Big Business Mail Errors
10042 'SMTP 550 - Requested action not taken: mailbox unavailable' may indicate your account is protected and needs to be authorized. For Hotmail.com, Outlook.com, etc. accounts sign in with a browser to check for alerts.
This Solution provides troubleshooting information (6504)
Hotmail Setup
Big Business Mail lets you send email using multiple accounts including Hotmail.
This Solution provides setup information (6505)
Name - a name for identifying this Account, such as "Hotmail" or "Sales@Hotmail"
This name will appear in the list of accounts to send from.
Server - smtp.live.com
Port - 587
Use SSL - this setting should be OFF
Send From - your Hotmail email address
User Name - your Hotmail email address
Password - your Hotmail password
Big Business Mail
If you rely on Sent Mail to remind you what information you've given customers, you'll love Big Business Mail, which lets you:
- share the information you've sent to customers with other Big Business Users
- share the information other Big Business Users have sent to customers
Big Business Mail respects that people like email from people and lets each user send from their own email, be it corporate email or a service like Hotmail, Gmail, or Outlook.com.
This Solution provides an overview. (6506)
To activate Big Business Mail:
1. Go to the Notes toolbar
2. Open the Notes Prefs
These settings are specific to you (the name you signed into Big Business with)
3. For Email Client choose Big Business Mail
Read the alert that Big Business Mail is in BETA and needs your input, then click OK.
Disable Inventory Update Before
Disable Inventory Update lets you defer changes to current inventory for back-dated Bills and Invoices.
This Solution provides an overview. (6506)
To disable Inventory Updates:
1. Go to the Company Card to the Preferences tab
2. Click the checkbox for Disable Inventory Updates Before
3. Enter a Date
4. Click OK to save changes.
You must restart Big Business for this change to take effect.
This setting prevents Bill and Invoices dated before the Date entered from changing inventory values. Creating or editing a backdated Bill or Invoice will not change Qty On Hand or Total Cost or related values such as Available and Average Cost.
This allows you to enter historic tansactions for reference and in doing so not disturb the current inventory counts.
When you are ready, Big Business can recalculate inventory values. In the Item Search click Apply and choose Verify Quantities.
Capture Window
Capture Window is being tested.
This Solution provides an overview. (6509)
To use Capture Window:
1. On a Folder tab click Add
2. Click the Capture button
3. Select the window to capture
Graphs Tool
Big Business 9 updates Graphs.
This Solution describes this option. (6458)
Graphs in Big Business are being updated with new rendering on an enlarged window.
Built-In Email
Built-In Email is being tested.
This Solution describes possible options. (6459)
Built-In Email would eliminate the need to configure a full email client for each user, and could be leveraged for automated and bulk messaging.
The picture shows the Editor for testing composition of a message (with an image).
General Ledger Report Search
The General Ledger reports:
• General Ledger (Summary)
• General Ledger (Detail)
have been updated for speed and to include a Search.
This Solution provides details. (6485)
The General Ledger reports:
• General Ledger (Summary)
• General Ledger (Detail)
have been updated for speed and to include a Search.
Add New Customer
Add New Customer lets you create a New Customer Card from the Customer Search.
This Solution describes this option. (6487)
To Add a New Customer from the Customer Search click the New button or type command-N.
OS X: Set Default Printer
Big Business automates printing--to allow you to select printers, send to iPad or Email, or include a PDF--and relies on a Default Printer being properly configured.
This Solution provides brief instructions for creating a Default Printer. (6491)
To set a default printer:
1. Go to the Apple menu to System Preferences and select Printers & Scanners
2. Create a new printer if needed
3. Control-click on a printer and choose, Set As Default
There is also a pulldown menu at the bottom to select the default printer.
Item Comments on Item Adjustment
Big Business 9 adds Item Comments to Item Adjustments to easily record Lots or Serial Numbers or other specifics about each item being adjusted.
