with drawing log, get the big picture of everything to do …c.ymcdn.com/sites/€¦ · ·...

April 2008

With Drawing Log, Get the Big Picture of Everything To Do With a Drawing ............................. 1

Business Communication: Customer Relationship Management (CRM) Gives Us All a Way to Know Each Other .................................... 2Importing Excel Transactions to Sage Timberline Office: Part 1 ....... 3Hand Over Your Manual A/P Approval to TimberScan and See the Difference ........................ 6TUG Online Webex Training ............... 9

Continued on page 9

The PJ Drawing Log is an easy-to-use entry grid that lets you maintain complete and up-to-date records of all drawings, re-visions, and even supplemental sketches generated during the life of a construction project. Or-ganized alphabetically by disci-pline and by number, the Draw-ing Log keeps track of the entire history of a drawing, including an indicator specifying which ver-sion is the current iteration, its source, its status, and whether the drawing has been approved.

The Drawing Log entry grid (PJ, Documents, Drawing Log) is made up of two sections: the header and the detail. Refer to the following notes as you move down the screen and complete your Drawing Log entry:

The Header SectionJob (name and ID#): This

field may prefill with a job num-ber based on the settings se-lected during the initial setup of Project Management. You can enter your job by either key stroking the ID# (punctuation not required), by selecting the drop down arrow for an alphabetical sort, or by selecting the binocu-lars for an ID# sort.

Discipline: Use this field to filter the view in the Detail sec-tion. The software comes with a

With Drawing Log, Get the Big PictureOf Everything To Do with a Drawing

by Doug Lewanda

predefined list of disciplines that can be modified using Custom Descriptions in the File, Data Folder Settings menu. Select-ing All Disciplines will show all drawings.

Show only current draw-ings: Check this box to further filter the view in the Detail section. All superseded (i.e., no longer considered current) drawings will be suppressed.

Go to drawing: Use this field as a “fast forward” to find your drawing. Either “speed key” the drawing number or click on the drop down arrow.

The Detail SectionTo enter a new drawing,

click on the asterisk (*) locat-ed on the left edge of the first empty row, then logically follow the column definitions.

1. Optionally, you can click on the New Drawing button if this is not the first entry in your grid; the button is grayed out if this IS your first entry. You may decide against using this button because when selected, it is very sensitive to the lo-cation of your cursor. This button also prefills with the alphabetical first discipline (which you may not want).

And, if your grid is already longer than what can be viewed on the screen, the screen jumps disconcert-ingly when it creates the new row for input. Don’t worry about the placement of your new drawing in the grid, anyway. After your line of input is complete, the program will automatically resort by discipline and by number.

2. You can change the col-umns that you want to ap-pear in your grid (but not the order of their presenta-tion) by right clicking in any column header and select-ing Hide/Show Cols.

3. You can freeze (or unfreeze) a section of the detail grid by right clicking on any

IN THIS ISSUE

2 TUG Pulse April 2008

the TUG PulsePublished by the

Timberline Users Group, Inc.and sent to all members.

Board of DirectorsSharon Hessong, President

Charlie Auger, Vice President

Robin Peterson, SecretaryNatalie Allen, Treasurer

Tom MooreJon Banse

Dawn NaisbittPatrick HughesMatt WeaverEire Stewart

Dennis StejskalMike SuhoveckyDavid DeRego

Publications CommitteeEire Stewart

Robin PetersonJulie MartinDavid Wright

Tom LoveCarolyn Boettner, Editor

Maureen Connolly, Consultant

National AdministratorBoettner Business

ProfessionalsP.O. Box 697

Sylvania, OH 43560Phone: 419.885.9004

Fax: 419.885.9007

Toll Free: 800.884.4630

Web Site

Business Communication:Customer Relationship

Management (CRM)Gives Us All a Way to Know

Each Otherby: Scott Drushella • Enabling/NA

If communication is the key to great relationships, then a lot of construction, service and property management com-panies are headed for divorce. Here’s why.

