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Receivables - Other Maintenance Options

This Help File Page was last Modified on 11/22/2015

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Receivables - Other Maintenance Options

This Help File Page was last Modified on 11/22/2015

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Receivables - Other Maintenance Options

This Help File Page was last Modified on 11/22/2015

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This chapter will provide basic information about (and the Links to) special Forms and Procedures - all of which are accessed from the Maintenance Menu

Each will be used with the Receivables module (as well as with other modules).

To access the Maintenance Menu:

a)From the Backstage Menu System Select the Maintenance Menu then Select the appropriate option, or

b)From the Quick Access Menu, Select the Maintenance Menu then Select the appropriate option

 

HelpFilesMaintenanceMenuReceivableRelatedOptions

 

Receivables related options (circled in the illustration above) on the Maintenance Menu:

Custom Fields - Provides the ability to define Custom Tabs within the Subscribers Form, and being able to define Custom Fields within that Tab.

Employee - This Form and its many Tabs provide the required fields for entering Employee information

Employee Groups - The Employee Group records are created so a default set of Access Rights may be identified for each Employee.

Employee Calendar - This Form maintains all Appointments for each Employee, but only the Employee (or the System Administrator) may view their specific Appointments.

Multi Field Search - This Subscriber Multi-Field Search function provides a powerful and amazingly fast Subscriber record locator.

Purge Audit Data - This option opens the Purge Audit Data dialog used to Purge Audit History records

Quick Data Entry - This option offers two sub-menu selections:

i.Manage Templates

ii.Data Entry.

Reminders - Look-up, Add, Edit, and/or Complete a Reminder Item, or Reschedule a selected Reminder Item.

As with all features and modules within MKMS, some initial Reminders system set-up is required for proper operation.  

See the Reminders - Maintenance chapter for those set-up instructions.

Reminders Manager - Look-up, Add, Edit, and/or Complete a Reminder Item, or Reschedule a selected Reminder Item.

Sale-Purchase Items - Define the Codes and Descriptions (and many other features) of the Items that are Invoiced and Billed within MKMS.

Subscribers F3 - This options opens the Subscribers Form.

Telephone Number Search - The Telephone Search dialog allows an Operator within MKMSCS (or any User within MKMS) to locate a specific telephone number which was entered anywhere within the Central Station or Subscriber related data in MKMS.

Universal Email Update - the Universal Email Update utility enables as User to replace an existing Email Address (recorded anywhere within MKMS) with another Email Address using this a simple dialog.

User Options - This option opens the User Options Form within which many system and/or module specific settings may be (re-)set.

Widget Dashboard - This option opens the Widgets Dashboard and also provides access to the Widgets Dashboard Configuration Form.

System Administrator - This option offers several sub-menu selections for the System Administrator.