Getting Started

Introduction to Evosus Enterprise
Are you brand new to Evosus Enterprise? Here is a basic introduction to the application. And here are some more topics that will help get you started... Accounting Accounting Periods Customer Types Credit Memos & Statement Charges Default Bill To Address Enter a bill/invoice Multiple Stores Impact on General Ledger O...
Action Items & Order Queues
My Action Items Use the My Action Items button on the Employee tab of the Main Menu to mange your work load and make sure that you follow-up on campaign streams. This displays a filtered list of your action items. If you have the proper permissions, you can also view, add, and reassign Action Items to other employees, print action items,...
Address Lookup
Address look-up is available in the US, Canada, Australia and Cayman Islands on the following screens: Customer Add Customer Location Update Purchase Order Address Update Company Update Empty Address Lookup If you're entering an address on a new record in Evosus, use the Address Lookup feature to ensure the address you enter i...
Blue Links in Reports
Alt Tab Keyboard Shortcut
You can use ALT + TAB to move between the open windows in the application!  Watch this quick video for a demonstration. 
Arrow Keys & Spacebar for Checklists
Change Processing Date
Close all screens in Evosus except the main menu. Double click on the Process Date in the bottom right hand corner. The Change Processing Date screen appears. Select a new processing date. Click Apply.
Change Your Evosus Password
Select File > Change My Password. Enter your new password in the New Password and Verify New Password fields. All passwords must be at least 7 characters and must include letters and numbers. Click OK.
The dashboard gives you a high-level snapshot of your organization. It's all of the key information that you need, in one place.  This feature was added to the application in version 6.6. How do you get to the dashboard? If you have permission to view the dashboard, it will automatically appear when you log in. You can also open it by...
Exceeded Number of Licenses
Why is it important to correctly log off a Terminal Services session? Connecting to a server via Terminal Services requires a license. The server holds the licenses purchased by the company. If a user exits a Terminal Services session incorrectly, the server thinks that person is still logged in and doesn’t release the license to be used by th...
Export Grid to Excel
You can export the information in some of the screens in the application directly into an MS Excel spreadsheet. For example, you can export the customers that apepar on the Customers tab to an MS Excel spreadsheet. Once the list has been exported to MS Excel, you can format it in any way that is needed.
MS Outlook Integration - Standard
You can send emails directly from Evosus Enterprise using two methods: Standard integration - This method does not require you to install any additional software, and it uses the Messaging Application Programming Interface (MAPI). Microsoft has broken this integration with several of their releases in 2017. Outlook Add-In - This method u...
MS Outlook Add-In
Microsoft released several updates in 2017 that broke our MS Outlook integration. Our standard MS Outlook integration uses the Messaging Application Programming Interface (MAPI), but our new Outlook Add-In included in version 6.6.215 is a more modern integration that is much less likely to be broken by future Microsoft updates. If you're h...
Go To Menu
My Actions
My Data Entry Audit Log
Notepad Icon
Quick Text
Do you find yourself typing the same information over and over again in Service Tech Notes, Special Instructions on Orders, Job Bills, and Job Work Orders?  Quick Text can save you time. It lets you save commonly used text, such as “Thank you for your business”, and then quickly add the text to any field that has the spell check feature enable...
View Inactive Customers
View Posting Details
Window Drop Down and CTRL/Tab
How to Handle Leading Zeros in MS Excel
Microsoft® Excel removes leading zeros from a field unless the text is surrounded by quotations - for example, "00001" becomes "1" . Leading zeros are often seen on item codes, vendor codes, and UPC codes. Follow the  steps below to create a formula that adds leading zeros to a column in MS Excel. This is helpful when import...
What Region Am I In? Who is my Account Manager?
Koamtac 350 Scanner Set up
Attached, Please find Koamtac 350 Scanner Setup PDF.