Ten tips for working smarter in Sage 100 CON

by Pam Schulz, Sage 100 Contractor Certified Consultant

We’ve all heard these sayings, and the reason they stick around is because they are still relevant: “Work smarter, not harder;” and “Knowledge is power.” LAI’s Pam Schulz shares her top “smart” tips to maximize the value of your Sage 100 CON software.

Try these consultant tips to get the most from your software:

We have all heard these phrases or variations of them; the following are the Top 10 Sage 100 Contractor tips to implement NOW for a SMARTER 2018!

1. Join TUG

If there is one thing I would like to see everyone in our community do, it is to join with others (see the TUG article above.) TUG offers a wide variety of learning opportunities; webinars, monthly forums, and regional and national conventions. If you would be interested in forming LOCAL chapters, contact Ruth at Ruth@LedgerwoodUSA.com.

2. Take classes or schedule some training

Make a list of 3-5 things you would like to “do better” and schedule a one-to-two hour online training session. A “little bit can go a long way” when you are focused and organized on a few topics. Email Carolyn@LedgerwoodUSA.com to schedule time with a consultant.

Read LAI’s newsletters and emails for upcoming online classes. Also, bookmark LAI’s event calendar here: https://ledgerwoodusa.com/upcoming-events-calendar/.

3. Sign up for Sage City

EVERYONE is “supposed” to network here — Sage, Users, Consultants. Imagine the wealth of knowledge that could be available! It just needs a lot more users. You can subscribe to weekly or daily digests, so you don’t need to remember to check and see if anything new is posted. To sign up: https://sagecity.na.sage.com/?Redirected=true.

4. Read the release notes with each new update!

Pay attention to the sections with the user-identified enhancements. Go one step further and read the enhancement suggestions from your Sage Home Page menu. Seeing what other users ask for might help you understand your own questions. Vote for ideas that will make your experience better. You will be amazed at the variety of suggestions coming from other users and the impact your suggestions have on program enhancements.

5. Learn the shortcuts

The “f” keys on the keyboard, the down arrows, maybe the keyboard strokes — whatever you can use to move about more smoothly. My personal favorite is the “*f4” key that is used for a “string search” in a field. But I also use the “f3” (calculator); or a variation of its functionality frequently. Having these shortcuts as “second nature” frees my brain and keystrokes for the rest of what I need to do.  The “easy stuff” comes naturally, and I can save my brainpower. You can obtain a really nice list of these in the online help menu- Appendix A- topic “function keys and shortcuts.”

6. Customize your desktop

Do you use the same menu options or reports over and over? Customize your desktop so they are a click away. Use the blue “Click here to edit your shortcuts” command at the bottom of the home screen to open the menu bar for adding, moving, and otherwise customizing the desktop. Now your most used options are a single click away.

7. Consider custom dashboards

Each user can have their own dashboard, and the content category can be controlled through Security settings. Peruse the categories and available icons to see if your users could benefit from building a custom dashboard.

8. Master alerts and scheduled reports

This is easy, and can save SO much time. Explore the pre-built alerts, or build your own at menu option 7-6. Or, schedule reports to run “automatically” at the Report Printing window using the “schedule report” icon. Have important information automatically pushed to managers rather than making them run a report.

9. Customize your screens and entry fields

Users with “Administrative” privileges can create defaults such as particular dates and statuses, or the “next” invoice number and other default entries. They can also “require,” or “skip” particular entry fields. Individual users can further manipulate the “columns” in their entry grids, as well as the size and sort options in their screens and lookup windows. Understand and use these options!

10. Use Report Defaults

If you always like the “landscape report #31” and you want to send it to a certain printer, and always find yourself entering the same “status” selection- you need to save some defaults! At the top of the Report Printing menu, under “Defaults,” you can choose “save as default report” to default to your “favorite” report in the selection menu. Then, enter default selections like the printer and status selections and choose “save report defaults” to save choices like the printer, or entering data like a job status each time you run the report. Make the choices once, and use the defaults to remember the work for you.

None of these tips were truly “technical,” but knowing more and having these automations and customizations working for you gives you more SMART time and energy to use for other tasks. And who couldn’t use a little more of that?

 

If you need additional help, use the form below for help to set up an appointment with a consultant.