contact us: email: [email protected] or call : +1 866-374-3221 contact us: email:...
TRANSCRIPT
![Page 1: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/1.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate development
v8.5October 15th, 2013
![Page 2: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/2.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 - overview• Anticipated release dates
• Beta testing - December 2013• Limited availability – January 2014• General release – March 2014
• Contains 33 total features• 24 EUG features (97% of EUG commitments met)
• Crystal reports upgrade• .net upgrade
![Page 3: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/3.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – Feature mix
• Contracts (4)• Sales (10)• Accounting (5)• Inventory (3)• Service (5)• System (2)• Miscellaneous (4)
![Page 4: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/4.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – Contracts
• *Multiple overage cycles on contracts• *Contract billing queue messaging• *Auto terminate contract e-agent task• *Contract filtering on equipment list
![Page 5: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/5.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Multiple overage cycles on contracts
e-automate 8.5 – Contracts
![Page 6: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/6.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Contract billing queue messaging
e-automate 8.5 – Contracts
![Page 7: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/7.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Contract billing queue messaging
e-automate 8.5 – Contracts
![Page 8: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/8.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Auto terminate contract e-agent task
e-automate 8.5 – Contracts
![Page 9: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/9.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Contract filtering on equipment list
e-automate 8.5 – Contracts
![Page 10: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/10.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – Sales• *Multiple sales orders on an invoice• *Start and end dates on item pricing• *Flag duplicate transactions on sales orders• *Improved multiple equipment support on sales
orders• *Up front credit hold alert• New auto ship sales order task
![Page 11: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/11.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – Sales• *Quantity returned on sales invoices and purchase
receipts• Sales invoice credit card/ach message• *Ordered by contact field on printed sales order and
invoice• *Sales order list ‘Entered by’ column
![Page 12: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/12.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Multiple sales orders on an invoice
e-automate 8.5 – Sales
![Page 13: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/13.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Multiple sales orders on an invoice
e-automate 8.5 – Sales
![Page 14: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/14.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Multiple sales orders on an invoice
e-automate 8.5 – Sales
![Page 15: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/15.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Multiple sales orders on an invoice
e-automate 8.5 – Sales
![Page 16: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/16.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Start and end dates on item pricing
e-automate 8.5 – Sales
![Page 17: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/17.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Start and end dates on item pricing
e-automate 8.5 – Sales
![Page 18: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/18.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Flag duplicate transactions on sales orders
e-automate 8.5 – Sales
![Page 19: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/19.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Improved multiple equipment support on sales orders
e-automate 8.5 – Sales
![Page 20: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/20.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Up front credit hold alert
e-automate 8.5 – Sales
![Page 21: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/21.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
New auto ship sales order task
e-automate 8.5 – Sales
![Page 22: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/22.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Quantity returned on sales invoices and purchase receipts
e-automate 8.5 – Sales
![Page 23: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/23.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Sales invoice credit card/ach message
e-automate 8.5 – Sales
![Page 24: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/24.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Ordered by contact field on printed sales order and invoice
e-automate 8.5 – Sales
![Page 25: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/25.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Sales order list ‘Entered by’ column
e-automate 8.5 – Sales
![Page 26: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/26.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – Accounting
• *Enhanced posting period control on edits and voids• *Customer account reports access from AR Console• Expanded PO number length on sales/service
transactions• *Filter by period on business status report• *Additional vendor invoice distribution e-view
columns
![Page 27: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/27.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Enhanced posting period control on edits and voids
e-automate 8.5 – Accounting
![Page 28: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/28.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Enhanced posting period control on edits and voids
e-automate 8.5 – Accounting
![Page 29: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/29.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Customer account reports access from AR Console
e-automate 8.5 – Accounting
![Page 30: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/30.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Expanded PO number length on sales/service transactions
e-automate 8.5 – Accounting
![Page 31: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/31.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Filter by period on business status report
e-automate 8.5 – Accounting
![Page 32: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/32.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Additional vendor invoice distribution e-view columns
e-automate 8.5 – Accounting
![Page 33: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/33.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
• *Inventory core return charges• *Bin activation restriction and messaging• *RMA warning when invoices are voided
e-automate 8.5 – Inventory
e-automate 8.5 – Inventory
![Page 34: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/34.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Inventory core return charges
e-automate 8.5 – Inventory
![Page 35: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/35.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Bin activation restriction and messaging
e-automate 8.5 – Inventory
![Page 36: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/36.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*RMA warning when invoices are voided
e-automate 8.5 – Inventory
![Page 37: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/37.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – Service• *Meter reading bypass on service calls• *Notifications when linked parts are removed from
service calls• *Validate and set meters as billable from console• Aggregate labor records on service calls• *New sales rep label on service ticket report
![Page 38: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/38.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Meter reading bypass on service calls• Bypass if all labor is related to “bypass activity codes”• Bypass if at least one problem code is set to “bypass”
e-automate 8.5 – Service
![Page 39: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/39.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Notifications when linked parts are removed from service calls
e-automate 8.5 – Service
![Page 40: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/40.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Notifications when linked parts are removed from service calls
e-automate 8.5 – Service
![Page 41: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/41.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Validate and set meters as billable from console
e-automate 8.5 – Service
![Page 42: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/42.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Aggregate labor records on service calls
e-automate 8.5 – Service
![Page 43: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/43.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Aggregate labor records on service calls
e-automate 8.5 – Service
![Page 44: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/44.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*New sales rep label on service ticket report
e-automate 8.5 – Service
![Page 45: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/45.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
e-automate 8.5 – System• *Field level security• Streamlined updates for e-automate clients
![Page 46: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/46.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Field level security• Customers, vendors, items, equipment, GL accounts,
Cashbook accounts and branches
e-automate 8.5 – System
![Page 47: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/47.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Field level security
e-automate 8.5 – System
![Page 48: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/48.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Streamlined updates for e-automate clients
e-automate 8.5 – System
![Page 49: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/49.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
• *Improved messages on merges• Improved attachment access• Filtering on list and codes• E-views
e-automate 8.5 – Miscellaneous
![Page 50: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/50.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
*Improved messages on merges
e-automate 8.5 – Miscellaneous
![Page 51: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/51.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Improved attachment access• Access from main list and in view mode
e-automate 8.5 – Miscellaneous
![Page 52: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/52.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
Filtering on list and codes
e-automate 8.5 – Miscellaneous
![Page 53: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/53.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
E-views enhancements• Security by group• Groups are hidden if no rights• Collapsible groups
e-automate 8.5 – Miscellaneous
![Page 54: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/54.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
E-views enhancements• Optionally listed by category• Only see views you have rights to
e-automate 8.5 – Miscellaneous
![Page 55: Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 Contact Us: Email: info@ecisolutions.com or call : +1 866-374-3221 e-automate development](https://reader035.vdocuments.us/reader035/viewer/2022062518/56649f045503460f94c18609/html5/thumbnails/55.jpg)
Contact Us: Email: [email protected] call : +1 866-374-3221
Contact Us: Email: [email protected] call : +1 866-374-3221
E-views enhancements• User-defined tagging
e-automate 8.5 – Miscellaneous