The topic you requested could not be found.
Related topics are listed below.

Email

Settings » Users » Email

User Email Settings The Email tab is where you tell iPoint how to send an email on a user’s behalf. iPoint can send proposals, sales orders, and invoices to customers. And purchase orders can be emailed to vendors. There are three sub-tabs where you can enter…

Email Marketing

Settings » Module Settings » Beta Settings » Email Marketing

!BETA FEATURE: Keep in mind that Email Marketing is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. Marketing Module The Marketing module allows…

Email Templates

Marketing » Email Templates

Email Templates The second step to creating a marketing campaign is to create the email itself. This is the Email Template and contains the pictures and text you want to send to your contacts. Template List The list of existing Email Templates shows: Template…

Proposal Email Settings

Settings » Module Settings » Proposals settings » Proposal Email Settings

When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…

Sending Lists

Marketing » Sending Lists

Marketing Sending Lists The first step to creating a successful email campaign is to define who you are sending the email to. This is a Sending List. There are two basic types of Lists: “fixed” and “dynamic.” A fixed list has specific members and only…

Error Logs (tab)

Settings » QuickBooks » Error Logs (tab)

QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…

Server Configuration

Welcome » OnBoarding » Server Configuration

Now that you have your server, we will need to set up access to it, so our developers can install the iPoint software on your server. All we need at this step from you is a call to our 1-800-535-4101, and visit our sharing website, http://www.ipointsupport.com website…

Server Acquisition

Welcome » OnBoarding » Server Acquisition

There are several options when it comes to hosting your iPoint file. If you will be purchasing a new server, we have already done the hard part and found one for you at an affordable price! If you already have a server, you will need to make sure it meets or exceeds…

Marketing FAQ

Marketing » Marketing FAQ

Here are answers to Frequently Asked Marketing Questions. . . . . . 1. What happens with duplicate email addresses? Duplicate emails are handled differently depending on the type of email campaign. . Date Driven campaigns – this is a marketing event like…

Invoices settings

Settings » Module Settings » Invoices settings

Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…

Support & Training

Welcome » Support & Training

Help us help you! FAQ: Q: What’s the difference between training and support? A: Great question! There is a blurry line that divides them, but the basics are: Something is broken – call or email us! Support Ugh, you’re frustrated and can’t do…

Troubleshooting

Welcome » Support & Training » Troubleshooting

A few of the more common error messages and issues and how to help fix them. . . . . . . . . . . . . 1. Cache is Damaged Settings Table may be Corrupt Warning You are minding your own business, working along in iPoint and suddenly you get a pop-up error that…

Web Services

Settings » Web Services

iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email-related and housing them on our web server relieves you from needing to set up and maintain a web server to…

Installing iPoint on a Computer

Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer

Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.13 High Sierra macOS 10.14 Mojave macOS 10.15 Catalina Microsoft Windows 7 Service Pack 1 Windows 8.1 Windows 10 This…

Customer Bad/Bounced Emails Report

Reports » Customer Reports » Customer Bad/Bounced Emails Report

Bounced/Invalid Email Addresses This simple report is populated when a marketing campaign returns invalid or bounced emails. The report details: Customer Name – the iPoint customer associated with the bad email address Bad Email – the email that was…

Marketing

Marketing

Marketing Dashboard The Marketing module provides customized email marketing to your customers utilizing the data you have captured in iPoint. You can send automated email messages based on certain triggers, or develop customized email marketing campaigns to promote…

Emails

CRM » Contact Details » Emails

Customer Emails On the Emails tab, you can see details about the history of this Customer’s interactions, including what Marketing Campaign messages they’ve received, which links they’ve clicked, and any other Connection info that has been recorded. Campaign…

Campaigns

Marketing » Campaigns

Marketing Campaigns The third step in creating an email campaign is to match the Sending List with an Email Template and define when the emails are to be sent. This is completed on the Campaigns screen. On the left side of the campaign screen, you will see a list of…

