TBMS - Main Menu Screen - rest the mouse cursor over the button of interest for a description of its function
Once the message is displayed, slowly move the cursor over the same button to prevent the message from disappearing
Comprehensive Contacts Management System. Stores all Accounts, Customers, Suppliers and Prospects in one convenient place. The powerful Contact Profiler enables you to assign any number of attributes that you wish to track against each contact and later find contacts with the powerful Profile Query. Really valuable for proactive selling of your products and services. Bookings Manager enables the booking of contacts / students against each scheduled course / event. Immediate display of status of all courses: places booked, free places, invoicing status. Joining Instructions, Pre-Course Questionnaire, Certificate, Badges and Feedback are all processed here. Sales Ledger enables the tracking of payments against each sale and managing the outstanding balance for each client. A complete audit trail is kept of every entry together with the user who made the entry. Purchase Ledger enables the tracking of payments against each purchase and managing the outstanding balance for each client. A complete audit trail is kept of every entry together with the user who made the entry. Instructors / Trainers: Their cost to the company by day / hour, their Training Profile (what courses they are qualified to deliver) plus analysis of their activity and training commitments can be processed here. Helpers are additional contributors that are needed in order to make an event succeed. Their cost to the company by day / hour are used in assessing the cost of their input against each course. Course Profiling Manager enables you to setup the basic details of each course in the company's portfolio. Name, Duration, Fees, Analysis, Group plus default Venue and Instructor are setup here. These details are then used while setting up the schedule for each course Schedule Manager is used to setup the schedule of courses / events for the forthcoming period. Shows the current booking status of all courses together with places free and invoices outstanding. Calls Manager enables you track each communication with each client by user so that what has transpired between the company and the client is instantly available across all users. Lets the left hand know what the right hand is doing with regard to negotiations. Includes a target Date and Time to carry out promised tasks and TBMS will remind you of imminent calls that you have setup to do. Region Manager enables the setting up of geographical regions using county groups of your own selection. This enables you to analyse sales and activity by specific regions of your choosing. Course Costs summarises both the revenue and the overheads for delivering each course and indicates the profitability of each event. Cost items specific to each course can be linked to the number of attendees plus instructor and these are automatically updated as the booking numbers change. Enables you to configure how TBMS works for you. Also the locations of both MS Word and MS Outlook need to be set here so that TBMS can use these while generating documents and email. Allows different users to login to TBMS. Each user has a set of access rights which controls what he/she can or can't see or modify. Also, every entry into the system is logged against each user so that activity can be monitored. Allows the location of the master database to be set for this terminal. On a multi-user system each terminal is set to communicate with the same database - normal situation on a communal, shared file server. List the Sales for any period you wish instantaneously. Analyse the Sales by Groups that you setup and produce reports and graphs of the results in seconds. Also produce and Aged Debtors list for Current, One Month, Two Months, Three Months and over instantly. List the Purchases for any period you wish instantaneously. Analyse the Purchases by Groups that you setup and produce reports and graphs of the results in seconds. Also produce and Aged Creditors list for Current, One Month, Two Months, Three Months and over instantly. The Asset management facilities within TBMS enable you to track a) what assets are required to deliver a course successfully and b) what assets exist within each training venue. TBMS then lets you know whether there are any deficiencies for a scheduled course. This delivers a thumbnail sketch profit and loss report based on all Sales and Purchases to date. Electronic Scribble Pad that acts as an aide memoir. Includes a target Date and Time to carry out events and TBMS will remind you of imminent Jobs that you have setup to do. Here you will find all the reports that are available for the TBMS system. These are grouped into Contacts, Sales, Purchases, Tax and Cash. Most reports ask for a date range for which the results. All reports are first shown on the screen with and option to print a hard copy. Throughout the TBMS system entry is made easier with the use of lookup lists from which the user simply selects an entry rather than having to type it in (with the inevitable typos). This List Manager enables you to setup what appears on each list within TBMS. Annual Calendar of all scheduled courses and events. Each event is colour coded and selecting any date within the calendar will list the events that are scheduled for that day together with Venue, Instructor and Booking Status. Great for getting a birds eye picture of what is happening. Instructor Calendar enables you to home in on any trainer and view their entire commitment for the year. Each event is colour coded and selecting any date within the calendar will list the events that are scheduled for that day together with Venue and Booking Status. Schedule Calendar delivers a three month overview of what is scheduled in the way of courses and events. Each event is colour coded and selecting any date within the calendar will list the events that are scheduled for that day together with Venue and Booking Status. Venue Calendar delivers a twelve month overview of what is scheduled in the way of courses and events against each venue in the system. Each event is colour coded and selecting any date within the calendar will list the events that are scheduled for that day together with Instructor and Booking Status. Phew! Had a good session on TBMS and need to get out!