Wednesday, December 8, 2010

Calendars and Christmas Cards

The 2011 calendars have been mailed. Did you get your copy?

We want to see the calendars up in your office. Email us a picture of your team with your calendar and we will send you something in return.

Be on the look out for your Holiday card from BookMan. They were handmade by one of our awesome Tech Support girls. Happy Holidays!!!

Friday, December 3, 2010

Christmas

I am definitely a shopper and Christmas is my favorite time of year to give fun thoughtful gifts. I have a few go-to web sites I thought I would share in case you find yourself in need of a great gift for that special someone...

For girls:
stilacosmetics.com The Stila Color Wheel eye-shadow is my favorite. The color wands for $10 are a good choice too.

bestbuy.com Check out the Cotton-Candy maker. A little boy "spilled the beans" and told me I was getting one of these this year! WOOT!

anthropologie.com The monogrammed coin purses are perfect for that girl who has EVERYTHING. And at $24 each... you can buy one for yourself too!

paper-source.com There is a "gift" section on this site. I would recommend everything and everything here! I love Lucia soap, it smells amazing and doesn't dry out your skin.

For guys:
batterupcookiedough.com home-baked cookie dough delivered right to your door. What more could a guy ask for?

thinkgeek.com Anything on this site would be perfect for the nerd in your life. I recommend the Electronic Drum Kit shirt.

qvc.com The EyeClops Night Vision Infrared Stelth binoculars are a bit creepy yet cool.

nuttyguys.com They have the best gift boxes and baskets... you choose your combination of nuts, chocolate & dried fruit. They even have a cinnamon bear gift pack that includes chocolate cinnamon bears, and yogurt cinnamon bears! YUMMY!

restorationhardware.com I'm probably going to be buying Survival Kits in a Sardine Can for all 3 of my brothers this year. Creative yet useful?

If you are sporty:
gift.water.org The camelback water bottle is awesome!

llbean.com A personal organizer is great for the girl or guy on the go. Holds everything you need for a night away from home.

Wednesday, December 1, 2010

A Shortcut for Keying Listings...

When you are adding or editing a listing, have you ever noticed that BookMan will occasionally recommend a different address to you in red?


To use the address in red, there is a shortcut you can do so you don't have to re-key the address information. The f5 (function) key will copy the information in red onto the address line.
If you've never used this shortcut, save yourself some time and try it out!

Tuesday, November 23, 2010

We Are Closed

BookMan will be closed Thursday November 25th and Friday November 26th!!!

Monday, November 8, 2010

Override Duplicate Check Number

Do you ever run into a problem when you cannot apply a check because it is a duplicate check number? There is a permission that can be given so that an individual user can override the duplicate check number alert. First you will want to have an admin go into "Users":

You will then want to choose the user you want to give this permission to and go into their permissions:
From here you will choose "Accounting" and "Set Close Date", and click "Allow". This will give them permission to override the duplicate check number alert.
Lastly, from here you will just need to click "Save" and "Save" once more.

Thursday, November 4, 2010

Suggested Headings Batch

Did you notice our NEW suggested headings batch in our newsletter? If not click the link below to learn how to use suggested headings!!!

Newsletter!!!




Tuesday, November 2, 2010

Halloween at BookMan

We had a fun Halloween at BookMan....

Costume Contest:

Dessert Contest!
(1st place-Creepy Creature Cake & 2nd place-Cockroach Cupcakes)

Hope you all enjoyed a spooky Halloween!

Monday, November 1, 2010

Adjustments to Marked Contracts

This one has been around for quite a while but it seems that there are still some BookMan users who are unaware that it even existed... Just another way that we like to help you save some time during a busy day!


November Newsletter

Click the link below to view our November Newsletter

Newsletter

Thursday, October 28, 2010

Announcement




AdMan

Our NEW AdMan Ad Management and Proofing system is the tool you need to reduce the expense and overhead of mailing customer proofs.

Build a relationship of confidence with your advertisers and sales associates by providing a quick, effective web protal that enables them to view, print and approve their ads as soon as they’re built – no more costly proofs, toners or inks, or unnecessary trips between offices.


