Tips & Helpful Hints

Weekly Tip – Tuesday 12/11/2012

1) Remember ... To view any webinar library videos, you must log in to the Profit Tools website through the customer support page first. At this time, only the PT customers subscribing to the Support & Upgrade Service (SUS) have unlimited access to our webinar recording archives. The webinars are open to all customers when […]

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Weekly Tip – Tuesday 11/27/12

1)  Are you using customized invoice numbers on your bills? Were you aware that the TMP number can also be used as part of the actual invoice number? Below is an overview of how to create two types of invoice number definitions in the Invoice Series Setup window. For either type of definition, first enter […]

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Weekly Tip – Tuesday 11/20/12

1) Is your equipment summary screen customized to your needs? There is a great deal of information displayed on the equipment summary screen, and you have the ability to split the view to display the most pertinent information within one screen view. To split the equipment summary screen view: Hover mouse over solid grey block […]

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Weekly Tip – Tuesday 11/06/2012

1) When looking at a shipment window, have you ever noticed that sometimes an asterisk appears next to the Bill To company name?  The asterisk indicates that notes are present regarding the Bill To company. Profit Tools allows you to store notes relating to any company or facility entered in the system (this "Notes" field […]

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Weekly Tip – Tuesday 10/30/2012

1) With all the talk of hurricane Sandy in the East, it is a great reminder to have a disaster recovery plan in place for your Profit Tools Data. To assist our customers in this process, we are providing a guideline of minimum precautions for you to follow. We recommend that you reach out to […]

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