Bailiwick goes live with Fieldpoint service management software and Sage 2013

Posted April 21st, 2014 in Alert Stratus University

Bailiwick -  Professionally managed IT solutions designed to guide and simplify your complex world. Bailiwick completes 40,000-plus annual equipment installation events. To handle that kind of volume and maintain the customer service levels, their project, event, and vendor management groups need to execute flawlessly. They will not only install equipment, but provide 24×7 ongoing technical and field service support. Over … more +


Self-Paced Learning Table of Contents

Posted July 19th, 2013 in Alert Stratus Resources, Alert Stratus University

This Self-Paced Learning Center provides links to Video Tutorials to help you learn everything you need to know about Alert Stratus to enhance your user experience more +


Creating a Project Task for a Project in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Creating a Project Task for a Project in Alert Stratus for Microsoft Dynamics CRM 2011 Project Tasks and Sub-Tasks are the levels of the project that require completion. Every project created in Alert Stratus can have an unlimited quantity of Tasks & Sub-Tasks in order to efficiently and accurately manage even the most detailed projects. … more +


Creating Project Task Tracking Items in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Creating Project Task Tracking Items in Alert Stratus for Microsoft Dynamics CRM 2011 Project Task Tracking is a feature at the Project Task level that enables Project Managers to create detailed budgets/estimates for all items associated with Project Tasks, including items like Labor, Materials and Travel. Project Managers can choose to enter their estimated revenue, … more +


Creating Change Orders for Projects in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Creating Change Orders for Projects in Alert Stratus for Microsoft Dynamics CRM 2011 During the course of a project, your customer may ask for a change in scope. Depending on your tracking methods you might not want to edit the current tasks, but rather you would prefer to create a Change Order that can be … more +


Entering Project Activities in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Entering Project Activities in Alert Stratus for Microsoft Dynamics CRM 2011 All labor time being entered against projects are submitted using the standard Appointments and Service Activities from CRM, which have been extended in Alert Stratus to support billable and costed time. Alert Stratus has provided numerous methods for resources to be able to create … more +


Adding Parts & Materials to Projects in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide - Adding Parts & Materials to Projects in Alert Stratus for Microsoft Dynamics CRM 2011 All parts and materials are submitted using the Project Items entity found within the Project/Project Task form. Resources may choose to log their parts and materials via the Project Items entity directly in CRM, or they may choose to log them via … more +


Adding Expense Items to Projects in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Adding Expense Items to Projects in Alert Stratus for Microsoft Dynamics CRM 2011 All expense items are submitted using the Expense Items entity found within the Project/Project Task form. This entity can also be found under the Time & Expenses grouping on the Alert Stratus menu named “Expenses”. Resources may choose to log their parts … more +


Creating Project Billing Triggers in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Creating Project Billing Triggers in Alert Stratus for Microsoft Dynamics CRM 2011 The billing engine in Alert Stratus is a batch billing process, meaning that one of your users – most commonly a billing or an accounting clerk – will prepare a batch of invoices and post the appropriate invoices which are to be billed. … more +


Creating Service Contracts in Alert Stratus for Microsoft Dynamics CRM 2011

Posted May 10th, 2012 in Alert Stratus University

Self Paced Learning Guide – Creating Service Contracts in Alert Stratus for Microsoft Dynamics CRM 2011