January 2012 Release 1.29 "This is an industry built around people because at its core it’s about creating something unique for every case and that requires collaboration, trust and communication." These words from Noah Levine, Senior Editor of Dental Lab Products Report, also convey the continual goals of the DentaLab systems to provide intuitive affordable support to labs of all sizes and business models for this collaboration, trust and communication. Here are the highlights of the latest set.
New Case Communications Entry and Report In Case Entry and Customer Center, the user will be able to record the date and notes of each communication concerning a case, along with the identity of the persons involved. The communication can be in any of a number of venues such as telephone calls, in-person visits, emails, correspondence. A printed report of communications for a case may be generated to keep in-house or send to the doctor. New Sales Categories Entry and Reports The Sales Categories in Basic Lists will provide another way to categorize each item involved in a case so that these can be reported for counts and dollars in invoices, adjustments and remakes. Unlike Product Group assignments, each item may be assigned to only one Sales Category. The Sales Analysis by Sales Category reports for a specified date range or for year-to-date (YTD) may be requested from Reports-Sales Analysis or from Customer Center-Reports. This can be performed from Basic Lists-Sales Categories or from Basic Lists-Items. Items not assigned to a specific Sales Category will be included in the reports as Unassigned. Customer Lists – New Search Categories New search criteria have been added to help find a specific customer: - telephone number
- contact name
- city
- state
- postal/zip code
- rep/salesperson
- email address
These search criteria will be available in Basic Lists-Customer, Case Entry, and the Customer Center – Find Customer. If custom columns are specified for the Customer Center-Find Customer list, this will be applied only to this list. Expanded Customer Center The Customer Center has been expanded to include two ways to focus on customer profiles and activities for marketing, business development and customer service: 1) by specific customer and 2) by date/date range. In addition, the Customer Center also includes setting up schedules for the Notifications supplement and a link to the Spreading the News supplement for email newsletters and promotions. Find Customer To find and focus on a specific customer, the user can use the alphabetic index, traditional and new search criteria, or by click column headings to sequence the list in various ways. Once selected/confirmed, the basic customer information (account, name, address, telephone, email, fax, contact, rep, price levels, etc.) would be shown with tabs or links to various information specific to the customer: - Activity Logs
- Alerts
- Cases
- Case Communications
- Notifications
- Preferences by Work Center
- Preferences by Item
- Reports
- Schedule Pickup
Expanded Customer Center Reports Case Reports for selected customer and specified date range: - All Cases Received
- Open/In Lab Cases
- On-Hold Cases
- Out-for-Tryin Cases
- Invoiced Cases
- Shipped Cases
- Cases Due in Requested Date Range
- Cases Due in Scheduled Completion
- Cases for Specific Patient
- Case History
Customer Analysis Reports for selected customer: - Customer Sales Analysis by Item for date range or YTD
- Customer Sales Analysis by Sales Category for date range or YTD
- Customer Remake Report for date range
- Customer Profile
Find Date You can also focus on a specific date or date range to generate grids of customer activities, alerts, cases and/or case communications.
A variety of dates/ date ranges can be selected with further browsing capability.You can click each tab to display a grid of the search results. Initially, the records will be sequenced from latest to oldest, but you may click the column headings to re-sort by any column. You may also edit the records. Notifications For those who have licensed the Email Notifications supplement, here you can setup schedules for email notifications as well as view, edit, delete, suspend, reactivate, send now, generate a log of sent notifications or a report of customer assignments. Spreading the News For those who have licensed the Spreading the News supplement, this provides a link to this system for synchronizing QuickBooks email addresses, adding other email addresses, setting up groups, assigning prospects and customers to groups, setting up and sending email newsletters and promotions, keeping logs of these activities. This release is also laying the groundwork for Windows 8, which is slated to be released by Microsoft later in 2012. Those with up-to-date service agreements should call just before they are ready to download the release. |