In any business relationship, good communication makes a positive difference. Good com-

munication aids accuracy and effi-ciency, keeps the client in the loop, and raises morale on the job site. Bad communication, on the other hand, causes problems that can

torpedo the health of the whole operation. Fast.

Truth is, any business today relies on communication more than anything else. So it’s a puzzle why so many firms are missing the very systems and practices that will help them improve their vital business communication. Despite a proven efficacy of customer re-lationship management (CRM), the broad range of options available, and the increasing number of able software providers, the industry’s adoption of the CRM concept

Reports out of CRM can be easily generated to show important information in graphical format.

Continued on page 11

April 2008 TUG Pulse 3

Part 1:

Importing Excel Transactions to Timberline Office

by: James Coyle • Event 1

Ever had a nightmare like this?

Quick! You have two pages of adjusting entries from the accountant in Microsoft® Excel. You have to get them into General Ledger ASAP.

Oops! Something else has come up. You have to reverse out an estimate that was entered in Job Cost incor-rectly. There are five pages of transactions. You need to get those reversed and, by the end of the day, give the project manager the details for a correct breakdown.

But you also have to get those adjusting entries en-tered. That MUST be done today, too. The company has been capturing time in Excel, so you need to enter time cards into Payroll be-cause payroll is being run by 2:00 tomorrow.

And, after all that’s done, a question comes up. Could you correct an estimate?

As terrifying as it sounds, you don’t have to live that nightmare. The reality is much better. You can work with all that information in Microsoft® Excel and then send the data directly from Excel to Sage Timberline Office. However, there is a small catch. You have to put the data into a format that Sage Timberline Office can recog-

nize and then tell it to import the file.

This is the first of a two-part series on importing Excel data into Sage Timberline Office. In this in-stallment, we’ll give you a basic understanding of importing, how to save Excel files for importing, and where to get help along the way. Next month, we’ll move on to the actual import of data.

Like everything, importing in-formation to Sage Timberline Of-fice is easy if you know how. To do this, there are a few major steps:

1. Put your data into the correct format.

2. Save the information in a file that can be imported.

3. Go into your Sage Timberline Office ap-plication and import the file using the ap-propriate program under the application tools.

If you follow these steps and the examples we’ll use—all the way through to completion—you’ll be able to go for-ward. A valuable resource in this process is your Sage Tim-berline Office Consultant. If you’re not comfortable with any part of this process, talk to your Certified Sage Timberline Office Consultant. And, don’t forget to go to TUGweb.com for additional advice from other experienced users who have successfully run this gauntlet.

Know What Can be Imported

When considering importing information, start by determining what can be imported.

For the answer to that, look in Sage Timberline Office Help. For instance, go to Job Cost, Help, Help Topics. Select Index, then type in the word “import” or “importing.” You’ll see a whole range of topics to aid you. (See Fig. 1)

Another place to look for infor-mation that can be imported is on each application menu under the

Tools option. There will either be a menu option for Importing or each import option will be visible on the Tools menu.

In the case of Job Cost, you’ll see the following, as in Figure 2:

Here you’ll note you can im-

Figure 1

Continued on page 4


port Estimates, Direct Costs and Commitments. The … following each import menu option indi-cates there are more options for you to answer once you select the program on the menu. Under Commitments, for example, you can import Purchase Orders and Subcontracts, as well as changes to the Purchase Order and Sub-contracts.

For your convenience (as of Sage Timberline Office version 9.4.x), here is a list of the avail-able import options for these Sage Timberline Office modules:

Accounts Payable, Tools, Im-•port Invoices…Accounts Receivable, Tools, •Import Invoices…Cash Management, Tools, Im-•port Cleared Checks…Equipment Cost, Tools, Import •Entries…General Ledger, Tools, Import •BudgetsGeneral Ledger, Tools, Import •

Transactions (NOTE: there is no … at the end of the GL Import menu options)Job Cost, Tools, Import, Import •Estimates…Job Cost, Tools, Import, Import •Direct Costs…Job Cost, Tools, Import, Import •Commitments…Payroll, Tools, Import Time…•

NOTE: If you have custom names, you may see different re-sults. For example, Commitments are sometimes renamed and might appear as Sub/PO or some other name.

