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  • F1 – Opens the e-manage help manual (this document)

  • SHIFT + F1 – Manually checks the e-manageONE database for new items including alerts and leads, leads and Action to Perform.

  • F2 – Pops Up Search e-manage and places your cursor in the Company Name Box ready to type a name;

    • Company ID

    • Company Name

    • Location Name

    • Address

    • Address2

    • Contact Name

    • Main Phone

  • F3 – Pops Up Search e-manage and places your cursor in the Last Contact Name Box ready to type a name – to narrow results even more try typing the last name then a comma and a space then part of the first name – i.e.: Carter, P;

    • Contact ID

    • Contact Name

    • Company Name

    • Nick Name

    • Work Email

    • Title

    • Contact Type

    • Direct Phone

    • Mobile Phone

  • F4 – Pops Up Quick Search Panel and places your cursor in the Project # Name Box ready to type;

    F6 – Pops Up Quick Search Panel and places your cursor in the Quote # Box ready to type
    • Project Name

    • Company Name

    • Project Number

  • F5 – Pops Up Quick Search Panel and places your cursor in the Job # Box ready to type

    • Job Number

    • Quote Number

    • Customer PO

  • F5 – Not Used

  • F6 – Not Used

  • F7 – Pops Up Search e-manage Panel and places your cursor in the Serial # Service Ticket Box ready to type a Serviceable Item’s Serial #;

    • Service Ticket ID

    • Company Name

  • F8 – Pops Up Search e-manage Panel and places your cursor in the Contract # Service Agreement Box ready to type a ;

    • Service Agreement ID

    • Company Name

    • Agreement Type

    • Service Agreement

    #
    • Status

  • F9 Pops Up Search e-manage Panel and places your cursor in the Phone # Box ready to type a Company’s Main Phone or Toll Free #

  • F11 – Pops Up Quick Search Panel and places your cursor in the Quote # Box ready to type Quote # to find a project

  • F12 – Pops Up Search e-manage Panel and places your cursor in the Customer PO # Box ready to type a Customer’s PO Number to find a projectNot Used

  • F11 – Not Used

  • F12 – Not Used

 

HELPFUL HINTS: 

Press ESC on your keyboard IF:

...