Adding Multiple Addresses for Customers

johnTutorials

This is a common question we get asked quite often. Sometimes you’ll have a client that has a main office, then several different locations that they operate out of. One of the newest features we have implemented in to iManage is multiple addresses per customer. After adding all the addresses you use for your customer, the system will be able … Read More

Assigning Customer Account Codes in iManage

johnTutorials

iManage now has the ability to assign account codes / reference numbers to your customers. iManage is all about building your customer database and having all your job and customer documentation in one place, accessible anywhere in the world 24/7. Applying account codes or a reference number can make life a little easier, and we are all for making life … Read More

Creating New Users

johnTutorials

A question we have been getting quite frequently is how to add new users to iManage. We’ve made this as easy as possible, and I’ll detail how to do this in the steps below. First of all you’ll need to make sure you have enough licences to allow for the new user, if you don’t you can easily add another … Read More

Adding Products and Services

johnTutorials

Adding Products and Services can vastly decrease the time it takes to create and send your quotes and invoices out to your customers. You can do this by quickly selecting a product from the drop down box in the quote creating page which will then fill the description and pricing field with your predefined options. Product/Service Creation: Enter the settings … Read More