Current eMessage > Software Update > September

Software Update

Don’t miss customizing Customer Master

By Julie Riecken, MACC’s Training Support Manager

Learn how to configure Customer Master to your exact needs during the MBTC’s Customizing Customer Master session. This complimentary hands-on session is intended for all users to become familiar with the various customization features available in Customer Master. Even if you primarily use Accounting Master, you may learn some helpful tips.

A number of options are available to help you customize Customer Master to meet your specific needs. Most of these are user-specific, but some can be shared with other users. In this session, we will review general Preferences, where you can select the style and color associated with your Customer Master application. We’ll also review the Custom Ribbon, where you can create your own menu of icons that you use all day, every day.

The Service Order and Inquiry Tree Views can be customized to display those nodes that you use most frequently, and hide those that you typically don’t use. These can also be copied to other users if someone else really likes your style.  In addition, there are some options to expand all tiers or suppress disconnects from appearing in inquiry and service order. At the Inquiry Account Overview, you can organize the screen to best meet your specific needs – with focus on those tabs you review most often.

We’ll also review some report settings. Maybe you have a report or two that you use every single day.  If you set up report shortcuts, it can be very easy for you to launch your favorite reports. Another option is to schedule a report to be generated. By using report auto-generation, you can have a report executed on a regular basis – daily, weekly, or monthly. You can also establish certain parameters on some reports so they are auto-populated. If enabled, you can have those reports run when you aren’t even at your desk. Another report option is the Custom Grid Report, which allows you to design your own custom reports.

Finally, we’ll discuss a very helpful feature called Workflow. If you sometimes forget to complete certain fields in a Service Order, Workflow might just help you remember!

All of this, and more, in Customizing Customer Master!