You get three attempts at accessing SoEasy and if you exceed this number of attempts SoEasy automatically closes. You can then open SoEasy and try again.

There is an audit system that monitors log on attempts and can be viewed by an administrator.

In 2008 the password dialog was changed so that the user name and passwords were all located on the same entry box.

To access the system:

• You must enter your USER NAME
• Press the Tab key or use your mouse to move to the PASSWORD field and enter your password
• The user name and password are case insensitive so Mary and MARY will be treated the same
• A common mistake is to press the Enter key after you have entered your user name.

If you cannot access the system:

• Please see your systems administrator
• Ask them to access the system using their user name and password and find out or re-set your user name and password.
   
• Or select this link, ask a question, and request assistance on passwords. There is an automatic charge of $24 + gst for assistance on a password unless you have a support contract so please be aware of this.

Be careful if you have an automatic spellchecker. One user made their password SOEASY but the spellchecker automatically corrected this to SOEASY ACCOUNTING which made logging on impossible.

How to Add Staff

Go to:

• Cash Book menu
• Set up
• Security
• Add add a Staff Member

Note

If this is the first time you have set a user up in the system the questions about the user is limited to Name and Password. If you then edit the user there are additional options. It is advisable to set the access to the various functions and modules to suit the user.

How to Edit or Delete Staff

You must be logged on with Administrative Privileges. Administrative Privileges is an option that is set up when adding a user as in How to Add Staff above.

Go to

• Cash Book menu
• Set up
• Security
• Select the user with your mouse
• Edit their details and select OK or select Delete to remove them

How is the Log on to The Call Centre Manager Achieved?

The log on for the Call Centre Manager is activated when a logged on staff member enters the Call Centre.

The process is:

• A staff member logs onto SoEasy
   
• As they go into the Call Centre their log on name is checked against the day's logged on staff and if they are not present, they are logged on to the Call Centre Manager. The time they logged on is also recorded and plays an important roll in the statistical analysis of their performance throughout the day.
   
• The Call Centre Manager screen will welcome the staff member to the group and record their activities.

Commissions

To activate and record commissions for a staff member the standard commission system must be used. Select here to find out more. Commissions

Additional Sales Reporting

Conventional Sales Reporting (see Platform Reporting) uses a variety of techniques to provide sales information. If you want to improve the reporting function you would make each staff member a Division inside the Chart of Accounts. By doing so you can:

• Attach a client to a Division
• Attach a Quotation/Invoice/Credit Note to a Division
• If you attach a client to a Division you can then filter the clients attached to the Division into the Call Centre

for example

• A telemarketing company have 10 regions
• Each region is entered into their Chart of Accounts as a Division
• Each client in their database is attached to a Division
• A rep is loaded into the security system
• The rep is assigned a Division of clients to manage
• When the rep logs onto the Call Centre they ask the system to provide the clients who are due a call for their allocated Division
• The call statistics for the day are recorded against the Staff members name including sales values
• The sales statistics are recorded against the Division allocated to the staff member

The relationships between all the factors in the Call Centre are important and it is worthwhile having a consultant work out the best technique for your organisation.

 ask a question.