Determine the Correct Format

In every case, the correct for-mat for an import file is identified

in the Help topics for that appli-cation. In most cases, a descrip-tion of the expected content of an import file is identified along with required and optional fields. And, you will normally find an example of the file format that the Import program expects.

Using General Ledger Import Transactions as an example, the following is its Help topic within General Ledger, Help. It identifies the fields that Sage Timberline Of-fice expects in the import file (See Fig. 3):

Under other Import topics, you’ll see explanations of field types and what they mean (in-cluding Alpha, Numeric, Date and Option), as well as options to con-sider when importing negative numbers.

Save the FileSage Timberline Office usu-

ally gives you an example of what an import file might look like. The following is a topic from General Ledger, Help that gives an exam-ple format for a General Ledger Transaction Import file:

;This is a comment in a sam-ple Import Transactions input file

;This next line provides an ex-ample of an import transactions record

GLT,20-1201,02131999, 5,ref1,ref2,this is the description, 0,13.20,1

;The next line is purposely split into two physical lines, which

Continued from page 3Importing Excel Transactions

Figure 2

ImportOrder Item Type Length Notes

1 Record ID Alpha 3 Required, must be GLT. 2 Account Alpha 25 Required, Accounts maybe entered with or without punctuation (e.g., 12-456-100.10 or 1245610010 or 12456100.10). 3 Accounting Date Date 10 Required. 4 Journal Numeric 2 5 Reference 1 Alpha 10 6 Reference 2 Alpha 10 7 Transaction Description Alpha 30 8 Debit Numeric 11 Eleven Digits plus the decimal point and sign may be entered (e.g., 9.2-). 9 Credit Numeric 11 Eleven digits plus the decimal point and sign may be entered (e.g., 9.2-). 10 Accrual or Cash Option 1 See note below.

2006 Sage Software, Inc. All rights reserved.

Figure 3


is accomplished by adding a + to the end of line one

GLT, 10-1001,2/22/99,10, +ref1,ref2,this is the descrip-

tion,13.20,0,1In this case, you’re shown

examples of the values you might place within fields of the import file. In particular you’re shown how to put comments into the im-port file (so that you can send a message to the person importing about the contents of the file). You also see an identifier at the front of non-comment lines indicating the type of import information the file contains (GLT = General Ledger Transaction). Finally you’re shown how to continue import informa-tion on the next line if necessary by using a “+” to indicate the line continues.

As you e x a m i n e the sample import in-formation above, you may notice that the fields are separated with commas (“,”). Import files are some-times referred to as CSV files (comma-separated values) indicating a file type an Excel worksheet might be saved in. In situations like this, you’ll also note that numeric fields do not have commas (otherwise they would be interpreted as more than one field) and if a comma appears in a description, the text is surrounded in such a way that the text is all consid-ered one field. In the case of a Sage Timberline Office Import file, text containing a comma is surrounded by double quotes (“ ”).

If you wanted to test a

GL Transaction import, you could do so by creating a text file in the format identified above and sub-stituting one of your GL accounts and an accounting date from your current period. The content of your file should look like the following:

GLT,10-1001,05312008,,,, in and out entry - debit,0.01,,

GLT,10-1001,05312008,,,, in and out entry - credit,,0.01,

You could save your two lines of import data in a text file with the extension .txt and place it in your Timberline Data Folder, and, if you’ve identified a valid account and the date is current for your GL Settings, then this file will import in and out entries for the account

used (resulting in a 0 impact). NOTE: Leaving the last field

blank is okay as long as your ac-count format is either Cash or Ac-crual. If it is set to Both, then you’ll need to identify what method to use in your import by placing a 1 for Accrual or 2 for Cash as the last field on each line of the import file.

