Articles
Custom Fields Overview
Custom Fields are used for tracking additional information that is important to your company pertaining to a Customer, Site, System, Recurring, Work Order, or Proposal, where a field is not provided in the application.
When setting up and usin...
Documents Overview
Your company has the ability to upload documents in various areas of the application, including a customer, site, system, work order, proposal, and vendor. When adding a new document, a user must select a document type from a drop-down list. The Doc...
Notes Overview
Notes can be added in several customer related areas of the application including:
Customers
Sites
Systems
Work Orders
When entering a Note, it should be entered on the entity that is most logical. From example, billing...
Work Order Custom Fields Overview
Work Order Custom Fields may be accessed for both open and closed Work Orders. You may enter or view the Work Order Custom Fields by accessing the customer record, or by opening the Work Order from the Work Order list. Both methods take the same n...
New Customer Setup Diagram
Below is a diagram of the various elements involved when creating a new Customer using the Customer Wizard.
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How to Check Customer Account History in Managely
In Managely, users can check the history of a customer’s account with just a few clicks.
To check the history, follow the steps below:
Open the customer’s account in question.
Click the History button in the top right corner:
...
How to Make a Customer Tax Exempt in Managely
Organizations such as churches are tax exempt. Follow these steps to make a customer tax exempt
1) Log into the customers page in question, click on the Site/System tab below and click on the Site in question you would like to make tax exempt
...
Creating a List in Excel of all Customers and their Emails
Dealers frequently request a list of their customers and their emails. Below are instructions on how to retrieve this information and export it to an excel file.
*note – this method only provides the email on the customer record, not the ...
How to Find Terminated Customers
Customers that are inactive in Managely do not appear on the main search at the top, making it only prospects or active customers to show there.
Inactive customers in Managely are called terminated customers. Follow the steps below to find the...
Managely – Multiple Ways of looking up a Customer
There are multiple ways of looking up a customer in Managely.
1. Search using the quick search at the top (enter the customer number or name and then push the Enter key):
*Note: a terminated customer will not show up when searched for th...