Trainers provide their top ten tips for optimizing the front office software. These include using saved searches to easily repeat queries, taking advantage of right-click functions like sending mass emails, building a candidate worksheet to manage hiring processes, and utilizing tearaway pages and the reports icon to access relevant data while working in records. Other tips include understanding icon functions, using the actions menu for tasks like assigning employees, enabling mass updates to rates or assignments, and setting defaults to streamline data entry for future orders.

2. Trainers’ Top Ten
Front Office
AJ Swanson

3. #1 Saved Searches
• Easily run the same search over and over
• Can be shared
• Can customize columns in search results
• Use prompts to easily repeat a search with variable criteria (i.e. dates)

4. #2 Right-Click
• Hidden functionality
• Send mass e-mails
• Log messages in mass
• Navigate quickly between records
• Edit

5. #3 Candidate Worksheet
• Build a working candidate list
• Quickly save and/or assign employees to orders
• Quickly add, submit, reject, remove candidates at any time

6. #4 Tearaway Page
• Use while searching to create a working, interactive call sheet
• Use with the task manager to keep your tasks close by and
highly visible as you work throughout the day
• In most cases the tearaway page will display in read-only view
(indicated at the top of the page)

7. #5 The Reports Icon
• The reports icon will display reports relevant to the record
or page you are currently looking at
• Reports accessed here will be generated with certain fields
– such as employee or customer ID – already populated

8. #6 Icons
• Record icons allow you to “JUMP” to another record quickly
• Avatar icon
• Magnifying glass icon

9. #7 Actions Menu
Options in the actions menu depend on record type
*Can be used to quickly assign employees to the most recently viewed order record.

10. #8 Mass Update Rates
• Can be updated from the customer record and applied to
one or multiple orders
• Set a specific amount
• Increase/decrease by an amount
• Increase/decrease by percent
• Change multiplier code

11. 1#9 Update Assignments
• Located in the actions menu on the order record
• End assignments in mass
• Can be updated per order or in mass from the assignment search area

12. #10 Defaults
• Create defaults that will flow into your future orders
• Multiplier codes
• Shifts
• Job descriptions