Calling all Consultants! Millennium offers a number of exciting features that help businesses grow. However, most businesses don't use a large portion of them! Join Millennium's Irena Mena to learn tips, tricks, and features that will help businesses maximize their software!.
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Irena Mena
Assistant Learning Manager
Millennium Systems International
Irena Mena has a background in Secondary Education. As an Assistant Learning Manager, she is responsible for
the internal and external education of the company. This includes creating and administrating the curriculum and
testing, as well as training businesses on Millennium and Meevo.
YOUR PRESENTER
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GOTOWEBINAR OVERVIEW
• All attendees are muted upon entry to the webinar
• The webinar is in “listen only” mode for attendees
• If you have questions for the presenter(s) or host, please enter them into the
“Questions” box in the panel on the right hand side of your screen
• At the end of this webinar, please take some time to fill out the brief survey
that will be sent to you via e-mail
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TOPICS
• Report Scheduler
• Task Manager
• Navigation Center
• Intelli-Text
• Automatic Purchase Order
• Alerts
• Shortcuts (Register & Appointment Book)
• Gift Card Wizard
• Top N/Bottom N
• Helpful Hints
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The Report Scheduler can print, email, or export reports automatically
at a specified time. This allows you to analyze key metrics whether you
are at the business or travelling.
Note: You must set-up the Millennium Report Scheduler Service before
you can use the Report Scheduler.
REPORT SCHEDULER
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Tasks allow you to create reminders for yourself and other employees
that an item requires follow-up. The Task Manager allows you to view
your assigned tasks, mark tasks complete, and assign tasks to other
employees.
TASK MANAGER
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The Navigation Center provides easy access to commonly-used
features and reports, saving the need for you to select from any of the
standard menus in Millennium. The Navigation Center also displays
important metrics and statistics to keep you informed about the
performance of each profit center.
NAVIGATION CENTER
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The Intelli-Text feature allows you to access features and reports by
entering a keyword or report number.
INTELLI-TEXT
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The Automatic Purchase Order automatically updates order quantities
by analyzing the current on-hand count against the model quantity. It
also takes into consideration the “order in quantities of” (if applicable)
to ensure accurate ordering counts. This saves business much time
and money.
AUTOMATIC PURCHASE ORDERS
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The Proactive Alert Manager allows you to set-up alerts that notify
personnel of specific actions. Alerts can be used for a wide variety of
reasons, including to keep management aware of situations where they
may need to take action against an employee, or make service
providers aware of a client cancellation or tardiness.
ALERTS
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Millennium features a number of shortcuts to help you navigate the
system more quickly. To get a full list, search “Keyboard Shortcuts” in
the Millennium UserGuide.
SHORTCUTS
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ALT (1-9) = Forward # of Weeks
ALT 0 = Forward 10 Weeks
ALT -> = Forward One Day
ALT <- = Go Back One Day
F6 = Today
F9 = Resource View
CTRL Hotkey = Employee Classification
CTRL A = Show ALL Employees
5555= Last 4 Digits of Phone Number
,Irena = Partial or Full First Name
Ri,Ire = Partial or Full First and Last Name
Ri = Partial or Full Last Name
11/30/1988 = Birthdate
HCW = Service Code
H = Partial Service Code
~Hair = Description
ALT S = Save Appointment
SHORTCUTS
APPOINTMENT BOOK SHORTCUTS
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# = Today’s Appointments
CTRL L = Last Client Used
ALT H = Place Transaction on Hold
HCW = Service Code
H = Partial Service Code
~Hair = Description
SHORTCUTS
REGISTER SHORTCUTS
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The Gift Card Wizard creates multiple gift cards quickly and easily. This
is especially useful when creating gift cards for events, bulk purchases,
etc.
GIFT CARD WIZARD
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The Top N/Bottom N window allows you to analyze the best and worst
selling services. You can also use the Top N/Bottom N window to
determine the clients that spend the most/least on services and the
employees that generate the most/least service revenue.
TOP N/BOTTOM N