In this issue:
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Version 5.32 released - Major changes you need to know about
Upgrading Instructions
To upgrade your version to the latest select "Upgrade Now" from the pop up. You will be directed to Download Central of Salesmgmtplus.com. Click the Upgrade version for the program you are using (Lite or Pro). At the Extract Box, click finish. Once that is complete the new version is loaded and ready to go.
The latest version addresses a login security issue. In the past all login information all was automatically stored including the password. You were not required to enter it everytime you logged in. With this version we are no longer saving the password and you will be asked to enter your password each time you log in.
Many of you may not even know your password anymore so I am enclosing it below for your reference.
Login Name: [[LoginName]]
Password: [[LoginPwd]]
If you wish to change your password to something a little easier to remember please call or drop me an email.
The following are key upgrades in Version 5.32
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Customer Module – |
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You are now able to filter by Customer, Vendor, Competition or other before you "Find" the account you need. This will speed up the process of finding an account |
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We have added a “Notes” section on the “Other Info” page for general notes about a customer |
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Marketing Checklist has been changed to Marketing Interests |
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Changes to the Account Manager and Location can only be made by your administrator. |
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Activities: |
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All name dropdowns are sorted by first name |
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All Activities (Tasks, Phone calls, Customer Meetings and Info requests) can now be emailed. The email automatically fills in the email address of the Activity owner, the Assign To and the Account or Project manager (as appropriate) |
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The default activity records pulled has been raised to the top 200 |
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Market Analysis: |
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To run reports select “Reports” in the File Menu item. The report screen has been reconfigured to make it more intuitive |
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Projects: |
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To add a new project from either Project Add/edit (Prj) or Project Management (Prjs) click the Add button from the top menu bar of either module. A new popup box will appear. Type the first few letters of the customer you are creating the project for. |
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The new project will be given a default name. Change as necessary |
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Business Totals: |
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A new report has been added to business totals – Monthly Total Account Sales by account Manager. You can run this report for a calendar year or a rolling 12 months for either Sales or GP. The report will run for all associates with any assigned accounts. To run the report for one specific account manager be sure to run the Business Total report for just that account manager. The new report gives you Customer sales by month. |
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Contact Information Dani Montoya We would love to hear about how you have used SMP to grow your business and any best practices that you would like to share. |