Archive

Agency software

What is an agency software?

An Agency software enables advertising agencies and other agencies to clearly arrange and manage all company data such as projects, contacts or accounting documents in a structured way. In most cases, the aim is to support recurring work processes (workflows) as optimally as possible through the agency software, thereby saving time and reducing costs (more…)

Batch management

Batch management is used for the article-related storage of goods deliveries in order to be able to trace the delivery and, if necessary, the expiry date of an article back to the document item. A batch is marked with a unique number (LOT no.) and can contain any number of article items. For medical technology companies, the traceability of all goods from the application on the patient back to the raw material is an essential requirement of ISO 13485:2016. Thus, all purchased materials and products must always be marked with the respective batch number and this number must be traceable in case of product recalls or searches. (more…)

Cash book

What is a cash book?

In a cash book, all payment transactions of a company (cash deposits, cash withdrawals, deposits and withdrawals) are listed in tabular form. Cashbook software is available from various manufacturers for all common operating systems such as macOS and Windows. Each line (data record) in a cash book has an entry date and a sequential number, the amount of the entry, the debit and credit account, an entry text and, if necessary, a reference, such as an invoice from which the entry results. With modern ERP software, postings can usually be exported as a posting batch, e.g. in DATEV format, and further processed in other programs or passed on to a tax consultant. The generated file of the booking batch contains all data necessary for the generation of booking records in the corresponding accounting software. (more…)

CRM

What is a CRM system (Customer Relationship Management)?

CRM is the abbreviation for “Customer Relationship Management”, or in German “Kundenbeziehungspflege”. A CRM system is used to manage customer-related data in a structured way in order to optimize business processes in sales. In an integrated business software, the stored customer data is also used for other operational processes such as the creation of receipts (more…)

Customer management

What is customer management?

With a Customer management system customers, suppliers and other contacts can be stored, edited and managed. A customer administration is also called Customer Relationship Management (CRM) and contains many other functions around the administration of contacts and addresses (more…)

Drucklayout

Print layouts in gFM-Business

In the business software gFM-Business, a print layout is a layout intended for the print output of any data. In gFM-Business all print layouts are located in the separate FileMaker file [gFM_Drucklayouts.fmp12]. When updating the software, print layouts can therefore in most cases simply be taken over from the previous version. Read more >>>

Enterprise software

What is an enterprise software?

The term Enterprise software is generally used to describe software products that can be used to support certain processes in companies. A typical enterprise software as ERP contains modules for customer management (CRM), address management, document management and administration of correspondence, a module for invoicing of receipts, an article management and possibly further modules, possibly also modules adapted to the processes of the enterprise. Read more >>>

Favorite buttons

Favorite buttons in gFM-Business

On each screen, up to five favorite buttons can be defined for each user in the function bar of the gFM-Business enterprise software, whereby it is possible to define different favorite buttons for each user. Favourite buttons are used to execute frequently used functions with a single click and no longer have to be selected via the function menu of the main function.<!–more Read more >>>->

Setting up the root favorites

Under the menu item [Settings > Appearance > Buttons] all root favorites can be defined. All favorite buttons set here are automatically applied to the user settings when a new user is created. To define a button as a favorite button, click on the desired button in the desired mask and select a function to be executed with the button.

Settings-Favorite button root

Setting up the Favorite buttons for users

Under the menu item [Settings > User > Buttons] all favorite buttons of a user can be defined. To define a button as a favorite button for a user, first select the user for whom the favorite button is to be set up under [Current user]. Then click on the desired button in the desired mask and select a function to be performed with the button. As soon as the user logs on to gFM-Business, the corresponding favorites button appears on the specified screen.

Setting up favorites buttons for users