Here are some handy shortcut keys for use with Tigerpaw: Read the rest of this entry »
To install Service Packs, go through these steps:
Service Orders in Tigerpaw have two fields that can be used to control the procedures and flow of each order. This document lists several different coding schemes that different clients use. No one company would use all of these, but you may find them useful. Each Service Order has one Type, but the Status can be changed as the order progresses through your process to indicate who is responsible for processing it.
Information on the importation of data from Tigerpaw into QuickBooks (Pro 2004) using the Detailed Link developed by WTS.
QuickBooks Vendors: If you use QuickBooks Pro to write checks, then you have created Vendors in QuickBooks. These Vendors can be shown from the Menu by Lists –> Vendor Lists. A problem with the importation of customer and invoice information from Tigerpaw can exist where the QuickBooks Vendor has the same name as the incoming Tigerpaw A/R Customer #.
This is a compilation of ideas, tips, and suggestions that have accumulated from working with different clients. These apply to Tigerpaw Software CRM+.