Loading Events

Past Events

Events Search and Views Navigation

Event Views Navigation

Event Category

Reset Filters

April 2019

Overview of WorkWise ERP

April 16, 2019 @ 10:00 am - 11:00 am CDT

Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…

Find out more »

WorkWise CRM User Group Meeting

April 17, 2019 @ 8:00 am - 1:30 pm CDT

When: Wednesday, April 17, 2019 Where: Coakley Brothers (host) 400 S 5th St. Milwaukee WI 53204   Overnight Accommodations – Hilton Milwaukee City Center 509 W Wisconsin Ave, Milwaukee, WI 53203 414-271-7250   Click here to make accommodations. When making reservations, please use the link above or ask for the WorkWise room block.   Agenda | Wednesday, April 17 8:15am – 8:30am                       Registration and light breakfast, Coakley Intro Video 8:30am…

Find out more »

Dash’s DDX™ – WorkWise-Integrated Document Management Overview

April 17, 2019 @ 10:00 am - 11:00 am CDT

Experience the power of Paperless with Dash DDX™ Document Management system. Join this session to learn how capture, archive and access all of your valuable business documents. You will also see new and existing integrations between DDX and Workwise, as well as the latest features. Learn how to: Use WorkWise ERP / DDX integrations to share, search & protect your business documents Find the documents you need in seconds right from your desk, phone or tablet Automate delivery 15+ customizable…

Find out more »

CRM 10 TRAINING: OUTLOOK INTEGRATION

April 18, 2019 @ 3:00 pm - 4:00 pm CDT

In this free CRM training course, we will cover the following OnContact Outlook Integration features: Log into Toolbar/Basic Setting Send & Record Inbound/Outbound Email Create Outlook Appointments & Tasks from Activities Create Activities from Appointments & Tasks Send Email from Activity Email Merge Send Contacts to Outlook OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this…

Find out more »

May 2019

CRM 10 TRAINING: GETTING STARTED

May 2, 2019 @ 3:00 pm - 4:00 pm CDT

Learn the basics of OnContact CRM Software so you can get started quickly. In this free training class, we will cover the following features: Application Overview: Workspace Menu, Items and Help Menu Navigation Menu: Search & Saved Searches, Recent Items & Favorites and Dashboard Main Page Features: Toolbars, Tab Control, Detail Columns and Contact Tree CRM Main Pages: Company View, Contact View, Opportunity View, Incident View and Activity View This live online webinar will run about 45 minutes, followed by a…

Find out more »

Improving Customer Service using Incidents, Warranty, & RMA’s

May 8, 2019 @ 10:00 am - 11:00 am CDT

Taking care of your customers after the sale is key to preserving your customer base revenue. And let’s face it – when a customer has an issue, that’s the time you need to be most responsive to them. The systems in which you work can help improve your customer’s experience by having accurate, up-to-date information about how their issues are being resolved, and help them get resolved in a timely fashion. In this webinar, you’ll learn about ways in which…

Find out more »

WorkWise ERP Mid-West Regional User Group

May 14, 2019 @ 1:00 pm - May 15, 2019 @ 12:00 pm CDT

New (View PDF Agenda) When: May 14th – 15th, 2019 Where: Brad Foote Gear Works, Inc. 3250 South Central Avenue Cicero, IL 60804 Hotel: Sleep Inn Midway Airport 6650 S. Cicero Ave. Bedford Park, IL, 60638, US Phone: (708) 594-0001 Premium Free WiFi Free Continental Breakfast Free Parking Free Airport Shuttle Request the SPECIAL “WorkWise” Rate - $99.00 Special RATE is guaranteed thru April 23rd Meeting Times: Tuesday – 1:00 pm – 5:00 pm (Brad Foote Gear Works, Cicero, IL)…

Find out more »

CRM 10 Training: Outlook Integration

May 14, 2019 @ 3:00 pm - 4:00 pm CDT

In this free CRM training course, we will cover the following OnContact Outlook Integration features: Log into Toolbar/Basic Setting Send & Record Inbound/Outbound Email Create Outlook Appointments & Tasks from Activities Create Activities from Appointments & Tasks Send Email from Activity Email Merge Send Contacts to Outlook OnContact customers are encouraged to register for this free Online User Training Course. This free, live online webinar will run about 45 minutes, followed by a 15 minute Q&A session. Please note this…

Find out more »

Overview of WorkWise ERP

May 21, 2019 @ 10:00 am - 11:00 am CDT

Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…

Find out more »

June 2019

Overview of WorkWise ERP

June 18, 2019 @ 10:00 am - 11:00 am CDT

Software that fits you, not everyone. Role-Based ERP is an innovation that allows the WorkWise ERP system to be assembled to the particular needs of each individual or role. Historically, ERP Systems are based on a module approach, in which everything is organized by module (MRP, Inventory, MES, General ledger, etc.). WorkWise ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. Configure any Role-Based WorkBench™ in our system to precisely fit the…

Find out more »
+ Export Events