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# CRM and DMS Software

## Sitemaps

- [XML Sitemap](https://mylizzy.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Blog](https://mylizzy.com/blog/) - Blog
- [Gaining Access to Zebra Label Printers and Cash Drawers](https://mylizzy.com/7259/gaining-access-to-zebra-label-printers-and-cash-drawers/) - In May 2018 the Lizzy team released a new local service that runs on your computers in order to gain access to your cash drawers and Zebra printers. This service should be installed on each local computer that has a cash drawer or printer attached to it. NOTE: If the computer you're on doesn't have
- [Lizzy's PartSmart Interface](https://mylizzy.com/854/lizzys-partsmart-interface/) - This blog will guide you through the steps involved in getting Lizzy interfacing with Partsmart as well as many of the other parts lookup systems on the market as they all use the same interface process. Steps covered in this post along with a few requirements: PartSmart must be installed. Download the required LizzyPSLInstall program
- [Webstore Integration (updated)](https://mylizzy.com/5358/webstore-integration-updated/) - The following webstore providers integrate DIRECTLY with Lizzy. 3D Cart ARI Endeavor ARI WebsiteSmart AutoRevo (similar to DealerSpike) D2M (Direct2Manufacturer - this is for distributors/manufacturers) Dealer Spike (Unit inventory only w/details and photos) Firestorm by Powersports Marketing/Dealer University (unit inventory only w/ details and photos) Magento VNext Providers that integrate directly with Lizzy allow the
- [Using Signature Capture Pads with Lizzy](https://mylizzy.com/3649/using-signature-capture-pads-with-lizzy/) - Lizzy supports the Scriptel ST1501 LCD Web signature pad as well as the following: Lizzy now supports the use of several USB Topaz signature capture pads: SigLite T-LBK460 (1 x 5" screen) SignatureGem T-LBK462 (1 x 5" screen) SignatureGem T-LBK755SE (4 x 3" screen) For the purposes of this blog, we'll be examining how to
- [Downloading Mikogo](https://mylizzy.com/7028/downloading-mikogo-and-nizex-remote/) - To help our Tech Support assist you when you have questions, we ask that all nizeX customers download Mikogo on their primary computers. This will allow our Tech Support to view the exact issue you are experiencing and solve your issue faster. To install Mikogo, please follow these steps. 1.) Download Mikogo by clicking on
- [What Gift Cards Work with Lizzy?](https://mylizzy.com/6613/what-gift-cards-work-with-lizzy/) - First off, you don't need to buy gift cards from nizeX (we don't actually sell them). You can buy gift cards anywhere you like! There's just a few specifics to let the gift card company know: 1) Gift cards can be processed directly through Lizzy, your Point of Sale software. You don't need to
- [Lizzy API](https://mylizzy.com/6958/lizzy-api/) - We often get requests to integrate with different companies as our customers wish to share their information with their manufacturers or other businesses (such as marketing firms). To make this process faster & easier, we've fully documented our Lizzy API process so that any company a customer chooses can connect to their specific Lizzy database for
- [Line of Credit - Bank Loans](https://mylizzy.com/2507/line-of-credit-bank-loans/) - When you are dealing with banks or financial institutions that give you a line of credit, there are a few things you must do in order to record it in Lizzy. Keep in mind, that this has nothing to do with units or financing them. This deals directly with taking a loan out of the
- [Use Tax : The other sales tax](https://mylizzy.com/3625/use-tax-the-other-sales-tax/) - As a retailer, in general you buy your merchandise tax free due to the inherent fact that you are reselling it and will collect the sales tax at the time of resale. (Unless, of course, your dealership is in Canada or some other tax municipality that charges you with a form of sales tax at
- [Getting Started Using Your Checkbook](https://mylizzy.com/881/how-to-balance-your-checking-account/) - I would assume that if you're reading this document then you started using Lizzy without using the accounting, or you are finishing up a conversion and are now wanting to get started using the checking account. In this document we'll be going through how to get started using the checking account without having to go
- [Iowa Sales Tax Demystified](https://mylizzy.com/7055/iowa-sales-tax-demystified/) - Iowa Sales Tax is a bit complicated. So I will break it down by invoice type. Parts Invoices: These are straight forward. Parts are taxable at the total tax rate of the State Tax Rate + your County Tax Rate. Shipping of these parts is NOT taxable. And of course, if the customer qualifies, these
- [Returning Serialized Units in Lizzy](https://mylizzy.com/2322/returning-serialized-units-in-lizzy/) - In this article, I will be explaining the process of returning a Serialized Unit to the supplier in the Lizzy Dealer Management System (DMS). Now just to make sure we're all on the same page here, a Serialized Unit—also known as a Major Unit or Whole Good—is, as the name suggests, any vehicle or large
- [Rental Module Setup](https://mylizzy.com/6856/rental-module-setup/) - This article will explain everything you need to set up before you can rent units in Lizzy. Make sure you have a Rental Department: The first thing you will need to do is make sure you have a rental department set up. To do this, go to Settings->General->Departments and you will see the screen shown
- [Renting Serialized Units](https://mylizzy.com/6900/renting-serialized-units/) - This article will walk you through the process of renting out a serialized unit. An Important Note Before you get started, it is important that you understand there are five states a unit can be in that will prevent you from renting it out. These are as follows: - Unit is on an open Unit
- [Handling Common Serialized Unit Inventory Problems](https://mylizzy.com/2127/handling-serialized-unit-inventory-problems/) - In this article I will be going over some common problems customers have with their Serialized (Major) Unit Inventory, and how to best handle those problems in the Lizzy Business Management System ( BMS ). Without further ado... Help! I've sold the wrong unit!: This happens more than one might expect. A dealer will call
- [Wyoming Sales Tax Demystified](https://mylizzy.com/7125/wyoming-sales-tax-demystified/) - Ok, this is going to be as REALLY short blog entry lol Wyoming Sales Tax is VERY simple. They have a State tax rate and each county has it's own local tax rate. The two added together make the total tax rate. There is not a Battery or Tire Disposal Fee Note worthy: Out-bound Shipping
- [California Sales Tax Demystified](https://mylizzy.com/7122/california-sales-tax-demystified/) - California Sales Tax is actually surprisingly straight forward. With that said there ARE a couple of things worth noting: 1) It is VERY common to lump Shipping & Handling onto the same line on an invoice. And because Handling is taxable the State of California considers that line item to be taxable. Here is a
- [Idaho Sales Tax Demystified](https://mylizzy.com/7053/idaho-sales-tax-demystified/) - Actually, Idaho Sales Tax is quite simple. The State rate is currently 6%. And depending on local municipalities, the total tax rate can be as high as 9% (Idaho has a typical 3 tier tax rate system - State Rate + County Rate + City Rate = Total Tax Rate). Bullet points are: Labor is
- [New Jersey Sales Tax Demystified](https://mylizzy.com/7061/new-jersey-sales-tax-demystified/) - Sales Tax in New Jersey is pretty straightforward with the exception of a Watercraft sale. Let's get the ground work out of the way first then we will tackle the Watercraft Tax. Tax Rates: State Sales & Use Tax Rate is currently 6.875%. This dropped from 7% on January 1st, 2017 Watercraft Sales get taxed
- [Florida Sales Tax Demystified](https://mylizzy.com/7064/florida-sales-tax-demystified/) - Ok, so, Florida Sales Tax, for the most part is not too complicated. But, it DOES have its quirks - believe me! Follow along :) Points of Interest: FL DOR = Florida Department of Revenue County Surtax (also known as Discretionary Tax). As it turns out, this is quite complicated lol Not all counties have
- [Virginia Sales Tax Demystified](https://mylizzy.com/7075/virginia-sales-tax-demystified/) - Ok, so, Virginia is a bit funky when it comes to Sales Tax. First, a few notables: There is not a traditional State Sales Tax in Virginia. They have a Motor Vehicle Tax and a NON-Motor Vehicle Tax There is a minimum tax of $75 on Motor Vehicles There is a Tire Recycling Fee of
- [Washington Sales Tax Demystified](https://mylizzy.com/7073/washington-sales-tax-demystified/) - Ok, where to start with Washing Sales Tax .... Let's start with the basics. Washington can have up to 4 tax rates that make up the Total Tax Rate: State, County, City, and the Motor Vehicle Use Tax The local rates (County & City can, and will, vary depending on if the customer's address is
- [Nevada Sales Tax Demystified](https://mylizzy.com/7071/nevada-sales-tax-demystified/) - Actually, Nevada Sales Tax is one of the very simplest in the union. Nevada has a State Tax (currently 6.85%) and SOME Counties have a local tax as well. Notables: Labor is NOT taxable Freight/Shipping/Delivery Fees are NOT taxable Dealer DOC Fees are NOT taxable So, what IS taxable in Nevada? Jobs: Shop Materials +
- [Credit Card Processing](https://mylizzy.com/5327/credit-card-processing/) - Lizzy customers looking to add EMV processing via Lizzy can contact Open Edge (formerly PayPros), as they are our credit card processing partner of choice since 2014. Lizzy customers also have the option of processing their credit card transactions outside of the software, allowing them to choose their preferred provider and payment devices.
- [Form Setup and Management in Lizzy](https://mylizzy.com/6822/form-setup-and-management-in-lizzy/) - This article will cover how to set up and manage your forms in Lizzy. Just to clear up any potential confusion, the forms we are dealing with here is anything you would print out when selling a unit. This includes, but is not limited to: Bills of Sale, Retail Installment Contracts, Applications for Title and/or
- [Importing GL Balances](https://mylizzy.com/3786/importing-gl-balances/) - Lizzy has an import feature that will allow you to import balances into your General Ledger. This tool was designed with the idea that if you came onto Lizzy after the first of the year, you would be able to import your balances into the system and only use 1 system to get your financials
- [Want Webstore Integration? We've Got It!](https://mylizzy.com/3434/want-webstore-integration-weve-got-it/) - Perhaps you've already integrated with another webstore, and worry you won't be able to use Lizzy to process your online orders until we partner with that site. Fear not, for Lizzy has an easy way to import webstore orders--even for websites we don't currently partner with. The process works by importing a file (containing new orders)
- [Dealer Spike Integration Setup & Optimization](https://mylizzy.com/6713/dealer-spike-integration-setup-optimization/) - If you have a Dealer Spike site that you're planning to integrate with Lizzy, here's the scoop on how to set up the integration -- and how to ensure you're optimizing your integration experience. Setup: Simply go to Settings > General > Manufacturer Interfaces and select Dealer Spike from the drop down menu. Check the Active
- [Lizzy on the Go: Logging in from a Mobile Device](https://mylizzy.com/6649/lizzy-on-the-go-logging-in-from-a-mobile-device/) - Since the early days of Lizzy, we wanted to give you the ability to run your business from anywhere. That's why Lizzy was the first complete DMS to be web-based and allow users to login from a smart phone or tablet. Essentially, anywhere you can access a browser, you can run Lizzy! Simply login as
- [Update on Gift Cards in Lizzy](https://mylizzy.com/6706/update-on-gift-cards-in-lizzy/) - Within the past few months, we've heard from a number of customers that had bought new gift cards that weren't working properly with Lizzy. Previously, we have not needed to specify gift card formatting, as gift card providers were using the same formatting as that used for credit cards. We're not sure why, but that
- [How to Add a New Employee in Lizzy](https://mylizzy.com/6687/how-to-add-a-new-employee-in-lizzy/) - Adding a New Employee and Setting up their Profile Step #1: Locate the employee by going to Contacts > Locate Contact. We first want to enter their information in the locate screen, to ensure that they aren't already in the database. Enter in their first & last names. (Note: Lizzy has a real-time search, so as
- [Lizzy Integrates with Channel Advisor](https://mylizzy.com/6664/lizzy-integrates-with-channel-advisor/) - Lizzy now interfaces with Channel Advisor to pull your new orders from your Channel Advisor account to Lizzy. The setup process is quick & easy. From your Lizzy database, go to Settings > Webstore > Setup Webstore Interface. Add Channel Advisor as an interface. Under the Delimiter heading, choose Channel Advisor from the drop down
- [Items Needing Reviewed Report](https://mylizzy.com/6619/items-needing-reviewed-report/) - Today we'll be taking a look at the Items Needing Reviewed report. This Lizzy report will show you the items that have been manually adjusted, along with the details about who adjusted the item & when. To run this report, go to Reports > Parts Inventory > Items Needing Reviewed. When you open the report,
- [Emailing invoices from Lizzy](https://mylizzy.com/6418/emailing-invoices-from-lizzy/) - There's a number of ways that Lizzy allows you to email invoices to your customers. Below are some tips to help you better utilize this function within Lizzy. Emailing Invoices Immediately After an Invoice is Processed: Whenever a customer has at least one email on their contact record, you'll see the option to email a
- [20 Groups & How Lizzy Supports Them](https://mylizzy.com/3465/20-groups-how-lizzy-supports-them/) - Are you in the know? 20 Groups are becoming more popular across the country & in multiple industries. If you're not familiar with the concept, 20 Groups are gatherings of dealers who meet several times a year to discuss a variety of ways to improve their businesses' profitability. Dealers analyze financial records from other members
- [Technician Performance Report](https://mylizzy.com/6263/technician-performance-report/) - We understand that some of the reports in Lizzy can be a bit hard to understand, particularly the ones that contain a lot of data, such as the Technician Performance Report. To help, two of our support reps, Michelle & David B., have created a guide to reading & understanding this report. Purpose of the
- [Owner's Equity / Retained Earnings, Beginning Balances, Accounting, and Lizzy...](https://mylizzy.com/954/owners-equity-retained-earnings-beginning-balances-accounting-and-lizzy/) - One of the confusing things with Lizzy is when you are told to make adjustments to your Owner's Equity/Retained Earnings account. And it will never fail to throw your accountant into a tizzy. So let me explain what we mean, and why we mean, to help smooth things over with your accountant. Also, for the
- [Using Reference Numbers with Purchase Orders in Lizzy](https://mylizzy.com/6225/using-reference-numbers-with-purchase-orders-in-lizzy/) - Suppliers often use an internal PO number or reference number for orders you send them. This can create confusion given that Lizzy generates a PO number automatically when you create the order. To make it easier to find a PO by the supplier PO number or reference number, we’ve added a few new fields to
- [New and Improved Lizzy Updates](https://mylizzy.com/5606/new-and-improved-lizzy-updates/) - We have been hard at work adding new features to Lizzy and improving existing features, to help make the system a bit simpler to use. For those of you that are not aware, we have added a interface with Western Powersports that allows you to send a PO with the click of a button. We
- [Issues with Saved Info? Clear Your Cache!](https://mylizzy.com/6222/issues-with-saved-info-clear-your-cache/) - In our last blog post, we discussed how to add customer cards to Lizzy for future payments. However, even with a contact that has card data on file, you should never see card information displayed in the payment form before you have selected a card on file. Despite the fact that Lizzy has been specifically
- [Saving Customer Credit Cards for Future Purchases](https://mylizzy.com/6207/saving-customer-credit-cards-for-future-purchases/) - Sometimes you may have a customer that wants you to save their credit card information for phone sales (or for their employees to make purchases without the company card in hand). Yes, you can do this in Lizzy and still be PCI compliant! Here's how. (Please note that you must be running your credit card
- [Purchasing A Used Unit That You Will Finance](https://mylizzy.com/6188/purchasing-a-unit-but-paying-for-it-via-the-bank/) - As we all know, there are many ways to purchase a used unit directly from a customer (or auction) and we have a Used Unit Purchase option in the invoicing section to speed it up. However, there are times when using this option might have the wrong effect. In this post we're going to list one such example
- [Interfacing Lizzy to Shipping Scales](https://mylizzy.com/3749/interfacing-lizzy-to-shipping-scales/) - As of today Lizzy now has the ability to get a package's weight from METTLER TOLEDO scales. To use a scale with Lizzy, there are a couple of things you will need to do first. Currently we only support serial port interfaces. Step 1: Do a factory reset on your scale. Please consult your scale
- [Adding Images to an Email](https://mylizzy.com/6154/adding-images-to-an-email/) - This article is to discuss how to add an image directly to an email, rather than having to add it as an attachment. The problem I ran into, was that my image appeared invalid when I typed its location into the "Source" box. So I dug a little deeper into this issue and I've found
- [Support: What Resources Are Available to You?](https://mylizzy.com/6143/support-what-resources-are-available-to-you/) - At nizeX, we want to make sure that you are aware of all of the resources that are available to you regarding support. We are constantly updating these resources so that you are able to find all of the information you need. Train Me: Lizzy Learning Center The Lizzy Learning Center is a library of
- [EMV: What Does It Mean To You?](https://mylizzy.com/5922/emv-what-does-it-mean-to-you/) - We've been receiving lots of questions here at nizeX concerning the new EMV card regulations for US merchants. There's a lot of information (and misinformation!) floating around out there, and it can be difficult & time-consuming to make sense of it all. Here's the breakdown of what changes are coming, and what these will mean to
- [Fleet Pricing in Lizzy](https://mylizzy.com/6005/fleet-pricing-in-lizzy/) - Lizzy now has the ability to track fleet pricing on units, as well as apply the fleet price automatically for customers who are set up to receive fleet pricing. First, you will need to set up a fleet price on each applicable model. Once you set up fleet pricing on one model, it will automatically show
- [Dealer Spike Integration!](https://mylizzy.com/5555/dealer-spike-integration/) - We have some exciting news we'd like to share! The nizeX team has completed an integration with Dealer Spike! For those of you that may not know, Dealer Spike is a digital advertising company who provides web solutions for dealers, helping increase sales and service profitability. So what does this integration mean for you? We
- [Floor Planning / Refinancing Units in Lizzy](https://mylizzy.com/5567/floor-planning-refinancing-units-in-lizzy/) - In this article we will be covering how to floor plan major units in Lizzy. Now, first of all, in Lizzy the terms “Floor Planning” and “Refinancing” are used interchangeably. So anywhere in Lizzy you see the word “Refinance”, it means the same thing as “Floor Plan”. The first part of this process starts when
- [Sublet Labor](https://mylizzy.com/5517/sublet-labor/) - Sublet labor is going to have a separate Job than the one your mechanic is doing. You will not need to add Service Tech Labor to this Job. Start your service ticket and add your unit. Add a Job, and a Job Title. Select your Sublet Labor Supplier and put in the Sublet Labor Cost (amount the sublet supplier is charging you) you can also put in the Invoice Number from the Sublet Suppliers Invoice.