Customer Work Order Notification

Settings » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification

Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…

E-Signature Portal

Web Portal » E-Signature Portal

Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…

Invoice List Options

Accounting » Invoices List » Invoice List Options

Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…

Web Credit Card Payments

Accounting » Payments List » Web Credit Card Payments

One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…

Mobile: Campaigns

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Campaigns

The Campaigns section shows the marketing status of the contact. There are two types of marketing campaigns available in iPoint. A Marketing campaign is designed to be sent to a specific subset of contacts. When the campaign is built contacts are selected to receive…

E-Signature Portal

Settings » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal

Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…

Estimates List

Accounting » Estimates List

Estimate List An estimate looks and acts just like an invoice with a couple of major exceptions. Estimates don’t affect inventory. Estimates don’t have any financial impact. In fact, you can’t push them to QuickBooks. You can’t take…

Campaigns

CRM » Contact Details » Campaigns

Customer Email Campaigns The Campaigns tab shows information about the Marketing that has taken place for the customer. Email Campaigns/Lists Under Email Campaigns/Lists, there are checkboxes that show if the Customer has Opted In or Out of the two main types of…

Notifications

Settings » Module Settings » Work Orders settings » Notifications

Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work orders schedules like when a technician is late checking…

Recurring Invoices

Accounting » Recurring Invoices

Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…

Company Info

Settings » Company Info

Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…

User Settings

Calendar » User Settings

The gear icon at the top corner of the calendar opens a number of options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User Settings…

Mileage Records

Reports » Autos » Mileage Records

Mileage Report The Mileage report provides details about the number of miles and time company vehicles are driven in the course of doing work. Entries to this report can either be made in the Autos module on the Mieage tab or through a link on the Autos tab of a…

Gift Cards Sold

Reports » Items » Gift Cards Sold

Gift Card report The Gift Card Report shows details about gift cards sold through iPoint. Available details include: Gift Card – the unique ID of the gift card Invoice – the invoice number on which the gift card was sold Card Amount – the…

Notification Methods

Settings » Notification Methods

Notification Methods iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a…

Credit Card Processing Settings

Settings » Integrations » Credit Card Processing Settings

Set Up Credit Card Processing The CCP tab is where you integrate iPoint to your credit card processing company. At this time we support four payment processors: TransNational, QuickBooks Payments, Authorize.net, and PayPal’s Payflow Pro. Important: iPoint does…

Options: Reports

Proposals » Reports (tab) » Client Proposal » Options: Reports

Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…

Contact Info

Settings » Users » Contact Info

User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…

Mobile: Emails

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Emails

Mobile: Email The Emails list shows a history of the email marketing campaigns sent to the customer. At the top of the window, the Back Arrow takes you back to the customer details screen. The email list shows: The email campaign name The email subject The…

Customer Notes Report

Reports » Customer Reports » Customer Notes Report

Customer Notes Report The Customer Notes Report prints all of the notes that have been entered into iPoint for a specific customer. These are the customer notes visible by going to CRM > Customer > Notes and come from: Work Order Notes Work Order Check Out…

Beta Settings

Settings » Module Settings » Beta Settings

Beta Settings The following settings are currently in Beta testing and you are free to use them if you like. Check the appropriate box to activate the beta feature. Click the link provided to learn more about the use of each beta feature. !BETA FEATURE: Keep in…

POs (tab)

Settings » Module Settings » POs (tab)

Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…

Contact

Work Orders » Contact

The center column of the Work Order contains contact information about the Work Order, including: Work Order Details Technician – This drop-down list is where the technician for the work order is specified. You can change the Technician name simply by…

Profitability

Reports » Sales Order » Profitability

Sales Order Profitability report The Sales Order Profitability report gives you a quick summary of the profitability of sales orders in iPoint. Clicking on any sales order listed will open it in a new window. Available details include: Design Name – the…

Work Orders

CRM » Contact Details » Work Orders

Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools.   Do Not Send Work Order Notifications – When a new work order is…

