E-Broker 5.0 Help

Welcome to E-Broker 5.0

Welcome to E-Broker 5.0

This is the first topic Next topic  

Welcome to E-Broker 5.0

This is the first topic Next topic  

 

 

 

 

 

 

 

 

 

 

 

E-Broker is a fully featured Client Management System designed to help you get closer to your customer base and to manage your business more effectively.

 

The system has been designed, built and honed by salespeople in New Zealand over a 25 year period - so you know it works the way you do, rather than how a faceless software development committee 'thinks you work'.

 

Version 5.0 builds on the strengths and success of the previous systems, but retains the look and feel that you love. However it is all new 'under the hood' with a ground up rebuild of the system around the very latest Microsoft .net technology and the tried and tested SQL Server database engine.

 

For those of you who have multiple office sites, a centralised database is even easier to have, and for all of you report freaks out there, you now have the power of SQL Reports at your fingertips. Want an automatic email on a Friday afternoon about Team Production Figures and an Underwriting Report on a Monday morning for the Team Meeting? No sweat.

 

 

Getting Started - New Users

Study the Introduction and Quick Start Tutorials sections to familiarise yourself with the basics of the program
Press F1 in any screen of E-Broker and it will launch the help topic for the screen you are in
Check out the Contents and the Index tabs to to left

Getting Started - Users upgrading from Version 4.0

See the Upgrade FAQ for a quick summary of major changes and where to find the functions you are looking for.
Even if you are an experienced E-Broker user, please run through the Introduction and the Quick Start Tutorials sections to quickly get up to speed with what has changed in our latest version of the system.