This Solution decribes this feature. (6492)
Item Comments on Item Adjustments can be:
• entered by typing or scanning into the Comments column
• entered, edited, spell-checked on the Comments window
• searched in the Item Adjustment Search
• exported from the Item Adjustement by clicking Export and choosing the Include Detail
• imported using the Item Adjustment Import
Company Prefs
Company Prefs are on the second tab of the Company card on the System toolbar. These settings affect all Users (unless they override with their own User Prefs). All Connect settings for APIs are found here except Web-Server and Web-API settings that are per-user and found on Employee card.
This Solution decribes this feature. (6493)
Prefs like Auto Zoom affect all Users that are set to "System Setting" so you can change all at once (to use larger Zoomed windows). In their User Prefs they can change from System Setting to control their own settings (unless User Settings Prefs is set to Hide). Also, you can view and change User Settings in the Employees Search.
Trial Balance Reports
The Trial Balance reports:
• Trial Balance (Summary with Balances)
• Trial Balance (Summary)
• Trial Balance (Detail with Balances)
• Trial Balance (Detail)
have been updated for speed and to include Balances.
This Solution provides details. (6496)
The Trial Balance reports:
• Trial Balance (Summary with Balances)
• Trial Balance (Summary)
• Trial Balance (Detail with Balances)
• Trial Balance (Detail)
have been updated for speed and to include Balances.
Comments on Misc. Bills and Misc. Sales
Big Business includes a Comment button for:
• Misc Bills
• Misc Sales
Big Business 11 updates this Comment button to use icons. The Comment icon for Harmony and Helios Icon Styles have been updated with black for better visibility.
Miscellaneous tools are convenient for creating transactions:
• that are without Line Items
• that do not need printing
• that you enter in a list
• that you Import, or Memorize, in a list
• that you need to assign a Number, such as Invoice Number
• that you create for adjustments or corrections
This Solution describes this option. (6517)
Miscellaneous tools are convenient for creating transactions:
• that are without Line Items
• that do not need printing
• that you enter in a list
• that you Import, or Memorize, in a list
• that you need to assign a Number, such as Invoice Number
• that you create for adjustments or corrections
For Misc Bills and Misc Sales you can click the Comments button to add:
• Printed Comments
• Private Comments
Comments can be spell-checked by clicking the Check Spelling button. Comments are also searchable in the Bill Search and Invoice Search.
Comments Icons
Big Business shows you when Comments are filled in by changing the icon.
Big Business 11 updates these icons so they are easier to see on Line Items.
This Solution describes this feature. (6702)
Big Business shows you when Comments are filled in by changing the icon.
Pictured are the six sets of Icons you can choose from (L-R): Classic, Satin, Carbon, Harmony, Contour, and Helios.
For each the icon on top is used when the Comments are blank. The icon the on the bottom is used when Comments are filled in.
So, it is easy to see if there are Comments you might want to view or edit.
Expanded Bill
Big Business 11.12 adds new fields on the Expanded tab of the Bill:
• Received Date
• Entry #
This Solution provides details. (6796)
Add New
Add New lets you create a new entry from a Search List.
This Solution describes this option. (7276)
To Add a New Customer from the Customer Search click the New button or type command-N.
This Chapter covers changes to Notes in Big Business 2.5 and recent additions to Big Business Documentation including:
• Minimize Suppresses Alerts
• Using Scheduled Notes
This Chapter covers Notes in Big Business and recent additions to Big Business Documentation including:
• Minimize Suppresses Alerts
• Using Scheduled Notes
This Chapter covers the Info Center in Big Business including:
• Converting Contacts
• Batch Delete of Contacts
Custom Forms and Reports are covered in Chapter 15
Info Center Features
Big Business Version 2.0 includes a number of new Info Center features and
enhancements:
• You can convert Contact Cards into Customer or Vendor Cards
• New Q&A questions have been added.
• New reports have been added and existing reports improved.
• Reports can now be saved to text files.
• A new Custom Form/Tool feature allows you to design and print customized reports.