- [DMS Shopping Guide](https://mylizzy.com/5472/dms-shopping-guide/) - Dealer Management System Shopping Guide, Powersports, Motorcycle, ATV, Marine
- [Tracking Boat Slip Rental in Lizzy](https://mylizzy.com/5469/tracking-boat-slip-rental-in-lizzy/) - Part of Lizzy's Boating and Marina feature set is the ability to track boat slip rental. The following video illustrates how to do it.
- [Lizzy's Parts Manager Pro Interface](https://mylizzy.com/896/lizzys-parts-manager-pro-interface/) - I am proud to announce that Lizzy™ now supports Parts Manager Pro. The setup is the similar to PartSmart's, and in fact the interface uses the same PartSmart configuration settings. First some requirements: Parts Manager Pro must be installed. Java must be installed. If you do not have Java you can download it at http://www.java.com
- [nizeX Rolls Out New Lizzy CRM Website](https://mylizzy.com/5380/nizex-rolls-out-new-lizzy-crm-website/) - Here at nizeX, we use Lizzy's Customer Relationship Management (CRM) system everyday to help better serve the needs of our customers and to help those relationships grow. Lizzy CRM has helped us keep up with our customers & their needs since we introduced it in 2009. The growing popularity of Lizzy CRM has given us
- [Better Than Sales Force CRM](https://mylizzy.com/1972/better-than-sales-force-crm/) - Sure, we all do it, my toy is better than yours, my bike is better than yours and it continues on into life with a never ending "My X is better than yours". But sometimes better is just better and in this article I'm going to note some of the key differences between Lizzy's CRM
- [Is your data held hostage?](https://mylizzy.com/5373/is-your-data-held-hostage/) - During our day-to-day communications with clients, and prospective clients, we hear lots of stories about the other providers in our industry. Some good, some bad. And we all have to admit there is no perfect solution, but we should all strive to create it. However, the choices made by some providers is puzzling. Like the
- [Barcode Label Printer](https://mylizzy.com/5370/barcode-label-printer/) - Lizzy has been tested for full support of the Zebra GK420D Direct Thermal Bar Code Printer. Label options are the 2"x 1", 3"x 1", 4"x 1" barcode labels, and the 4"x 6" shipping labels. You are NOT required to purchase this through nizeX.
- [Proper way to use a Team Calendar](https://mylizzy.com/10/proper-way-to-use-a-team-calendar/) - Lizzy not only comes equipped to help you manage your own calendar but she also has the ability to help manage an entire departments events. This Blog entry is going to cover a few details as to how the dashboard inside Lizzy is meant to be used and some of the advanced features that exist.
- [What is Lizzy's Return On Investment (ROI)?](https://mylizzy.com/2451/what-is-lizzys-return-on-investment-roi/) - It's easy to get caught up on having to pay a monthly fee for a software program and completely lose focus of the real benefits it can have for your business. In today's entry, I'm going to be going through a typical example of what it means to hire Lizzy to come work for you
- [Lizzy a Finalist in the 2014 Power Equipment Trade Dealers Choice Awards!](https://mylizzy.com/4757/lizzy-a-finalist-in-the-2014-power-equipment-trade-dealers-choice-awards/) - Power Equipment Trade magazine has just announced the finalists in the 2014 Dealers Choice Awards, and we’re excited to announce that Lizzy is a finalist in the “Business Management Services” category! The winner of each category is determined by OPE dealer vote, which will take place both online and at the GIE+ Expo. We hope that you’ll
- [Handling Tire Fees in Lizzy](https://mylizzy.com/3758/handling-tire-fees-in-lizzy/) - How to handle Tire Disposal fees, or “Tire Tax”, in Lizzy is a frequent source of confusion for our customers. Hopefully, this article will help clear up this confusion. There are two instances where one would collect a Tire Disposal fee. The first is on a unit sale. First, to set this up, go to
- [How to Handle a Parts Return in Lizzy](https://mylizzy.com/4342/how-to-warranty-a-part-in-lizzy/) - Have you ever been stumped by a customer needing to return a defective part, and not sure of the proper way to do it in Lizzy? Our friendly service specialist Michelle has kindly written a "how to" so that the next time a customer returns a faulty part, you'll know exactly how to handle it
- [Update on SofTek Software and LIZZY™](https://mylizzy.com/688/688/) - Dear Valued Customers, I would like to start off by thanking all of you for your continued support, confidence and commitment to our technology and to our company. Many exciting changes are taking place here at SofTek Software International and none of it would have been possible without you – our valued and loyal customers.
- [nizeX Remote Setup](https://mylizzy.com/4250/nizex-remote-setup/) - To help our Tech Support assist you when you have questions, we ask that all nizeX customers download nizeX Remote on their primary computers. This will allow Tech Support to view the exact issue you are experiencing and solve your issue faster. To install nizeX Remote, please follow these steps. (Please note, these instructions
- [Handling a Warranty Deductible in Lizzy](https://mylizzy.com/4236/handling-a-warranty-deductible-in-lizzy/) - If the customer is paying a warranty deductible, follow these steps. 1) You will first need to set up a part in Lizzy so that you can charge the customer for the cost of the deductible. Before you do this, you will need to choose what Manufacturer you will create this part under. You can
- [FedEx Meter Numbers](https://mylizzy.com/1033/fedex-meter-numbers/) - Recently we have had some people asking, "What is a FedEx meter number and where do I get it?". FedEx meter numbers are an internal number that is used to calculate shipping and track rates, unfortunately FedEx support is unaware of this so you will have to get the number yourself. To get a meter
- [Warranty Scenarios](https://mylizzy.com/4195/warranty-scenarios/) - Sometimes in the course of business, mistakes are made. It's inevitable, but we need to know how to clean them up when they occur. Our Lizzy Service specialists have put together several common scenarios for you that happen with Warranty, and steps to solving them in Lizzy. Problem 1: The Warranty Claim was posted at
- [Gift Cards in Lizzy](https://mylizzy.com/4133/gift-cards-in-lizzy/) - Did you know that Lizzy has the ability to help you create, track, and sell gift cards? It's very easy to setup and FREE to use -- another cool feature built-in to Lizzy. To Setup Gift Cards in Your Lizzy System: First, you'll need to obtain the gift cards you'd like to sell. There
- [Working with Recurring Bills](https://mylizzy.com/3833/working-with-recurring-bills/) - You can setup your expenses in the Recurring Bills section so that you can save time when it comes to paying expenses. Go to Checking > Recurring Bills and locate your Contact. Fill in the day of the month that you normally pay it, and select the method of payment from the drop down. If
- [Setting Up Direct Deposit](https://mylizzy.com/2768/setting-up-direct-deposit/) - Setting up Direct Deposit 1. You need to go to Settings > Accounting > Bank Accounts and setup your (the business’s) bank information. 2. Go to Settings > Payroll > Company. Fill in the information for the ACH bank file that is generated via lizzy (ie: unbalanced ach file; capitalization in the bank file; ODFI
- [Labor Day Holiday](https://mylizzy.com/3745/labor-day-holiday/) - nizeX, Inc. will be closed on Monday, September 2nd in observance of the Labor Day holiday. Normal business hours will resume on Tuesday, September 3rd. We wish all our customers a happy and safe Labor Day weekend!
