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.

Short-Cut Challenge by MaryAnn

How many times a day do you have to go to the Batch menu and select Global Search/Change?

Well it's time to STOP doing that and learn the super easy short-cut. The short-cut to bring up the Global Search/Change window is command (apple)+b. This week I am giving you the challenge to learn this short-cut. Challenge all of your co-workers to learn it too! Good luck!

Last Menu by Jamie

Have you ever been just working away, then distracted and then have tried to go back to what you were doing only to forget what you have already done?

With the Last menu option in BookMan you can now retrace up to the last 20 things that you worked on. For example, if you were working in leads, BookMan will show you the L# you were on as well as the Area, Packet # & Name of the lead. If you visited the contracts browse, BookMan will show you the C#, the Book the contract is keyed into and the Published Name.
Using this option is definitely easier than rifling through a bunch of scrap paper notes, stacks of paper on your desk or having to rely on memory.

Milestones by Jame

Have you set your milestones lately?

There are two milestones that you really should pay attention to once in awhile... Stop Billing & Stop Commissions. If you have some older books in your system that you aren't billing anymore and you no longer are paying commission on, you really should mark your completion dates. If you mark these two milestones as "complete" your Statement Prep and your Commission Report will run much, much faster. ;)

Nice Things To Know, by Melissa

At Work:

Don't like going back and forth between your mouse and keyboard?  Navigate between browse windows by using short keys.  Under the file menu, each browse window has a letter next to it.

Hold down the Option(Alt) and Command(apple) keys and then the letter corresponding with the browse window and BookMan will open or jump to that browse window.

For your entertainment:

I love live performance in most of it's forms.  :)  Last night's live performance of choice was a musical comedy murder mystery called Curtains.  If you happen to be in the Salt Lake area between now and November 21st.  I highly recommend it.  Lots of laughs.  Good times.