Ship To Associate if different Note Refer to How to Change Configuration and Set up Options to customize the contents of the email message Page 88 www Results Software com Results Software 1986 2012 Figure 88 Printed Sales Order Results Software Herndon Parkway Suite 350 Herndon Virginia 20170 703 430 9110 703 713 6050 Fax 703 430 9110 703 713 6050 Fax Sales Order Ship To George Jackson George Jackson Sales Consultant Sales Consultant SoftwareUsa SoftwareUsa 6200 Herndon Skyway 6200 Herndon Skyway Suite 9999 Suite 9999 Hemdon VA 20170 Hemdon VA 20170 USA USA Product Description Ordered Q Invoiced Unit Price Total Price P_P_HP 41000 TN HP Laserlet 4100 Series Printer Network Ready w 2 049 00 10 100 amp Extra Tray amp Duplexing Specs 1200 dpi Black amp White 25 Pages per m inute ppm 6 5 x 14 max paper size S2MBSE4M6 std Max 150 000 page month duty cycle P_P_HP 41000 TN HP LaserJet 4100 Series Printer Network Ready w i 6 847 00 10 100 amp Extra Tray amp Duplexing Specs 1200dpi Black amp White 25 Pages pe m nute ppm 8 5 x 14 max paper size 32MB 384MEB std Max 150 000 page month duty cycle P_P_HP41000TN HP Laser et 4100 Series Printer Network Ready w 2 00 2 00 2 0
213. tracts Maintenance Building Materials Consultant Department of Defense sales exper Federal Govemment or Contractor Repair Fitness Equipment Information Anniversary Information Date of Birth Figure 25 Groups Screen JD RESH AA g Group ACCOUNTANT Description Accounting Fim Group Category Industry Focus Groups Bill To Product for Mass Renewal Created a 0 eo A7 9E ae OSA 200E 07 39 Pe ace LA IT CCOO 4 mr 1 of 29 Retrieved 29 Found 29 Total lef ere tine Taken ane Detail Status 3 Fill out the Group Description and Group Category fields Renewal select a Bill to Product 4 Click the Save icon to save the record Contacts Associates How to Add an Associate Contact 2 Ta If this is an entry for Mass 1 From the Contact Record Refer to How to Open an Existing Contact Record navigate to the Associates tab 2 Click the Add button 3 Type ina Full Name and Contact Type for your Contact 4 Enter the information that you would like included for the Contact 5 Click the icon to save the record How to Convert a Contact Record into an Associate Record You can convert a Contact Record into an Associate Record for another Contact using the Combine Records feature Please refer to the Duplicate Records and Combining Contacts chapter for more information Page 28 Results Software 1986 2012 www Results Software com Sending Emails in Results Email
214. ts Software 1986 2012 www Results Software com Page 127 Note Payment records will show QuickBooks Import and Export dates as shown below O BS X be LA A a El 4 Reports Pe e ID 1010 Harrison Peter and Mary The Music Company Contact ID 1010 dh oie 703 768 5678 Home 703 627 2910 Invi 5003 6 1 2006 Total 562 50 Due 0 00RPrinted 10 30 2006 Term imene t Ea MET30 Assigned Mary Amount 062 50 Date 10 30 2006 Type CHECK Reference ps Batch Credit Card Expires nE Authorization tz Description Full Payment Fraj Opp Product J This Payment was Imported from QB on 12 14 06 Page 128 www Results Software com Results Software 1986 2012 Products amp Pricing How to Add a Product Line 1 On the Set Up tab in the Maintain Lookup Values group click Finances and then select Product Lines 2 Click the Add icon to add a new entry Figure 133 Product Lines Screen Product Lines Product Line Description DBAS XA sA 5g Us Ez Product Lines FABR_STEEL Steel Fabrication of Replacement F PROD MISC Products Miscellaneous Products a PROD_NTWRK PROD_PRNTR a ai _ oduct Line FABR STEEL SERV_CNSLT i SERV_NTWRE SERV_PROGR SERV_TRAIN niption Steel Fabrication of Replacement Parts Last Updated 430 2008 02 39 PM ADMIN Created OF J0 2008 DZIS PM ADMIN 1 of 9 Retrieved 9 Found 9 Total Detail Status 3 Fill out the Product Line an
215. uestion will appear Click Yes to continue with the quote conversion Page 78 www Results Software com Results Software 1986 2012 4 The confirmation message will appear with the Invoice number Comments indicating the invoice number and date of transfer will be displayed to the right of the Remarks field on the Quotes screen Figure 78 Quote Screen Displaying Invoice Conversion Info LA nm ey das Duplicate Update Print or Email hle a j Davis Tom Davis Accounting Services Convert Quote To Contact 1023 i Li 333 leet Street Los Angeles CA 90034 To President Davis Accounting Services Los Angeles CA 90034 Los Angeles CA 90034 Quote 26 Date 04 28 2010 Status ACTIVE Valid For 3H Through 05 28 2010 Defaut Tax 5 000 Quote Total 2 000 00 Tem NET30 Total Weight 0 0 Default Disc 0 00 Taxable Total 0 00 Sales Rep Dimitri Ship Via UPS F 0 B Tax Amount 0 00 P O Sales Opp a i i l Converted To Invoice 5032 Se came for the oppia On 11 30 2011 By ADMIN Quote Details Notes Product Description Qty Unit Price Taxable Total SERVICE CONTR Service Contract 1 00 2000 0000 No 2 000 00 Ship To an Associate record instead of the main contact record How to Copy or Duplicate an Existing Quote 1 Results Software 1986 2012 www Results Software com Page 79 On the Sales amp Marketing tab in the Quotes group click Manage The Quote Data