- [Setting up UPS Shipping in Lizzy](https://mylizzy.com/3730/setting-up-ups-shipping-in-lizzy/) - nizeX currently integrates with a number of shipping vendors, including FedEx and Stamps.com (for USPS shipping). If you're looking to utilize UPS shipping within your Lizzy™ DMS, just follow the instructions below. First, you'll need to set up UPS in Lizzy as a contact. Next, click on the contact type and mark UPS as a
- [Lizzy Stars in Powersports Business Magazine's June Issue](https://mylizzy.com/3720/lizzy-stars-in-powersports-business-magazines-june-issue/) - Have you picked up the June 17th issue of Powersports Business magazine? If not, you're missing out! In addition to some great articles on Bridgestone's research into a possible rubber alternative and how to drive showroom traffic, PSB featured an in-depth interview with Glenn Hancock, nizeX president. Some of the topics covered in the article were
- [Bluetooth Barcode Scanners](https://mylizzy.com/1021/bluetooth-barcode-scanners/) - Recently, nizeX began supporting the Opticon bluetooth barcode scanners in Lizzy. This scanner can work with just about any bluetooth enabled device, but is primarily intended for smartphones and tablets (iPhone, iPad, & Android). Setup for this scanner is very simple, download the setup PDF file from here and print the PDF. If you are
- [Setting up scanTags in your Lizzy DMS](https://mylizzy.com/3636/setting-up-scantags-in-your-lizzy-dms/) - As many of you may already know, Lizzy supports the use of unique barcodes (called scanTags) that allow you to immediately scan and create a service ticket for a major unit. This can significantly cut down on the time needed to begin a service ticket, since by using scanTags you do not need to find
- [nizeX Moves To DuckDuckGo.com For All Our Searches](https://mylizzy.com/3710/nizex-moves-to-duckduckgo-com-for-all-our-searches/) - While most people that know me are more than certain that I will speak my mind in most situations, I usually refrain from getting too political on our main website. I do feel however, that recent happenings with our government and the companies that we rely on for both our work and our personal lives
- [nizeX Goes to Twitter](https://mylizzy.com/3691/nizex-goes-to-twitter/) - Nope, it's not just spring fever. While we've had an established Twitter account (@lizzynizex) for some time, we've primarily used it for notifications of new blog posts. Now, however, you'll be seeing more updates from R&D as to what is being worked on, release information, etc. We hope that this is helpful in allowing our
- [How Happy Does Lizzy Make nizeX Customers? Take a Look!](https://mylizzy.com/3680/how-happy-does-lizzy-make-nizex-customers-take-a-look/) - You might think all business systems--and the companies who make them--are the same. Or perhaps you think that there's just no way that a dealer management system (DMS) or enterprise resource planning system (ERP) could really provide a measurable difference in a business. While all of us on the nizeX team are understandably biased in
- [Toro EZ-Link Integration](https://mylizzy.com/3428/toro-ez-link-integration/) - One of the many projects our fantastic development team has been working on is an integration between Toro EZ-Link and Lizzy, and we're proud to announce that the integration is now complete! For Toro dealers, this integration offers several new benefits. You will be able to send both warranty registration and inventory data directly to
- [Printing In Lizzy](https://mylizzy.com/3523/printing-in-lizzy/) - As many of you know we have up until now been using Java to print invoices. This has presented problems due to the slowness of Java and Java updates breaking printing. To prevent this issue in future releases we have changed the invoice printing to use Chrome, Firefox, and Safari native PDF handling. This means
- [Outsourcing Official Fees](https://mylizzy.com/3611/outsourcing-official-fees/) - In some cases, rather than paying official fees (such as License and Registration fees, Temporary Tag fees, etc.) themselves, a dealer will outsource this to another company, send them the money, and have them pay the fees for them. Here is how that is handled in Lizzy. First, you need to add the entity you
- [Discounts for Customers ](https://mylizzy.com/2808/discounts-for-customers/) - There are a few different types of discounts you can utilize when you are selling inventory to customers in Lizzy. Assigning a Discount to a Customer "Off of Retail" You have a customer that receives a 20% discount, and you want to set it up to have Lizzy calculate this automatically. To do so, you
- [Changing Credit Memos to Checks and Vice Versa](https://mylizzy.com/2767/changing-credit-memos-to-checks-and-vice-versa/) - Many times you may have outstanding credits with a Supplier and they send you a check for those credits. In order to get rid of the Credits and take the Check / EFT payment, you will need to follow these steps: 1. First, we need to get rid of the credit memos sitting out there
- [Linking Customers to Your Loyalty Program & How to Use Loyalty Points](https://mylizzy.com/3575/linking-customers-to-your-loyalty-program-how-to-use-loyalty-points/) - Part I: Linking Customers to Your Loyalty Program So you've got a brand new customer loyalty program set up in Lizzy, and now you're eager to sign up customers who want to participate. Let's get started! (If you don't have your loyalty program set up yet, kindly visit this link for instructions on how to do
- [Setting up Customer Loyalty Programs in Lizzy](https://mylizzy.com/3566/setting-up-customer-loyalty-programs-in-lizzy/) - Did you miss our recent webinar on our new customer loyalty program within Lizzy, but still want to learn how to set up one of your own? You've come to the right place! In three steps, you'll have a customer loyalty program that can be customized in almost any way you desire. 1) First,
- [nizeX Opens New Customer Contact Center](https://mylizzy.com/3556/nizex-opens-new-customer-contact-center/) - Do you need more time during the day to do everything you need to do? Do you dread making all those calls to customers to tell them their special order parts are in or their service is complete? Wouldn't you like to promote that special event going on in your dealership? nizeX is here to
- [Petty Cash vs. Cash Drawer vs. Making Change (and Starting Cash Drawer Balance)](https://mylizzy.com/2571/petty-cash-vs-cashdrawer-vs-making-change/) - In this post we're going to talk briefly about the differences between Petty Cash and the Cash Drawer since there seems to be some confusion about the two. We will also take a look at your Starting Till Balance and How to Make Change with Separate Monies. Petty Cash Petty Cash is a special module
- [Financing and Flooring With The Same Supplier](https://mylizzy.com/3467/financing-and-flooring-with-the-same-supplier/) - As your business grows, you will more frequently find yourself in a position where you have a floored unit, and when you sell that unit, your customer uses the same company to finance their purchase. And when all is said and done, all you've received from the finance company is the difference between the financed
- [Departmentalized Profit & Loss](https://mylizzy.com/3458/departmentalized-profit-loss/) - ( Or why my Department P&L doesn't match my Company P&L ) The P&L handles reviewing what took place in your business from Sales and Expense stand point ( meaning what did you sell, what did that cost you to have it to sell, and what other monies have you paid to operate your business
- [How Lizzy Understands Item/Unit Excise Taxes ](https://mylizzy.com/2950/how-lizzy-understands-itemunit-excise-taxes/) - If your dealership is in one of the simple tax rate states, count yourself lucky, and you don't need to worry about this. However, if your dealership is in a state where the unit is taxed at a different rate ( or even an exempt (0%) for a various reason ) than the other items
- [Who do I send 1099-MISC to?](https://mylizzy.com/2930/who-do-i-send-1099-misc-to/) - Due to a recent rash in request for W9's from us to our dealers, I thought I would take a few minutes to go over some 1099 instructions. You can read the form yourself here: http://www.irs.gov/pub/irs-pdf/i1099msc.pdf 1099's are required to be sent out to based on the following: File Form 1099-MISC, Miscellaneous Income, for each person
- [Lizzy Adds Support For Yubikey Security Keys](https://mylizzy.com/2799/lizzy-adds-support-for-yubikey-security-keys/) - In the past, the only way to log into Lizzy was with an email address and password. However, due to the number of users we know to have used insecure passwords, we've decided to add support for the Yubikey brand security keys available at Yubikey.com. These keys can be placed on a keychain or strapped around
- [CRM: Not Just for the Big Guys!](https://mylizzy.com/2583/crm-not-just-for-the-big-guys/) - I noticed an article in the most recent e-newsletter of Rural Lifestyle Dealer that caught my eye. Do You Know Your Customers? Why and How to Build a Comprehensive Customer Database was a great article, at least from the perspective of giving dealers reasons why they need to track customer data. It's easy for the
- [Getting the Most from YouTube](https://mylizzy.com/2685/getting-the-most-from-youtube/) - Since deciding to publicly post our training videos to YouTube, we've noticed some people have had questions about the video quality and notifications. Fret no more, we're here to help! Video Quality: Usually there is a default that your account is set to. YouTube only offers two options for video quality settings: 1) To choose the best
- [Lizzy and VOIP Clients in Windows](https://mylizzy.com/2078/lizzy-and-voip-clients/) - As many of you know, Lizzy has the ability to dial phone numbers through Skype. Starting today Lizzy now supports other VOIP clients such as 8x8's Softalk Office and Bria. Before you can use this feature you will need to set an option in your profile. First log into Lizzy and go to Setting ->
- [Special Orders and how they behave in Lizzy](https://mylizzy.com/2561/special-orders-and-how-they-behave-in-lizzy/) - What is a special order? A special order is an item a customer wants that you do not have in stock. A customer arrives at your store and asks for a part. Lizzy identifies that you do not currently have the item in stock and she tags it on the invoice (in yellow) to let
- [Is Outsourcing Really Beneficial?](https://mylizzy.com/2566/is-outsourcing-really-beneficial/) - Sure, we've all heard the benefits of outsourcing from those pesky sales people that call trying to push their extensive resources to your business, but are those services really beneficial to your bottom line? In this article we're going to take a look at some of the benefits and a lot of the downsides to
- [Accounting Basics](https://mylizzy.com/2496/accounting-basics/) - First, before doing anything with the way accounts behave and having to remember what they increase and decrease with, you want to know where to find them. In Lizzy, accounts are grouped by type and they are as follows: Cash (100 - 109 range) Accounts Receivable (110-119 range) Inventory (120-129 range) Other Assets (140-149, 160
- [Lizzy Training Goes To Youtube.com](https://mylizzy.com/2552/lizzy-training-goes-to-youtube-com/) - In order to better communicate with our customers and to provide you with the most up to date material available on the Lizzy Business Management Software and CRM solution, we have decided to begin posting our training videos directly to Youtube.com. We have been posting them there as private videos that you can get to
- [Lizzy Training Class Schedule](https://mylizzy.com/2448/lizzy-training-class-schedule/) - nizeX will continue to host specialized training classes at our offices in McDonough, GA in 2013. The first class is scheduled for January 7. Over the last couple of years, we've conducted training that covered the entire range of features in the Lizzy BMS/CRM system. The training always resulted in nothing but positive feedback from all
- [Tighten Up Your Operations with Transfirst](https://mylizzy.com/2538/tighten-up-your-operations-with-transfirst/) - As most of you are already aware, nizeX, Inc. teamed up with Transfirst in order to provide integrated credit card processing within Lizzy. We had tried the ways of integrating with every processor and gateway out there in our last business system, and we wanted the experience with Lizzy to be different, to be better.
- [Employee Advancements / AR Deductions from Payroll](https://mylizzy.com/1010/employee-advancements-ar-deductions-from-payroll/) - 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 New Entry and cut a check out of checking hitting the Lizzy 199.99.999 flush account. Then, go to Accounts Receivable and add a new customer
- [Handling Stolen Units in Lizzy](https://mylizzy.com/2475/handling-stolen-units-in-lizzy/) - In this article, we will be detailing how to handle stolen units in the Lizzy Dealer Management System (DMS). Recently, a new tool was added to Lizzy to handle units that are stolen from your dealership, AND to alert you if someone brings a stolen unit into your dealership for service or as a trade-in.
- [Cash Basis vs Accrual Basis](https://mylizzy.com/952/cash-basis-vs-accrual-basis/) - How does Lizzy handle her accounting? The answer to that is that she runs an Accrual Accounting Basis, with a slight exception regarding invoicing. First - why Accrual Basis? Well - lets define for you cash-basis vs. accrual-basis accounting. Cash basis is where income is not counted until cash (or a check) is actually received, and
- [iOS 6 vs Android 4.1.1](https://mylizzy.com/2481/ios-6-vs-android-4-2/) - Well, my wife finally broke down and ordered an iPhone 5 a few weeks ago and it arrived last week. I finally got to sit down with it over the weekend and do a side by side comparison with my Samsung Galaxy Nexus and in today's entry I'm going to detail my findings. Camera: Despite
- [Budgets](https://mylizzy.com/2378/budgets/) - Lizzy has a Budgeting module that is very easy to use. Simply set it up and assign items to it. A budget is a particular purpose that expenses are accrued against. For example, in my business, I allocate $5,000.00 for advertising. In Lizzy, I would go into Accounting > Budget > Create / Modify Budget
- [Having Unique Email Addresses for Employees](https://mylizzy.com/2290/having-unique-email-addresses-for-employees/) - It is imperative that when setting up an employee, you designate a unique email for that employee in Lizzy. Lizzy is driven by the email address for the purposes of logging in and therefore must be unique for each user. If an employee does not have an email address for you to use, you can simply go to
- [Understanding How To Pay Sales Tax In Lizzy](https://mylizzy.com/2288/understanding-how-to-pay-sales-tax-in-lizzy/) - There are lots of things Lizzy can do for you to help run the business and one is paying your collected sales tax each month. In this entry we're going to cover how to get the information you need to file the required taxes. Go to Invoicing > Reports > Sales Tax Report. Select your
- [Lizzy Comes Home With You](https://mylizzy.com/2314/lizzy-comes-home-with-you/) - Starting next month, the Lizzy Business Management System will have the ability to run on your local network without the need of constant contact with our Internet systems. While we've had this ability for some time, we never really pushed it, due to all the extra stuff you got by us managing all your server
- [GIE+EXPO ](https://mylizzy.com/2441/gieexpo/) - You are invited to stop by the NizeX, Inc. booth (#268) at the GIE+EXPO to see a demonstration of Lizzy. Lizzy is the best Dealer Management Software on the market and has a new look with new features. The GIE+EXPO is one of the largest Outdoor Power Equipment trade shows in the country. It is
- [My Payroll doesn't match Your Payroll...](https://mylizzy.com/2316/my-payroll-doesnt-match-your-payroll/) - Frequently, a customer will generate their payroll for the first time in Lizzy, and comment and worry because Lizzy's payroll figures for a given employee don't match what their figure was in their old system. There are a couple of reasons for this. [Note: We are making the assumption that everything is set up properly
- [Configuring the Group 20 Report](https://mylizzy.com/2302/configuring-the-group-20-report/) - The “Group 20” report is based on the normal “20 Groups” that various dealerships belong to around the country. This one was specifically designed as follows: It has a New Units Dept, Used Units Dept, Service Dept, Parts Dept, F&I Dept, and an Other Dept for all other non-Profit Center departs to be grouped. This
- [Lizzy Adds New Anti-Theft Module](https://mylizzy.com/2305/lizzy-adds-new-anti-theft-module/) - Well, ok, we can't stop theft and we can't protect your dealership from those wanting all those awesome products, but what we can do is try to catch those that break through your doors and take what is not theirs. In the upcoming release we have added the ability for you to report a unit
- [The Downside of Googles Android](https://mylizzy.com/2276/the-downside-of-googles-android/) - In a previous article I wrote about the downside of Apple and in this article I decided to pick on Google a bit. As most of you know, Android is Googles answer to Apple's iOS and it honestly was a fairly good answer. In this article however, I'm going to talk about areas of the
- [TBA Support](https://mylizzy.com/2187/tba-support/) - Despite rumors to the contrary, support for TBA is not scheduled to end on 12/31/2012. While it is our goal to convert all existing TBA customers to the Lizzy Business Management System ( BMS ), this process needs to be done properly in order for it to be successful for all involved. Converting to Lizzy
- [FAQ-> Accounting-> General Ledger](https://mylizzy.com/2189/faq-accounting-general-ledger/) - As stated elsewhere, Lizzy BMS / DMS has been built around a complete accounting system and features a fully functional, live General Ledger. This means Lizzy is accurately tracking your business as it happens-there is no need to manually post entries into the GL after you have already performed your business transaction. However, this also