See Chapter 8 of the Big Business User’s Guide for detailed instructions about existing Info Center features. (3092)
Big Business includes a number of advanced Info Center features:
• You can convert Contact Cards into Customer or Vendor Cards
• New Q&A questions have been added.
• New reports have been added and existing reports improved.
• Reports can be saved to text files.
• The Custom Form/Report Tool feature allows you to design and print customized reports. This feature is covered in Chapter 15.
Converting Contacts
You can use Contact Cards to keep track of potential clients or suppliers. Big Business lets you automatically convert Contact Cards into Customer or Vendor Cards when needed.
This Solution describes Converting Contacts to Customers or Vendors. (3093)
You probably use Contact Cards to keep track of potential clients or suppliers. Big Business lets you automatically convert Contact Cards into Customer or Vendor Cards.
When you convert a contact, a new Customer or Vendor Card is created and the Contact Card is deleted.
To convert Contact Cards:
1. In a Contact Card, click the Convert to Customer or Convert to Vendor button.
2. Click the Convert button in the confirmation dialog box that appears.
Big Business converts the Contact Card and displays the resulting Customer or Vendor Card.
Batch Delete of Contacts
This solution describes how to Batch Delete Contacts. If you need to correct an error from an import or delete contacts from prior years that are now out of date, use the Batch Delete tool to remove a group of contacts found with the Contact QuickSearch. (3411)
Big Business includes the ability to Batch Delete Contacts. Because this Delete is permanent, you should exercise proper caution in its use. Refer to the section on Employee Access Privileges for restricting Access to the Batch Delete tool. You may also want to Back Up your Company data file, or export the selection of Purchase Orders you are attempting to Delete, prior to deleting them.
To Batch Delete Contacts, using the Contact QuickSearch:
1. Find the Contacts you'd like to Delete.
Keep in mind that Contacts include the Additional Contacts for Customers and Vendors.
2. Click the Batch Delete tool to Delete all Contacts in the current List.
Big Business will display a confirmation dialogue offering to Continue or Cancel.
3. Select Continue to permanently Delete all Contact in the list.
If you select one Contact in the List and click Batch Delete, Big Business will display a dialogue with a choice of Deleting the selected Contact, Deleting all Contacts in the List, or Canceling.
Contact Batch Delete is particularly useful if you import a large number of Contacts as prospective Customers or Vendors. Using the Import Tag feature in Big Business, e.g. "Imported 12/25/98," or the QuickChange found in Contact QuickSearch can make easy work of keeping your prospect list.
Quick List Export
Quick List Export lets you export Last Purchases, or All Purchases, QuickFind results for publishing customer-specific price lists or for use with the Quote Line Item Import and As Quoted features. (6190)
To Export Quick List results:
1. Use a QuickFind, such as Last Purchases on the Customer Card.
2. Click Export on the Quick List window displayed.
3. Name and Save the export file.
From Excel, go File, Open to open the export file and on the Text Import Wizard click Finish. Or drag-and-drop the export file into a blank spreadsheet window
in most other programs.
New Q&A Questions
New Q&A Questions
Big Business Version 2.0 includes 21 new Q&A questions, including:
• Which customers on are credit hold?
• Which orders are waiting for items to arrive?
• Which invoices are past due?
• Which vendors do I need to purchase items from?
• Which bills have an open balance?
• Which items need to be ordered?
The Q&A functionality remains unchanged. See “Using Q&A” in Chapter 8 of the Big Business User’s Guide. (3094)
• Which customers on are credit hold?
• Which Customers have sales this Month/Year Over...?
• Which Customers have sales over $__ for...?
• Which orders are waiting for items to arrive?
• Which Orders have open Items with ETAs for...?
• Which invoices are past due?
• Which vendors do I need to purchase items from?
• Which PO's have open Items?
• Which PO's have Items being returned?
• Which PO's have open Items being returned?
• Which bills have an open balance?
• Which items need to be ordered?