Estimate Options

Accounting » Estimates List » Estimate » Estimate Options

Estimate Options Standard Archive – a check in this box removes the estimate from the standard list view. You can always see it later by choosing to show archived. View PDF of Estimate button – this button generates a PDF of the estimate and displays…

Invoice Options

Accounting » Invoices List » Invoice Detail » Invoice Options

Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and displays it onscreen Email to…

Tips & Tricks

Welcome » Support & Training » Tips & Tricks

Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 1. Estimate, Project, or Proposal? Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to…

Merge Fields

Settings » Module Settings » Proposals settings » Merge Fields

Throughout settings, you will find a list of Merge Fields that you can use to personalize various system-generated documents. Primarily used in customer proposal areas, merge fields take information from a customer record and input them into documents. These merge…

Mobile: Customer Details

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Customer Details

Mobile Customer: Details Customer details are available in two places on the mobile work order. Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer, including: Name Company Contact…

iPoint Support

iPoint Support

Support Module The iPoint Support module is your one-stop-shop for everything support related! Clicking on the module opens a pop-over window with every option you could need for contacting iPoint. Online Manual: You are reading the manual right now! Clicking…

Installing iPoint on iOS Devices

Welcome » OnBoarding » iPoint Setup » Installing iPoint on iOS Devices

Mobile Device Requirements Remote access to iPoint is available using an Apple iPhone or iPad. The FileMaker Go application is only available for iOS devices. Devices need to be running iOS 12.2 or higher in order to access iPoint Update: We are testing new…

Related Contacts

CRM » Contact Details » Related Contacts

Related Contacts Section Related Contacts are links to other contacts in the iPoint database. A related contact could be the contractor responsible for the work being completed or a property manager who takes care of a facility. Adding an individual or entity to a…

Service Records

Reports » Autos » Service Records

Auto Service Records The Service Records report shows maintenance that has been completed on your company vehicles. These entries are made in the Autos module on the Service tab. Using the settings at the top of the report select: Vehicle – chose a company…

Web Invoices

Web Portal » Web Invoices

Web Portal Invoice When an invoice is emailed to your customer with the To Pay Link option selected they will receive a link to the Web Portal where they can view and pay their invoice. The Portal displays the following invoice details Your Company name Invoice…

Work Orders settings

Settings » Module Settings » Work Orders settings

The Work Orders tab is where you customize how the Work Orders work in iPoint. Module Settings: Work Orders Default Labor Item – Select the Labor Phase from the drop-down that corresponds to your service work. These labor phases are defined in Settings > Labor…

Invoice Item Summary

Reports » Invoices » Invoice Item Summary

Invoice Item Summary report The Invoice Item Summary report is a highly customizable report providing details on items that have been sold through your organization. Remember, a sale occurs when the item is placed on an invoice. So whether the sale was from a sales…

Cash Bag Journal

Reports » Autos » Cash Bag Journal

Cash Bag Journal The Cash Bag Journal report is designed for companies that provide cash for their vehicle drivers to purchase goods during the course of their job. These purchases are recorded in the Autos module on the Expense tab. Using the settings at the top…

Notification Builder

Settings » Notification Builder

iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a specific step. There are two…

Docs / Assignments

Proposals » Docs / Assignments

Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…

Expense Report

Reports » Projects » Expense Report

Expense Report The Expense Report is a list of purchases made by technicians and project managers incurred in the course of working on jobs. Expenses are entered on the Expenses tab of the Project by project managers. Technicians enter expenses on the Expenses of…

Items Allocated

Reports » Items » Items Allocated

Item Allocations report The Item Allocations report provides a list of all products that have been staged (or allocated) for a particular job. This report is sorted by customer names. Item – the part number for the item Date – displays the date of…

Vendor Details

Vendors » Vendor Details

Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…

Mobile: Related Contacts

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Related Contacts

Mobile: Related Contacts Related Contacts are customers or contacts in the iPoint database that are associated with a particular customer. They might be contractors, building managers, or family members. Tapping on the Related Contact link opens a screen that…

