Merge Customers
Big Business allows you to Delete one customer and have its history Merge Into another's. Just click Delete and then click Merge Into and select the other Customer.
This Solution describes using this option when attempting to Delete a Customer Card. (6012)
Instant On
Instant On is a new feature in Big Business 12. New Networking allows Big Business Client to Sleep. Shut your laptop or allow your computer to sleep and when it wakes on the same network, Big Business Client will resume working right where you left off.
This Solution will provide details. (7076)
(Up) Chapter 19 Networking
Show
Show replaces QuickFind and adds new options for finding related records. (7041)
QuickFind Feature
Unlock Unmark
Mark lets you mark invoices as Sent. The option to mark them as Unsent is hidden. To use Unsent, turn on Unlock Unmark in your Employee card, Access tab.
This Solution provides details. (7050)
Mark
Print List
Print List has been changed, requiring that you select the rows you want to Print. This is easy to do with:
• Shift-click to select a range
• Command-A to select all
• Command-click to select, selectively.
This Solution describes using on this feature. (7043)
Channel Changes
Channel features are being improved to automate workflow.
This Solution lists your choices for using Channels. (6818)
Expanded Order
This Solution describes the new Expanded Line Items Tab on Sales Orders. This feature was added in Big Business 2.5, allowing you to see stock levels (Inventory Allocations, Quantity on Hand, etc.) while completing a Sales Order. (3330)
Secure Server
Big Business 12 encrypts all Client connections.
Secure Server is now seamless and set by default.
This Solution describes this option. (7030)
Protect Transactions
Protect Transactions prevent users from modifying or deleting any saved transactions. (7034)
Send Checkbox
Send Checkbox appears in Docs and lets you choose Documents and Notes that are allowed in email. If you don't click Send, the item will not appear in the Send menu.
Emailing Documents and Notes is two steps:
• in Docs click the Send Checkbox to allow a Document or Note to be emailed
• in Print Options use the Send Menu to choose from allowed Documents and Notes
This makes it easy to pick a fe
(Up) Chapter 17 Emailing
Batch Emails
Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")
Please email to support@bigbusiness.com with questions or needed changes.
This Solution provides setup instructions. (7023)
(Up) Chapter 17 Emailing
Email
Sent Documents
Sent Documents automatically adds the PDFs of emailed transactions to the Docs folder of the transactions.
Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent Email are saved as Notes for reference and can be seen from Quote or Order; just double-click to view.
This Solution provides setup instructions. (7022)
(Up) Chapter 17 Emailing
FAQ
Email is the simple choice for sending Quotes, Order, Invoices by email.
This Solution describes its use. (7019)
(Up) Chapter 17 Emailing
Load Addresses
Documents on Lists
Big Business lets you attach any file to a Search window like Customers. This can be a convenient place to store attachments like Policies, Terms and Conditions, and so on that pertain to Customers. Moreover, you can click Send to make any attachment available--to Send (Docs) as email attachments or Send (Notes) as email messages.
This Solution provides an example for use. (7021)
(Up) Chapter 14 Documents
Email is the simple choice for sending Quotes, Order, Invoices by email.
This Solution describes its use. (7019)
(Up) Chapter 17 Emailing
Load Addresses
Batch Emails
Enabling Options
Big Business makes new features optional. This lets you turn them on when you are ready. This also lets you turn them off if they are problematic.
This Solution provides a quick list of options you might consider. (7018)
(Up) Chapter 17 Emailing
Send Notes
Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.
When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in th
(Up) Chapter 17 Emailing
New Networking
Big Business 12 offers New Networking to support:
• 64-bit Clients
• Sleeping Clients
• Secure Server
Big Business 12.12 updates New Networking. Please update Server AND Clients to use these features. Get Info or check Properties on Clients or email support@bigbusiness.com for help.
This Solution provides details. (7015)
Sent Emails
Sent Emails extends built-in Notes to include Emails. Notes then include:
• Sent Notes - messages sent from one Employee to another
• Dated Notes - messages assinged a date
• System Notes - messages from automatic imports and connections
• Sent Emails - copies of sent emails, along with attachments
When saving or printing, choose any Email option and a Note will be saved along with attachme
(Up) Chapter 17 Emailing
Chapter 19 Networking
Big Business includes incredibly powerful networking options to simplify setup, connect locally or remotely, host on premises or in the cloud, and much more.
This Chapter will provide details. (7012)
(Up) Chapter 19 Networking
Emailing with Mail on Mac
Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.
This Solution provides setup details. (7006)
(Up) Chapter 17 Emailing
Use Mail on your Mac
Emailing with Outlook for Windows
Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.
This Solution provides setup details. (7007)
(Up) Chapter 17 Emailing
Chapter 14 Documents
Big Business lets you attach any file to any transaction by putting it in the Docs Folder. This is an instant solution for filesharing allowing you to save files where your team can find them. Others can see the Docs you added to an Order when they are creating the Invoice. They cannot see attachments you put with a PO if they do not have access to the PO tool.
This Chapter provides steps for
(Up) Chapter 14 Documents
Screen Capture on Mac
One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save instantly. Just choose Documents and Notes option in Docs Prefs for Filesharing.
This solution provides details. (7010)
(Up) Chapter 14 Docs Folder
Docs
Screen Capture on Windows
One of the easiest ways to replace paperwork is with a screenshot. Big Business lets you capture a window and save seamlessly. Just choose Documents option in Docs Prefs for Filesharing. Then in any window click Docs and click Paste to save a screenshot taken with Print Screen or Alt + PrtSc (for a window).
This Solution provides details. (7011)
(Up) Chapter 14 Docs Folder
Docs Prefs
Docs