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

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...

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.

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!

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!

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!!!