Business Tips and Tricks

Combining Companies in TAC On Line
Either through organic growth (one customer at a time) or buying another company there are alternatives so you can manage using TAC On Line. IF acquiring a...
Tue, Dec 8, 2015 at 12:07 PM
Combining Adding Companies - New Division Code
When adding an additional company as a second division here is a simple check list to follow to make sure all files are properly setup Have Opera...
Mon, Feb 1, 2016 at 10:19 AM
Send one of my sub contractors the invoices I submit to my customers that he has serviced.
If you outsource work to varies contractions you can bulk produce copies of invoices using two coding tricks Code at site level use field Bill Type (refe...
Tue, Dec 8, 2015 at 12:08 PM
Have your customer indicate where to place a unit for a special event
Create an envelope that contains small placement flags and mail it to your customer with instructions on how to place the flags so the driver can find where...
Tue, Dec 8, 2015 at 12:09 PM
Send holiday card to top 100 revenue generating customers
Very simple.   1. Go to Reports\ financial \ sales tab 2. Enter invoice date form January first to December 31 of the year eg 1/1/2015 to 12/31/2...
Tue, Dec 15, 2015 at 1:53 PM
Email Addresses are blocked or undeliverable
Email addresses are just like any other customer contact information e.g. Phone numbers, addresses, etc. They can change and need to be updated.   Som...
Tue, Dec 29, 2015 at 1:50 PM
Add driver and email address
The system is designed to support a separate note/name for each drive  in reference file 31 Setup Populate reference file 31 with an entry for e...
Sun, Jan 24, 2016 at 8:29 AM
Track Donation of Services in TAC
Track donation of services in TAC There are two methods: Method 1 - Cancel Sale with Donation Code and use regular codes  for service provided ...
Wed, Feb 24, 2016 at 3:50 PM
Bulk Unit Add
Bulk Unit Add TAC allows you to have many types of units. Some special features available are: Separate Type Unit code ...
Tue, Oct 4, 2016 at 2:00 PM
Avoiding You Email being Treated as Spam
In order that you email is not treated as span you need to have your email provider  (the compnay that handles your email) make an entry in your SPF co...
Mon, May 30, 2016 at 9:33 AM