Excel Simplifies It Although a text file can be for-

matted to import data into Sage Timberline Office, Excel is particu-larly useful, considering the natural way that it separates information into columns. The above example entered into an Excel worksheet would appear as in Figure 4.

To obtain a comma-separated value (.CSV) file from this data,

GLT 10-1001 5312008 in and out entry - debit 0.01

GLT 10-1001 5312008 in and out entry - credit 0.01

Figure 4

Continued on page 8

Figure 5


Hand Over Your Manual A/P Approval To TimberScan and See the Difference

by: Bernard RossCore Systems, Inc., Sage Timberline Office Business Partner

For many Sage Timberline Office clients, approving ac-counts payable (A/P) invoices

is an arduous, time-consuming task because they still use a man-ual approval system. They stamp each invoice when it arrives and manually distribute it to the right person for approval. Often ap-provers are out of the office, so getting them invoices with sup-porting documentation requires photocopying, faxing, or express mailing.

The approval process can get complex. Some companies have many layers of approval, and some invoices require more than one approval. Some companies have different rules for different types of invoices. Losing track of invoices is, unfortunately, a com-mon occurrence. Invoices inevita-bly get misplaced, and sometimes multiple copies of in-voices float through the organization. It’s easy to see why au-tomating the approv-al process should be—and is—a high priority for many Sage Timberline Of-fice clients.

Many Sage Tim-berline Office clients are successfully using Sage Timberline Of-fice Document Man-agement for invoice approvals. Document Management is a good choice because it’s a powerful, full-featured document imaging solution that

is also fully integrated with Sage Timberline Office Accounts Pay-able.

However, for clients that re-quire a more automated solution, TimberScan: The Paperless Ap-proval System can greatly stream-line their invoice approval process. Designed specifically to automate the Sage Timberline Office A/P ap-proval process, TimberScan can easily scan, store and retrieve invoices. TimberScan has built-in imaging technology to provide paperless invoice processing. While the paperless component is a small, but important part of this system, the key to Timber-Scan is its ability to define each company’s unique business rules for routing invoices. TimberScan handles even the most complex routing requirements.

TimberScan works so well because it was designed from

the ground up for Sage Timber-line Office users. It was developed by Core Systems which is both a Sage Timberline Business Partner and a Sage Construction and Real Estate Development Partner. The program was created in 2003 for a very large client with more than 125 users who processed many thousands of invoices each week. The software was designed to automate every aspect of the ap-proval process. Superfluous steps were removed and workflow auto-mation and integration with Sage Timberline Office became the main design considerations of this program.

Sage Timberline Office users will feel right at home with Tim-berScan. All the warnings, error messages and reminders you are familiar with are in TimberScan. The List button works just like the Sage Timberline Office listing of

vendors, commit-ments, jobs, cost codes, properties, G/L account codes, etc. And best of all, TimberScan posts directly into Sage Timberline Office. There is no need for importing, exporting, scraping, or back-filling data. There is never any duplicate data entry. Invoice images also flow to Sage Timberline Office and they can be viewed in either system.

TimberScan is a well-designed pro-gram that is easy to


use and is affordable. Some of the main features are:

Scanning — The built-in scanning software is designed for volume processing. The system automatically creates a record for each invoice, regardless of wheth-er it’s a single-page invoice or a multiple-page invoice with sup-porting documents. The operator never needs to name the invoice or to specify the recipient.

Coding — TimberScan has successfully replicated Sage Tim-berline Office’s A/P data entry. This includes all lookups and warnings such as insures expiration, dupli-cate invoice, commitment totals, etc. Partial coding is acceptable to TimberScan since it is a collabora-tive system. Once there is initial coding, the system will automati-cally route the invoice to the right person(s).

Notifications — The system can automatically notify approvers by e-mail and/or a pop-up.