- [The Downside of Apple](https://mylizzy.com/2201/the-downside-of-apple/) - I want to start this post out with a few facts. 1) I love Apple products. 2) I love OSX (for the most part) in comparison with any other operating system on the market. 3) I like iOS and the development tools Apple supplies to write software for their products. I have been using Apple
- [Supplier Receivables](https://mylizzy.com/2209/supplier-receivables/) - We have received the following question many times, "I did a Supplier Refund and when I go into Pay Payables, it's not showing there." Let's take a step back. What are Supplier Receivables? They are balances that are owed to you from the Suppliers. Where do they come from? They come from various areas of
- [Printing Employee Time Sheets](https://mylizzy.com/2206/printing-employee-time-sheets/) - Many times customers have called in and said that they have added a new employee to Lizzy DMS Payroll, the employee can clock in and out but they can't see the employee in their payroll list to print their time sheets. To understand the reason behind this problem we first have to consider what Lizzy
- [The Importance Of Putting A Mechanic On An Invoice](https://mylizzy.com/2159/the-importance-of-putting-a-mechanic-on-an-invoice/) - When doing a service ticket there are a couple different things you need to understand about your mechanics and how you track them. It's important in any Dealership Management System to understand these differences because it could effect reports, accounting and the overall profitability of your shop if you don't do things correctly. 1) The
- [Welcome to Nizex.com, home of Lizzy](https://mylizzy.com/4/welcome-to-nizexcom-home-of-lizy/) - I wanted to take a brief second to welcome everyone to Nizex.com and explain what we'll be using this blog for as well as list a few comments. While nizex.com is relatively new as far as being sold, it's actually been around since 2003. We started the initial development of Nizex to aid us in
- [Manufacturers vs Suppliers](https://mylizzy.com/2132/manufacturers-vs-suppliers/) - Manufacturers VS Suppliers There seems to be a lot of confusion when setting up your suppliers in Lizzy. So, let us clarify. Manufacturers make the parts or units. Honda makes Honda parts and units. Toro makes Toro inventory. Since manufacturers make the parts, they number them as well. The numbers are then collected into a
- [How Important is Your Service Department?](https://mylizzy.com/2154/how-important-is-your-service-department/) - Many dealerships recognize that their service departments are an important part of their business but fail to do anything about capitalizing on their capabilities. They view the parts department as the place where most of the profit comes from and, in terms of volume of business, this may be true. However, has anyone tried
- [Overpayments & Underpayments From Suppliers](https://mylizzy.com/2120/overpayments-underpayments-from-suppliers/) - Supplier receivables in Lizzy's Business Management System ( BMS ) consist of Refunds, Warranties, Rebates, Holdbacks, and Bid Assists, and they all get created in the Receivables section from various areas of the software (Refunds come from Payables or Vendor Promo payment types on invoices, Warranties come from the Warranty Module, and Rebates / Holdbacks
- [Tracking Credit Cards with Lizzy](https://mylizzy.com/917/tracking-credit-cards-with-lizzy/) - One of the things I've been asked in the past was how we track our credit cards with Lizzy, to insure that when we run our Balance Sheet, it accounts for everything we've done. Another reason for wanting to keep it in Lizzy on an on-going basis is to minimize the amount of work at
- [Finance Reserves / Dealer Discounts: What are they, and how do they work?](https://mylizzy.com/2110/finance-reserves-dealer-discounts-what-are-they-and-how-do-they-work/) - Finance Reserves and Dealer Discounts are concepts that many, myself included, have had trouble grasping. This is largely due to what they are called not being the best reflection on what they actually are. This of course begs the question; what are Finance Reserves and Dealer Discounts? In this article we're going to answer these
- [What Type of Dealer Management System Does Lizzy Specialize In?](https://mylizzy.com/2101/what-type-of-dealer-management-system-does-lizzy-specialize-in/) - Lizzy specializes in a variety of industries, from CRM and PDM to a complete Dealership Management System ( DMS ). DMS is known by a several different names such as Dealer Management Software, Dealer Management System, Dealership Management System and the list goes on. We like to refer to it as Business Management Software (
- [What Are The Benefits of CRM?](https://mylizzy.com/2098/what-are-the-benefits-of-crm/) - CRM is a phrase that most large corporations and small businesses alike, are well aware of. But do they all really understand why? Do they fully grasp how important Customer Relationship Management is to their bottom line? And more important, do they fully grasp how important their customers are? It is funny to me reading
- [CRM Workflow Requirements](https://mylizzy.com/2095/crm-workflow-requirements/) - There are many different CRM systems on the market today, from systems you run locally on your computer, to systems that run off the Internet like Sugar CRM, and Lizzy CRM. There are also many different ways to work those systems into your day to day routine. In this article we're going to take a look at some
- [Lizzy CRM And Dealer Management System Update Coming 9/16/2012](https://mylizzy.com/2061/lizzy-crm-and-dealer-management-system-update-coming-9162012/) - Just a note that we'll be releasing the latest version of Lizzy CRM and Dealership Management System Sunday the 16th. There have been numerous updates but I wanted to cover one in detail that everyone needs to be aware of. Current Version: The current version of Lizzy was dealing with special order parts for the
- [How Important Is It To Use The Entire Lizzy Dealership Management System?](https://mylizzy.com/2076/how-important-is-it-to-use-the-entire-lizzy-dealership-management-system/) - I can't tell you how many times we've talked to potential customers that wanted to only use the service module. Or they only wanted to use inventory but not any accounting. In this article I'm going to try to explain what your goal should be when choosing a new Dealership Management System, and why its
- [Lizzy Invoicing Module Interfaces To 3DCart](https://mylizzy.com/2054/lizzy-invoicing-module-interfaces-to-3dcart/) - We have released an interface to 3DCart that allows you to automatically upload and download information from Lizzy to their web store. When orders come into their store, you can pull those orders down to process them without having to re-enter data or download and upload files. Once the order has shipped out, Lizzy automatically sends
- [8x8 Phone System and Lizzy Integration on Mac OSX](https://mylizzy.com/2069/8x8-phone-system-and-lizzy-integration-on-mac-osx/) - We have recently switched from using Skype to using 8x8 as our phone provider and one of the things we just had to get working properly was the ability to click a phone number inside Lizzy CRM and have it dial the phone number in our softphone. There are a number of different ways to
- [The Best Dealership Management System](https://mylizzy.com/2064/the-best-dealership-management-system/) - Before we get started, lets define just what a dealership management system is. A Dealership Management System, also known as a Business Management System, is responsible for everything you do within your dealership or business. A good system literally tracks everything, but a lot of the systems for the Powersports Industry and Lawn &
- [How Important Are Procedures?](https://mylizzy.com/2058/how-important-are-procedures/) - All companies have certain procedures they follow in order to operate. The real questions isn't if they have them, but are they organized and if they are organized at what level? I am not a big proponent of writing up reams of paper with procedures in it. In larger companies this sometimes is needed but
- [What Types Of Businesses Could Benefit From CRM?](https://mylizzy.com/2056/what-types-of-businesses-could-benefit-from-crm/) - CRM stands for Customer Relationship Management and it's used to keep track of your customers. A Good CRM system is more than just a phone book and will track everything from emails sent to and from each customer, opportunities to sell products, phone calls to and from and tickets. With Lizzy CRM you also get
- [Installing Firefox](https://mylizzy.com/754/installing-firefox/) - As you may or may not know, Lizzy™ has been developed with some of the latest Web 2.0 technology to provide you with a great user experience. The result of using the latest technology is that we require a secure and standards compliant web browser. The browsers that we recommend and support are Mozilla Firefox, Apple
- [How to Process External Financing Inside Lizzy](https://mylizzy.com/889/how-to-process-external-financing-inside-lizzy/) - External Financing is the process of your dealership going through your banks to find outside financing for another dealership. You are the middleman between the banks and the Financing dealership ( which we'll refer to the financer ). They own the item being sold, its their customer that is buying it. You are simply being
- [Invoice Printing in Lizzy™](https://mylizzy.com/904/invoice-printing-in-lizzy™/) - Starting today Lizzy™ supports two different methods of printing invoices. The first method is the same one that Lizzy™ has provided since the start, click the print button and a PDF document is downloaded to your computer, which you can then view and print from your PDF viewer. The second method is the new feature,
- [How Does Lizzy Handle A Mechanics Cost on Service Work?](https://mylizzy.com/920/how-does-lizzy-handle-a-mechanics-cost-on-service-work/) - From time to time we get asked questions that we have to stop and think about, so I figured I'd take a minute to document one such occasion. What happens on the GL when you log time on that "Internal Only Service Technician Labor Page" of a service ticket? So buckle up and lets get
- [Deleting Users From The Firefox Lizzy Login Screen](https://mylizzy.com/929/deleting-users-from-the-firefox-lizzy-login-screen/) - I'm sure you've done it, typed your email address to login and accidentally entered your password on the end without pressing the tab key? Now when you login it shows your password at the end of your email address for everyone to see. Well, in this post I'm going to tell you how to fix
- [New Web Conferencing and Support Software](https://mylizzy.com/942/new-web-conferencing-and-support-software/) - Starting today nizeX Inc. is moving away from GotoMeeting and SSI/Nizex Remote, and moving to Mikogo. Mikogo is a free web conferencing package, that is cross platform and supports remote control of another user's desktop. The first step in getting Mikogo setup is to install the software, using one of the links below. Windows Version
- [Assets & Depreciation](https://mylizzy.com/1561/assets-depreciation/) - Currently, Lizzy has no tracking of Fixed Assets capabilities. ( We are looking into changing that in the coming months. ) But for now, this is an instructional look at how to handle these assets in Lizzy currently. Assets and Depreciation need to be accounted for on your financial statements. For example, you have a
- [Why does Report X Not match my P&L Report???](https://mylizzy.com/1576/why-does-report-x-not-match-my-profitloss-report/) - I would like to take some time to explain to everyone why the P&L and Sales Tax reports that you think should balance - won't balance. I would like to use real world figures, and present evidence for you, why 3 reports match to the penny when comparing apples to apples to apples - but won't
- [What Is The Best Operating System To Run Lizzy CRM?](https://mylizzy.com/2010/what-is-the-best-operating-system-to-run-lizzy-crm/) - Here at nizeX, we run all of the operating systems available today in one form or the other. We have iPhones, iPads, Android phones and tablets, Linux Computers, Apple Computers and Windows on various versions. In this article we're going to discuss the differences in each of the major computer OS's and hopefully help you
- [Rolling Out Android and iOS Specific Apps For Lizzy CRM](https://mylizzy.com/2007/rolling-out-android-and-ios-specific-apps-for-lizzy-crm/) - In the coming weeks you are going to start seeing a few new additions to Lizzy's CRM system. While Lizzy runs just fine through the browsers on Android and iOS, there are some things we don't like about using it there. The first is the screen sizes are so small that you find yourself having
- [What Is CRM?](https://mylizzy.com/1953/what-is-crm/) - 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 Relationship Management and its primary purpose is to help your company keep absolute control over your customers information and needs. Some CRM systems do a
- [Is Just Any Website Good Enough?](https://mylizzy.com/1990/is-just-any-website-good-enough/) - There are literally millions of websites people visit each day, and their layouts, color schemes and content are forever changing and improving. 10 years ago it was good enough just to have a "web presence" as we use to say, but in today's highly competitive world, just to have a website is really not enough.
- [How Important Are Passwords?](https://mylizzy.com/1985/how-important-are-passwords/) - I've been in enough businesses and watched people enter their passwords to know where the weak point is. Due to most people not knowing how to type properly or just being plain lazy, an all number password seems to be the favorite. I would bet a birthdate or just 12345 are used in most cases.
- [Building Customer Relationships](https://mylizzy.com/1979/building-customer-relationships/) - One thing that I've had the ability to do over the last 16 years is to visit a lot of different types of businesses. Some impressed me greatly others not so much. Some Left Me Wondering, "How Could These People Be This Confused?". It's hard to really list all the problems in all the different
- [What is PIM Software?](https://mylizzy.com/1977/what-is-pim-software/) - PIM stands for Personal Information Management and is generally referred to as software that manages certain types of personal information. It could be as simple as managing phone numbers and addresses or could go as far as managing your calendar, lists, events and more. So based on previous posts, do you think Lizzy CRM fits
- [Affordable CRM](https://mylizzy.com/1958/affordable-crm/) - One of the problems with selecting the perfect CRM system today might be all of the options that are available. It gets rather confusing to try to find an affordable CRM system when you're not really sure what Option 1, 2, and 3 gets you. Just taking a look at a few of the major
- [53% of Customer Loyalty is from Sales?](https://mylizzy.com/1963/customer-loyalty-is-from-sales/) - This is a claim that a post on the Sales Force blog claimed back in August and was recently brought to my attention by a customer. Is it True? I'm not really here to discuss whether it is or not, but rather, how claims like this can mislead people into thinking something is true when
- [What is PDM?](https://mylizzy.com/1950/what-is-pdm/) - 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 might like to give it a try, give us a call and we'll turn it on for you as it is something you can use
- [How Important Is Facebook To Your Business And CRM Processes?](https://mylizzy.com/1947/how-important-is-facebook-to-your-business-and-crm-processes/) - 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 enough is enough. For the last couple of years I've watched multiple industries stress how important it is to market to the users of Facebook
- [Processing Refunds on Credit Cards](https://mylizzy.com/887/processing-refunds-on-credit-cards/) - Honestly, I was a bit surprised to see how many of our customers are actually processing refunds on their credit card machines or through Lizzy. I just assumed that everyone had thought that practice through. So I wanted to take a few minutes to explain to you why this should NEVER be done. When you
- [How Lizzy Handles Prepaid Sales Tax ( or Tax Assessments )](https://mylizzy.com/935/how-lizzy-handles-prepaid-sales-tax-or-tax-assessments/) - Various states handle sales tax collections in various ways, but one of the more difficult to grasp concepts is prepaid tax. The easiest way to describe it is to give you an example. In Ohio, if you pay enough sales tax to qualify, they require that you prepay your tax. For simplicity we will talk
- [IS LIZZY AN ERP SYSTEM OR A CRM SYSTEM?](https://mylizzy.com/1917/is-lizzy-an-erp-system-or-a-crm-system/) - Before we get started with answering this question, lets first take a look at what both CRM and ERP actually mean and what each one does for your business. Lets start with ERP. ERP - Enterprise Resource Planning: An ERP system has the basic over arching goal of managing all of the data that moves
- [Lizzy at Profit Xcelerator 2011](https://mylizzy.com/946/lizzy-at-profit-xcelerator-2011/) - I wanted to take a few minutes to let everyone know that we're at this years Power Sports Business Profit Xcelerator 2011 and are surprised by how few dealers actually took advantage of all of the information available here. Each hour there are a couple different sessions going on that cover topics from how to
- [Lizzy Gets New scanTag System](https://mylizzy.com/977/lizzy-gets-new-scantag-system/) - In case you missed our recent weekly webinar, in which we demo'd the new scanTag feature in Lizzy that is used for Service Ticket Creation, in today's blog, I'm going to describe just what scanTag is and how it is used within Lizzy. scanTag is a new feature that was added to Lizzy about a
- [Your Payroll Taxes... and You!](https://mylizzy.com/959/your-payroll-taxes-and-you/) - Lizzy's Payroll Tax Liability section can be a bit overwhelming, so I decided to take a moment and explain how they work. When you first go the to Tax Liability section ( Payroll > Reports > Tax Liability ), the form will be mostly blank with a Setup Tax Liabilities button, and "You have unallocated liabilities."
