September Monthly Tips and New Features
Customization Needs – The TotaLand team has really carved out a niche with our clients. Gone are the days of whether or not you’re using a database…now it’s “which one” are you using. At TotaLand we’ve worked through hundreds of customization requests over the years so that our clients can both enjoy the efficiency and effectiveness of utilizing an advanced data management system while maintaining that infamous spreadsheet…you know the one…someone spent several nights and weekends organizing several decades ago. Well, you can have the best of both worlds by sending us that spreadsheet and having it programmed into the system. One click and you have all of your data from our system displayed to your specification. (programming fees apply; but I’ve never had a client say that the minimal charges associated with adding this feature is not well worth it.
Training and Support – Revisit your support tab, today; quick search options to locate resources specific to your needs, Training Academy Archive allows you to review previously recorded sessions from our 2 day classes each month. (next Academy is October 2nd & 3rd – Register Today)
Newest Features – From the list page, you can now search for any other realm item (Tracts, Contracts, Parties, etc.) in the top right-side. Just click on the drop arrow next to the realm search area (just below the Navigation History link) – this wonderful add-on allows you to jump to other data realms without having to open a new page or leave your current screen. 2nd great feature is for Managers that are processing Client Invoices. Once you’ve created a client invoice click on the edit icon (pencil paper) next to the invoice. You now have the ability to reorganize the invoice according to AFE’s / Users / Both.
Chad Landry - Director of Training and Support, TotaLand Technologies