Business | My Lizzy

What Is CRM?

September 10, 2012September 12, 2012Glenn Hancock

In this post I”m going to be explaining just what CRM is and give a few examples of how a typical CRM works. To start with, CRM stands for Customer…More…What Is CRM?

Articles Business Lizzy™ Operations PDM

What is PDM?

September 9, 2012Glenn Hancock

For those of you that have purchased the complete Lizzy system, you might have noticed a PDM menu. If you do not, and after reading this article you decide you…More…What is PDM?

Articles Business Management

How Important Is Facebook To Your Business And CRM Processes?

September 8, 2012Glenn Hancock

Before I get started let me go ahead and say that I’m sure this is going to make the powers that be upset with what I’m about to say, but…More…How Important Is Facebook To Your Business And CRM Processes?

Invoicing Management Operations

HOWTO: Technician’s Performance Report

April 2, 2012September 7, 2012Glenn Hancock

Setting up the Technician’s Performance Report: Prior to using the report, we must first set a few things up. One of the bigger things to set up is Job Classifications.…More…HOWTO: Technician’s Performance Report

Accounting Payroll

Employee Advancements / AR Deductions from Payroll

April 2, 2012December 10, 2012Glenn Hancock

Employee Advance: To give an employee an advance on pay – go to Contacts > Locate Contact (Employee). Once you select the employee, go to Accounting > Checking > Create…More…Employee Advancements / AR Deductions from Payroll