Weekly Tip – Tuesday 11/1/11
1.) Did you know that you can filter Equipment Lease Types so that only those lease types that are applicable appear? This will reduce the chance that the user chooses the wrong Equipment Lease Type. During the summer we introduced the new feature where you can filter Equipment Lease Types by Equipment type, Shipment type, Billto, and origin/destination. If you have any questions on how to set this filtering after looking at the Equipment Lease Types section of the help file, please contact your trainer.
2.) You can create a customer Holiday mailing list by using the Company List report, or Last Contact report. Export the report to excel and then print address labels. If you have any questions on how to run these reports (or any report), and how to export data to files, please contact your trainer.
3.) We are now live with Expeditors EDI. If you are interested in this EDI implementation and/or move a significant amount of freight with Expeditors, please email us.
4.) Profit Tools requires/suggests the following configuration; please make sure your IT staff is familiar with these configurations - Profit Tools will not operate on compressed files or folders. When installing a new server or workstation make sure Data Execution Prevention (DEP) is set to 'ON' for essential Windows programs and services only. When installing a new workstation we recommend turning off User Access Controls (UAC). Also, configure any anti-virus applications to exclude the Profit Tools folder on the network and the Sybase folder on the local C: drive of the workstation.
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