Approvals — TimberScan supports up to eight levels of ap-proval for each invoice. Once the invoices have gone through all lev-els of approval, TimberScan gen-erally routes to accounting for final review and posting.

E-mail — The ability to e-mail is built into the program. This fea-ture automatically accesses the Sage Timberline Office Address Book, the user’s Microsoft® Out-look contact list, and TimberScan’s contact list. The invoice is auto-matically attached in PDF format. All e-mail sent from TimberScan is recorded in the Audit File.

Posting — TimberScan posts directly into Sage Timberline Of-fice. It has a live link. There is no

need for exporting and importing. TimberScan also automatically creates a file link so that you can see the invoice image and approv-als right in Sage Timberline Office.

Accruals — The system has an accrual feature that allows a user to select invoices not yet ap-proved but that need to be posted to Sage Timberline Office. The pro-gram posts these invoices and also creates a reversing journal entry, eliminating any possibility of dupli-cate accounting for an invoice.

Reporting — Once an invoice is scanned, it’s accounted for. Nothing falls through the cracks. TimberScan’s very powerful re-porting capabilities include:

Reporting on invoices still in the approval process:• By approver/user showingall invoices still unapproved.

• By invoice showing whichapprover/user is holding the invoice.

Reporting on invoices in Sage Timberline Office for construction:• By job(s), vendor(s), com-pany, range of dates, paid, unpaid, or any combination of these.

•ReportingbyCommitment/PO.

Reporting on invoices for property managers:• By property(s), vendor(s),range of dates, paid, unpaid or any combination of these.

• For retail and shopping center managers, the system will automatically print all CAM invoices.

Reporting by check num-ber with all supporting in-voices.

Security — TimberScan runs on the Microsoft® SQL database, making it a very powerful and re-sponsive system. It supports Mi-crosoft® Terminal Server as well as Citrix for remote users. A very detailed audit trail for every trans-action is created and it is compli-ant per the Sarbanes-Oxley Act of 2002.

How They Team UpHow does TimberScan work

with Sage Timberline Office Docu-ment Management?

TimberScan’s focus is provid-ing a powerful, yet easy-to-use paperless solution specifically for high-volume invoice approval routing, reporting and control. TimberScan does not handle im-aging and storage needs of other types of documents. For a solution that more fully addresses compa-ny needs specifically surrounding document imaging and storage, Sage Timberline Office custom-ers should turn to Sage Timberline Office Document Management. As complementary products, Timber-Scan and Document Management provide a powerful solution for all the imaging needs of even the most demanding clients.

To see a demonstration of TimberScan please contact your Sage Timberline Office Business Partner to inquire if it is an autho-rized TimberScan representative. If your Business Partner is not an authorized TimberScan rep-resentative, please contact Core Associates directly and we will schedule a web-based demon-stration for you: www.core-assoc.com/html/seminars.html. And, you can see TimberScan at work dur-ing the TUG National Conference in Nashville.


highlight the area of data (rows and columns) that you want to place into the CSV file and then choose File, Save As, and name the file, choosing the file type CSV as shown below. Here I have two files for importing in a folder. (See Fig. 5

NOTE: If your version of Ex-cel is later than Office 2003, your screen may look different from this example.

When you save the file, you will have a CSV file ready to import.

Next month, we’ll move on to the actual import process.

For more information on Event 1, contact us at sales@event1 software.com, call 360-567-3750. And, be sure to meet us in Nashville at the TUG National Conference.

Continued from page 5Importing Excel Transactions


column divider. The columns to the left of the thick verti-cal line will freeze, and only the columns to the right can be scrolled. As in Microsoft® Excel, this feature may help you not lose your space if you choose to add more columns than the grid view allows, and if you need to keep a frozen reference on the left side of the screen.

4. Don’t forget to right click on any field at any time should you need a definition of the input field. Sage Timberline Office has greatly enhanced the What’s This? feature in the PJ module. You’ll find that very useful.

