Removing Test Estimate Customers?

[Lugnut]

Hello everyone I'm new to this software and Have made a few mock estimates and was wondering how I can remove these from my database. Any help would be greatly appreciated.

[timbre4]

Welcome to the forum and thanks for your questions.

There is a demo version for SE to experiment with, we'll get to that in a minute.

To remove the Estimate(s):
1. Open the EST on the Order screen
2. Click Edit menu, select Remove Estimate
3. Confirm removal with YES

Repeat for each estimate to remove

If the customer records are legit, keep them. If not, here are the steps
1. Click the Utilities menu, select Customer screen
2. On Customer Screen, click the Name button to locate the customer in the list
3. With customer record visible, click Edit menu, select Remove Customer
4. Confirm removal with YES;
5. Confirm remove Vehicle(s) with YES

Repeat for each customer/vehicle(s) to remove

Now, to access the SE Demo version, here are the steps:

1. Click the WIP button until the blue "home" appears
2. Click Configurations Menu, select Special Maintenance, then Toggle Demo Mode, answer Yes.
This requires a program restart so SE will close. When you restart it you will see a Demonstration Mode indication that moves out of your way as you work on the screen(s).

This provides new users with sam-ple orders, customers, vehicles, inventory, etc. to experiment with. (there is no data shared between the two databases)
To Switch back to live version, repeat the Special Maintenance steps above.

Manager SE includes 38 training videos under the Training Videos icon in the top toolbar, the product box includes two workbooks, F1 Help on every screen and lots more.

Welcome aboard!

[steven kiser]

Well just so you know I started my day by reading this, going to my work in progress screen, clicked on "purge estimates" on the bottom of the screen, window opened up and i thought i pressed cancel. NFW Steve, should pay attention, I clicked on OK. Wham, all estimates gone to never never land. Yes I started backing up every night so if iI need them i can retrieve them. This is a typical issue with me trying things out, a learning curve at best.

[Jeff @ Able Auto]

KISER PUT YOUR HANDS UP AND STEP AWAY FROM THE COMPUTER!!!!!!!!!!!!!

[Lugnut]

Thanks so much for the help. I need to watch these videos but we have been so damned busy I haven't had the time (good thing right) I guess I should install the program on my laptop and do it at home.

[timbre4]

You can watch the videos and log form modules with quizzes without the program. Bookmark these to use in any other PC's browser:

SE program videos: http://managerhelp.buymitchell1.net/Howdoi.htm
Modules / Quizzes: http://performancecenter.mitchell1.com/ ... videos.asp
Knowledgebase SE: http://www.mitchell1.com/knowledgebase/ ... .php?id=14

[steven kiser]

Never said i was a computer genius. Just thought it was helpful. Sorry, probably this is why I rarely respond to questions like this. I'll be more prudent in the future.

[Jeff @ Able Auto]

Sorry Steve...I couldn't resist!

[Johnny5]

You should password protect the Purge button.

[Rich]

Lugnut,

Welcome to the forums. NEVER be afraid to ask a question in here. We are a bunch of great folks and are always willing to help out. Trust me, if it has been screwed up Steve or myself have done it!

Rich
Michigans Master of Mitchell Misfortunes

[steven kiser]

I've been at it longer so I have the W.T.F. did I do Trophy on my bureau.