General

Store Credits and Gift Certificates
Design Manager has special processing to handle POS returns and gift certificates. The software will remember any credits that have been issued and will dis...
Wed, Nov 29, 2017 at 3:28 PM
How to print black and white in Design Manager
 If you're needing to print black and white while in Design Manager, you'll need to add a duplicate printer that has the black and white settings b...
Wed, Nov 29, 2017 at 3:31 PM
Export Grids and Glossaries to Excel or CSV
Design Manager Cloud programs have the ability to export most grids and all glossaries to Excel or CSV format. Simply right click on your grid header and se...
Fri, Sep 22, 2017 at 1:51 PM
How to export contacts from QuickBooks to Excel or Outlook
To export customer information from QuickBooks to Excel or Outlook: Choose Customers > Customer Center. Click the Related drop-down arrow on the upp...
Fri, Sep 22, 2017 at 1:51 PM
Five Monthly Reports to Run and Review Webinar
Watch the Five Monthly Reports to Run and Review webinar below:
Wed, Nov 29, 2017 at 3:32 PM
Configuring your Gmail account to email through Design Manager Cloud and Pro Cloud
If you are using a Gmail email address and are having problems with receiving emails, emails are going to junk/spam or receive an error when sending the ema...
Wed, Nov 29, 2017 at 3:33 PM
How to use the Spec Search
On the Specifications Window, click the Search Button. Professional (Pro 7 + higher) Standard (DM2011 +higher) Click the drop down me...
Mon, Jul 17, 2017 at 2:09 PM
How to add a Task or Appointment
• Using the To Do List: (see further down for how to add within the Item/Component) Click on the Tasks and Appointments button. (example below shown in P...
Wed, Jul 19, 2017 at 2:15 PM
How Component Types are displayed on the Proposal and Invoice
There are four styles from which to choose for each Component Type and how the Client will see them on the Proposal or Invoice - See Examples at the end of ...
Fri, Sep 22, 2017 at 1:51 PM
How to update the Client Item Descriptions on an Invoice
Use this method if the Invoice pricing is correct, but you need to make changes to the Client Description of an Item that is printing on an Invoice that has...
Mon, Jul 17, 2017 at 4:09 PM