To enter a revision to an exist-ing drawing, click somewhere on the row of the drawing you want to revise. Then select the New Re-vision button. The program auto-matically inserts a row just below the one you selected, prefills it with identifying information, and opens up the Date and Revision fields.

To enter a supplementary sketch to an existing drawing or revision, first click somewhere on the row of the drawing you want to append. Then select the New Sketch button. The program au-tomatically inserts a row just be-low the one you selected, prefills it with identifying information, and opens up the Date field.

As you can see, the Drawing Log keeps track of EVERY draw-ing, revision, and sketch created for your project. Adding revisions and sketches to an original draw-ing is preferred to changing any information on an original draw-ing entry because the original data will be lost if existing entries

are overridden.Some of the available columns

in the log are interesting to note:

History: Generates a Crystal-formatted Drawing History report that shows the complete history of the drawing, including revisions, sketches and their distribution.

Drawing Title: Right click in a field and the Check Spelling fea-ture becomes available.

Current: Select the checkbox in this column to indicate that this is the most current version of the drawing or sketch. When creating a Revision, the checkbox automat-ically prefills, and the check from the previous iteration of the draw-ing is automatically removed.

Date: Don’t forget the hidden “calendar” icon inside the right edge of each field.

Comments: This gives you room for 1,000 characters with text wrap. Check Spelling is also available in this field.

Finally, note the buttons on the right-hand side of the screen. As with other documents in the PJ module, Drawing Log enables you to generate a Transmittal cover sheet directly from the Draw-ing Log screen. Also, make sure to save your work before leaving Drawing Log. Finishing a row of in-put does not save your input. Click Save or acknowledge the prompt window that appears before the screen closes.

Continued from page 1Drawing Log

April 1, 2008 PJ Document Tools: Transmittals

April 8, 2008 PJ Document Tools: Meeting Minutes

April 15, 2008 PJ Transmittals, Meeting Minutes Workflow & Customizations

April 18, 2008 Estimating: Adjusting Your Estimate

May 6, 2008 Getting Started with PJ:

Workflow,Roles & Security

May 9, 2008 Beginning General Ledger

May 12, 2008 Beginning ODBC

May 13, 2008 Getting Started with PJ: Settings

& Custom Descriptions

May 16, 2008 ESTIMATING (TBD)

May 20, 2008 Getting Started with PJ:

Custom Fields & Defaults

May 29, 2008 Cash Management Workflow

May 30, 2008 ESTIMATING (TBD)

June 2, 2008 Advanced ODBC

June 3, 2008 PJ Job Flow: Using Address Book

June 6, 2008 Working With and Using Extras

June 9, 2008 Beginning Report Designer

June 10, 2008 PJ Job Flow: Job Setup

June 13, 2008 ESTIMATING (TBD)

June 16, 2008 Microsoft® Outlook Optimizer

June 17, 2008 PJ Job Flow: Closeout

June 23, 2008 Intermediate Report Designer

June 25, 2008 Address Book

June 30, 2008 Beginning Payroll

July 11, 2008 ESTIMATING

July 14, 2008 Reconciliation

July 18, 2008 Beginning Cash Management

July 25, 2008 ESTIMATING

July 29, 2008 Accounts Payable Workflow

All training sessions take place at 1:00 EST and last approxi-mately one hour. To register, email Carolyn at [email protected]. Just let her know which class(es) you would like to participate in. We’ll get you registered and email a confirmation along with connection information. These classes are free of charge and open to members only - one more benefit of belong-ing to the Timberline Users Group Keep watching the Training Calendar at www.TUGweb.com. We are adding more sessions all the time!

TUG ONLINE WEBEXTRAINING

Power To The User!

DATE TOPIC


Value and Industry- Specific Concerns Have

Been AddressedThe reasons behind construc-

tion and real estate’s slow ac-ceptance rate are two: First, the industry has held a negative view of CRM’s capacity to deliver return on investment, and second, concerns have existed about the software’s ability to mold to industry-specific needs and functionality.

