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This is where you will find a list of every dropdown in e-manage. You can add new, edit, make active or delete. We recommend selecting “not active” over deleting. These dropdowns can be changed on the fly as your business changes. Certain dropdowns are very important and affect other processes and users. The understanding of these dropdowns and how they work can significantly improve the productivity and efficiency of your company.
Simply click on the row header of dropdown list items to view details.
The Project Type dropdown is a great example. Project Types can set the workflow policy within your company. One project may have different processes than another so creating a different Project Type may be a great way to separate these processes. An example of two different project types that could have different workflow policy would be a Labor Only project and another project type could be Furniture project. The Labor only may not require an estimate for materials.
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In the following sub-sections, we will review some of the main Drop Downs you will need to must know how to customize to make ensure e-manage|ONE reflect reflects your business model and setup.
Web Settings
e-manage One |ONE has a Customer Web Portal for you customers to access. These settings give the access to specific areas of the system. When a customer logs in with their e-manage One generated user name EMO generated username and password they can view their company information, active projects, cancelled projects and certain information you make customer viewable such as notes and documents.
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