- [Sales Taxes: Exempt Tax vs. ???](https://mylizzy.com/963/sales-taxes-exempt-tax-vs/) - Frequently, when filling out our monthly ( or quarterly ) tax forms to send our sales tax payments to the state, we run across the issue where they want more detail on our "Exempt" taxes. ( If your lucky enough to do business in a state that doesn't care - congratulations! ) But many states
- [New Webinars Starting January 4th](https://mylizzy.com/968/new-webinars-starting-january-4th/) - As a lot of you already know, we have been putting on training classes for Lizzy for about a year now. We have had nothing but rave reviews for every class we've done and we really enjoy meeting everyone and sitting down face to face for a few days. We have had a lot of
- [Using Lizzy Payroll to track Workman's Compensation](https://mylizzy.com/990/using-lizzy-payroll-to-track-workmans-compensation/) - If you work in a state that requires the employee and the business to pay into workers compensation, such as Washington, you will need to do the following to set it up ( Assuming you want/need to track in Payroll – This is not necessary in all states ) : Setting up the Businesss
- [Sales Tax Beginning Balance](https://mylizzy.com/994/sales-tax-beginning-balance/) - If you are coming onto Lizzy and you have to pay sales tax for the previous month, you will need to do the following: Go into your chart of accounts. Around account 221.00.000 (sales tax) - you have a bunch of other sales tax accounts. Select one you are NOT using and edit it. Rename
- [Setting Up Simple IRA / 401K in Payroll](https://mylizzy.com/999/setting-up-simple-ira-401k-in-payroll/) - To setup Simple IRA or 401K in Lizzy's payroll module, please do the following: Go to Settings > Payroll > General and add your company's matching % in the appropriate field. Then move on to Employee Compensation and add an item for the IRA/401K. Set the payment type to Company Contribution, attach a Liability
- [HOWTO: Technician's Performance Report](https://mylizzy.com/1014/howto-technicians-performance-report/) - 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. While at first glance, Classifications can be confusing, once you understand what they are used for, you'll grasp what it does ( if you even
- [Update on nizeX and Lizzy May 26, 2012](https://mylizzy.com/1528/update-on-nizex-and-lizzy-may-26-2012/) - In this blog post I'm going to try to catch everyone up on where we are with Lizzy and what's going on here at nizeX. The first thing everyone should be well aware of next week is the release of a new website for nizeX.com. We're expanding operations into the Customer Relationship Management arena and
- [nizeX Update 09.06.2012](https://mylizzy.com/1849/nizex-update-08.06.2012/) - Well, after a few months of seeing the old site we decided it was time for another change. Hopefully you'll like the layout and content provided on the new site better. We've also upgraded our contact page and added a new company phone system that allows for a single number dialup to get to support,
- [05.11.2011 QuickNotes](https://mylizzy.com/885/05-11-2011-quicknotes/) - Just wanted to send a quick note to point out a few features in Lizzy you guys might not be aware of. QuickNote1: If you go to Settings -> Invoicing -> Defaults and look about midway down, you'll see an option just below EPA that reads "Combine All Jobs on Workorders". If you check this
- [A Lizzy Conversion](https://mylizzy.com/872/a-lizzy-conversion/) - Over the past few months I've gotten more involved in the actual conversion process between TBA and Lizzy due to the time it was taking to get dealers converted. Our original intent was to convert our dealers over from the old TBA system to Lizzy with the click of a button. However, we knew we
- [Latest News For 4.5.2011](https://mylizzy.com/869/latest-news-for-4-5-2011/) - It's been a few months since I actually did a post here so wanted to update everyone on our progress and things that are going on inside the Lizzy camp. We've been hard at work on a number of fronts, but I will try to just hit the high spots for now. 1) We had
- [New Training Schedule Announcement](https://mylizzy.com/846/new-training-schedule-announcement/) - ATTENTION ALL CURRENT & FUTURE LIZZY USERS - OPPORTUNITY KNOCKS!! Win an iPad while in Atlanta! Read on for details ... We knew when we were working on Lizzy that it would be one of those once in a life time achievements for us, and I'm sure for those of you that have spoken to
- [Is Lizzy Just Another Cloud Solution?](https://mylizzy.com/842/is-lizzy-just-another-cloud-solution/) - I've talked about this in previous posts but it's been a while, and for some reason this question has been raised a lot in the last few weeks. I figured I might as well explain it again, just to make sure people are aware of just exactly what Lizzy is and is not. What is
- [Lizzy 2.3 release is out!!!](https://mylizzy.com/838/lizzy-2-3-release-is-out/) - I wanted to take a minute to tell you all about the latest release of Lizzy, or at least give you the highlights, as this was a pretty massive release. Normally we try to release every month to month and a half but this one has taken almost 3 months to complete. We are very
- [Most Asked Questions for TBA to Lizzy Conversions](https://mylizzy.com/834/most-asked-questions-for-tba-to-lizzy-conversions/) - Instead of continuing to answer the same questions over and over again, I've decided to write a quick post here and will then continue to update it as new questions come in that I have not addressed. When you ask questions about the conversion process you will initially be pointed here and any questions not
- [Back in Service & Merry Christmas](https://mylizzy.com/832/back-in-service-merry-christmas/) - Everything is back to 100% today as we close up for the Christmas Holiday. We've also laid out a new chat system within Lizzy that should be completed by next week to help with down phones in the future and we will be purchasing a second phone system that will serve as a backup to
- [Telephones down](https://mylizzy.com/830/telephones-down/) - nizeX, Inc. uses Skype for our telephone support and sales services and today Skype has been experiencing problems and has been going up and down on us. We are learning from the experience though and already looking into other methods of communication with our customers so that we do not experience outages like this in
- [Rental Module coming soon!](https://mylizzy.com/826/rental-module-coming-soon/) - With the release of Lizzy next week, we will be including a free rental module that is included in the system. In its current version it supports setting up rental units, specifying needed parameters to help with scheduling and renting and handling the overall necessary processes for this part of your business. For the next
- [Lizzy's Update Dec 2010](https://mylizzy.com/819/lizzys-update-dec-2010/) - Getting Barcodes! We apologize for taking so long on this particular issue but we've finally finished up the barcode label printing and reading in Lizzy. It took a little longer than we had hoped due to the different manor in which Lizzy communicates with printers, but in the end we've actually out done the way
- [To Type or Not To Type?](https://mylizzy.com/814/to-type-or-not-to-type/) - For over seventeen years now I've been hiring employees to do all sorts of jobs, all to do with computers. In today's world, not knowing how to use a computer is like someone telling me they don't know how to read or write. There really is no excuse for it any more. Ten years ago
- [How to engage your customers](https://mylizzy.com/805/how-to-engage-your-customers/) - One of our goals at nizeX, Inc. is to help come up with ideas to get customers back into your businesses. We don't want to be seen as just your software provider, but as a needed partner that provides not only software solutions but ideas as well. We hope as we proceed forward for nizeX.com
- [Latest Release of Lizzy™ 2.2.0.1](https://mylizzy.com/802/latest-release-of-lizzy-2-2-0-1/) - Well, we finally got it done. The finance module has been working for some time now but wasn't 100% complete. This latest release has added in all the missing features and placed the module in a complete state for the first time since its introduction. It's a major step away from the standard operations provided
- [Lizzy's™ New Education Center](https://mylizzy.com/800/lizzys-new-education-center/) - There have been lots of big things happening here at nizeX.com related to Lizzy and I wanted to take a few minutes to talk about the latest creation by the crew here at nizeX, that we're pretty excited about. We're about to be rolling out a new Education Center that both our new and old
- [Integration within Lizzy™](https://mylizzy.com/795/integration-within-lizzy/) - When we set out to design the next generation of business software, we had a few things in mind. We knew the solution needed to run on all operating systems. We knew it needed to be as fast as possible and run on even a cell phone or PDA device. We knew it should include
- [04.29.2010 Lizzy™ Update](https://mylizzy.com/793/04-29-2010-lizzy-update/) - We posted another release last night that adds more functionality to the system as well as fixes a few minor issues some of you have identified. See the Release Notes 2.1.1.13 for more information on what was contained in the release. We are setting up to do a presentation next Thursday with members of our
- [04.17.2010 Lizzy™ Update](https://mylizzy.com/791/04-17-2010-lizzy-update/) - I know it's been a while since my last update so I wanted to take a few minutes to catch everyone up on the overall project. The first thing worth mentioning is that we posted another release last weekend that added a bit more functionality to Lizzy™ as well as fixing a few minor things
- [Latest Lizzy™ Release Notes](https://mylizzy.com/788/latest-lizzy-release-notes/) - I'm not sure how many of you have noticed but on the main login screen for Lizzy there is a link that was added a few months ago that will display the latest release notes for the system. Depending on how quickly releases come out there could be multiple releases showing at the same time.
- [Lizzy™ mentioned on Dealer News.com](https://mylizzy.com/786/lizzy-mentioned-on-dealer-news-com/) - I just wanted to point those interested to a writeup recently brought to our attention at dealernews.com talking about a few of the products seen at this years Indy Expo 2010. Lizzy was among those mentioned and they even included a few screen shots of the system. See the Link to DealerNews.com here
- [Lizzy™ Update 2.18.2010](https://mylizzy.com/763/lizzy-update-2-18-2010/) - I wanted to take a few minutes to catch everyone up on our progress as well as speak a bit about this years Indy Expo that we just completed. First the show: Indy 2010 went very well for Lizzy™ and if anything, let everyone know that she has arrived. We were a bit disappointed in
- [Lizzy™ Update 1.26.2010](https://mylizzy.com/750/lizzy-update-1-26-2010/) - I'm sure some of you have already heard that Lizzy™ was chosen for the PowerSports Business Nifty50 award a few weeks ago. We're very excited to have been chosen and even more so that we're the only technology company selected. It's hard to contain all of the excitement around here and this is only the
- [Setting up and using Major Units](https://mylizzy.com/747/747/) - Before you can start entering and using Major Units within Lizzy™ there are just a few things you need to do first to get her setup. Some are common sense, a few a little off the beaten path, but you'll soon see the benefit and power of each, as we step through them in this
- [Lizzy™ vs The Business Assistant (TBA)](https://mylizzy.com/742/lizzy-vs-the-business-assistant-tba/) - I've had quite a few people asking what some of the key differences are between Lizzy™ and the older TBA business system and I wanted to take a few minutes to list as many as I could think of. Bin Locations - While TBA would allow you to enter more than one bin location into
- [Tethered to an iPhone](https://mylizzy.com/740/tethered-to-an-iphone/) - In this video we are going to show you how Lizzy™ works while hooked to an iPhone. What I've done is tether my iPhone to my Macbook Pro running Snow Leopard. The connection here is pretty bad and very slow but will give you an idea of how fast Lizzy™ is, even when connected to
- [Where are we headed?](https://mylizzy.com/731/where-are-we-headed/) - One of the things I wanted to do was to take a few minutes to talk about where nizeX, Inc. is headed. What are our goals and when are we planning to reach them? Who exactly is Lizzy™ and what will she be like in another 6 months? To start with, nizeX, Inc. is headed
- [Video on Creating a New Service Ticket in Lizzy™ ](https://mylizzy.com/728/video-on-creating-a-new-service-ticket-in-lizzy/) - In this video I go through some of the basics with respect to creating a new service ticket, attaching a unit and adding jobs and parts to it. It's not meant to be a complete coverage of the topic but more of an overview. I also get into a few of the Job Template features
- [New CRM Overview video 11.29.2009](https://mylizzy.com/711/new-crm-overview-video-11-29-2009/) - I've uploaded a new Customer Relationship Management (CRM) video this weekend that covers that latest version of Lizzy and provides a basic overview of the processes involved in using it. The CRM system is the central element to better managing your business and improving profitability. Happier customers results in happier owners. Being able to return
- [New CRM Logging Calls Video 11.29.2009](https://mylizzy.com/714/new-crm-logging-calls-video-11-29-2009/) - To help explain the way Lizzy™ differs from other applications out there, I've added a new video showing how you properly log calls and some of the extra things Lizzy™ allows you to track that some of our competitors might have overlooked. Hopefully you'll walk away from this video seeing that we've gone the extra
- [New PDM Overview Video 11.29.2009](https://mylizzy.com/716/new-pdm-overview-video-11-29-2009/) - In this video I cover some of the processes related to using the Product Data Management Module (PDM). This module not only allows you to keep track of and schedule tickets for each of your developers/engineers..., but it also automatically interfaces to the CRM system in order to provide a seamless flow from the point
- [New Payroll Overview Video 11.29.2009](https://mylizzy.com/718/new-payroll-overview-video-11-29-2009/) - In this video I go through start to finish setting up and using the integrated payroll system in Lizzy™. This is obviously not meant to train you on the complete module but does give you a pretty solid foundation on using the Payroll system from start to finish. Click here to view the video
- [New Video on Creating a General Invoice 11.29.2009](https://mylizzy.com/720/new-video-on-creating-a-general-invoice-11-29-2009/) - This video goes through the general processes of creating a very basic invoice with a single part. By the time its over, you should have a general understanding of how to create an invoice as well as how Lizzy™ deals with inventory processes that make her a step above the rest. We've been writing inventory
- [Rumors of Problems](https://mylizzy.com/698/rumors-of-problems/) - Ok, this post needs to be heard loud and clear by two groups of people: 1) our valued clients and 2) our competitors. The reason for this post is to reassure BOTH groups that the highly motivated, team oriented, group of professionals that brought you The Business Assistant (TBA) IS in fact still here for
- [Update 10.25.2009](https://mylizzy.com/686/update-10-25-2009/) - I guess I should first apologize for being so slack about my updates. We've been so busy, that taking the time to write a blog about how busy we were seemed a waste of time. However, I know for those of you that aren't in here with us, you really have no idea what we're
- [Product review of DustyMoto v1.0](https://mylizzy.com/682/product-review-of-dustymoto-v1-0/) - We had the extreme pleasure of taking a look at a brand new product in the Powersports industry today called DustyMoto. The funny thing to me is how things pop into existence, and after you look at them, you sit back and ask yourself what took so long? It's such a basic concept, yet has
- [Friday 9/4/2009 Lizzy&trade Update](https://mylizzy.com/678/friday-942009-lizzytrade-update/) - One thing stays consistent with each passing week is how fast they fly by. In today's blog I'm going to catch everyone up on where we are and how we're progressing. We've also added a few more people to the development team in the last few weeks that I'd like to mention. Noel Jacques has
- [What about support?](https://mylizzy.com/672/what-about-support/) - Over the last few weeks I've had a couple people ask a question that I wanted to put to bed once and for all. While we fully realize that other companies are going overseas for help with their support, we will NEVER be doing so. If there is one thing I absolutely despise, it's a
- [Friday 8/28/2009 Update](https://mylizzy.com/674/friday-8282009-update/) - Another week down and a good bit accomplished. We're a little behind schedule due to a few TBA distractions as well as spending an extra day doing ACH/EFT transaction processes. We were hoping to knock out the ACH stuff pretty quickly on Monday but it ended up taking an extra couple of days to get
- [Friday 8.21.2009 Update on Lizzy™](https://mylizzy.com/670/friday-8-21-2009-update-on-lizzy™/) - Here we are again. If these weeks go by any faster I think I'm going to get a headache. The good news is that we've been able to move at a pace that equals the speed a day can pass, and in this entry I'll catch everyone up on where we're at and what's left
- [Friday 8.14.2009 Update on Lizzy™](https://mylizzy.com/668/friday-8-14-2009-update-on-lizzy/) - Well, here we are on another Friday. It never ceases to amaze me at how fast a week or even a year can fly by. The only thing we can do to have any semblance of time is to set goals and try our best to meet them. In this blog I'm going to catch
- [Update on Lizzy™ ](https://mylizzy.com/663/update-on-lizzy/) - We released the latest version of Lizzy™ today and you can review the release notes here. I also wanted to take a minute to go through our current time line and where things are in the overall design process. Lizzy™ as of today has Invoicing, Inventory Control, Accounts Receivable, Accounts Payable, General Ledger, Chart of
- [Lizzy™ 2.0 versus  The Business Assistant (TBA) 9.2](https://mylizzy.com/661/lizzy-2-0-versus-the-business-assistant-tba-9-2/) - Lots of you have been asking for some examples of why Lizzy™ is so much better than TBA and why we're so excited about finally being able to present it to the world. In this post I'm going to list a few examples that will hopefully present things in a new light. First of all
- [Nizex Inc supports SSI's TBA Business System Software](https://mylizzy.com/657/nizex-inc-supports-ssis-tba-business-system-software/) - Nizex Inc will now be handling the support services for SofTek Software's TBA Business System Software suite. TBA is one of the leading software packages sold specifically in the Powersports and Lawn & Garden Industries. Nizex Inc is currently training and setting up processes to begin support of the product within the next week. The
- [Release 2.1.1.6 and 2.1.1.7](https://mylizzy.com/653/release-2-1-1-6-and-2-1-1-7/) - We've released the latest version of Lizzy 2.1.1.7 and I've posted both it and the previous release notes to this entry. Please review the release notes for specific information about things you might want to activate or look for in the latest versions. 2.1.1.6 Release notes 2.1.1.7 Release notes
- [Is the Cloud getting Cloudy?](https://mylizzy.com/651/is-the-cloud-getting-cloudy/) - A common definition of Cloud Computing is: "a type of computing based on sharing computing resources rather than having local servers or personal devices to handle applications" which was obtained from dictionary.com. Basically, the idea is that instead of having a single system performing a task, we'd have an invisible line of systems doing that
- [Interfacing Your Company Website with Lizzy's™ CRM System](https://mylizzy.com/649/interfacing-your-company-website-with-lizzys-crm-system/) - The importance of your company website can not be under estimated when it comes to finding new contacts that might be interested in your products. Having solid call to actions and simple direct messages also go a long way with converting your website traffic to actual contacts. The question then becomes how to more quickly
- [Lizzy's™ CRM Accounts versus Contacts discussion ](https://mylizzy.com/647/lizzys-crm-accounts-versus-contacts-discussion/) - In some of the other Customer Relationship Management packages out there, a concept of having Accounts that link to businesses and Contacts which links to the people you talk to at those businesses seems to be popular. In this entry I'm going to discuss how Lizzy handles these same processes as well as a few
- [Lizzy™ and timezones](https://mylizzy.com/645/lizzy-and-timezones/) - In this blog entry I'm going to explain the processes Lizzy™ uses in order to store and track time information relative to the different time zones a company may work in. The process is actually quite simple, although it did take a considerable amount of work to get it all functioning correctly. What Lizzy™ does
- [How do you get data in?](https://mylizzy.com/643/how-do-you-get-data-in/) - Lizzy™ is a very powerful customer relationship management system (CRM) that can help you keep track of all of your contacts, but the obvious question that must be answered is how do you get the data into Lizzy™ to begin with? Most of our competitors allow you to import data yourself using built in mechanisms
- [What you get for $35](https://mylizzy.com/641/what-you-get-for-35/) - As compared to some of our larger competitors, you've obviously noted that we're a bit cheaper per month. We're going to do our best to keep it this way but we wanted to list a few things that might not be obvious as compared to those same competitors. Salesforce for example provides various price structures
- [Lizzy™ 2.1.1.6 Release Notes](https://mylizzy.com/637/lizzy-2-1-1-6-release-notes/) - Here is a link to the latest release notes for Lizzy™ Release Notes 2.1.1.6 We've added another new template "Default 2" that features a much improved user interface. A lot has been fixed or updated so please review the release notes for more specific information.
