Coyote Recordkeeper Features

Users Module

Coyote Thumbnail image

User/Manager Overview

Each sales person can view the status of all their orders at a glance. Your sales team can monitor quotes, open orders, pending orders and those currently being shipped. Alerts are integrated into the module and allow you to see what needs your attention. It is easy to add notes to each record.

To Do Lists

The To-Do tracking system lets to-do items be added to any Order, Inventory Item, Purchase order or Contact. Each to-do can be prioritized and assigned to any other user. To-Do items assigned to another user stay in the original user's list as well for monitoring. To-Do lists are a fully-featured way to track all of your customer, vendor, sales, purchase order, and contact information action items. You can track emails, telephone calls, mailers, flyers, and other customer-contact items.

Your staff can see their daily call list, action items, and outstanding To-do lists with the click of a button. Information is accesibie in several different formats including list view, To-do items within/on a related record, or in a report. Coyote automatically updates your client contact date when you take action on an item in the list

Further, you can initiate contact phone calls, and send emails from within Coyote. You can also create new action items from within any of these screens and then initiate an email, phone-call, invitation, as well as other contact methods.

Track Open customer orders and POs

Each client/customer/vendor screen in Coyote allows you easily to see associated orders--whether these are sales orders or POs. Because you can associate a staff member or contact with these clients--or multiple clients--your staff can see their associated orders with a glance or click of a button. Coyote also tabulates and orders this information based on some standard formats. You also have the option of asking for customized reports or (in some cases) screen displays to meet your needs.

Manage Commission Calculations per User

Coyote will store and calculate commission based on your parameters. These calcuations are based on type of work and on each individual sales person or staff member.

Set Permissions per User

Coyote permissions are detailed and integrated throughout the system. You can set permissions by user regarding access to individual tabs (e.g. Contacts, Sales, Purchasing, etc.) or by function or area type. Permissions groups allow managers to do one thing and staff to do another. We can customize permissions for you.

Clock In/Out

You can track everyone's in and out status as well as employee time for payroll. Clock In and Out is simple and fast. A user can use any available terminal to clock In/Out without log-ins. The module includes advanced error checking which prompts users for explanations when clock in and outs are not in order. Errors are logged. Administrators can adjust time entries but all changes are logged and flagged as altered for audit purposes.

The Time Clock interfaces with In/Out board. You can check who is in and who is out. Users can leave a status message for others to see on the board which can include a photo.