Dental Lab Customer & Production Management

Disclaimer
Release Notes
- Version 14
- Version 12
- Version 11
- Version 10
- Version 9
- Version 8
- Version 7 ~ 7.5
- Version 6.x
Logon
Accounting
- Create Statements
  - Prior Statements
  - Create Statements
- Re-Generate Last Statement PDF Files
- Billing Accounts
- Billing Accounts Payment Manager
- Customer Payments Manager
- Payments Summary Today
- Process AutoPay Now
- Process Month-End Autopay
- Preview InterCompany Open Invoices
- Generate InterCompany Credits
- Preview Recurring Invoices
- Preview Volume Discount Credits
- Finance Charge
- Transfer to QB
- View QB Errors
- Lockbox Transaction
Administrator
- System Admin Program
  - User Setup & Configuration
  - Application Security Policies
- Job Management
- Load Schedule Readiness
- Query Security
- Data Audit Trail
- Release All Software Locks for User
- Utilities
Alerts and Notifications
- Daily Alerts
- Case Communication
- Digital Design Approval
Automated Services
- Automation Server
- Job Management
- Accounting Collection Calls
- Customer Retention Calls
Call Manager
- Chairside Calls Manager
- Alert Manager
- Add new call navigation
- Lab Calls Manager
- Department Calls Manager
- Web Calls Manager
- Accounting Collection Calls Manager
- Customer Retention Calls Manager
- New Follow-Up Call
Case Finder
- Quick Report
Campaign Manager
- New Campaign
- 1. Campaign Details - Constant Contact
- 1. Campaign Details - Stats
- 2. Members
- 3. Campaign Literature
- 4. Responses
- 5. Products
- 6. Correspondence
- 7. Log
Chairside Calendar
- New Appointment
Customer
- Add a new Customer
- 0.Customer tabs
  - Main
  - Customer and Case Alerts
  - Pickups and Local Deliveries
  - Fulfillments
  - Events and Education
  - Attachments
  - Complaints
- Tag Customer
- Find Customer
- Change Customer ID
- Transfer related records from another Customer
- Customer Log
- Customer Reports
  - Selected Call
  - Calls for this Customer
  - Calls for selected Case
  - Statement for this Customer
  - Invoice for Selected Case
  - Today's Invoices Combined
  - Customer List for Current Query
- Print Label
- Delete Customer
- Purge Customer
- 1.Practice Info
- 2.Related Info
  - Practice Doctors
  - Alternate Addresses
  - Alternate Phone Number
  - Affiliations
  - Staff
  - Contacts
- 3.Calls and Notes
  - Add/Edit/View Calls
  - Link a case to a call
  - Follow-up call
  - Print Selected Call
  - Print all Calls for this Customer
  - My Calls
- 4.Cases
  - Set up data for creating cases
  - Create a case
  - Case form Description
    - General
    - Remake & Discount
      - Set Discount to case
      - Set Remake to case
    - Shipping
    - Notes & Instructions
    - Follow Up Call
      - Add Case Alerts
    - Invoice & Totals
  - Case Icon Legends
  - Case tabs description
    - Audit Trail
      - Set Case Location
    - Call Notes
    - Alerts
    - Products
    - Enclosures
    - Tasks
    - Tasks History
    - Preferences & Notes
    - Attachments
    - QC ratings
    - Payments & Credits
    - Taxes
    - Linked Cases
    - Materials
    - Tools Loaned
    - Complaints
    - Carrier Tracking Info
  - ePop Case Info
  - Add Products to a case
    - Add single product
    - Add multiple products
    - Additional operations on case products
    - Delete Products from the Case
    - Product Price
  - Add Enclosures to a case
  - Add Materials to a case
  - Add notes and instructions to a case
  - Images and Attachments
  - Link Cases
  - Sort cases
  - Duplicate a case
  - Print
    - Print Invoice
    - Print Invoice Materials
    - Alternate Invoice
    - Packing Slip
    - Today's Invoices Combined
    - Workorder
    - Alternate Workorder
    - Case Label
    - Shipping label
    - Print Shipments Packing Slip
    - Combined Notes and History
    - Audit Trail
  - Edit Invoiced Case
  - Estimate case
  - Convert Estimate to Case
  - E-mail Invoice or Estimate
  - Remake Case
  - Delete Case
  - Add Metal to Cases
    - Case Edit
    - Case Finder
  - Change Case Lab
  - Assign Case Number to an Attachment
  - Accept Web Cases
  - Reschedule a case
  - Case History
- 5. Accounting
  - New Credit Memo
  - New Debit Memo
  - Post Payment
  - Post Adjustment
  - View Payments
  - View Credit Memos
  - View Statement
  - Adhoc Print Invoices
  - Interim Statement