These concerns are le-gitimate. But they’re out of date. Major improvements have been—and continue to be—made in the capabilities, features and integration of customer relationship/com-munication programs, trans-forming them into authentic, multi-industry products.

Integration with a unified enterprise resource planning system (ERP) opens up the full functionality of CRM by providing central access for all types of information re-lated to projects, suppliers, clients, subcontractors, tenants, all in-coming and outgoing communica-tions and selected financials. And, when properly integrated with a program like Sage Timberline Of-fice, CRM becomes a completely construction, service or property management-focused tool.

So with programs improving, the remaining problem seems to be educating the market on how CRM can be optimally utilized, and how software developers’ indus-try-specific refinements are pro-viding answers that fit, work and produce for construction, service and property management.

Enabling Integrates Sage CRM and Sage

Timberline OfficeAcross a range of businesses,

customer relationship applica-tions have become essential not only for companies that want to be market leaders, but also for those

that just want to stay competitive. From a one-time sales contact manager, CRM has evolved into a true multi-use communication and information tracking application that, when utilized properly, brings significant and profitable improve-ments to any industry, including building and construction.

In this scenario, however, tai-loring is key. And that’s what En-abling IP’s integration of Sage CRM with Sage Timberline Office does: tailor these tools so they fit con-tractors, service companies and property managers like a glove. The resulting module provides an out-of-box integration solution, maximizes the benefits of CRM

and increases the functionality of Timberline.

The integration components automatically synchronize Sage Timberline Office’s Address Book information on companies and people with tables in Sage CRM. All contact information stored in Sage Timberline Office is automat-

ically uploaded into the CRM data-base and then made available for easy tracking of correspondence and for association with projects, equipment and properties. Sage CRM can also merge with Micro-soft® Outlook’s commonly used contact and calendar system.

Advantages Of CRM Integration With

TimberlineCentralized communication throughout operation

A common problem in the con-struction industry is use of multiple databases by different divisions of the same company. Use of multiple databases breaks down the com-

Continued on page 12

Customer Relationship ManagementContinued from page 2

Company and people information is automatically synchronized between Address Book and Sage CRM.

TIMBERLINE USERS GROUP, INC.PO Box 697 • Sylvania, Ohio 43560

PRSRT STDU.S. Postage

PAIDRockford, IL

Permit No. 745

munication cycle and promotes inefficient work practices such as double data entry.

Sage CRM integration for Timberline allows data from Timberline Office to be securely accessed through Sage CRM’s easy-to-use interface. Informa-tion is no longer confined to one database; inefficient manual data transfers are no longer nec-essary. And, the web-deployable nature of Sage CRM also allows authorized employees to access Timberline wherever the internet is available.

Detailed Tracking of JobsKey features of the integra-

tion tool are increased access to information, and merging of CRM and ERP data. Sage CRM integration with Sage Timberline

Office allows jobs to be easily searched and accessed with the same tools used for finding com-panies and people within CRM. In addition, any CRM communi-cation, appointment, document case or opportunity can be linked seamlessly with a job. Through CRM, the user also has full ac-cess to detailed job info, allowing drill-down to any level including transactions.

Tracking From Initial Sales Call Through Contract or Lease Management, Project Comple-tion and Beyond.

A sale starts with the first phone call to a prospect and doesn’t end until well after the job has been finished. How well a company handles itself in between is what determines

whether or not it will succeed. Sage CRM integration with Sage Timberline Office helps employ-ees track communications with clients and tenants, as well as access relevant information at any stage.

Enabling/NA supports and distributes Sage CRM integra-tion for Sage Timberline Office in North America. Enabling will be exhibiting and presenting a session on CRM integration at this year’s 2008 TUG National Conference, April 30–May 2 in Nashville. Come meet us there.

Customer Relationship ManagementContinued from page 11