216. uld search for records that contain the word Drive within their Address To see the filter menu click on the left hand icon in the cell underneath the column heading you d like to use in your search The current menu selection will be highlighted The following figure shows the filter menu Results Software 1986 2012 www Results Software com Page 13 Sales Rep Equals Less than or equal ta Dimitri 2 Greater than or equal to Like Sally Dimitri Does not equal Less than Matches Regular Expression Figure 12 DMC Filter Menu Contact Source Address Line 1 34 Variety Street MW 54 Conn Ave MW 56 M Street NE 42 Conn Ave MW 27 Washington Blvd The following table describes the filter options Page 14 Menu Option Equals Does Not Equal Less Than or Equal To Less Than Greater Than Greater Than or Equal To Matches Regular Expression Starts with Contains Ends with Does not start with DMC Filter Menu Options Description Displays all records with values equal to the value you enter in the selected column Displays all records with values that do not equal the value you enter in the selected column Displays all records with values less than or equal to the value you enter in the selected column Displays all records with values less than the value you enter in the selected column Displays all records with values greater than the value
217. ult to today s date Change this field if necessary 6 Type ina Description of the Document 7 Click the Browse button to locate and select the file you wish to link to Results 8 The File Name or URL box will auto populate with the name of the attached document If necessary change the information in this field 9 If the attached document can also be used for Mail Merges check the Mail Merge Doc box 10 Navigate to the Linked Activities amp Service Order tab and click the Add button Results Software 1986 2012 www Results Software com Page 57 Figure 57 Document Screen Linked Activities amp Service Orders Tab i 8 Doc Type DOC_LETTER x Project Opp Doc Date 01 21 2012 Document Owner ADMIN Private Document roduct Info with Letter Location Type Default Folder Notes amp Searchable Contents Linked Activities amp Service Orders Contact ID Activity ID Activity Type OK Start Date Dur Min Description Description of Document 11 Fill the out the Activities screen as described in the Activity and Service Order sections of this manual Click the mi icon to save the record and then close the screen 12 You will return to the Documents screen The new Activity or Service Order will now display under the Linked Activities amp Service Orders tab Click the mi icon to save the record 13 Close the screen The new document will appear under the Docs Link tab of the appropriate conta
218. unch for conference SMTWT FS 123 a 5 6 7 8 910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 a i nal n 4 fi 4 Figure 40 Calendar Monthly View i E Timeline SMTWT FS 123 G 6 7 8 910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 a Le a P a ii Page 40 www Results Software com Results Software 1986 2012 Calendar July 2010 SMTWT FS 123 a 5 6 7 8 910 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 TERY Results Software 1986 2012 Figure 41 Calendar Timeline View 9 00 AM New Day G Week i Month E Timeline EE esm som os oson oa Meeting with Joe at ABC Corp 7 5 2010 www Results Software com b 10 00 AM 10 15 AM 10 30 AM 10 45 AM 11 00 AM 11 15 Al Page 41 To Schedule an Activity Option 1 From the Main Menu 1 On the Calendar amp Activities tab in the Activities group click Add 2 The Activities screen appears Figure 42 Activities Screen Add Activity CAMs XP ABSs Bw e 2 Activity ID 625 Type MEETING Stat 04 08 2011 03 11PM End 04 08 2011 04 11PM Description Meeting with Joe at ABC Corp Assigned To Mary Location E Private Activity status Process Notes Internal Notes Resolution Links AllActivities Calendar Billable Contact 0 E D A O
