1. Tips for ACEware User Success…
Productivity Hacks….
Tips for ACEware User Success…
Chuck Havlicek

2. Courses Send Student Reminders Keep Holiday Dates Current
Edit Student Data from Student List view
Set Preferences to YOUR preference
Warnings
Cloning Behavior, etc
DEACTIVATE your old/past Courses!
Check Student’s for Special Needs
From ACEweb Info Tab: Preview Web Display

3. Instructor Tips Set the default pay type
Create an instructor from a student (and vice versa)
Enable Subject Scoping
Complete instructor bios and add Photos!
Record Instructor Evaluation Summaries 

4. Name/Firm Tips Preferences: Check “Search Fields on Begins With”
Preferences: Check “Warn when entering dup ”
Use when Searching for long names
Clone your names
Display your UDF data on the Name Screen
Don’t forget ALT+3 (copy address)
Use Print label field
Use the Fee Category
Use the Call Back feature
NEW FEATURE: Firm Escrow
NEW FEATURE: Courses Taken allows edits of reg data

5. Registration/Payment Tips
Use the Tracking Codes
NEW: ALT+Z (Speed Registration Entry) now supports FIRM LEVEL Mass Registration.
Alt+F9 - View Pay History
Using same Pay method? Clone it..
NEW: Reinvigorate Invoice
Utilize Payment Plan Feature
NEW: Preference - “Quick Cancel Registration”

6. Query Tips Alt+F1 key stores value of last course code entry
Alt+F2 key stores last value of character query
Right Click in “Query List Manager” for Filtering
Search Queries for Field
NEW: Creating Query, Right Mouse Click on Field Name
Tend to your Query Garden!

7. Report Tips Inventory your reports ( NEW-All Reports w/Memo report.)
Inventory your reports ( NEW-All Reports w/Memo report.)
Update your reports
Implement “Favorite Reports”
Use the Force (Search Report by Keyword)
Add Report Notes when modifying reports
Check the Stats
Maintain your report system.
When in doubt, call on DEADBEAT
Geographic Marketing? Use Zipradius
Change Your mind (default v.s. additional), hit ESC.
Looking for options? Recycle!
Quick Reports = Just F-it (F2, F3, F5, F7, F9) 

8. General Maintenance Tips
Updated: Duplicate Names Tool
Deactivate old Codes
Backup your Data!

9. Productivity: Your 2 cents!
What user productivity tips would you offer?

10. Upcoming Webinars August 7 – Software Updates
August 21 – The Magic of the Report Wizard