New Interface for Online Scheduling

Cory WardenCore Features, General News and Updates, Help Files, Support, Tips and TricksLeave a Comment

Client Facing Scheduling Settings

**Please read news and update titled “Flex Grid Tie In Settings Required for Online Scheduling” first. Now your clients can reserve their spot for events or appointments online through your integrated Adilas e-commerce. To start, you will need to create a master time template for Elements of Time. Please consult the previous news and update titled “Track Project Time in … Read More

Flex Grid Tie In Settings Required for Online Scheduling

Cory WardenCore Features, General News and Updates, Support, Tips and TricksLeave a Comment

In order to use the online scheduling interface, there is some manual setup required at this time. We intend to automate these settings in the future. When we do automate them, we will also open it up to be more dynamic per company to help fit your scheduling needs. For the time being, please follow the steps listed below. 1.)From … Read More

Add Due Date and Credit Terms to Invoices

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Due Date and Credit Terms to Invoices

Now you can view your invoice due date and credit terms on your invoice. There are several settings that need to be configured in order to see this information on your invoices. From the classic homepage, click on management, then manage corp info and permissions. Click on corp-wide settings. Then click on the navigation link on the right for invoice. … Read More

Track Project Time in Elements of Time

Cory WardenCore Features, General News and Updates, Help Files, Tips and TricksLeave a Comment

Elements of Time is a robust component of adilas that has myriad applications for your business. This update highlights new functionality that allows you to track time that has been spent on specific activities/projects by one or multiple people in your company. To get started with Elements of Time, you first need to set up your template or templates. Templates … Read More

New CRM Report: Show All Email Addresses

Cory WardenCore Features, General News and Updates, Help Files, Tips and TricksLeave a Comment

Now you can run a report to show the email addresses from your main contact information, as well as your additional contact information. From the classic homepage, click on system maintenance. Click on customer homepage. Click on advanced customer search**please note that the word “customer” is dynamic and varies based on your corp wide settings. Click on more options and … Read More

Adilas.biz Security and Data Loss Prevention Information

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Security at adilas.biz is provided within the system architecture and by Hostek. Hostek is a leading, managed technology, I.T. infrastructure, and Web hosting company that has been around since 1998. Adilas backups are provided and stored on-site at Hostek. Operations are based out of Tulsa, Oklahoma, and have data centers (with redundancy and backup) in St. Louis, Missouri, and Ashburn, … Read More