219. up point to the desired module and then select LookUp Table you would like to modify The following type of screen will display Figure 217 Example of LookUp Screen D EES KAA g Us 2 BUSINESS PERSONAL ersona Expense Types List of current Expense Type BUSINESS drop down Description Business values Last Updated 0671 2006 1200 AM Results Created 06 01 2006 12 00 AM _Resuts_ 1 of 2 Retrieved 2 Found 2 Total Detail Status 2 Click the Add icon 3 Fill out the information on the data entry screen 4 Click the Save icon Results Software 1986 2012 www Results Software com Page 207 Deleting a Lookup Table Entry 1 On the Setup tab in the Maintain LookUp Values group point to the desired module and then select LookUp Table you would like to modify The following type of screen will display Figure 218 Example of LookUp Screen Expense Type Description bie gt mm on ie oN ie Wis BUSINESS Business PERSONAL Persona Expense Types List of current 1 Expense Type BUSINESS drop down Description Business values Last Updated 07 4006 LAG AM ALA ae TANT a 2 Created 6 07 2006 TA AM By _ Alesis 1 of 2 Retrieved 2 Found 2 Total Detail Status 2 Click the Delete icon 3 Fill out the information on the data entry screen 4 Click the Save icon Note You cannot directly Delete an item that is already in use in the correspo
220. uteGienden E E a E a aii 95 Option 1 From the Main MOCNuss cccssccccsseecccssnssecsnesecssnsessauseessaueeesaneeesaeeessaueessaaueeesauaeessaueesauaecssausesssuaeessaanseeas 95 ODGON 2 Froma Contact Recor rairai a E E AEE O E Ae 96 To Change or Edit a Scheduled Service OFder cccccssssccccsecccceeccceecccceecccaueecessuescesauseesseuecessueeesseuecessauseesauesessaases 97 Option 1 From the Service Orders Data Management Center DMC cccccsseseccccceeeeececcceseeceeceeseecesseeceesessueeeseees 97 Option 2 Froma CONTACT RECOIG creirias nnn eenn REEE EE R A OERO EEO 97 Results Software 1986 2012 www Results Software com Page iii EU E A arresting een tes eerie ce ese ties ween OANA AO AA E A A IA A EA 98 Je NAMET Ea aa E E E E E E E A 98 Creating a New Mail Merge Document c saisccarsazsaccaceusdavorsaanevessavansayedsssicensaueannennsacsaraevaaergnsategesnunaatevaaiaatossiseanssaianeaseenay 99 Editing Mail Merge DOCUMENTS ccccsseccccssscccceseccceueceesenscesseneeeseueeeeseueeeseaneeessaeeeesauseesseuseesaaeseesaaseessaeeesaesessaneeess 101 Automated Ps Serasi airnn EE E 103 TO Create a PrOCOSS ress Marte ernie E E N EIE TE EE EEEE EEEE EEE T EE 103 TOCUL aP OCES A E E E E ee E eee E 104 TOA a a PU O a E EEE E E A EEA TEE A AEA T AA A 106 Automatically Based on Contact TYPO cccccccssssscccccnsseccccseseecesnsussecesssuneeesssaenseeessauneeesssauaeeesssaensecessauasecsssauaecessages 106 Automatically Bas
221. ware 1986 2012 www Results Software com Page 99 Figure 101 Edit Properties Screen Letter Thank you for the meeting Document Letter Mary Harris Private 9 26 2010 4 44 35 PM 5 26 2010 4 48 19 PM 4 Fillin the appropriate information on the screen including a Document Name Document type and Owner If this letter is only intended for the Owner select the Private box Click OK 5 Results word processor will open Figure 102 Results Editor Screen cect Se AT el 2 _ a T r H Save Close Editor E T amp 4 sandara Ties New Roman 26 S 3 6 Type your letter or document 7 Toinsert a mail merge field into the letter select the Fields button in the menu bar The Insert Fields screen appears Page 100 www Results Software com Results Software 1986 2012 Figure 103 Results Editor Screen H Save E Close Editor Middle Middle Name Last Name Last Name Full Name Combined name for Letters amp Reports Display Name Display Name for sorting and reports Salutation Salutation for mail merged letters Address line 1 Address Line 1 8 Highlight the field you would like to insert and click OK 9 When you are finished typing the document click the Save button 10 The new document will now appear as a selection when you access the Mail Merge feature Editing Mail Merge Documents 1 Click the Mail Merge button at the top of the Contacts DMC Figure 104
222. www Results Software com Results Software 1986 2012 Figure 11 DMC Sorted by Last Name First Name Company i a E 1001 Anderson Stephen Sidco Construction Comp CLN M Anderson Stephen Sidco Construct El 1037 Bonly Jonly Boldlyoo CLN Q Bonly Jonly BoldlyGe m 1036 Brown Deb Dulles Regional Chamber of Com VEN A Brown Deb Dulles Regional E 1024 Burr Raymond Uohnson Consulting PROSP Burr Raymond Johnson Consut E 1020 Carter Andrew Atlantic Home Remodeling CLN MI Carter Andrew Atlantic Home F m 1025 Carter Lauren Carter and Co CLN M Carter ake Contes cau Go a 1018 Cunningham Mike Virginia Windows amp Roof CLN R Cunningham Mike Virainia Window Adjusting the Columns in the DMC Each user can customize the width and location of DMC columns The layout will be preserved even after Results has been closed and re opened 1 Conduct a search within a Data Management Center Refer to How to Conduct a DMC Search 2 Place your cursor between the two columns that you wish to adjust until your cursor turns to a double arrow 3 Click drag and adjust the column width as necessary or double click the column separator to automatically resize the columns Filtering Search Results Filtering enables you to further refine your search by applying operators such as greater than less than like or between to the columns displayed in the DMC For example in the Contacts DMC you co