Highlights

· Standalone web-based program

· Eliminates most hardcopy proofs

· Side-by-side version proofing

· Ad staging and status tracking

· Job costing of ad design functions

· Auto emails web links to advertisers and sales reps

· No email proof attachments

· Simple, user-friendly web portal for customer use

· Enables immediate proof response

Job cost reports allow you to review your design team and make intelligent staffing decisions.

AdMan works either as a stand-alone program or as a fully integrated BookMan option.

– so it’s a great way to work smarter!!!

Newsletter

Starting in November, BookMan will be sending out a monthly newsletter again to all customers. Don't forget, if you have additional email addresses you are wanting it sent out to call and let us know!!

Sneak Peak into November's Newsletter...
AdMan, Suggested Headings Batch, New Employee's, Thanksgiving activity, Recipe... etc...



Tuesday, October 26, 2010

Logged on users

Keep getting the “too many users logged on” message? Here are a couple of different options to remedy that!


The first option you have is to buy more BookMan licenses! Of course, sometimes that isn’t always a good short-term option for you….


Another option is to use the new
Logged on Users
Feature in BookMan. This new option will give you the ability to see who has been in BookMan the longest, and log them out of the system.

If you go under your File Menu and select Logged on Users you can select Locks Held, All Users and Inactive Users.

The Locks Held option shows you each user that is logged into BookMan and has a contract open (or Locked). Using the example below, BookMan shows you the user name and what machine they are accessing BookMan from. It also shows you how long they have had a “lock held” or looking at a contract. It puts them in the order of who has the lock held the longest, so you can log off user who has had the record locked the longest first (if desired).


The All Users option will show you all the users that are currently logged into BookMan and will include those that don’t have a contract currently open. This includes users that are running a report or a batch.


The Inactive Users option will show you users who are logged in but, idle, If you need to log off users this would be the first ones to log off (before those who are active).



To Log Off a user you can double click on the user and BookMan will prompt you to log off the user.








The third option is to be sure you are using the Auto Log-Off feature available in the BookMan Preferences or in the User Record (or both!).


Under your Admin/BookMan Preferences General tab the Auto Log-Off feature can be set to Never, Lenient, or Aggressive. By setting this in the preferences, this will be the “default” setting for all the users logging into BookMan.


In the pull down menu, if you choose Never it won’t ever log users out of BookMan.

If you select Lenient it will log off users after the allocated time, but only if they don’t have a lock held (i.e. if they aren’t in a contract).

If you select Aggressive it will auto log-off the user if they have a lock held (or are in a contract).

You select the default time limit where it says “Log-off after…”.

BookMan won’t kick the user out EVER if they are running a global search, or a report. These settings are only if the user is running idle or has a contract open.

Commission Status

Do you ever get stumped when trying to figure out why a contract isn't paying commission? In 2.8.1, under the contract menu, you now have the option to check the Commission Status. To check the Commission Status, from the Editing Contract window, select Contract from the menu bar.

From the contract menu, select Commission Status.

The Commission Status window will open and give you an explanation as to why the contract is or isn't paying commission.

Thursday, March 25, 2010

BookMan Training - Come Join Us


BookMan training has been scheduled for May 5th-7th and Pagination training has been scheduled for May 4th. This training will be one you won't want to miss as we are training on the latest version, 2.8.1. Highlights include Perpetual Contracts & New Statement Batch and you won't want to miss the introduction of AdMan. Book your seats soon, there is limited seating available. To book your seat contact Nicole via email, nicole@drbookman.com or give her a call at 877-266-5626. We look forward to seeing you there!

Tuesday, January 26, 2010

January Blues!

January has been a busy month here at BookMan which means many of you have been busy too. Here is a video to help you relax a little bit while you work. Enjoy!

Wednesday, January 6, 2010

New Options for the Lead Detail Report...

Have you noticed the changes we made to the Leads Detail report? Check out the new options available...

You now have the option to print contract information on the Lead Detail report. This is a great money saver if you need to reprint revenue leads or save money on the pre-printed lead forms. If you are currently using the Lead Detail report for your revenue leads, you now can provide your reps more information. Check it out! Let us know how you like it!!!