If you serve consumers (are Business-to-Consumer, or B2C) as opposed to serving other businesses (are Business-to-Business, or B2B), should you care if your software has you enter your clients as if they were a business? Many software packages do assume that your clients are other businesses, and it can result in some awkwardness. How exactly…
This weekend (May 29-31, 2021) we will be doing server maintenance. While we cannot provide an exact time when your site will be affected, the work won’t take long and the odds are low that you will visit the site at the time it is affected. However, if you do visit your site and see…
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.…