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User Feedback
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We're always interested in hearing from ACCTivate! Users.
You're the reason that we're in business.
If you have any questions or comments that you would like to share with us, please
feel free to contact us.
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Software Updates
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The ACCTivate!
Software Maintenance plan is designed to provide subscribers with the
newest version of ACCTivate!.
This plan
includes both web-updates and full-version releases. CYMA users recognize it as SMP,
while QuickBooks users recognize it as part of the new SMS plan.
Either way, it's
the annual subscription that provides you with updates and new
version releases.
Without a
current subscription, users are not granted access to those updates
and releases.
Please contact
the Alterity sales office for more information on your Software
Maintenance plan.
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ACCTivation! 2007
Save the Date!
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ACCTivation!
2007, the third annual ACCTivate! users conference, will be here
before you know it!
It will be held May 8 – 10, 2007 in Arlington, Texas.
It's never too
early to reserve the date on your calendar!
ACCTivation!
2007 will have presentations like tips & tricks, advanced system
usage, Crystal Reports training, question and answer sessions and
much more.
In addition, you
can meet the ACCTivate! team and other ACCTivate! users from across
the country.
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Feature Story
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Happy
Holidays from the ACCTivate! Team
Offices
will be closed
In observance of the holiday season, the Alterity
offices will be closed for two periods.
(See the schedule below)
Customer Service Requests
Customers that require technical assistance during one
of the days listed below may fill out an online
support request form (follow
the instructions) or leave a voice message on the ACCTivate! support
line at 1-866-877-1311.
Requests submitted during this time will be reviewed when our offices
reopen.
Warmest Wishes
The entire staff at Alterity would like to thank you for
your business in 2006 and wish you and your staff a festive holiday
season and a happy 2007.
Alterity Holiday Schedule
December 2006 & January 2007
Christmas Observance
Friday,
December 22
Monday, December 25
New Years Day Observance
Monday, January 1, 2007
A Time for Giving
This year ACCTivate! employees donated
dozens of gifts to underprivileged children through a local non-profit
charity.
As part of the 2006 holiday season, toys, games, puzzles and other
gifts were donated to the Mission Arlington Christmas Store. Last year,
tens of thousands of children received a free holiday gift through this
charity.
We're pleased to help brighten the holidays for these less fortunate
children.
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Business
Activity Web Form
Automatically turn a web
form into a Business Activity
 Users of the ACCTivate! Business Activity Management module
add-on can instantly turn web form submissions into business
activities, so each can be managed and tracked inside ACCTivate!.
Just
about any type of information can be turned into a business activity. This
can include customer service requests, sales contacts, complaints,
suggestions or other general information for your business.
After
ACCTivate! is configured, your web form is developed and the web form
engine (which posts web form information to ACCTivate!) is modified;
visitors simply fill out the web form and submit. The necessary
information (determined by the modifications to the web form engine)
will instantly be available in a business activity.
Be
more productive with this solution:
·
There is dramatic time savings because ACCTivate!
does all the work automatically with instant results.
·
It's no longer necessary to cut and paste
information from your email into ACCTivate! for each submission.
·
Web submissions are well-organized with a date and
time stamp.
·
Each submission can be assigned to an ACCTivate!
user and notes can be kept on each, so you can have a full record of
who-did-what.
·
For existing customers, the submission can be
instantly linked to that customer's record inside ACCTivate!.
A complete guide is
available online
ACCTivate!
users with the Business Activity Management module may download a
detailed Business Activity Web Form installation guide and sample web
form code from the ACCTivate! website.
Login
to the website and click the Installation
and Module Guides Link under the
Documentation heading for the installation guide. For the
web form code the link is available under the
Downloads & Updates heading.
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Drop-Shipments Made Easy
What is the Purchasing (Drop-Ship) Wizard?
The ACCTivate! Purchasing
Wizard is an add-on module that allows you to easily ship items
directly from your vendor to your customer.
The Purchasing Wizard automates the creation of purchase orders
for products that go directly to your customers.
The Purchasing Wizard makes short work out of
performing drop-shipments.
How does it work?
Any item on a sales order
may be selected to be drop-shipped. When the order is completed, the
purchasing wizard is used to automatically produce a purchase order to
the selected vendor(s).
The
wizard is managed in only one window, so you always know when another
purchase order is ready to be created.
Companies doing repeat drop-shipments can save a
considerable amount of time with the Purchasing Wizard module. In fact, some companies have reported
a weekly time savings in terms of hours saved versus a manual purchase
order creation process.
What are the steps needed to
complete?
·
Enter products in the sales order as Drop-Ship.
·
Any product
may be shipped from any vendor directly to
the customer.
·
Products may also be marked as "Drop-Ship Only
".
·
All requests to drop ship are instantly displayed
in the purchasing wizard for review prior
to the purchase order creation.
·
A preferred vendor is automatically selected for each drop
shipment.
·
The preferred vendor may be changed during review.
·
The reviewer may select all drop-shipment requests or
process each request individually.
·
Upon completion of the review a purchase order will be
automatically created for each sales order / vendor combination that
has been selected.
If
your company performs drop-shipments from your vendor to your customer,
then this module can really save you a lot of time and effort.
Contact
your ACCTivate! representative for more information.
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We keep expanding!
More great people have
joined the ACCTivate! team
 Wesley Finder
Wesley
recently joined the ACCTivate! team as an
implementation specialist. He brings with him a great deal
of experience in project management, call center support, and
logistical and retail operations.
His
interest in information technologies has inspired him to follow an
education and career in business with a focus on information systems.
Wesley
recently graduated from the University
of Texas at Arlington with a
Bachelor of Science degree in information systems. Throughout
his college career he gained knowledge in many areas of study, such as
customer relationship and enterprise resource management, business
process re-engineering, strategic alignment to corporate goals and
balance scorecard.
Wesley
was born and raised in the Dallas/Fort Worth area and currently lives
in Arlington, Texas. His interests outside the
office include long distance running, home improvement projects,
various electronic gadgets and spending time with friends and family.
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Many enhancements made for the new
ACCTivate! release
Enhancements aim
to ease usability and accommodate business management needs
Many issues have been corrected as testing
continues for the new release and we are nearing the point where users
will be able to get their hands on it.
There are many enhancements in this update and here are a couple
to look forward to:
In the new release the Report
Catalog (shown above) is presented in a "Tree" format for easier
usability.
Also, a new feature (shown below) has been added in which email message templates can be
created within windows that have email functionality.
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