Weekly Help Desk Notes 10-02-19

 Alert Weekly Help Desk Notes & Support Survey!

Welcome to your weekly Help Desk Notes and Support Survey!

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Look What Alert CanDo!

Welcome to Alert's weekly feature where we discuss things Alert does that
you may not know about! Let's PAWS and learn!

 

 

 

Import/Export Features

Have you ever needed to update a field all at once, for everyone?
Did you know that there's a quick and easy way to do it?
Welcome to Import/Export! Alert has three versions of Import/Export
and we're going to  talk about all three over the next three weeks.
Today's focus is on Customer Import/Export, and we'll talk about
Sales Items and Assets later. Import/Export is an Add-On Module,
so let us know at
sales@alertms.com if you'd like more information or a bid.

 Customer Import/Export is useful when you want to update one or many fields
at the same time for many of your customers. For instance, perhaps you'd
like to turn on Damage Waiver for everyone, or an Admin or Environmental
Fee. This feature can be used to change the flags in your Alert customer files.

With this sales support software, simply export the customers to an Excel spreadsheet, make the
changes, and import them back in! You can pick which fields you'd
like to Import/Export so you're not overwhelmed with data. Voila!

Other examples include: changing customers to require a PO# or jobsite information,
changing a % discount for many customers at the same time,
updating the preferred contact method, or changing billing cycles.


If you've ever wondered if Alert can do that - the answer is probably YES!
Just ask - we'd love to help you.
support@alertms.com

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Version 19 News!

This Week's Featured Enhancement

New Back Office Reports

We put new reports in Alert every new revision and are excited to
share a couple with you today!

There's a new Average Number of Days to Pay report and Average Number
of Days Open for Unpaid Invoices Report. Both these reports can be found on the same
input: Customer->ARFinancial -> Average Days to Pay.
The reports are run together, by date and location.



The below report samples are from our demo system -
your reports will be much more meaningful!

Call the Help Desk or email us at support@alertms.com to schedule your free upgrade!

Want to see what's included? Click HERE for the v.19 Features list

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Reminder for 9/30 End of Year

Remember to run the End of Year Procedures if your fiscal year ended on 9/30!
Find a copy
HERE.

 

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October Support Survey 

How is it already 4th Quarter? Welcome to October, everyone!
While the rest of the US is enjoying their pumpkin spice, we're adding
a little spice of our own to the Support Survey! How would you like a $50 Starbucks
or Dunkin' Donuts gift card for this month's drawing?
All you have to do is take the Support Survey to be entered for a chance to caffeinate!

Congratulations to last month's winner, Lynne from US Mobile Kitchens!
Thanks for 
your feedback, and your awesome comment about Alert's own Jasmine! 
do believe you've made her day!

Click HERE to take the survey!

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Alert User Group Registration!

Register HERE and visit our Website for more information.
It's only 46 days away and time is running out!

Join fellow Alert users for our 34th annual User Conference!

The dates are Sunday, November 10th - Tuesday, November 12th.
Mark your calendars!

Find a link HERE to reserve your room at the Great Wolf Lodge in Colorado Springs.
Be sure to use code 1911ALER_001 to get our rate of $149/night,
which includes the resort charge. Our block sells out quickly so act now!

This week's featured event is Excel Plugin. Our own in-house Excel
guru will  show you the amazing possibilities that exist when you purchase
the Excel Plugin. Have a series of reports you'd like to see in one place?
You work with  us to create whatever data you need from your Alert system
and we'll help you customize an Excel workbook that will update to the filters/date
ranges of your choosing. Big time analytics are possible with this amazing tool.
Learn more at IAUA!

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