- [How much worth is a Social Media Site for your business?](https://mylizzy.com/635/how-much-worth-is-a-social-media-site-for-your-business/) - I just recently read and article titled: "Study: CEOs Not Doing Enough on Social Networks" in which the a author suggested that to not use Social Media sites is one of the craziest things she could imagine. She took Fortune's 2009 list of the top 100 CEOs and found what she calls a "miserable level
- [Lizzy™ CRM, PDM and The iPhone](https://mylizzy.com/631/lizzy-crm-pdm-and-the-iphone/) - One of the coolest parts of Lizzy™ is her ability to operate flawlessly on the Apple iPhone. Because the entire application was written with speed in mind, pretty much everything that works on your desktop works on the iPhone. I say pretty much only because to use the iPhone, you have to make the compromise
- [CRM to PDM Flow Video](https://mylizzy.com/626/crm-to-pdm-flow-video/) - This entry contains a new video on how to properly move information from its initial creation, logging phone calls, creating tickets, moving those tickets to PDM and following the flow all the way through testing. There is a logical flow of information through Lizzy and it's critical that you understand it if you plan to
- [Combining your CRM with Social Media Sites](https://mylizzy.com/624/combining-your-crm-with-social-media-sites/) - While we all know what a social media site like Facebook, Myspace and of course Twitter are, we might not be so sure how to utilize their services to aid us in running our business. There is lots of information floating around about very large companies starting to dip their toes in social media type
- [Lizzy - CRM or Business Management System](https://mylizzy.com/622/lizzy-crm-or-business-management-system/) - Lizzy was created by Atlanta based Nizex Inc. and has been in use in a number of different companies for the past few years. The 1.0 version of Lizzy was started as a Product Data Management System (PDM) and was used for 5 years to manage the software design process for major software companies. Eventually
- [Atlanta Georgia and Nizex Customer Relations Management System](https://mylizzy.com/620/atlanta-georgia-and-nizex-customer-relations-management-system/) - Nizex Inc. is located in the Atlanta Georgia area and services small medium and large companies for all their Customer Relations Management CRM and Product Data Management PDM processes. Companies located in the local and surrounding Atlanta areas interested in having Nizex come to your offices in order to receive a hands on demo of
- [How to Implement Lizzy](https://mylizzy.com/618/how-to-implement-lizzy/) - One of the best parts of Lizzy and her CRM, PDM, Payroll and all the other modules that make up her solution is the fact that there is no software to install. Lizzy runs through a browser and requires nothing on the computer. This means that you can run her on your iPhone, Firefox, Internet
- [Want a little AJAX?](https://mylizzy.com/615/what-a-little-ajax/) - When you first open Lizzy's CRM module, you'll notice that nothing really happens. Then you click to open a menu, or a drop down calendar or an edit button and only small portions of the screen change and they do so rather quickly despite your internet connection speed. All of this is due to Lizzy
- [Shipping Processes](https://mylizzy.com/613/shipping-processes/) - In Lizzy's CRM module, you have the ability to create and track shipments. This process is meant for those only utilizing the CRM module and nothing more. For those actually needing a solution to track inventory and schedule orders, Lizzy has a new Inventory and Invoicing system that will be just what you need. In
- [What's Next?](https://mylizzy.com/609/whats-next/) - Since we've officially released the CRM and PDM modules to the public, our next focus is in getting the Payroll module 100% complete and through testing. The module currently is in testing and we're tweaking a few things to make it more user friendly. The processes and tax tables for the US and Canada are
- [An Overview of PDM and CRM processes](https://mylizzy.com/606/an-overview-of-pdm-and-crm-processes/) - In this video I go through a few of the processes in the PDM section and show how it interfaces with the CRM module. These modules are extremely integrated and tickets move back and forth seamlessly. PDM Overview --glenn hancock
- [Working with Roles in Lizzy](https://mylizzy.com/600/working-with-roles-in-lizzy/) - Today's post is going to include a link to a video that walks through the process of creating and using Roles within Lizzy. Roles are basically ways to tell Lizzy what users can and can't do, but in a way that allows you to reuse them. For example, you really want to setup Roles as
- [A quick overview of the CRM Module](https://mylizzy.com/603/a-quick-overview-of-the-crm-module/) - This post contains a link to another video that covers a few of the highlights of the CRM module within Lizzy. Checkout the internal videos for each menu for more specific information as there is way too much to put into a single video. CRM Overview --glenn hancock
- [CRM and the Calendar](https://mylizzy.com/598/crm-and-the-calendar/) - When developing our other CRM products we always had a way to schedule a call back for a customer, but we were always missing an important part of the process. How to see what you've already scheduled for the day and in the case of scheduling for another employee, how to see what they have
- [What's in a name?](https://mylizzy.com/596/whats-in-a-name/) - When we started out working on our CRM solution it was just named Nizex, the same name as the site and the company. Nizex got its name from orgaNIZE with that oh so popular X thrown on for good measure. Nizex.com has been around for over 5 years and was originally created in order to
- [What can a CRM Do for you?](https://mylizzy.com/594/what-can-a-crm-do-for-you/) - In this blog entry I'm going to cover just a few things that our CRM system can do to help you manage your contacts. Instead of listing out a bunch of bullet points, I'm going to instead provide a few examples that you probably run into everyday. 1) A customer calls you for help. If
- [Utilizing Lizzy's Timeclock](https://mylizzy.com/592/utilizing-lizzys-timeclock/) - In this post I'm going to cover a few details about how Lizzy tracks time and reports on the stored data. When setting up your company you can elect for Lizzy to force people to clock in on the time clock before they get started, or not to do so. The time clock on most
- [CRM to PDM Flow](https://mylizzy.com/436/crm-to-pdm-flow/) - In Lizzy, a support rep will only be utilizing the CRM system. From there they can see all of a customers tickets, where they are within the company and provide real time information to the customer. In fact, if you set your customers to be able to login to Lizzy themselves, they can check on
- [How to set an Employee to login](https://mylizzy.com/243/how-to-set-an-employee-to-login/) - The first thing to realize in Lizzy compared to other CRM systems is that an Employee is entered into the system the same way a customer is. The only difference is that they are tagged as an Employee instead of a contact which causes other options to be displayed along the way. The first thing
- [What makes Lizzy better than other CRM Systems?](https://mylizzy.com/141/what-makes-lizzy-better-than-other-crm-systems/) - Before I get started on some of the differences between Lizzy and other systems that are available on the market today, let me first explain the primary technology that goes into making Lizzy so fast at what she does. When we started laying out the overall system, we started with the knowledge that we wanted
- [Preparing Mozilla Firefox for Lizzy](https://mylizzy.com/28/preparing-mozilla-firefox-for-lizzy/) - In this entry I'm going to go through a few things that you should do inside Firefox so that things work as smoothly as possible. One of the things I'm sure most have noticed by now is that you should never hit the back button, because Lizzy never really left that first page since you've
- [Lizzy ready for Prime Time](https://mylizzy.com/38/lizzy-ready-for-prime-time/) - It's official! Lizzy has been in testing for over a year at multiple companies as well as internally here at Nizex and we finally feel she is ready for deployment to start aiding companies with CRM, PDM and scheduling processes. While our sales crew is gearing up for the orders and getting the main website
- [Latest Release 5-6-2009](https://mylizzy.com/35/latest-release-5-6-2009/) - Today Nizex.com released the latest version of Lizzy. I've posted a link below that includes all of the release notes but here are a few highlights. The CRM module has been enhanced to better support faxes, emails and calls. You can now log a reply email directly from the View Correspondence page and have it
- [The Sky is Clearing...](https://mylizzy.com/32/the-sky-is-clearing/) - For anyone keeping up with technology and where businesses are turning, the term cloud computing should be a fairly understood idea. On the surface the ideas of Cloud Computing seem strong and ideal. Instead of company A writing all of its processes internally and literally duplicating objects that all do the same thing, they borrow
- [General Update](https://mylizzy.com/26/general-update/) - It's been a few months since my last update and I apologize. We've been hard at work trying to get some really cool modules completed and ready for the market. This blog is basically to catch everyone up on a few changes as well as a few exciting elements that will be added very soon.
- [How Best to Communicate](https://mylizzy.com/22/how-best-to-communicate/) - One of the things that Lizzy prides herself on, is the ability to help streamline and manage the communication gap between employees. In a normal business, employees are all the time having to stop what they're doing to ask someone else a question, or to answer other employee's questions. How many times have you gotten
- [The Tracking of Time](https://mylizzy.com/15/the-tracking-of-time/) - In the years that I've been involved in working inside major corporations and managing my own business, there are common themes that continue to resurface. The first is that in order to manage a company or department as efficiently as possible I need as much information as possible about what is going on. In order
- [Why is there a Random Button on Locate Screen?](https://mylizzy.com/8/why-is-there-a-random-button-on-locate-screen/) - Recently we've added a new button that can be found on the CRM Locate Contact screen named "Locate Random" that may confuse people so I wanted to take a minute to go through why we added this button and how you might use it. First of all, the button was initially added to aid the

## Pages

- [Home](https://mylizzy.com/) - CRM, Customer Relationship Management, Product Data Management, Business Management System, Dealer Management System, Call Center CRM
- [Rates](https://mylizzy.com/rates/) - Lizzy Complete Everything your dealership needs in one powerful platform. See Lizzy's Return On Investment → 🍃 Lizzy Dashboard Customers Service Inventory Reports Sales Overview Recent Invoices Service Invoice $807.00 Parts Sale $125.00 Major Unit Sale $4,850.00 Customers 42 new customers this month Calendar 8 upcoming appointments ▦
- [Contact Us](https://mylizzy.com/contact-us/) - Our Office Hours are: Sales: Mon - Fri 9 AM to 6 PM EST Support: Mon - Fri: 9 AM - 6 PM EST Sat: 9 AM - 1 PM EST 126 A Singley Rd. Jackson GA 30233 Office: +1 678.359.4184 Fax: +1 866.211.7491 Contact Us SALES : sales@nizex.com SUPPORT : support@nizex.com Communication For:
- [Payroll](https://mylizzy.com/payroll-human-resources/) - Lizzy has a fully integrated time clock and payroll module. Your employees can clock in and out and Lizzy will total the hours and drop them in our payroll area. When you are ready to do payroll, just review your paychecks and generate them. Lizzy will automatically put the checks over into the checking
- [Golf Cart](https://mylizzy.com/golf-cart/) - Lizzy Drives Golf Cart Dealerships Forward Every dealership owner wants to grow their business while delivering exceptional customer service. Lizzy's Dealer Management Software (DMS) gives golf cart dealerships the tools they need to manage every aspect of their operation from a single platform. From sales and service to parts and customer management, Lizzy helps streamline
- [Contact Submit](https://mylizzy.com/testsubmit/) - Your inquiry has been submitted. Someone will contact you shortly.
