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- . -
.IIF'
- ‘ -
‘comsyspro.exe’
‘Type of Items’
- + -
+Add button
- A -
Account Manager/Rep setup screen
Account Managers
Account Mgrs/Reps
ACTIVE
Activity
Activity & History Journal
add a single client/prospect
Add Contact button
Add History
Adding & Changing Items
Adding & Changing Proposals
ADDING ITEMS TO A PROPOSAL
ADMIN
Admin Users menu
ALL Clients and Prospects
Alternate Contacts and Additional Info Tab
Alternate Contacts TAB
Application and Data Sharing
assigned
Assigned to
Auto Open CRM Followup Reminders
Auto Resize Bottom
- B -
BAND
Before Band Printing
Booked Order
Booked/Sold
Booked?
Booked? checkbox
Booking and Completion Dates
Browse System Users
Browse Table
By Organization Name Tab
- C -
Catalog
CELL
Client/Prospects Browse Table
Code for Work Group
CoffeeCup's Website Access Manager
Commission button
Commission Description button
Commission entries
Commission Item
Commission Reports
commission statements
Commission Table
Commission Tables
Company setup
Configuring Components
Contact Activities
Contact Id
Copy Client button
Create First User Wizard
Created By
CRM Activity TAB
CRMworx Contact Form Window
crmworx.exe
CRMworx©
crmworxipc.exe
CRMworx™
CSV file
CSV File Format
Ctrl-F8
CUSTOMARY
CUSTOMARY FRAME
Customer Report Templates
Customized Mail-Merge
CWG
- D -
Data Sharing
database
database filter
database sorting
Date Booked Range
Default Access
Default Login
Delete button
dictionary
disable security
discount per item
discount per proposal
Discounting
Document & Reports
Documents & Reports Main Menu
Documents and Reports Main Menu.
- E -
Edit button
Explicit Page Overflow
Expressions
external word processor
- F -
File Lookup buttons
FILE Manager
File Paths
filtered
Followup Reminder
Followup Reminders
Forcing a New Report Page
Forms
Formulas
formulas for tax computation
FRAME
FRAME TYPES
Frames
FUZZY SEARCH
FUZZY SEARCH OPTIONS
- G -
Global Field
Group Band Properties
- H -
Highlight Scroll Bar
Huntington Beach, CA 92649
- I -
Identification No
Import Additional Prospects -
Import CSV File to Clients+Prospects
Import Field Matchup window
Import from Website Access Manager
Import Items from a CSV Items file
Import New Prospects
import option
Import QuickBooks
import your website user names
imported
Importing Items or Products from CSV files
Importing User Names
Importing User Names and Passwords
Indentification No
INSERT, CHANGE & DELETE buttons
Item Classes
Items
ITEMS file
- L -
Labor and material lots
Lead Source
Lease
Lock a Proposal
Login
Login Screen
Login window
LOGO TAB
Lookup Tables
Lots
- M -
MAIL MERGE
main menu option
Main Menu Options
MAIN SCREEN
MAINTENANCE AGREEMENTS
Marketing Status
Material and Labor
Material Staged
Money-stack Icon
Multiline Text
multiple licensed users
- N -
Network
New User
- O -
OK button to save
Ok Import the File
Operator Browse
Operator Browse screen
Operators
Orders
Over-time (OT) Charge
over-time charges
- P -
Page layout
password
Password Security
Passwords
PhoneBiz
Preferences
Preferences and Lookup Tables
Primary Contact Information TAB
PRINT OPTIONS
Printer Icon
'Progress Payments'
PROPOSAL editor
Proposals
- Q -
QuickBooks
QuickBooks.IIF
QuickBooks.IIF file
quote creation tool
- R -
reactivated
Real Name
Report Builder
Report Builder Menu information and a Record filter.
REPORT MANAGER
Report Properties
REPORT SECTION
REPORTS
Reps
ROTATION ANGLE
- S -
Sales Rep
Sales Rep #
Sales Representatives
sales tax
Sales Tax Table
SALES View
Screen Security
Search Clients/Prospects
Security features
Setting Up
Shaking-Hands Icon
Shipping Setup
Sorting Bands
Statement Month, Statement Year, Quarter Earned and the Paid Date
Status
Supervisor
Supervisor Login
supervisor user
Supervisors
Supporting Files
- T -
TAX
taxable
TEXT fields
TIPS FOR PRINTING A DOCUMENT
Types of Components
- U -
Use Item Discount
User Group
User Groups
User Id
User Levels
User Name
User Security
Users
- V -
View Booked or Sold Orders
view booked orders
View Booked/Sold Orders
view Client/Prospect information
- W -
Web Security Programs
Website User Name file
Website User Names
Website User Names and Passwords
Work Group filtering
Workgroup
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