Many new Senior Move Managers are also first time business owners, and may not have experience working with business software. In the beginning, it is understandingly tempting to manage things by hand, perhaps even with just a spreadsheet. Later once your business has grown, the manual approach is too overwhelming and you need automation. But…
We’ve looked at a lot of the websites for Senior Move Managers over time, and the biggest mistake we see Move Managers make on their websites is to not clearly state their area of operation. Imagine you live in San Francisco and do a web search using the phrase “Senior Move Manager”. You look at…
SMMware offers a Basic Search feature which looks through the name fields of Clients, Organizations, Contacts, and Associates for matches. It is located at the top of the page, consisting of the standard text box and “Go” button. The search results are grouped by the area a given result came from (Clients, Organizations, Contacts, or…
SMMware allows you to export data to a CSV file (comma separated variable) from the Client Manager, the Organization Manager, the Contact Manager, and the Associate Manager. Any filters you apply to the listing will also apply to the export. In each of the above cases, the filter section has an “Export to CSV” button.…