- [Features](https://mylizzy.com/features/) - 30 second Lizzy Quick Tour Click on the features menu above to learn more nizeX Recommends The Following Browsers for Lizzy Ready to test drive Lizzy? Sign up for the FREE TRIAL today!
- [Lizzy's Privacy Policy](https://mylizzy.com/lizzys-privacy-policy/) - Privacy Policy for My Lizzy Last updated: April 25, 2024 This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You. We use Your Personal data to provide and improve the
- [Contact Us Free Trial](https://mylizzy.com/contact-us-free-trial/) - Contact us today for a free trial! SALES : sales@nizex.com Or use our contact form
- [Contact Us Demo](https://mylizzy.com/contact-us-demo/) - Contact us today for a demo! SALES : sales@nizex.com Or use our contact form
- [Lizzy Complete](https://mylizzy.com/lizzy-complete-2/) - Lizzy is a complete Dealer Management System (DMS) available to a wide variety of industries. From small repair shops to large powersports dealerships, Lizzy has been specifically developed to fit the everyday demands of your business. So you have looked at the CRM or PDM, and you can see the power of the integrated calendar,
- [Industries](https://mylizzy.com/industries/) - The Lizzy Service Guarantee Powersports OPE Boating & Marina Agriculture Automotive Call Center Construction Distribution Center eCommerce RV Trailer Take the 30 sec. Lizzy Quick Tour
- [Webstore Integration](https://mylizzy.com/web-store-integration/) - As long as your business is operating a web store, you will need to have services that connect with your supplier of choice. Lizzy is a pro when it comes to addressing these issues. With a completely integrated web store, you can keep track of all inventory and sales from the same place, rather than
- [New Customer Sign Up](https://mylizzy.com/new-customer-sign-up/) - Welcome new Lizzy customer! We are thrilled that you've chosen to partner with us, and we look forward to working with you. In order to help us understand your company's goals and needs, we ask that you fill out the form below prior to getting started with us. The form can be submitted online for
- [Developer Videos](https://mylizzy.com/developer-videos/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Service Department](https://mylizzy.com/lizzy-learning-center-service-manager/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center Main Menu](https://mylizzy.com/lizzy-learning-center-main-menu/) - [php] global $wp_query; nizexAuth($wp_query->query_vars['id']); [/php] Frequently Asked Questions Did You Know Videos Getting Started "Conversion and Startup" Lizzy 1,2,3... For Getting Started Interface Setup Procedures Personnel Training Accountant Owner Parts Manager Parts Rep Parts Receiving Clerk Serialized Sales Manager Serialized Sales Rep / Finance Service Manager Shipping Clerk Miscellaneous CRM PDM Payroll Rental Lizzy iOS
- [Lizzy Learning Center - Accountant](https://mylizzy.com/lizzy-learning-center-accountant/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Sales Manager](https://mylizzy.com/lizzy-learning-center-sales-manager/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Support Troubleshooting](https://mylizzy.com/lizzy-learning-center-support-troubleshooting/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Miscellaneous](https://mylizzy.com/lizzy-learning-center-miscellaneous/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center IOS Apps](https://mylizzy.com/lizzy-learning-center-ios-apps/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Did You Know](https://mylizzy.com/lizzy-learning-center-did-you-know/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Email](https://mylizzy.com/lizzy-learning-center-email/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Parts Rep](https://mylizzy.com/lizzy-learning-center-parts-rep/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Parts Manager](https://mylizzy.com/lizzy-learning-center-parts-manager/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - CRM](https://mylizzy.com/lizzy-learning-center-crm/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Payroll](https://mylizzy.com/lizzy-learning-center-payroll/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Owner](https://mylizzy.com/lizzy-learning-center-owner/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Parts Receiving Clerk](https://mylizzy.com/lizzy-learning-center-parts-receiving-clerk/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Sales Rep](https://mylizzy.com/lizzy-learning-center-sales-rep/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Shipping Clerk](https://mylizzy.com/lizzy-learning-center-shipping-clerk/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Accounts Payable](https://mylizzy.com/lizzy-learning-center-accounts-payable/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Parts Advanced](https://mylizzy.com/lizzy-learning-center-parts-advanced/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Accounts Receivable](https://mylizzy.com/lizzy-learning-center-accounts-receivable/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Interfaces](https://mylizzy.com/lizzy-learning-center-setup-processes/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Setup Processes](https://mylizzy.com/lizzy-learning-center-conversion-processes/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Lizzy Cart](https://mylizzy.com/lizzy-learning-center-lizzy-cart/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Checking](https://mylizzy.com/lizzy-learning-center-checking/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Service Manager - Setup](https://mylizzy.com/lizzy-learning-center-service-manager-setup/) - [php] nizexAuth(); [/php]
- [accounting](https://mylizzy.com/checking/)
- [Lizzy Learning Center - Departmental Accounting](https://mylizzy.com/lizzy-learning-center-departmental-accounting/) - [php] nizexAuth(); [/php]
- [rdvids](https://mylizzy.com/rdvids/) - 1.1) Source Code Layout 1.2) Explaining The Flow 1.3) Adding Menus To Lizzy 1.4) Working With a Master View (mv) 1.5) Adding Includes To Lizzy For Javascript files. 1.6) Testing the mv file 1.7) Contacting the Database 1.8) Displaying Data In The Template 1.9) Changing the control 1.10) Adding Another Control File 1.11) Modifying the control Javascript file. 1.12) Passing data to the control file. 1.13) Listing our
- [Invoicing](https://mylizzy.com/invoicing/) - For those of you who enjoy helping your customers, here's the perfect module for you - an integrated Consignment Module. You can sell their Units in your store and mutually benefit from the process. If you are currently taking advantage of helping resell a customer’s products you will appreciate the ease and efficiency this module
- [Powersports](https://mylizzy.com/powersports/) - Lizzy Knows Powersports You need a software system that can keep up with the fast-paced environment of your business. Lizzy has the efficiency, speed & performance that you're looking for. You demand speed & performance from the units you sell... why not demand it of your DMS? Made For Your Business Powersports dealers have a
- [Training](https://mylizzy.com/training2/) - At nizeX, we understand that everyone learns differently, so we offer multiple training options. The basis of our training is the Training Library, which is directly accessible from your Lizzy software. (Click on the Train Me link in the upper right-hand corner.) Here you'll find videos that cover all the day-to-day tasks you perform in Lizzy.
- [Thank You](https://mylizzy.com/thank-you-regular/) - Thank you for submitting your request. A representative will contact you as soon as possible.
- [Why Lizzy](https://mylizzy.com/why-lizzy/) - Why Choose Lizzy... The most accurate inventory control on the market Built around the accounting module No third-party software necessary All modules are fully integrated and designed in-house You get EVERY module for a flat monthly fee, No Contract necessary Unlimited Tech support is included with your monthly fee New features are included at no
- [Outdoor Power Equipment](https://mylizzy.com/outdoor-power-equipment/) - Lizzy Powers OPE Dealers You need a software system that knows your industry. Lizzy has the efficiency, speed & performance that you’re looking for. You demand efficiency & performance from the units you sell… why not demand it of your BMS? Made for Your Business You're busy selling & servicing the tools that consumers and companies need
- [PDM](https://mylizzy.com/pdm/) - Lizzy's PDM system comes with advanced management of R&D tickets. These tickets can be created directly in the PDM system, or they can be created directly in the support department from customers, then escalated into Engineering by those same reps. The latter method helps eliminate any typos or mis-communications because the engineers can see everything
- [Construction](https://mylizzy.com/construction/) - Lizzy Knows Construction & Heavy Equipment Building a solid foundation is the starting point for any business towards becoming successful. Lizzy's Dealer Management Software (DMS) system can help you build on that foundation. Efficiency, security, and dependability are what you can expect with Lizzy Complete. Lizzy helps you manage customer information, track inventory and sales
- [Trailer](https://mylizzy.com/trailer/) - Lizzy will make running your trailer business easier than ever before. Since all modules from customer information to accounting and invoicing are integrated into one complete web-based system, you no longer need to worry about changing screens or using other programs. Instead, you can save time and bring more profit to your business. Since our developers
- [Knowledge Base](https://mylizzy.com/knowledge-base/)
- [reCAPTCHA Fail](https://mylizzy.com/recaptcha-fail/) - You did not correctly enter the reCAPTCHA data. Please hit the back button in your browser and try again.
- [CRM](https://mylizzy.com/crm/) - Lizzy's Customer Relationship Management is unlike anything else on the market. We understand the importance of making your customers feel appreciated and well known. It can easily take a lot of time and effort on your end. Lizzy can simplify this for you by integrating every interaction you have with a customer or business contact
- [Inventory Control](https://mylizzy.com/inventory-control/) - Lizzy gives you the tools needed to keep track of your inventory better than ever before. Since all modules integrate together, you can be at peace knowing the accounting is all taking place behind the scenes while parts, units, or rentals are being invoiced. For the ability to create and build assemblies, select an
- [Accounting](https://mylizzy.com/accounting/) - As we all know, accounting can be one of the most dreaded parts of running a business. It may be difficult for you now, but when using Lizzy's accounting module you will find it's not so bad after all. With easy to understand reports, you can see what your profits look like in real time,
- [RV](https://mylizzy.com/rv/) - Lizzy knows RV dealers Whether you have a single RV location or multiple large dealerships, you need a completely integrated software solution. We want your business to thrive, and Lizzy can grow with you. Using a system with backdoor plug-ins and different databases is no longer necessary. We began perfecting web-based software in 2009,
- [e-Commerce](https://mylizzy.com/ecommerce/) - Lizzy Knows e-Commerce The e-Commerce industry is constantly growing and changing everyday. New advances in technology make incorporating e-Commerce functions into your business fundamental. The process of integrating your web-store with an old system you may have can be difficult or even impossible. Lizzy's Dealer Management Software (DMS) system is all encompassing, allowing you to
- [Distribution Center](https://mylizzy.com/distribution-center/) - Lizzy Knows Distribution Within a busy distribution center, there is so much to manage and keep track of. From the time you receive an order you are under constant pressure to get product to and from the right place in a short time period. Wouldn't it be nice if you had something to keep track
- [Call Center](https://mylizzy.com/call-center/) - Lizzy Knows Call Centers You need a software system that can keep up with the fast-paced environment of your business. Made For Your Business Call Centers have a lot of moving parts to keep up with in their business. We understand. Since we use Lizzy here at nizeX for all of our cold calling and
- [Boating and Marina](https://mylizzy.com/boating-and-marina/) - Lizzy Rides with Boating & Marina You need a software system that can keep up with the fast-paced environment of your business. Lizzy has the efficiency, speed & performance that you're looking for. You demand speed & performance from the units you sell... why not demand it of your DMS? Made For Your Business B
- [Automotive](https://mylizzy.com/automotive/) - Lizzy Revs Up Automotive You need a software system that can keep up with the fast-paced environment of your business. Lizzy has the efficiency, speed & performance that you're looking for. You demand speed & performance from the units you sell... why not demand it of your DMS? Now more than ever dealers need a
- [Agriculture ](https://mylizzy.com/agriculture/) - Lizzy Grows With Agriculture Every business owner wants to see their business flourish. Lizzy's Dealer Management Software (DMS) System allows you to manage all aspects of your company, taking a huge load off your shoulders. Efficiency, security, and dependability are what you can expect with Lizzy Complete. Lizzy helps you manage customer information, track inventory
- [Quick Tour](https://mylizzy.com/quick-tour/) - The 30 sec. Lizzy Quick Tour
- [About Us](https://mylizzy.com/about-us/) - nizeX, Inc. has been producing leading software products in a number of different industries for over 20 years. Like most other companies, we cut our teeth on a Windows product that ended up becoming one of the leading products in the Powersports and Lawn & Garden industries, as a complete business system. This system included everything
- [Warranty](https://mylizzy.com/warranty-tracking/) - Let Lizzy keep track of all your warranty work so you never miss a reimbursement. You did the work, the customer has been taken care of, make sure you get paid for the work. Marking a job as being covered under warranty will zero out any costs to the customer associated with that job. Lizzy
- [Reports](https://mylizzy.com/reports/) - Generating Reports in Lizzy Lizzy provides immediate visability into all departments of your business. Having the ability to run over 100 real-time reports gives great benefits to your management, employees, time, and business. Since Lizzy is completely integrated, there is no need to enter information to generate a report. You simply choose what type
- [Services](https://mylizzy.com/services-2/)
- [Testimonial](https://mylizzy.com/testimonial/) - info
- [Go Mobile](https://mylizzy.com/go-mobile/) - Because Lizzy has been designed to work from the very beginning through a web browser, you are able to access and utilize all of her features directly on your smart phone. The thing that really makes Lizzy shine though when compared to other web based solutions is the fact that its 100% AJAX components make
- [Rental](https://mylizzy.com/rental/)
- [Videos](https://mylizzy.com/video/) - Interview Room http://www.youtube.com/watch?v=_2Byf_x55yI&width=400 In this video we cover details on how to create a new contact record in Lizzy CRM. http://www.youtube.com/watch?v=ezkqqk9K-2Y&width=400 This video covers how to locate contacts in Lizzy and the extra control you have to find just the one you were looking for. http://www.youtube.com/watch?v=WKY3SIuKTfE&width=400 Here we cover how to log a phone call
- [Thank You](https://mylizzy.com/thank-you-trial/) - Thank you for your request for a free trial of the Lizzy System. You will be receiving an email shortly with your login information. Once you receive the email you can click the "Login" link above and enter your email address and password in order to start your free trial. Thank you again for giving
- [Thank You](https://mylizzy.com/thank-you-demo/) - Thank you for submitting a demo request to nizeX, Inc. A sales representative will be contacting you shortly to setup a time and place for doing the demo. They will also be providing details for sharing their screen in order for you to follow along. Thank you again for submitting your request.
