Smart Tags
Smart Tags now work with the newest version of SRS SmartOffice and APD 3.0!
Smart Tags give you the ability to customize the Scope of Work and Terms sections of the proposal with text ‘Tags’ that can modify the font, text size, text style, insert information from the proposal and also insert images.
Some examples of formatting tags are:
<b> - Begin Bold Font Style
<u> - Begin Underline Style
<i> - Begin Italic Style
Smart Tags allow you to automatically bring in proposal information(no more editing per proposal!)
Some exampls of data tags are:
<client name> - Client Name
<client address 1> - Client Billing Address Line 1
<client address 2> - Client Billing Address Line 2
Contact SRS Tech Support for a PDF with all tags and examples!
Here are your contact options:
www.simplyreliable.com/newsite/support/index.php
617-731-0113 ext 4
jcoffin@simplyreliable.com
Backup SRS SmartOffice Database
It is always a good idea to back up your SRS SmartOffice database. You never know when the power will go out or a computer will crash causing corruption.
Your SRS SmartOffice database is located in the SRS DB folder.
Server:
If you have a server you have two options.
You can setup a program to backup your SRS SmartOffice database.
Set this program to back up the following directory:
C:\Program Files\FileMaker\FileMaker Server 5.5\SRS DB.
OR
There is a Schedule Task option for back up already in your FileMaker Server Console located on your server.
Tech Support can log into your server and set the Schedule Task to back up your SRS SmartOffice database.
Host:
If you have a Host setup you have two options.
You can setup a program to back up your SRS SmartOffice database.
Set this program to back up the following directory:
C:\Program Files\FileMaker\FileMaker Pro 6\SRS DB.
OR
You can make manual backups as often as you like.
Close SRS SmartOffice.
Navigate to: C:\Program Files\FileMaker\FileMaker Pro 6.
Right click on the SRS DB folder.
Go to Send To in the dropdown menu.
Choose Compressed (zipped) folder.
This will make a compressed copy of your SRS DB folder.
Rename this compressed file to include the day’s date after SRS DB.
Simply Reliable Software’s Weekly Training Series
Projects and Scheduling
Please join us Wednesday December 9th, 2009 at 12:00 PM EDT for this week’s free training. Tom will be discussing projects, Gantt charts, work orders and scheduling. You may begin logging into the webinar at 11:45AM EDT. Follow this link for more information. Follow this link for more information.
Change Order
A Change Order is a proposal that is created to detail any changes that need to be made to an accepted proposal. Here is how to create a Change Order:
10. Click “Pick Product” tab to add items(positive qauntity)
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