Users

Settings » Users

Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…

Purchase Order Details

Purchase Orders » Purchase Order Details

Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the top…

Summary

Reports » Sales Order » Summary

Sales Order Summary report The Sales Order Summary report gives you a quick look at the sales orders in your system. Clicking on any sales order line will open the sales order in a new window. Here are the details you’ll find on this report: Design Name…

Profit and Loss

Proposals » Reports (tab) » Profit and Loss

Profit & Loss report The Profit & Loss report is available by clicking the Profit & Loss button in the Proposal Reports section. Open the Profit and Loss Report Available in three flavors, the default report shows the Cost, Price, and Margin broken down by parts,…

Summary Report

Reports » Purchase Order » Summary Report

Purchase Order Summary Report The Summary shows a list of Purchase Orders. The report shows: PO number Vendor The date the PO was created If the Purchase Order has been submitted If the PO has been Received in Full The Total value of the PO When you first…

Items Sold

Reports » Items » Items Sold

Items Sold report The Items Sold report lists all items that have been placed on invoices, regardless of where the invoice was generated. The report shows: Item – the Item Name Qty – the number of items sold Amount – the total amount of all…

Work Order Status

Settings » Pop Up Lists » Work Order Status

Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as it is scheduled, worked on, and completed. Setup To add a status, simply type the name of the status in the last empty field of the list. iPoint will…

Mobile Access

Mobile Access

iPoint Mobile iPoint offers a number of different ways to access your data while using a mobile phone or tablet. Depending on the method you are using, iPoint will look and react a little bit differently, so this section of the manual will focus on those…

iPointTech Dashboard

Mobile Access » iPointTech App » iPointTech Dashboard

iPointTech Dashboard When you first launch the iPointTech app. And a number of things happen (You need to be connected to the internet for this to work): The app checks to be sure you are running the most current version Your personal credentials and permissions…

Funds Available / Needed

Reports » Sales Order » Funds Available / Needed

Sales Orders Funds Needed/Available report The Sales Order Funds Available / Needed report is used to verify that RFP payments are covering the work completed and delivered on a sales order. Note: Clicking on any sales order line will open the sales order in a new…

Payments Received Report

Reports » Customer Reports » Payments Received Report

Payments Received report The Payments Received report is where you can show all the money that has come in from your customers. Use this report as a reconciliation report with QuickBooks to make sure that the payments entered in iPoint have been pushed to QB. The…

Contact List Options

CRM » Contact List Options

Contact List Options The Options button on the contact list opens a popover window where you can perform a number of actions as well as filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the…

Delivered Not Invoiced

Reports » Sales Order » Delivered Not Invoiced

Sales Order Delivered Not Invoiced Report The Sales Order Delivered Not Invoiced report shows parts and labor that have been sold to the customer but not yet delivered. This is useful for triggering Delivery Invoices as well as making sure that the product is…

Mobile: Deals

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Deals

Mobile: Deals Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals is the indicator of what a customer might spend to do a job. Each of the customer’s deals is…

Labor Time

Reports » Sales Order » Labor Time

Sales Order Labor Time report The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This is a great report for forecasting the amount of technicians time needed to complete the sold work. Note: Click on a…

Production

Reports » Sales Order » Production

Sales Order Production report The Sales Order Production report is ideal for companies using the RFP billing process as it lets you see the value of goods and services that have been delivered to the customer. You’d use this to determine if additional funds…

iPoint Setup

Welcome » OnBoarding » iPoint Setup

When you first launch iPoint, your system administrators will see the iPoint Setup Progress bar at the top of the iPoint dashboard. This guide will walk you through the process of setting up iPoint! Note: This Setup Wizard is only visible to users designated as…

Mobile: Check In/Check Out

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Check In/Check Out

Mobile Time Entry The clock icon on the Quick Links bar is used to track time worked on the work order. Besides tracking time, work order time can be used to bill customers for time and material jobs. It can also be used for syncing time to QuickBooks for payroll…