- [Shipping](https://mylizzy.com/shipping/)
- [Assemblies](https://mylizzy.com/assemblies/)
- [Serialized Units](https://mylizzy.com/serialized-units/)
- [Consignments](https://mylizzy.com/consignments/)
- [Receivables](https://mylizzy.com/receivables/)
- [Payables](https://mylizzy.com/purchasing/)
- [Petty Cash](https://mylizzy.com/petty-cash/)
- [User Productivity](https://mylizzy.com/user-productivity/)
- [Release Notes](https://mylizzy.com/release-notes/)
- [Tickets](https://mylizzy.com/tickets/)
- [Integrated Email](https://mylizzy.com/integrated-email/)
- [Customer Portals](https://mylizzy.com/customer-portals/)
- [Contact Management](https://mylizzy.com/customer-relationship-management-crm/)
- [Sales / Support](https://mylizzy.com/sales-support-management/) - One of the most difficult aspects to keep track of for any business is making sure their support and sales departments are performing and that your customers are satisfied with the experience. With Lizzy you not only get to keep track of your customers, but you also get to insure that problems are resolved in
- [Software Development](https://mylizzy.com/software-development/)
- [Support Center](https://mylizzy.com/support-center/)
- [Sales Management](https://mylizzy.com/sales-management/)
- [Miscellaneous](https://mylizzy.com/miscellaneous/) - Lizzy has a lot of miscellaneous features built in and free for the using. Just a few are integrated chat, email, dashboards, complete user presence, time clocks, schedulers, calendars and a lot more. Check out the other menus for more specific areas of interest.
- [Planning](https://mylizzy.com/planning/) - There's nothing like the stress of planning to change any business process and your CRM systems is no exception. With only a few cases, most CRM systems are basically the same and in fact copy each other quite a bit. We pride ourselves at nizeX, Inc. to have taken a different approach in a number
- [Lizzy Learning Center Invoicing Basics](https://mylizzy.com/lizzy-learning-center-invoicing-basics/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center Invoicing Selling Instock](https://mylizzy.com/lizzy-learning-center-invoicing-selling-instock/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center Invoicing Selling Out Of Stock](https://mylizzy.com/lizzy-learning-center-invoicing-selling-out-of-stock/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center Invoicing Returns](https://mylizzy.com/lizzy-learning-center-invoicing-returns/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - Service Technician](https://mylizzy.com/lizzy-learning-center-service-technician/) - [php] nizexAuth(); [/php]
- [Free 30 Day Trial](https://mylizzy.com/free-30-day-trial/) - In order to make sure everyone is completely comfortable with the decision to use Lizzy as their solution of choice we offer a free 30 day trial. However, this trial can only be setup after signing up for a demo of the solution. Instead of going the route of just signing up customers, we actually
- [Get Specific](https://mylizzy.com/get-specific/) - Use Our Key Search Controls To Quickly Locate Exactly What You Need, When You Need It. With other systems you're usually presented with search fields that look more akin to a Google toolbar. Search results come up with all sorts of unrelated data causing you to have to filter through it to find just what
- [Development](https://mylizzy.com/development/) - When starting our development work on Lizzy we had the same two choices most of our competitors had. To use developers here in the United States or to farm our software out to foreign sources in order to get it done much cheaper. In reality though, we're American and felt that if we couldn't develop
- [Getting Started](https://mylizzy.com/getting-started/) - You've seen the demo, you played around with our test system, you've decided Lizzy is the best CRM system on the market and you want to give it a go. Now What? The first fact about life with Lizzy is there are no lengthy contracts to sign and you can divorce her at any time
- [Integration](https://mylizzy.com/integration/) - Lizzy has been designed to be completely integrated between all of her modules, but there is always that one extra thing you'd like for her to do that she isn't able to do today, and of course we offer those services as well. Costs for these services differ depending on the needs, but if its
- [Learn what "EVERYTHING" really means with Lizzy!](https://mylizzy.com/learn-what-everything-really-means-with-lizzy/) - Everyone will tell you that their Business Management System can do everything your business needs. What sets Lizzy apart from all the other software programs out there? WEB-BASED: You can access your Lizzy system from anywhere and at anytime. Even if you're on vacation in another country, you can see your dealership's performance in real-time
- [Lizzy Learning Center - Rental](https://mylizzy.com/lizzy-learning-center-rental/) - [php] nizexAuth(); [/php]
- [Lizzy Learning Center - CRM Support Rep](https://mylizzy.com/lizzy-learning-center-crm-support-rep/) - [php] nizexAuth(); [/php]
- [Calendar](https://mylizzy.com/calendar/) - Instead of just showing you dates to choose from when scheduling conference calls or call-backs, Lizzy shows you an integrated calendar that allows you to not only schedule for yourself; but anyone else in the company. Real-time views of every person's calendar in the company along with team calendars. Each calendar immediately alerts the person
- [Be Productive](https://mylizzy.com/be-productive/) - One of the things we focus on while developing and improving Lizzy is trying to eliminate as many processes as possible from the steps required to run and operate your business. If it takes 3 clicks to get something done, we're constantly looking for a way to do it with 2. When you enter data
- [Affiliate Area](https://mylizzy.com/affiliate-area/) - [affiliates_is_not_affiliate] Please log in to access the affiliate area. [affiliates_login_redirect] If you are not an affiliate, you can join the affiliate program here: [affiliates_registration] [/affiliates_is_not_affiliate] [affiliates_is_affiliate] Welcome to your affiliate area. Here you can find information about your affiliate link and earnings. Affiliate link Your affiliate URL: [affiliates_url] Use this code to embed your affiliate
- [Affiliates](https://mylizzy.com/affiliate-area/affiliates/) - [alert] Accepted referrals: [affiliates_referrals status="accepted"] Closed referrals: [affiliates_referrals status="closed"] Pending referrals: [affiliates_referrals status="pending"] Rejected referrals: [affiliates_referrals status="rejected"] [/alert] [notice]Total amount for paid and unpaid referrals: [affiliates_referrals show="total"][/notice] [attention] Total for unpaid referrals: [affiliates_referrals show="total" status="accepted"] Total for paid referrals: [affiliates_referrals show="total" status="closed"] Total for referrals pending approval: [affiliates_referrals show="total" status="pending"] Total for rejected
- [Collecting Data Fast](https://mylizzy.com/collecting-data-fast/) - With The Right Interface, Collecting The Data You’re Most Interested In, Is As Simple As 1,2,3! There are two phases to maintaining a system that is capable of managing your information. The first is without data, no report in the world can be useful. In this article we're going to be discussing this phase and how

## My Templates

- [Default Kit](https://mylizzy.com/?elementor_library=default-kit)

## Categories

- [Lizzy™](https://mylizzy.com/category/lizzy/)
- [In The News](https://mylizzy.com/category/in-the-news/)
- [CRM](https://mylizzy.com/category/lizzy/crm/) - CRM Specific Entries.
- [PDM](https://mylizzy.com/category/lizzy/pdm/) - PDM related Entries
- [Dashboard](https://mylizzy.com/category/lizzy/dashboard/) - Dashboard and Calendar related entries.
- [Payroll](https://mylizzy.com/category/lizzy/payroll/) - Payroll related Items.
- [Business](https://mylizzy.com/category/business/) - Main Business Category
- [Articles](https://mylizzy.com/category/business/articles/)
- [Links](https://mylizzy.com/category/business/links-business/)
- [Sales](https://mylizzy.com/category/business/articles/sales/)
- [Finance](https://mylizzy.com/category/business/articles/finance/)
- [Accounting](https://mylizzy.com/category/business/articles/accounting/)
- [Management](https://mylizzy.com/category/business/articles/management/)
- [Operations](https://mylizzy.com/category/business/articles/operations/)
- [Organizational](https://mylizzy.com/category/lizzy/organizational/) - Basic Organizational entries.
- [Training Videos](https://mylizzy.com/category/lizzy/training-videos/)
- [Setup Videos](https://mylizzy.com/category/lizzy/training-videos/setup-videos/)
- [Shipping](https://mylizzy.com/category/lizzy/shipping/)
- [Release Notes](https://mylizzy.com/category/lizzy/release-notes/) - Release notes for Lizzy™
- [TBA](https://mylizzy.com/category/tba/)
- [Invoicing](https://mylizzy.com/category/lizzy/invoicing/)
- [Units](https://mylizzy.com/category/lizzy/units/)
- [FAQ](https://mylizzy.com/category/faq/) - Articles related to frequently asked questions, tips, and guides.
- [Rental](https://mylizzy.com/category/rental/)
- [Training](https://mylizzy.com/category/training/)
- [QuickNotes](https://mylizzy.com/category/lizzy/quicknotes/)
- [Updates](https://mylizzy.com/category/lizzy/updates/)
- [Mobile](https://mylizzy.com/category/lizzy/mobile/)
- [Invoicing](https://mylizzy.com/category/faq/invoicing-faq/)
- [CRM](https://mylizzy.com/category/faq/crm-faq/)
- [Service](https://mylizzy.com/category/faq/service/)
- [Inventory](https://mylizzy.com/category/faq/inventory/)
- [Accounting](https://mylizzy.com/category/faq/accounting-faq/)
- [Payroll](https://mylizzy.com/category/faq/payroll-faq/)
- [Shipping](https://mylizzy.com/category/faq/shipping-faq/)
- [General](https://mylizzy.com/category/faq/general/)
- [Service](https://mylizzy.com/category/business/articles/service-articles/)
- [Equipment Setup](https://mylizzy.com/category/faq/equipment-setup/)
- [Webstore](https://mylizzy.com/category/faq/webstore/)
- [Interfaces/Integration](https://mylizzy.com/category/faq/interfacesintegration/)

## Tags

- [ERP](https://mylizzy.com/tag/erp/)
- [Social Media](https://mylizzy.com/tag/social-media/)
- [Facebook](https://mylizzy.com/tag/facebook/)
- [pdm](https://mylizzy.com/tag/pdm-2/)
- [product data management](https://mylizzy.com/tag/product-data-management/)
- [what is pdm](https://mylizzy.com/tag/what-is-pdm/)
- [Customer Relationship Management](https://mylizzy.com/tag/customer-relationship-management/)
- [Surveys](https://mylizzy.com/tag/surveys/)
- [Poles](https://mylizzy.com/tag/poles/)
- [Lessons](https://mylizzy.com/tag/lessons/)
- [Being a Manager](https://mylizzy.com/tag/being-a-manager/)
- [Running a Business](https://mylizzy.com/tag/running-a-business/)
- [Passwords](https://mylizzy.com/tag/passwords/)
- [ios](https://mylizzy.com/tag/ios/)
- [android](https://mylizzy.com/tag/android/)
- [OS](https://mylizzy.com/tag/os/)
- [Linux](https://mylizzy.com/tag/linux/)
- [osx](https://mylizzy.com/tag/osx/)
- [apple](https://mylizzy.com/tag/apple/)
- [microsoft](https://mylizzy.com/tag/microsoft/)
- [windows](https://mylizzy.com/tag/windows/)
- [Procedures](https://mylizzy.com/tag/procedures/)
- [Workflow](https://mylizzy.com/tag/workflow/)
- [webstore](https://mylizzy.com/tag/webstore-2/)
- [lizzy](https://mylizzy.com/tag/lizzy-2/)
- [credit card](https://mylizzy.com/tag/credit-card/)
- [integration](https://mylizzy.com/tag/integration/)
- [barcode](https://mylizzy.com/tag/barcode/)
- [BMS](https://mylizzy.com/tag/bms/)
- [Business Management Software](https://mylizzy.com/tag/business-management-software/)
- [Dealership Management Software](https://mylizzy.com/tag/dealership-management-software/)
- [DMS](https://mylizzy.com/tag/dms/)
- [Lizzy CRM](https://mylizzy.com/tag/lizzy-crm/)
- [LizzyCRM.com](https://mylizzy.com/tag/lizzycrm-com/)
- [nizeX](https://mylizzy.com/tag/nizex/)
- [nizex.com](https://mylizzy.com/tag/nizex-com/)
- [blog](https://mylizzy.com/tag/blog/)
- [sublet labor](https://mylizzy.com/tag/sublet-labor/)
- [service](https://mylizzy.com/tag/service/)
- [work order](https://mylizzy.com/tag/work-order/)
- [service ticket](https://mylizzy.com/tag/service-ticket/)
- [repair order](https://mylizzy.com/tag/repair-order/)
- [sublet](https://mylizzy.com/tag/sublet/)
- [Dealer Spike](https://mylizzy.com/tag/dealer-spike/)
- [unit inventory](https://mylizzy.com/tag/unit-inventory/)
- [serialized units](https://mylizzy.com/tag/serialized-units/)
- [e-commerce](https://mylizzy.com/tag/e-commerce/)
- [website](https://mylizzy.com/tag/website/)
- [dealers](https://mylizzy.com/tag/dealers/)
- [Invoice](https://mylizzy.com/tag/invoice/)
- [Purchase Order](https://mylizzy.com/tag/purchase-order/)
- [Availability](https://mylizzy.com/tag/availability/)
- [Link to Unit](https://mylizzy.com/tag/link-to-unit/)
- [Parts](https://mylizzy.com/tag/parts/)
- [Also Sell](https://mylizzy.com/tag/also-sell/)
- [Part Refund Invoice](https://mylizzy.com/tag/part-refund-invoice/)
- [CRM](https://mylizzy.com/tag/crm/)
- [Business](https://mylizzy.com/tag/business/)
- [Sales](https://mylizzy.com/tag/sales/)
- [Updates](https://mylizzy.com/tag/updates/)
- [Mobile](https://mylizzy.com/tag/mobile/)
- [forms](https://mylizzy.com/tag/forms/)
- [retail installment contracts](https://mylizzy.com/tag/retail-installment-contracts/)
- [buyer's order](https://mylizzy.com/tag/buyers-order/)
- [bill of sale](https://mylizzy.com/tag/bill-of-sale/)
- [title application](https://mylizzy.com/tag/title-application/)
- [finance](https://mylizzy.com/tag/finance/)
- [F&I](https://mylizzy.com/tag/fi/)
- [setup](https://mylizzy.com/tag/setup/)
- [Rental](https://mylizzy.com/tag/rental/)
- [Rent](https://mylizzy.com/tag/rent/)
- [Rental Invoice](https://mylizzy.com/tag/rental-invoice/)
- [Serialized](https://mylizzy.com/tag/serialized/)
- [Unit](https://mylizzy.com/tag/unit/)
- [Zebra](https://mylizzy.com/tag/zebra/)
- [label printer](https://mylizzy.com/tag/label-printer/)
- [barcode printer](https://mylizzy.com/tag/barcode-printer/)
- [cash drawer](https://mylizzy.com/tag/cash-drawer/)
- [Java](https://mylizzy.com/tag/java/)
- [Lizzy Services](https://mylizzy.com/tag/lizzy-services/)