more system settings

See Also: System Settings

More Settings

To open the More Settings window,. click once on More Settings, or type Alt + M.

Load Contact - As you noticed when you first launched The Director’s Assistant, the working space or desktop of the program came up with only the toolbar displayed. When clicking on the Contact Files icon, a contact screen was loaded displaying Steinhoff & Associates. Utilizing this feature, when you open the program the system will start with your contact window displayed rather than the just the desktop. This option is a personal preference and depends on how you utilize the system.

History - History is an option which makes it easy to add notes when scheduling appointments or processing invoices. If selected, when scheduling appointments or processing invoices a small history window will appear where you have the option of entering a note. Notes can be as long as you like. The system will add your note (if any) to a system entry “10/14/96 Skin Care Class Scheduled for 11/15/96” and place it into the contact’s history file. Notes for appointments can also be added or viewed in the calendar’s day view. See Calendar

Order Form Alphabetical - The system can display the order form two ways, alphabetically by category then description (used if you maintain your own product database), or sequenced to the company’s order form (if you utilize the product update subscription). New users will receive the current order form so this option will be (and should remain) unchecked when you receive the system. If you decide to take advantage of the update subscription your order form will be maintained electronically and you will not have to select this option. If you do not receive product updates you will need to select this option only when you first update your order form manually. See Ordering Updating the Order Form Manually

Weekly Summaries Calc from Retail - This feature was added by special request and should only be used by those units who calculate their weekly summaries based from the retail value of the product sold rather than the actual money received.

Queue 1, 2 Title - This field is the title used for reports and lists created for either queue. Reference to the queues in the Lister or report menu options will also display this title. Further discussion of the Queue’s can be found in the chapter Using Queue’s.

Print Options/Fonts - The options in this area affect the some of the reports created within the system. With the “Grids” option selected, the reports will be created with the various fields divided by lines creating “boxes” around the data. You can also change the fonts used by the title and the body of the reports by double clicking on “Heading” or “Body Text” to open a Font dialog window where you can make your font selections.

Auto Expense Entry - When processing invoices, the system can automatically create expense entries for credit card charges. To use the auto expense entry, enter the discount rate for the credit cards that you accept. Also select the expense category you wish the expense to be posted under. You can create a category for your credit card charges in the Balance Sheet. (See Balance Sheet/Expenses) When creating invoices where the payment method is a credit card which has a discount rate over 0, the system will multiply the Moneys Received by the discount rate and create an expense entry listing the invoice #, the total money received and the discount rate. If the discount rate is 0, no expense entry will be created.