223. y CLN R Harrison Peter The Music Store Dimitri Dimitri CHAMBER rl 1015 Ingram Micro VEN A Jackson Jane Ingram Micro ADMIN YELLOWPGS w 1032 Jackson George SoftwareUSA EMP F Jackson George SoftwareUSA ADMIN 2 Select the Mass Update button 3 Navigate to the Add or Delete A Group tab The following screen appears Figure 56 Mass Update Screen Add or Delete Group 5 Selected Contacts ID Display Name Cunningham Mike Virginia Wink Carter Andrew Atlantic Home Ra Burr Raymond Johnson Consulti ve ff Wi Carter Lauren Carter and Ca Davis Tom Davis Accounting Se 4 Select the Group you would like to add or delete from the contact records on the left hand side of the screen Fill out the other fields as necessary 5 Select the Add Group to instantly assign the selected contacts to a group or select the Delete Group to remove the selected contacts from a group Page 56 www Results Software com Results Software 1986 2012 6 All records will be changed to reflect the new information How to Link a Document to an Activity or Service Order 1 On the Services amp Projects tab in the Documents group click Manage 2 From the Document Management Data Management Center click the Add button 3 The Add Documents screen will appear Choose an appropriate Document Type 4 f applicable choose to link the document to a Project or Sales Opportunity by clicking the binocular icon 5 The Doc Date will defa
224. y the Activity Type for the line Specify the Product Code for the line Description Font Color Key New Modified Locked Read Onk Saved 4 Adda Project Code Contact ID and Activity Type for the Line Item you wish to add If desired select a Product Code and fill out a Description Click OK to have the Line Item added to your timesheet 5 Place your cursor in the field corresponding to the day and Contact or Project Type in the number of hours 6 Click the Save button Note When saved entries that are Green New or Red Modified will become Black From an Activity All completed activities will automatically display on the timesheet of the User that is identified in the Assign To field on the Activity screen Please refer to Calendar amp Scheduling for more information on Activities Results Software 1986 2012 www Results Software com Page 139 How to Automatically Populate Your Timesheet To pre populate your timesheet you can set up a series of recurring completed activities 1 Navigate to the Activity screen and fill out the appropriate information Please refer to Calendar amp Scheduling for more information on Activities 2 Mark the Activity as Complete by placing a checkmark in the Completed field 3 Navigate to the Calendar tab and click the Add Edit Recurrence Options button 4 Fill out information regarding the recurring activity as appropriate l Figure 144 Recurring Appointment Setup E R
225. you would like to open Results Software 1986 2012 www Results Software com Page 93 3 Click the Duplicate button that appears on the upper toolbar of the Sales Order screen 4 Click the Yes button to confirm that you would like to duplicate the Sales Order 5 Amessage will display the Sales Order Number of the newly created record To open the new Sales Order use the Sales Order DMC to search for the new Sales Order number Page 94 www Results Software com Results Software 1986 2012 Service Orders To Create a Service Order Option 1 From the Main Menus 1 On the Services amp Projects tab in the Service Orders group click Add The Add Service Order screen will appear Figure 95 Service Order Screen Add Service Onier i ae Type Priority N E Completed Requested Activity Status Days Hour Minutes 0 0 0E i a E activity Assigned To Mary cati g E Private Activity Show Linked Contact Infomation Associate oae 4 Ga Document AE Proj Opp SJE Detail Status 2 Choose the Type of service order you would like to schedule 3 Ifthe Service Order is considered a priority change the priority to Yes 4 The Taken By field will default to the logged in user Change this field if necessary Results Software 1986 2012 www Results Software com Page 95 5 Fill out the appropriate information for the Taken By Requested and Activity Status fields 6 F

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