  - Recreate Last Statement
  - Re-Calculate Balances
  - Post Pre-Payments
- 6.Sales
- 7.Communication
  - E-mail
- 8.Correspondence
- 9. Marketing
  - Profiles
  - Add Customer to a Campaign
  - Overall Scores
Customer Complaints
- Register Customer Complaint
- Customer Complaints form description
- E-mail Complaint
- Complaint Manager
Customer Settings
- General
- Alerts and Notifications
- Auto Pay
- Credit Cards/eChecks
  - Credit Cards
  - eChecks
- Preferences
- Purchase Order
- Sales Commissions
- Special Prices
- Default Products
- Customer Discounts
- Taxes
- Volume Discount
- Technician Preferences
- Team Preferences
- Lab Settings
DAMAS Procedures
Digital Case Import
- Scanners
- Set up and Configuration
E-mail
- Email Templates Manager
- System Templates
- My Email
- Setting Personal Email Template
- Sending Single Email
- Sending Single Email from Template
- Sending Broadcast Email
- Sending Broadcast Email from template
- Link Email to Customer
- Failed and Pending E-mails
  - Failed E-mail
  - Pending E-mail
Employees
- Employees
- Employee Time Clock
Inventory Management
- Inventory Setup
- Vendors
- Purchase Orders
  - Add Purchase Order
  - Receive Purchase Order
- Scan Lot Numbers
- Inventory Maintenance
  - Inventory Adjustment
  - Inventory Check Out
- Search Inventory Item
- Inventory Consumption
  - Reducing Inventory Custody or on hand quantity (Cases)
  - Delete Case
- Case Processing Status
  - Unprocessed Cases
Third-Party Integrations
- Constant Contact
- DDX Integration
- FedEx
- UPS
- Zendesk
Load Scheduling Assignment (LSA)
- Workload Scheduling Setup
Loan Tools
- Tool Manager
- Tool Loan and maintenance
- Add and maintain Tool Product
- Return/Cancel Return Tool
- Create Shipment
- Print Delivery Slip
- Print Return Slip
- Print Invoice for Selected Tool Loan
- Print Invoices for Date Range
- E-mail Return Slip
Lock Session
Marketing
- Word Processing
- Mass Printing
Messages
- ePop a selected Customer for another user
- ePop History
- Call Customer
QC Ratings
Reports
- Report Center
- Custom Reports
- Report Monitor
- Calls Analysis
- Sales Analysis
- Department Workload
- Pickup and Delivery Route List
- Fulfillment Label
- Local Print Server Queue
- View Reports on Screen
- Daily Statistics Live
- Refresh new Reports
Settings
- Personal Settings
  - Alert
  - Currency
  - Customers View
  - General
  - My E-Mail
  - Printers
  - Case Options
  - Telephony
- Global Settings
  - Global
  - CRM Lists
    - Calls
    - Campaigns
    - Constant Contact
    - Complaints
    - Customers
    - Education and Events
      - Events
      - Methods
      - Types
      - Subject Codes
    - Profiles
    - Shipping
Shipping
- Incoming Shipment
- Shipping Manager
- Pickup Manager
  - Inform Driver
  - ePop Driver
- Fulfillment Manager
  - Supplies
  - Campaign Responses
- Return Label Manager
- Vendor Shipment Manager
- Schedule Deliveries
- Create Return Labels
- Scan Material Lot Number
- Update Shipping Information
  - Carrier Shipments
  - Local Shipments
- Complete Pending Processes
Tax Integration
- Avalara AvaTax
  - Configuration
  - Functionality
- Vertex
Tools
- Reset Password
- Assign CaseID to Attachments
- Add Metal to Cases
- Batch Processing
- Send Text Message
- Send ePop Message
- Pending Customer Requests
- DAMAS Procedure
- DAMAS Equipments Log
- Advanced Export
- Advanced Query Builder
- Load Schedule View
- My Favorite Queries
- Practice Doctors Master
- Global Search
- Production Management
  - User Preferences
Technician Bench
- Time Clock
- My Bench
- Case Location
- Reports
- Send ePop
- ePop History
- Settings
Route Manager
- Start
- ePop History
- Send ePop
- Settings
Customer Portal
- Guide for the Lab
- Web Calls
- Submit RX
- Registration & Login
- Accounting
- Cases
- Pickups
  - Request Pickup
  - View Pickups
- Resources
- Preferences
- Messages
  - View Message
  - Send Message
- Fulfillments
  - Order Supplies
  - Return Labels
- Settings
LabConnex Portal
- What is LabConneX Portal?
- Case Communication
- Scan Material Lot Number
- Shipment Tracking
- Lab Upload
- Call List
- Web Settings
Constant Contact Integration
- Setting Up Constant Contact Integration
- Create Constant Contact Campaign
- Creating a DLCPM Campaign
- Linking a DLCPM Campaign to a Constant Contact Campaign
- Campaign Feedback