by Alex Hamel | May 7, 2018 | Customers
Add documents and emails to a customer profile You have the ability to easily add documents and emails to a customer profile. This is allowing you to classify any important elements that you could need in the future. There’s is a video at the bottom of this...
by Alex Hamel | Apr 26, 2018 | Projects
Add none-catalogs items Introduction Automator is using Project Matrix’s catalogs. However, some of our manufacturers are not providing catalogs to Project Matrix. Then, we need to create their items manully in the system. Once it’s done, we can then...
by Alex Hamel | Mar 20, 2018 | Starting
Setup and Start Automator Introduction Automator is a software installed on an external Windows Server. This means each user has its own private windows remote session that is completely independant of their own computer. Let’s say that accessing Automator is a...
by Alex Hamel | Feb 26, 2018 | Starting
Automator’s basics Introduction Automator uses the same structure and patterns between all its different sections : Customers, Projects, etc. We’ll see an example on how the sections are working so we can understand the behavior behind Automator. To do so,...
by Alex Hamel | Feb 26, 2018 | Projects
Importing SIF into a quote Introduction SIF files are the common way to import/export quotes between furniture apps and softwares : 2020 CAP/WorkSheet, Project Matrix, FCC, CORE, AllSteel Synergy / Smart Quote, etc. Here’s the way to use them with Automator....