Commission Payments

Reports » Commission Reports » Commission Payments

Commission Payments Report The Commission Payments Report provides a summary of the commission due to your employees. The details of this report are based on: Commissions defined in Settings > Module Settings > Commissions Commission scheduled applied to users in…

2019 Q1

Welcome » Change-Log » 2019 Q1

Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …

iPointTech App

Mobile Access » iPointTech App

iPointTech App The iPointTech App is a lightweight app designed specifically for technicians. The app allows technicians to perform most of their iPoint processes with or without an internet connection. While the technician’s device is connected to the…

Labor Hours

Proposals » Reports (tab) » Labor Hours

Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal as well as any additional standalone time added. Click the…

Invoice Summary

Reports » Invoices » Invoice Summary

Invoice Summary report The Invoice Summary Report is your quickest view of the invoices generated and their status. By default, this report will show the previous 30 days’ worth of invoices. But that can always be adjusted by using the Options button. When…

Bio

Settings » Users » Bio

User Biography Settings iPoint allows you to notify your customers when you schedule a work order for them. The customer can then confirm, cancel, or reschedule the work order. The customer email will provide a picture and biography of the technician(s) being…

Wizard Setup

Welcome » OnBoarding » iPoint Setup » Wizard Setup

The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once a video has been watched by any member of your team, you’ll see the date the video was…

Mix Analysis

Reports » Sales Order » Mix Analysis

Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time since jobs were sold. This report was developed in conjunction with the Vital Management Group, an audio-video business process coach. Note:…

Wizard Ninja

Welcome » OnBoarding » iPoint Setup » Wizard Ninja

Wizard Ninja You did it!!! Congratulations! You have successfully set up iPoint for you and your company! You are definitely an iPoint Ninja just like Winston! For the next few months, Winston, the iPoint Ninja, will drop you an email just to let you know we are…

Change Orders

Reports » Sales Order » Change Orders

Sales Order Change Order report The Sales Order Change Orders report is a synopsis of the change orders in your system. Note: And yes, clicking on any change order line will open the change order in the associated sales order. Here are the details you’ll find…

Contact Details

CRM » Contact Details

The Contact Details screen is composed of the following areas (areas are listed from the top-right corner; each is outlined in a different color in the image to the right): Contact Details Screen Outlined by Section Options [outlined in yellow]: Options menu and…

Morning Coffee

Settings » Morning Coffee

Morning Coffee Settings Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. The report is also available to anyone using iPoint in the Reports module. The Only difference…

Payments

CRM » Contact Details » Payments

Payments Section In this section, you can view a list of payments the customer has made. You can see the customer’s Total Paid amount and Available Credit amount at the top of the screen. Payments List For each payment in the list, you can see: Payment: The…

Customer Activity Report

Reports » Customer Reports » Customer Activity Report

Customer Activity Report This report shows all of the sales Activities completed by various staff members within your company. Activities are defined in Settings > Pop Up Lists > Activity Types Assigned in Settings > Users > Goals Tracked in CRM > Customers >…

Line Report

Reports » Purchase Order » Line Report

Purchase Order Line Report The Line Report shows a list of individual line items on purchase orders. The report shows: PO Number Item ordered Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock) The date the PO was created The…

OnBoarding

Welcome » OnBoarding

Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…

Proposal

Reports » Proposal

Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…

CRM

CRM

CRM: Customer Relationship Management The CRM module holds all of the customers and contacts you have entered into iPoint. This is also the place you will go to find documents related to a specific individual or business. If a document is customer-related,…

Goals

Reports » Goals

Goals report The Goals report is where you can track the productivity of users based on metrics you set up for them. For example, you may want to track the number of phone calls and face to face meetings your sales staff have with clients. Or maybe you’d like…

Video Site Map

Welcome » OnBoarding » Learning iPoint » Video Site Map

Throughout the manual, you will see this image. When you do, click on the image to be taken to a training video in the iPoint software that specifically relates to that topic. This list is a summary of all the training videos available in the software. Click the…