History tab (Contact Info Screen)
The History tab on the Contact Information screen will list the orders (estimates, work orders, and invoices) for the client. Remember that any grid in the program can be sorted by whichever colu...
- How do I delete a client?
You can delete any client from your list by right-clicking on the client's row and choosing Delete. If the client has history, that is there are multiple site records, work orders or invoices, trans...
- How do I merge duplicate client records?
If you happen to find that you have the same client record entered twice, then you can merge the two records without losing any history from either by simply right-clicking on the row that you want t...
- Profile tab (Contact Info Screen)
The Profile tab contains more fields you can set to better classify your client records. Contact Status: This is just another way for you to classify a client as being one you really want to cate...
- Why do I see a date of 12/30/1899?
Anytime you see the date 12/30/1899, it means that field is not set to any date, or in other words, it is set to zero. 12/30/1899 is actually date zero.You may see this in a field named Loss Date. T...
- Why are there multiple Bills and Corrections listed?
Whenever the Order Status is marked as Done, the order becomes an Invoice. As sort of a log so you can tell when changes are made to an order after it was marked as Done, If any changes are made to...
- Why can’t I change the date on an order?
When using some form layouts, the date that is viewable and editable on the form layout itself is not the Sched Start Date field, but possibly the Actual Start or Actual Finish date field. Normally, ...
- Camelot3 Date range issues
If you are experiencing criteria or funnel entries that are no longer working like you thought after upgrading to Camelot3 from previous editions of Camelot, then one likely reason has to do with date...
- How do I back-date an order?
There are multiple date fields associated with an order and most of them automatically get set appropriately during the normal entry, scheduling, and completion of an order. If you are entering a...
- When trying to import my customer list from QuickBooks into Camelot, what file do I choose to import?
To get your customer list from QuickBooks into Camelot, you must first create an IIF file containing your customer list from QuickBooks, then that is the file you will choose to import the list into ...
- Why does the Balance on an order remain 0 when it should say the client owes money?
The balance for an order will not be updated until the Status on the order is marked as Done. Then, based on the Payment Terms you have set for the order and the date on the order, there will be one...
- Using HTML in your Email correspondence
NOTE: This is an advanced feature, so if you don't already know what HTML means, then please refer to other computer books and online resources for more information on that, or otherwise just stick ...
- QuickBooks Connection
With Camelot, you can now export any order and/or payment information to QuickBooks® automatically. If you are using or plan to use QuickBooks as your accounting software, then you need to be sure...
- Understanding the Order Status
The Order Status is a very important field. It indicates if there should be bills created for an order, if the order should count or not in sales totals, etc. The possible order Statuses are as fol...
- Running your Marketing Funnel - Creating Mailouts using the Marketing Funnel
Whenever you are ready to do the mailouts for people who are in your funnel (meet the criteria you have setup), click the Calls & Mailouts button on the Navigator. Then on the Mailouts tab of the...
- Client / Contact Information Screen
The contact information screen is the place to go when you need to update any information about a client. It is the screen that will appear when you choose to enter a new client, or edit an existing...
- Why won't my Vehicle show on the Schedule?
The only things that would cause a vehicle not to appear if they were added to the vehicles list and made active are: 1. You may have created one or more Schedule Views and so the new vehicle you'v...
- The Basic Marketing Funnel (Marketing Funnel Example)
A Basic Marketing Funnel came setup already with your Camelot Software. From the Misc/Setup pull-down menu, choose Marketing Funnels. Choose the “Basic Funnel” listed on the left. By looking at t...
- Why is there a number in parenthesis after the customer names when I do an import into QuickBooks?
In QuickBooks, the customer name field is the basically the unique identifier for the customer. Therefore, when exporting, Camelot has to be sure that the customer name is unique, so that it knows wh...
- How do I define different Payment Terms?
Go to the Misc/Setup pull-down menu, and choose the Payment Terms option. This screen allows you to set up the terms for payment that you allow for your clients, such as Net 10, Net 30, and Due Upo...