Dental Lab Customer & Production Management

Settings

Settings

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Settings

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Usage: This section is the main configuration screen for DLCPM. The Settings consist of two categories: Global and Personal. While the Personal Settings are available to all users, the Global category is only available to users with the proper security rights.

 

Navigation: File > Personal Settings or simply click CTRL + F11  

                      File > Global Settings or simply click CTRL + F12  

V12 - Settings Navigation

Settings navigation

 

There are several options in this section that impact the behavior of DLCPM. It is strongly recommended that you examine, review, and define these settings prior to using the application.

 

•Personal - Users specific settings

V12 - Personal Settings

Personal Settings

•Global - Refers to the Global Settings which will affect the entire application. Please note this section is not visible to users without the proper security rights.

Note: Under the Global section is CRM Lists settings - Options used for the Customer Relationship Management portion of DLCPM.

 

V12 - Global Settings

Global Settings

 

Under each of these three categories are various options that will help you find and maintain records easily.

hmtoggle_arrow1  Setting menu structure:

Personal                        

➢Alert Sounds

➢Currency

➢Customers View

➢General

➢My E-Mail

➢Printers

➢Case Option

•Case Entry

•Invoicing

•Shipping

➢Telephony

 

Global

➢Accounting

•Accounts receivable

•Quick Books

•Lock Box

•E-mail

•Tax Integration

oTax Clases

➢Alerts and Notifications

➢Calls              

➢Case Options

•Case Entry

•Case Invoicing

•Shipping

•Try In Invoicing

•Case Scheduling

•Follow-Up Call

➢Case Scores

➢Currency

➢DAMAS Maintenance

•Buildings

•Location

•Equipment

•Procedures

➢DDX

➢LabConnex

➢E-mail

•SMTP

•Retrieve E-mail

➢General

➢Laboratory Lists

•Laboratories          

•Preferences  

•Discounts          

•Remakes        

•Reasons

•Enclosures

•Holidays

•Case Statuses

•Case Locations

•QC Ratings

•GL Accounts

•Surcharge Reasons

•Out of Order Reasons

•QB Inventory Sites

•Vacation Reasons

•Equipment Types

•Equipment

•Teams

•Tax Groups

•Tax Rates

•Medical Excise Tax

➢Miscellaneous

•Document Scanning Types

•Corporate Directory

•Report Forms

•TimeClock Activities

•Common Notes

➢Printers

➢Products & Tasks Lists

•Products              

•Catalog Products  

•Materials          

•RX Categories

•RX Design

•Shades

•Translucencies

•API Applications

•Production Methods

•Production Tasks

•Task Groups

•Task Types

•Tasks Checkpoint

•Pay Rate Codes

•Metal Finish

•Departments                            

•Types                            

•Groups                                

•Sub-Groups

•Categories

•Lot Numbers

•Digital Scanner

➢Sales Commission

➢Telephony

➢Volume Discount

➢Inventory

•Item Categories

•Item Types

•Inventory Items

•Adjustment Reason

•Units of Measure

•Manufacturers

CRM Lists

➢Calls

•Descriptions

•Types

•Status

•Priorities

•Calls Directions

➢Campaigns

•Types

•Status

•Categories

•Response Methods

➢Constant Contact

➢Complaints

•Type

•Dispositions

•Status

•Error Code Tiers

•DHR Review

➢Customers

•Affiliations  

•Specialties          

•Dental Groups    

•Types      

•Territories      

•States      

•Classes                  

•Sales People

•Sources

•Source Names

•Delivery Zones

•Countries

•Statement Classes

•Payment Terms

•Payment Method

•Contact Method

•E-mail Subject

➢Education

•Courses

•Methods

•Types

➢Profiles

•Profiles

•Questions

•Answers

➢Shipping

•Carriers

•Carrier Service Types

•Fulfillment Items

•Routes

•Route Drivers